- Step-by-Step Guide
- Owner Notification Emails
Step 1. Log in to Latchel
Step 2. When logged into Latchel, click your initials/avatar on the top-right of the page and click Account Settings.
Step 3. On the Connections tab, click Gmail.
Step 4. Log in to the Gmail account you wish for Latchel to use for owner communications and click Allow.
Step 5. If we do not already have it, please send us an email at firstname.lastname@example.org 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.
Step 6. Once your owners are added and when you go to the Owner’s profile you can select from 3 types of notifications:
- Notification when a maintenance request is created.
- Notification for work approval when a maintenance request is created. This happens before a work order is ever sent to a service provider.
- Notification for a budget approval when a work order goes over the normal hard budget limit.
Click the toggle to enable each type of notification. The toggle should appear blue and positioned to the right to indicate that notification type has been enabled.
Owner Notification Examples: