Module 5: Project Coordinator - Communication Management

Step 1: Open Notifications

Click the notifications bell icon in the top-right corner.

Details:

• A badge on the bell shows how many unread notifications are waiting
• Notifications cover communication across Emails, SMS, and comments on a job

Step 2: Review Email Notifications

Click Emails in the notifications panel to view the customer's email communications.

Details:

• The panel also has SMS, Actionables, and Tasks tabs alongside Emails
• Opens a list of recent email activity across your jobs

Step 3: Review SMS Notifications

Click SMS in the same notifications panel to view the customer's SMS communications.

Details:

• Switching tabs here doesn't leave the panel. Emails, SMS, Actionables, and Tasks are all one click apart
• Useful for a quick check across jobs before diving into one in particular

Step 4: Go to the Project

Click Project to open the full project for the job you want to review.

Details:

• Takes you out of the notifications panel and into the project's own Details page
• From the project's left-hand menu you can then reach Communications, along with AR Invoices, Cash Settlements, Credit Notes, Documents, Signing Requests, Temp Accom, and Audit Trail

Step 5: Open the Communications Tab

In the project's left-hand menu, click Communications.

Details:

• Sits near the top of the menu, alongside Details, AR Invoices, and Cash Settlements
• Lists every communication record tied to the project, regardless of which channel it came through

Step 6: Review Communication Details

Click Details on a communication to review its full content.

Details:

• Opens the complete email thread, showing sender, recipient, subject line, and body
• In this recording, a customer's email ("I'd like to request an update on repairs at our property. My husband and I are going overseas in two weeks...") and the team's reply are both visible in the same thread

Summary

Key Communication Management Steps:

Checking Notifications:

• Click the bell icon to see new communication activity

• Switch between Emails and SMS tabs within the same panel

  
  

Reviewing a Job's Full History:

• Click Project to open the job, then Communications in the left-hand menu

• Click Details on any entry to read the full email or SMS thread

  
  

Key Points to Remember:

• Any email or SMS sent from Loop can be received and responded to within Loop, so communication doesn't need to happen on a separate platform
• The notifications bell gives a quick cross-job view; the project's Communications tab gives the full history for one job
• Clicking Details on a communication shows the complete thread, not just a preview

👇Recap

• You've learned how to check new communication activity using the notifications bell.
• You've opened a job's Communications tab to see its full history.
• You've reviewed a full email thread by clicking Details on a specific communication.

FAQ

Where do I see new communication activity across my jobs? Click the notifications bell in the top-right corner, then switch between the Emails and SMS tabs.

Where do I find all the communications for one specific job? Open the job's Project, then click Communications in the left-hand menu.

Can I read a full email thread, not just a preview? Yes,  click Details on any communication entry to open its full content.

Do I need to use a separate email or messaging app to communicate with customers? No, any email or SMS sent from Loop can be received and responded to within Loop.