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Module 0: Project Coordinator: Your Role
💡If you're a Project Coordinator or Repair Coordinator, you're the one keeping a project moving once a job is underway. You're setting up new projects and job modules correctly, managing documents and signing requests, keeping photos and forms organised, and making sure work progresses through the right status at the right time.
Available Guides
Creating a Purchase Order from an Estimate
Creating a purchase order directly from a job's authorised estimate, selecting scope items and a pricing method, setting the order's details and schedule, and sending it to a subcontractor or supplier.
SMS Communication Guide
Sending and receiving SMS messages from within a job, using a template or your own message, and keeping the full conversation history attached to the job.
Create and Manage Documents for Signing Guide
Starting a new form, reviewing and saving it, generating a PDF, and sending it out for a signature request through to tracking and reviewing the signed document.
Upload and Manage Site Photos Guide
Uploading site photos, enabling and labelling images, then building a photo schedule form and generating the PDF.
Communication Management Guide
Reviewing email and SMS notifications, then going to the project's Communications tab to review communication details.
Adding a New Job Module to a Project Guide
How to add a new job module to an existing project, from choosing the workflow through to assigning the case manager, estimator, and project manager and creating the module.
Create a New Project Guide
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.
Upload Documents Guide
Accessing the Documents section, starting a new document, selecting the right category, and uploading the file.
Workflows and Job Status Guide
Understanding job progression and status management: workflow visualisation, status transitions, managing job blockers, and rollback functionality.
Use and Manage Tasks Guide
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.
FAQ
Where do I start if I'm new to the Project Coordinator / Repair Coordinator role? Start with the Create a New Project Guide and the Workflows and Job Status Guide, these cover how a project gets set up and how its progress is tracked day to day.
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 Project Coordinator / Repair Coordinator 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