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Module 0: Admin Scheduler - Your Role
💡If you're in admin or scheduling, you're the engine room of the business. You're the one making sure every job gets created correctly, appointments are booked, and nothing slips through the cracks.
In insurance building, timing is everything. Insurers are watching SLAs, customers are waiting on repairs, and your team depends on accurate job information to do their work. Loop is your central hub for managing that flow.
This training series walks you through the must-haves you need to keep jobs moving from the moment they land, covering the following guides.
Available Guides
Booking Appointment Guide
Learn how to create, configure, and confirm appointments effectively. Selecting job modules, creating new appointments, choosing appointment type, dates and times, setting appointment status, and managing attendees.
Upload Documents Guide
Document management within Loop Logics. Accessing the Documents section, uploading new documents, organising documents by category, managing file storage, and retrieving documents.
Workflows and Job Status Guide
Understand job progression and status management: workflow visualisation, status transitions, managing job blockers, automated workflows, and rollback functionality.
Upload and Manage Site Photos Guide
A complete guide to photo management and PDF generation: uploading site photos, enabling and organising images, labelling photos, creating photo schedules, and generating PDF reports.
Use and Manage Tasks
How to create, assign, and track tasks within a job. From opening the Tasks area through to being notified when a task is created and finding it again later.
Adding New Job Modules to a Project
How to add a new job module to an existing project, from opening the new job form through to assigning the people responsible for it and saving it. Adding a module correctly the first time means the job is tied to the right workflow and the right people from day one, rather than needing to be corrected later
Create a New Project
How to create a new project in Loop Logics from choosing the project type through to entering the client, location, and peril details, setting up the default job, assigning the team, and adding the customer and site information.
FAQ
Where do I start if I'm new to the admin/scheduler role? Start with the Booking Appointments Guide and the Workflows and Job Status Guide, these cover the day-to-day essentials of getting jobs moving and keeping their status accurate.
Do I need to complete Loop Insurance Foundations before this training? Yes, this pathway builds on the general Loop skills covered in Foundations and focuses specifically on what the admin/scheduler role needs day to day.
Who do I contact if I need help beyond these guides? Reach out to the Loop Logics support team on 1300 566 667 or at support@looplogics.com.
❓ Need Help?
If you have questions or need assistance, use the chat box in the bottom-right corner to contact the Loop Logics support team or email support@looplogics.com