Setting up you Lobby and Creating Quicklists

Introduction

This knowledge base article will guide you through setting up your lobby in Loop and making sure you get the most out of the software. Whether you're new to the letting side or an experienced agent, this article will help you customize your lobby to suit your needs.

Overview

Your lobby is your command center in Loop Software, where you can view and manage your key tasks and information. You can customize your lobby using quick lists and various widgets to display the most relevant information.

Creating Quick Lists

Quick lists are essentially saved filters that help you quickly access specific sets of data. Here's how to create and use them:

1. **Navigate to the Maintenance Section**: For this example, we'll use maintenance jobs.

2. **Set Filters**: Apply filters to narrow down the data you want to save. For instance, you might filter for approved jobs in the last month.

3. **Save the Quick List**:

   - Once your filters are set, click the "Save this Quick List" button.

   - Name your quick list, e.g., "Approved Jobs in the Last Month."

   - Click "Save."

Your quick list will now appear in your quick lists menu, allowing you to switch between different sets of data easily.

Adding Quick Lists to Your Lobby

1. **Open the Lobby**: Navigate to your lobby screen.

2. **Add a Widget**: Click the plus button in the top right-hand corner to add a widget.

3. **Select Quick List Summary**:

   - Choose the "Quick List Summary" widget and add it to your lobby.

4. **Configure the Widget**:

   - Click the settings button on the widget.

   - Rename the widget to reflect the data it will display, e.g., "Maintenance in the Last Month."

   - Select your previously created quick list from the dropdown menu.

   - Save your settings.

Repeat this process to add multiple quick lists to your lobby for different categories, such as inspections, tenancies, and maintenance jobs.

Using Other Widgets

In addition to the Quick List Summary widget, you can add various other widgets to your lobby to enhance its functionality:

1. **New Letters and Enquiries**: Display new letters and enquiries coming through Loop.

2. **Team Stream**: Keep track of team activities and updates.

3. **To-Do List Widget**:

   - This widget shows a list of different tenancies and their statuses.

   - You can see tasks that are outstanding, in progress, or completed.

   - It's a great way to have an overview of all tenancy states and management information.

Customizing Your Lobby

Tailor your lobby to suit your specific role:

- **Property Managers**: Focus on maintenance, inspections, and tenancy statuses.

- **Lettings Negotiators**: Track viewings, follow-ups, and applications.

- **General Overview**: Use a combination of quick lists and other widgets to get a comprehensive view of all activities.

Conclusion

By creating and utilizing quick lists and widgets, you can customize your Loop Software lobby to display the most relevant information for your role. This setup ensures you have quick access to important data and can efficiently manage your tasks.

If you need any assistance, please reach out to support at support@loop.software. We're here to help!