How to Navigate Loop Logics

Your Dashboard

• Upon logging in, Loop Logics displays your dashboard, showing My Appointments, My Jobs, and Jobs Awaiting Invoicing.
• You can customise your dashboard by selecting the Settings icon in the upper right corner.

Searching for Jobs

• Select the magnifying glass icon in the upper left corner to search for jobs within Loop.

• Use the filtering tools on the left-hand side (such as Project Admin, Estimator, Project Manager, Client, Status, and more) to refine your search results.

• Select the Loop icon in the top left corner of the screen at any time to return to your dashboard.

Using the menu

• Select the Menu icon next to the Loop icon to expand the menu and view the contents of each section (including Email, Finance, Contacts, Calendar, Timesheets, Analytics, Reports, Forecasts, and Admin).

• Select the Menu icon again to collapse the menu.

Checking notifications

• Select the bell icon in the upper right corner to access your notifications.

• This includes Mentions, Emails, SMS, Actionables, and Reminders. Each shown as its own tab within the notifications panel.

FAQ

Can I change what appears on my dashboard? Yes, select the Settings icon in the upper right corner of your dashboard to customize it.

How do I quickly get back to my dashboard? Select the Loop icon in the top left corner of the screen from anywhere in Loop.

What kinds of notifications will I see in Loop? Your notifications panel is organised into five tabs: Mentions, Emails, SMS, Actionables, and Reminders.