Contact Types and Roles

Contact Types and Roles

Every contact in Latch has a type that determines their role and how they interact with the system.

Available Types

Tenant

People who rent your properties. Tenants can be:

• Linked to leases to track who is renting which property.
• Invited to the Tenant Portal for self-service features.
• Sent communications like rent reminders and maintenance updates.

Contractor

Tradespeople and maintenance providers. Contractors can be:

• Assigned to maintenance tickets.
• Discovered through the AI agent's contractor finder.
• Linked to expenses for their invoices.

Supplier

Businesses that provide services or goods. Suppliers are used for:

• Expense tracking — Link expenses to specific suppliers.
• Invoice management — Record supplier invoices.

Agent

Letting agents or property managers. Agents can be:

• Linked to properties they manage.
• Contacted for viewings and tenancy administration.

Other

Any contact that does not fit the above categories (e.g. solicitors, accountants, neighbours).

Changing a Contact Type

1. Open the contact detail page.
2. Click Edit.
3. Change the Type field.
4. Click Save Changes.

Tip: Accurate contact types help the AI agent understand your relationships and provide better suggestions.