Step 1 - CONTACT
- Understand your business goals, struggles and needs.
- Visit our website at www.looplogics.com
- Make contact with the team by clicking the ‘Book Free Demo’ or ‘Contact Us’ buttons.
- Our Team will contact you for a Loop Construction Management Software demo.
Step 2 - DOCUMENTATION
You will receive onboarding docs and will need to return the following:
- Preferred company logo - for headers/footers and email signature if these are different, please provide both.
- User Details - People you want set up as users
- Workflow details - if you already have these set up for your business
- Scope or estimate details - For example, the preferred cost centre names for each job
- Templates - WHS templates, work order, quoting and reporting templates
- Accounting software details - you will need to login to the software during your onboarding session
- Contacts Database - List of Clients, Subcontractors and Suppliers
Step 3 - ONBOARDING
- Loop Logics creates your company's personalised Loop package, within 10 business days.
- Onboarding session with your team.
- Onboarding Plan - For companies with over 20 users, Loop Logics will develop a customised onboarding plan.
- Support - Your team can access support videos and training docs on the Self-Service Portal. Our Customer Success Team is accessible for any queries you may have during your journey.