Training Videos
Getting Started
Job Communication
Document Management
Accounts Management
Appointments and Scheduling
Integration
Administration
- Adding a User Hourly Rate for Timesheets
- What is a Workflow in Loop
- How to Onboard a Subcontractor
- How to Edit a Site Form
- How to Edit a Form Template
- How to Create a Word Template
- How to Create Notification Templates
- How to Create Workflow Blockers
- How to Create Workflow Events
- How to Create Workflow KPIs
- Creating a Site Form
- How to Create a Workflow
- Add Additional Contacts for Clients
- How to Create Tags
- How to Create Reminder Templates
- How to Manually Add Compliance Documents
- How to Add a Client
- How to Add a Subcontractor
- Creating a User
- How to Create Workflow Statuses
- How to Add a Supplier
- How to Create Email Signatures
Managing a Project
Estimates and Purchase Orders
- Create an Estimate
- Sending a PO from an Authorised Quote
- How to Create a Variation
- How to Create an Estimate Template
- Subcontractor Document Submission
- Edit a Purchase Order
- Send a Custom Purchase Order
- Provisional Sum Items
- Create a Scope of Works Document
- Create a Negative Variation Using Multiple Estimates
- Send a Quote Request
- How to Create a Partial Negative Variation
- How to Cancel Purchase Orders
- How to Create a Negative Variation
- Send a Purchase Order
- How to Create Estimate Line Items