{"id":1302,"date":"2020-03-23T11:53:26","date_gmt":"2020-03-23T18:53:26","guid":{"rendered":"https:\/\/latchel.ticksites.com\/wp2\/?p=1302"},"modified":"2022-01-17T13:23:25","modified_gmt":"2022-01-17T20:23:25","slug":"how-to-opt-into-the-latchel-contractor-network","status":"publish","type":"post","link":"https:\/\/latchel.ticksites.com\/wp2\/how-to-opt-into-the-latchel-contractor-network\/","title":{"rendered":"How to Opt Into the Latchel Contractor Network"},"content":{"rendered":"<div class=\"fusion-alert alert custom alert-custom fusion-alert-left \" style=\"background-color:#e9f3f6;color:# 1d1934;border-color:# 1d1934;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><span style=\"font-weight: 400;\">If you want and if you qualify, you can opt-in to have Latchel source a new vendor if none of your preferred vendors are available. Our team may source a new vendor on the spot or source someone that we have previously worked with in your area. <\/span>For all Latchel vendor charges, Latchel automatically charges your <strong>Vendor\u00a0Payment Method<\/strong> on file.<\/p>\n<p><em>**To qualify, you must have an emergency hard <a href=\"https:\/\/latchel.ticksites.com\/wp2\/blog\/how-to-customize-budget-limits\/\">budget limit<\/a> set to <strong>$500 or higher<\/strong> and a non-emergency hard budget limit of <strong>$250 or higher<\/strong>. Additionally, we do not send our network of contractors out to collect bids or to get estimates. All bids will only be assigned to your preferred vendors. If you do not have a service provider, you can provide Latchel with a reasonable budget for the job and we will attempt to get someone out to complete the work. Latchel works off of budget limits which means as long as the work will be under your set budget limit, we don\u2019t expect an estimate from the vendor. We only escalate to you for approvals when the vendor goes onsite and finds that the work will cost more than the hard budget limit that you provide us. For additional details, please contact your Customer Success Manager by emailing <a href=\"mailto:success@latchel.com\">success@latchel.com<\/a>.<br \/>\n<\/em><\/p>\n<p>When you add a Vendor Payment Method to your company level settings, your entire account has automatically opted into the Latchel Contractor Network. You can choose to opt a portfolio or property out of the Latchel Contractor Network entirely or you can change the payment method at the portfolio or property level if it&#8217;s different than the payment method set at the company level. Additionally, you can skip applying a Vendor Payment Method at the company level and add a payment method at the portfolio or property level if you only want to enable the Latchel Contractor Network for a portfolio or a single property. Before setting this up, <a href=\"https:\/\/latchel.ticksites.com\/wp2\/blog\/configuration-inheritance\/\">click here to learn more about configuration inheritance.<\/a><\/p>\n<p><span style=\"text-decoration: underline;\">Note:<\/span> Latchel does not currently process payments for your preferred vendors.<\/p><\/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>How to Opt Into the Latchel Contractor Network at the Company Level<\/li>\n<li>How to Opt a Portfolio Out of the Latchel Contractor Network<\/li>\n<li>How to Opt a Property Out of the Latchel Contractor Network<\/li>\n<li>How to Add or Remove the Vendor Payment Method at the Property Level<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2>How to Opt <span style=\"text-decoration: underline;\">ALL<\/span> of Your Properties Into the Latchel Contractor Network<\/h2>\n<div class=\"columnLayout single\" data-layout=\"single\">\n<div class=\"cell normal\" data-type=\"normal\">\n<div style=\"width: 1200px;\" class=\"wp-video\"><!--[if lt IE 9]><script>document.createElement('video');<\/script><![endif]-->\n<video class=\"wp-video-shortcode\" id=\"video-1302-1\" width=\"1200\" height=\"675\" preload=\"metadata\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/03\/How-to-Add-a-Vendor-Payment-Method-.mp4?