{"id":1236,"date":"2020-01-14T15:23:21","date_gmt":"2020-01-14T22:23:21","guid":{"rendered":"https:\/\/latchel.ticksites.com\/wp2\/?p=1236"},"modified":"2021-02-15T10:09:43","modified_gmt":"2021-02-15T17:09:43","slug":"how-to-set-up-owner-communication","status":"publish","type":"post","link":"https:\/\/latchel.ticksites.com\/wp2\/how-to-set-up-owner-communication\/","title":{"rendered":"How to Set Up Owner Communication"},"content":{"rendered":"<div class=\"fusion-alert alert custom alert-custom fusion-alert-left \" style=\"background-color:#e9e9ea;color:#2d3047;border-color:#2d3047;border-width:2px;\"><div class=\"fusion-alert-content-wrapper\"><span class=\"alert-icon\"><i class=\"fa-lg fa-info-circle fas\" aria-hidden=\"true\"><\/i><\/span><span class=\"fusion-alert-content\"><p>Latchel allows you to integrate your Google Gmail account so that you can automatically send new work order notifications and non-emergency budget and\/or work order approval notifications to your owners. These email notifications send through your own email account so that owners see the email coming from YOU instead of Latchel. Any responses from the owners will also go to your email.<\/p>\n<p>Inside the email, owners can click a button to automatically approve work if you have budget approval or new work order approval notification turned on for that owner (see example emails at the end of this guide). To enable notifications to owners, you must first integrate your Google Gmail account then create owner profiles on each property.<\/p>\n<p>Once your owners are added, you can go to the owner\u2019s profile and select from 3 types of notifications:<\/p>\n<ol>\n<li>Notification when a maintenance request is created.<\/li>\n<li>Notification for work approval when a maintenance request is created. This happens before a work order is ever sent to a service provider.<\/li>\n<li>Notification for a budget approval when a work order goes over the normal hard budget limit.<\/li>\n<\/ol><\/span><\/div><\/div>\n<h1 id=\"id-(CustomerGuide)HowtoRemovePropertiesandAddProperties-Content\">Content<\/h1>\n<ul>\n<li><span class=\"toc-item-body\" data-outline=\"1\">Objective<\/span><\/li>\n<li><span class=\"toc-item-body\" data-outline=\"2\">Content<\/span>\n<ul>\n<li><span class=\"toc-item-body\" data-outline=\"2.2\">Step-by-Step Guide<\/span><\/li>\n<li>Owner Notification Email Examples<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2>Step-by-Step Guide<\/h2>\n<p><strong>Step 1.<\/strong> Log in to <a href=\"\/\/latchel.atlassian.net\/wiki\/stage.latchel.com\/login\">Latchel<\/a><\/p>\n<p><strong>Step 2.<\/strong> <span style=\"font-weight: 400;\">When logged into Latchel, click your initials\/avatar on the top-right of the page and click <strong>Account Settings<\/strong>.<\/span><\/p>\n<p><img class=\"alignnone size-full wp-image-935\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Screen-Shot-2019-10-23-at-10-18-09-AM-2.png\" alt=\"\" width=\"388\" height=\"134\" srcset=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Screen-Shot-2019-10-23-at-10-18-09-AM-2-200x69.png 200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Screen-Shot-2019-10-23-at-10-18-09-AM-2-300x104.png 300w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Screen-Shot-2019-10-23-at-10-18-09-AM-2.png 388w\" sizes=\"(max-width: 388px) 100vw, 388px\" \/><\/p>\n<p><span style=\"font-weight: 400;\"><strong>Step 3.<\/strong> On the <strong>Integrations<\/strong> tab, click <strong>Activate <\/strong>under the Gmail section.<\/span><\/p>\n<p><img class=\"alignnone wp-image-2428\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/Latchel-1.png\" alt=\"\" width=\"774\" height=\"450\" srcset=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/Latchel-1-200x116.png 200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/Latchel-1-300x174.png 300w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/Latchel-1-400x233.png 400w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/Latchel-1-600x349.png 600w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/Latchel-1-768x447.png 768w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/Latchel-1-800x465.png 800w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/Latchel-1-1024x595.png 1024w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/Latchel-1-1200x698.png 1200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/Latchel-1-1536x893.png 1536w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/Latchel-1.png 1806w\" sizes=\"(max-width: 774px) 100vw, 774px\" \/><\/p>\n<p><strong>Step 4.<\/strong> A new browser will open. <span style=\"font-weight: 400;\">Log in to the Gmail account you wish for Latchel to use for owner communications and click <strong>Allow<\/strong>.\u00a0 <\/span><\/p>\n<p><span style=\"font-weight: 400;\"><div class=\"fusion-alert alert custom alert-custom fusion-alert-left \" style=\"background-color:#e9e9ea;color:#2d3047;border-color:#2d3047;border-width:2px;\"><div class=\"fusion-alert-content-wrapper\"><span class=\"alert-icon\"><i class=\"fa-lg fa-info-circle fas\" aria-hidden=\"true\"><\/i><\/span><span class=\"fusion-alert-content\"><em><strong>Please note:<\/strong> Latchel will send emails on your behalf from this connected email address. Latchel will <strong>not<\/strong> notify you about the email&#8211;it just shows up in your Gmail outbox. Approvals get logged automatically in the Latchel system and replies from your owners will go directly to your email inbox, not Latchel.