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Module 0: Supervisor - Your Role
💡If you're a Project Manager or Supervisor, you're responsible for what happens on site. You oversee trade coordination, manage variations, make sure works meet the required standard, and sign off on completion. In insurance building, every scope change needs to be documented, every subcontractor needs to be accountable, and every handover needs to be clean. Loop Logics gives you the tools to manage this from anywhere, whether you're on site or in the office.
Available Guides
Creating a Purchase Order from an Estimate
Learn how to raise a purchase order from the authorised estimate, set the amounts, choose the email template, assign a subcontractor and send the order.
👉 Link here
Estimates and Variations
Learn how to lock, submit and authorise an estimate, create a variation when the scope changes, and ask the office team for a peer review.
👉 Link here
SMS Communication
Learn how to open SMS Messages on a job, select a contact, use a template or compose manually,
reply to messages and view message history.
👉 Link here
Upload and Manage Site Photos
Learn how to upload site photos, enable and label them, build a Photo Schedule form and generate the PDF.
👉 Link here
Upload Documents
Learn how to access the Documents section, create a new document, choose a category, upload by drag and drop or file selection and find the saved document.
👉 Link here
Use and Manage Tasks
Learn how to create a task from a template, assign it to a team member, mark it as urgent, add details and view or edit tasks.
👉 Link here
PM Updates
Learn how to open PM Updates, write a progress update, set start and completion dates, record a delay and submit the update.
👉 Link here
How to Use Delivery Budget
Learn how to open Delivery Budget, enter amounts against line items, check the Total Budget row, approve the budget and price a purchase order from scope.
👉 Link here
FAQ
Where do I start if I'm new to the Supervisor role? Start with the Creating a Purchase Order from an Estimate Guide and the Estimates and Variations Guide. They cover how work is engaged and how scope changes are documented on a job.
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 Supervisor 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.