Data Management & Configurations

Keeping your data organized is the backbone of a well-run maintenance operation. In this section, you’ll find guides that walk you through managing the essential building blocks of your Latchel account—properties, residents, portfolios, and company-wide settings. Whether you’re onboarding new properties or updating team permissions, these tools help you maintain accurate information and ensure everything runs smoothly behind the scenes.

Property Management

Manage property-level data and ensure accurate details for smooth maintenance coordination.

How to Add a Property

How to Remove a Property

How to Re-Enable a Property

How to Add Warranty Information

How to Create and View a Bid Request for a Property

Resident Management

Edit resident information and keep contact details up to date for every unit.

How to Add & Manage Residents

How to Enable or Disable a Resident in Latchel

How to Update the Resident's Availability

How to Add Resident's Move-In/Move-Out Dates

How to View Resident Work Order Links

Portfolio Management

Organize properties into portfolios and streamline team or notification settings by group.

Managing Your Portfolios

How to Delete a Portfolio

How to Multi-Select Portfolios

Configuration Inheritance

Understand how settings pass down from company to portfolio to property for consistent workflows.

Configuration Inheritance (Property, Portfolio, & Company Level)

How to Copy Company or Portfolio Service Provider Prioritization

Owner Management

View, update, and manage owner assignments linked to properties in your Latchel account.

How to Create an Owner Profile and Assign Property Ownership

How to Set Up Owners Who Manage their Own Maintenance