<\/em><\/span><\/div><\/div><\/span><\/p>\n<p><img class=\"alignnone wp-image-1238\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/Sign-in-Google-Accounts.png\" alt=\"\" width=\"413\" height=\"587\" srcset=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/Sign-in-Google-Accounts-200x284.png 200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/Sign-in-Google-Accounts-211x300.png 211w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/Sign-in-Google-Accounts-400x568.png 400w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/Sign-in-Google-Accounts-600x852.png 600w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/Sign-in-Google-Accounts-721x1024.png 721w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/Sign-in-Google-Accounts-768x1091.png 768w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/Sign-in-Google-Accounts-800x1136.png 800w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/Sign-in-Google-Accounts.png 942w\" sizes=\"(max-width: 413px) 100vw, 413px\" \/><\/p>\n<p><strong>Step 5<\/strong>. <span style=\"font-weight: 400;\">If we do not already have it, please send us an email at <\/span><a href=\"mailto:onboarding@latchel.com\"><span style=\"font-weight: 400;\">onboarding@latchel.com<\/span><\/a><span style=\"font-weight: 400;\"> containing a list of owners with name, phone number, email address along with what properties they cover (spreadsheet template example below). This owner information will need to be added to the Latchel portal for notifications to be sent out to your owners successfully. Without this data, the Latchel system will not send emails to your owners.<\/span><\/p>\n<p><img class=\"alignnone size-full wp-image-1239\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/Screen-Shot-2020-01-14-at-10.48.14-AM.png\" alt=\"\" width=\"2054\" height=\"596\" srcset=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/Screen-Shot-2020-01-14-at-10.48.14-AM-200x58.png 200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/Screen-Shot-2020-01-14-at-10.48.14-AM-300x87.png 300w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/Screen-Shot-2020-01-14-at-10.48.14-AM-400x116.png 400w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/Screen-Shot-2020-01-14-at-10.48.14-AM-600x174.png 600w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/Screen-Shot-2020-01-14-at-10.48.14-AM-768x223.png 768w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/Screen-Shot-2020-01-14-at-10.48.14-AM-800x232.png 800w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/Screen-Shot-2020-01-14-at-10.48.14-AM-1024x297.png 1024w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/Screen-Shot-2020-01-14-at-10.48.14-AM-1200x348.png 1200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/Screen-Shot-2020-01-14-at-10.48.14-AM.png 2054w\" sizes=\"(max-width: 2054px) 100vw, 2054px\" \/><\/p>\n<p><strong>Step 6.<\/strong> Once your owners are added and w<span style=\"font-weight: 400;\">hen you go to the Owner\u2019s profile you can select from 3 types of notifications:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Notification when a maintenance request is created.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Notification for work approval when a maintenance request is created. <\/span><i><span style=\"font-weight: 400;\">This happens before a work order is ever sent to a service provider.<\/span><\/i><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Notification for a budget approval when a work order goes over the normal hard budget limit.<\/span><\/li>\n<\/ol>\n<p>Click the <strong>toggle<\/strong> to enable each type of notification. The toggle should appear blue and positioned to the right to indicate that notification type has been enabled.<\/p>\n<p><img class=\"alignnone wp-image-1240\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/Latchel-2020-01-14T105240.485.png\" alt=\"\" width=\"561\" height=\"373\" srcset=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/Latchel-2020-01-14T105240.485-200x133.png 200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/Latchel-2020-01-14T105240.485-300x200.png 300w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/Latchel-2020-01-14T105240.485-400x266.png 400w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/Latchel-2020-01-14T105240.485-600x399.png 600w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/Latchel-2020-01-14T105240.485-768x511.png 768w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/Latchel-2020-01-14T105240.485-800x532.png 800w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/Latchel-2020-01-14T105240.485.png 822w\" sizes=\"(max-width: 561px) 100vw, 561px\" \/><\/p>\n<p>&nbsp;<\/p>\n<h3>Owner Notification Email Examples:<\/h3>\n<p><img class=\"alignnone wp-image-1245\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/Screen-Shot-2020-01-14-at-1.50.08-PM.png\" alt=\"\" width=\"571\" height=\"598\" srcset=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/Screen-Shot-2020-01-14-at-1.50.08-PM-200x210.png 200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/Screen-Shot-2020-01-14-at-1.50.08-PM-286x300.png 286w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/Screen-Shot-2020-01-14-at-1.50.08-PM-400x420.png 400w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/Screen-Shot-2020-01-14-at-1.50.08-PM-600x629.png 600w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/Screen-Shot-2020-01-14-at-1.50.08-PM.png 738w\" sizes=\"(max-width: 571px) 100vw, 571px\" \/><\/p>\n<p><img class=\"alignnone wp-image-1649\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/owner-approval-notificaiton.png\" alt=\"\" width=\"534\" height=\"582\" srcset=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/owner-approval-notificaiton-200x218.png 200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/owner-approval-notificaiton-275x300.png 275w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/owner-approval-notificaiton-400x436.png 400w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/owner-approval-notificaiton-600x654.png 600w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/owner-approval-notificaiton-768x837.png 768w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/owner-approval-notificaiton-800x872.png 800w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/owner-approval-notificaiton-940x1024.png 940w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/01\/owner-approval-notificaiton.png 1118w\" sizes=\"(max-width: 534px) 100vw, 534px\" \/><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Content Objective Content Step-by-Step Guide Owner Notification Email Examples Step-by-Step&hellip;<\/p>\n","protected":false},"author":12,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[353],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v18.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ 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