_=1\" \/><a href=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/03\/How-to-Add-a-Vendor-Payment-Method-.mp4\">https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/03\/How-to-Add-a-Vendor-Payment-Method-.mp4<\/a><\/video><\/div>\n<p class=\"innerCell\"><strong>Step 1.<\/strong> Log into\u00a0<a href=\"https:\/\/stage.latchel.com\/\">Latchel.<\/a><\/p>\n<\/div>\n<\/div>\n<div class=\"innerCell\">\n<p id=\"id-(CustomerGuide)HowtoupdateyourSubscriptionPaymentMethod-step2Step2.Clickonyourinitialsoravatarintheupperright-handcornerofthedashboard,clickAccountSettings\"><span id=\"id-(CustomerGuide)HowtoupdateyourSubscriptionPaymentMethod-step2\" class=\"confluence-anchor-link conf-macro output-inline\" data-hasbody=\"false\" data-macro-name=\"anchor\" data-macro-id=\"2cbf322e-7041-45f4-a344-89b334dfbcd8\"><\/span><strong>Step 2.<\/strong>\u00a0Click on your initials or avatar in the upper right-hand corner of the dashboard, click\u00a0<strong>Account Settings.<\/strong><\/p>\n<p><strong>Step 3.<\/strong>\u00a0Click the tab\u00a0<strong>Payment Settings.<\/strong><\/p>\n<p><strong>Step 4.<\/strong> If you wish to add a new card that is different than your subscription payment method, you can do so by clicking <strong>Add Payment Method\u00a0<\/strong>and then filling out the necessary information. If the vendor payment method is the same as your subscription payment method, skip to <strong>step 5<\/strong>.<\/p>\n<p><strong>Step 5.\u00a0<\/strong>Click the 3 horizontal dots next to <strong>Vendor\u00a0Payment Method, <\/strong>select\u00a0<strong>Change Payment Method. <\/strong>Click the dropdown and choose the account you would like processed.<\/p>\n<p><strong>Step 6.<\/strong> Once this card has been added, you will have opted all of your properties into the Latchel contractor network as a backup to your preferred vendor network.<\/p>\n<div class=\"fusion-sep-clear\"><\/div><div class=\"fusion-separator fusion-full-width-sep\" style=\"margin-left: auto;margin-right: auto;width:100%;\"><div class=\"fusion-separator-border sep-single\" style=\"border-color:#1226aa;border-top-width:1px;\"><\/div><\/div><div class=\"fusion-sep-clear\"><\/div>\n<h2><\/h2>\n<h2>How to Opt a Portfolio Out of the Latchel Contractor Network<\/h2>\n<div class=\"fusion-alert alert custom alert-custom fusion-alert-left \" style=\"background-color:#edeeef;color:#1d1934;border-color:#1d1934;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\">If you opt a portfolio out of the Latchel Contractor Network, this means that the properties added to the portfolio WILL NOT be serviced by the Latchel Contractor Network. To learn more about configuration inheritance and how a portfolio can override company level configurations, click <a href=\"https:\/\/latchel.ticksites.com\/wp2\/blog\/configuration-inheritance\/\">here<\/a>.<\/span><\/div><\/div>\n<div style=\"width: 1200px;\" class=\"wp-video\"><video class=\"wp-video-shortcode\" id=\"video-1302-2\" width=\"1200\" height=\"675\" preload=\"metadata\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/03\/How-to-Opt-a-Portfolio-Out-of-the-Latchel-Contractor-Network.mp4?_=2\" \/><a href=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/03\/How-to-Opt-a-Portfolio-Out-of-the-Latchel-Contractor-Network.mp4\">https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/03\/How-to-Opt-a-Portfolio-Out-of-the-Latchel-Contractor-Network.mp4<\/a><\/video><\/div>\n<p>Step 1. Click the <strong>Portfolios<\/strong> tab at the top of your portal.<\/p>\n<p>Step 2. Click on the name of Portfolio.<\/p>\n<p>Step 3, From the <strong>Payments<\/strong> tab, locate the <strong>Opt Out of LCN<\/strong> section and toggle this <strong>ON<\/strong> (the toggle should be positioned to the right and blue).