Vendor Tutorial

Account Creation

When you join Latchel as a preferred vendor, you’ll receive an email with a link prompting you to create your account. Clicking the link brings you to the password creation page. Create a strong password and you’ll be logged in to your Latchel Office.

Create a password for your Latchel account.

Introduction to Your Latchel Office

Welcome to your Latchel Office! Here you are able to track all of your jobs in every stage of the workflow. From scheduling to invoicing, it’s all handled here in your office.

Payment Settings

This is where your payment settings are stored.
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(click image to expand)

Click on Add Bank Account and you can get started inputting your information.

Enter your Business Type, Business Name, Address, City, State and Zip. Click next when all the required fields information has been added.

Enter your First and Last Name, Email, Date of Birth, and the last 4 digits of your Social Security Number. Click Next when all the required fields information has been entered.

Enter your Bank Account Number and Routing Number, read and accept the Latchel Terms of Service and click Next.

Success! Your Payment Settings have been saved. In the menu to the left, click the Jobs Icon to return to your Latchel Office.

Submitting Your Invoice

Here is the main Latchel Office where you are able to track all of your jobs in every stage of the workflow. Gather Estimate, Scheduling, Confirming Completion, Invoices, Scheduled Today, Scheduled Later, and Other Work Orders can all be accessed from this main hub.

Here is where your billable Line Items are added to the invoice. Click the +Add Item button to add the first field.

Adding a line item will enable a drop down menu where you can choose from Minimum Service Charge, Regular Hourly, Evening Hourly, Weekend Hourly, Emergency Hourly, Material Cost and Miscellaneous.

In this example, Regular Hourly Service at $85 an hour for freezer repair has been added.

Click + Add Item to add more, as many as you need to complete the invoice.

In this example, Material Cost at $95 for a Replacement Ice Maker has been added bringing the total invoice to $180. Our 10% fee is automatically deducted when you add your line item costs. Once all line items have been added and the invoice is complete. Click the Next button.

Next is the description, as well as, before and pictures of the work that was completed. Please note that the invoice CANNOT be submitted unless before and after pictures are provided.

In this example, “Remove and replace broken ice maker, clean and test new unit.” including the before and after pictures have been added. Please give a detailed and accurate description of the work that was completed. Click the Next button and proceed to reviewing the invoice.

The invoice has been created and this is the final step before submission. Review all the details and when things look good click the Submit Invoice button.

Invoices

Here is the main Latchel Office where you are able to track all of your jobs in every stage of the workflow. Gather Estimate, Scheduling, Confirming Completion, Invoices, Scheduled Today, Scheduled Later, and Other Work Orders can all be accessed from this main hub.

Invoices that you submit from completed jobs can be viewed in the Invoices section of the Latchel Office. Click on the Invoices tab in the menu on the left hand side to access them.

We are now in the Invoices section of the Latchel Office. Here we can see invoice 92-206 we submitted from our example completed ice maker replacement job for work order 6-206. Clicking on either the name or number of the invoice will bring you to the details of the completed job and invoice.

Here you can view all aspects of the completed and invoiced work order. Underneath the title of the work order there are 4 tabs. Job Details, Files, Reviews and Invoice. As you can see Job Details contains all the information given to you about the work order.

The Files tab contains any files that were uploaded and attached to the work order. Here we see the before and after pictures that were submitted along with our invoice. Estimates, pictures, work orders, any files that were uploaded in the job history will be found here.

The Reviews tab is for customers that wish to give you a review for doing an amazing job as a Latchel preferred vendor. We love hearing great things about our vendors!

The Invoice tab has our submitted invoice in its current state. As you can see here, this invoice is unpaid and is being processed for payment on 03/02/2018. Feel free to come here anytime to see the state of your invoices or if you need to get details from a job you already completed.

Logout

Here is the main Latchel Office where you are able to track all of your jobs in every stage of the workflow. Gather Estimate, Scheduling, Confirming Completion, Invoices, Scheduled Today, Scheduled Later, and Other Work Orders can all be accessed from this main hub.

When you are finished in your Latchel Office, click the Logout icon in the menu on the left hand side to end your session.