<\/p>\n<div class=\"fusion-sep-clear\"><\/div><div class=\"fusion-separator fusion-full-width-sep\" style=\"margin-left: auto;margin-right: auto;width:100%;\"><div class=\"fusion-separator-border sep-single\" style=\"border-color:#1226aa;border-top-width:1px;\"><\/div><\/div><div class=\"fusion-sep-clear\"><\/div>\n<p>&nbsp;<\/p>\n<h2>How to Add or Remove the Vendor Payment Method at the Portfolio Level<\/h2>\n<div class=\"fusion-alert alert custom alert-custom fusion-alert-left \" style=\"background-color:#edeeef;color:#1d1934;border-color:#1d1934;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><strong>Before you go through the steps to ADD the Vendor Payment Method at the portfolio level, make sure you have added the card to your <a href=\"https:\/\/stage.latchel.com\/admin\/account\/payments\">payment settings<\/a>.<\/strong><\/p>\n<p>You can choose to opt a portfolio out of the Latchel Contractor Network entirely or you can change the payment method at the portfolio level if it&#8217;s different than the payment method set at the company level. Additionally, you can skip applying a Vendor Payment Method at the company level and add a payment method at the portfolio level if you only want to enable the Latchel Contractor Network for a portfolio.<\/p>\n<p>Note: If you remove the Vendor Payment Method on a portfolio, the portfolio will no longer have it&#8217;s own Vendor Payment Method and instead it will default to the company level settings.<\/p><\/span><\/div><\/div>\n<div style=\"width: 1200px;\" class=\"wp-video\"><video class=\"wp-video-shortcode\" id=\"video-1302-3\" width=\"1200\" height=\"675\" preload=\"metadata\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/03\/How-to-Add-or-Remove-the-Vendor-Payment-Method-Portfolio-Level.mp4?_=3\" \/><a href=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/03\/How-to-Add-or-Remove-the-Vendor-Payment-Method-Portfolio-Level.mp4\">https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/03\/How-to-Add-or-Remove-the-Vendor-Payment-Method-Portfolio-Level.mp4<\/a><\/video><\/div>\n<p>Step 1. Click the <strong>Portfolios<\/strong> tab at the top of your portal.<\/p>\n<p>Step 2. Click on the name of portfolio.<\/p>\n<p>Step 3. From the portfolio page, click the <strong>Payments<\/strong> tab.<\/p>\n<p>Step 4. To <span style=\"text-decoration: underline;\">ADD<\/span> a payment method, click the 3 dots and then click<strong> Change Payment Method<\/strong>. Select a payment method and then click submit to save.<\/p>\n<p>Step 5. To <span style=\"text-decoration: underline;\">REMOVE<\/span> a payment method, click the 3 dots and then select <label><strong>Remove Payment Method.\u00a0<\/strong><\/label><\/p>\n<div class=\"fusion-sep-clear\"><\/div><div class=\"fusion-separator fusion-full-width-sep\" style=\"margin-left: auto;margin-right: auto;width:100%;\"><div class=\"fusion-separator-border sep-single\" style=\"border-color:#1226aa;border-top-width:1px;\"><\/div><\/div><div class=\"fusion-sep-clear\"><\/div>\n<p>&nbsp;<\/p>\n<h2>How to Opt a Property Out of the Latchel Contractor Network<\/h2>\n<div class=\"fusion-alert alert custom alert-custom fusion-alert-left \" style=\"background-color:#edeeef;color:#1d1934;border-color:#1d1934;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\">If you opt a property out of the Latchel Contractor Network, this means that the property WILL NOT be serviced by the Latchel Contractor Network. To learn more about configuration inheritance and how a single property can override portfolio &amp; company level configurations, click <a href=\"https:\/\/latchel.ticksites.com\/wp2\/blog\/configuration-inheritance\/\">here<\/a>.<\/span><\/div><\/div>\n<div style=\"width: 1200px;\" class=\"wp-video\"><video class=\"wp-video-shortcode\" id=\"video-1302-4\" width=\"1200\" height=\"675\" preload=\"metadata\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/03\/How-to-Add-or-Remove-the-Vendor-Payment-Method-Property-Level.mp4?_=4\" \/><a href=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/03\/How-to-Add-or-Remove-the-Vendor-Payment-Method-Property-Level.mp4\">https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/03\/How-to-Add-or-Remove-the-Vendor-Payment-Method-Property-Level.mp4<\/a><\/video><\/div>\n<p>Step 1. Click the <strong>Properties<\/strong> tab at the top of your portal.<\/p>\n<p>Step 2. Click on the property address. This will take you to the property profile page.<\/p>\n<p>Step 3. From the property profile, click the <strong>Payments<\/strong> tab.<\/p>\n<p>Step 4. Locate the <strong>Opt Out of LCN<\/strong> section and toggle this <strong>ON<\/strong> (the toggle should be positioned to the right and blue).<\/p>\n<div class=\"fusion-sep-clear\"><\/div><div class=\"fusion-separator fusion-full-width-sep\" style=\"margin-left: auto;margin-right: auto;width:100%;\"><div class=\"fusion-separator-border sep-single\" style=\"border-color:#1226aa;border-top-width:1px;\"><\/div><\/div><div class=\"fusion-sep-clear\"><\/div>\n<p>&nbsp;<\/p>\n<h2>How to Add or Remove the Vendor Payment Method at the Property Level<\/h2>\n<div class=\"fusion-alert alert custom alert-custom fusion-alert-left \" style=\"background-color:#edeeef;color:#1d1934;border-color:#1d1934;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><strong>Before you go through the steps to ADD the Vendor Payment Method at the property level, make sure you have added the card to your <a href=\"https:\/\/stage.latchel.com\/admin\/account\/payments\">payment settings<\/a>.<\/strong><\/p>\n<p>Note: If you remove the Vendor Payment Method on a property, the property will no longer have it&#8217;s own Vendor Payment Method and instead it will default to the portfolio or company level settings.<\/p>\n<p>You can choose to opt a property out of the Latchel Contractor Network entirely or you can change the payment method at the property level if it&#8217;s different than the payment method set at the company or portfolio level. Additionally, you can skip applying a Vendor Payment Method at the company level and add a payment method at the property level if you only want to enable the Latchel Contractor Network for a single property.<\/p>\n<p>Note: If you remove the Vendor Payment Method on a property, the property will no longer have it&#8217;s own Vendor Payment Method and instead it will default to the parent level settings.<\/p><\/span><\/div><\/div>\n<div style=\"width: 1200px;\" class=\"wp-video\"><video class=\"wp-video-shortcode\" id=\"video-1302-5\" width=\"1200\" height=\"675\" preload=\"metadata\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/03\/How-to-Add-or-Remove-the-Vendor-Payment-Method-Property-Level-2.mp4?_=5\" \/><a href=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/03\/How-to-Add-or-Remove-the-Vendor-Payment-Method-Property-Level-2.mp4\">https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/03\/How-to-Add-or-Remove-the-Vendor-Payment-Method-Property-Level-2.mp4<\/a><\/video><\/div>\n<p>Step 1. Click the <strong>Properties<\/strong> tab at the top of your portal.<\/p>\n<p>Step 2. Click on the property address. This will take you to the property profile page.<\/p>\n<p>Step 3. From the property profile, click the <strong>Payments<\/strong> tab.<\/p>\n<p>Step 4. To <span style=\"text-decoration: underline;\">ADD<\/span> a payment method, click the 3 dots and then click<strong> Change Payment Method<\/strong>. Select a payment method and then click submit to save.<\/p>\n<p>Step 5. To <span style=\"text-decoration: underline;\">REMOVE<\/span> a payment method, click the 3 dots and then select <label><strong>Remove Payment Method.\u00a0<\/strong><\/label><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Content Objective Content How to Opt Into the Latchel Contractor&hellip;<\/p>\n","protected":false},"author":12,"featured_media":786,"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\/ -->\n<title>How to Opt Into the Latchel Contractor Network | Latchel<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/latchel.ticksites.com\/wp2\/how-to-opt-into-the-latchel-contractor-network\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" 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