Getting Started & Account Setup

Set up your DoorLoop account, configure your workspace, manage users and permissions, and explore core tools like the AI Assistant, calendar, and integrations.

By Samuel and 4 others5 authors104 articles

Getting Started

Your first steps in DoorLoop — account setup, navigation, and onboarding resources.

Get Started With DoorLoopIf you're just getting started with DoorLoop, here are some key steps to take when starting out.

Join Our Live Training to Enhance Your DoorLoop JourneyLive trainings are available for those just starting their journey or those who want more advanced training in DoorLoop.

DoorLoop Rentals vs DoorLoop HOACompare DoorLoop Rentals and DoorLoop HOA — find out which subscription fits your portfolio, whether you manage rentals or community associations.

Onboarding Module 1: Setup Your Communications Center, Customize the Tenant Portal, and MoreTake care of these five essentials now so day one runs exactly the way it should.

Onboarding Module 2: What to Expect With Your Bookkeeping Setup CallWhat to expect on your DoorLoop bookkeeping setup call — how to prepare opening balances, tenant ledgers, and financial starting points before going live.

Onboarding Module 3: Payments & CloseoutsOnboarding Module 3: activate payments, complete closeouts, and go live in DoorLoop — the final setup stage before your account is fully operational.

Data MigrationBring your existing data into DoorLoop — import properties, tenants, leases, and transaction history._{3 articles}

How to Use DoorLoop

Core DoorLoop tools and features — AI Assistant, workflows, calendar, custom fields, notes, and account management.

DoorLoop Basics and General SettingsNavigate DoorLoop, customize your workspace settings, manage your login, and configure regional preferences._{16 articles}

Set Up Your Dashboard and WidgetsCustomize your dashboard with widgets that give you a real-time snapshot of your portfolio's performance._{6 articles}

Payment and Subscription InformationManage your DoorLoop subscription, billing details, plan upgrades, and unit count._{13 articles}

Tasks and MaintenanceCreate and assign tasks, maintenance requests, and work orders — and track them from open to resolved._{22 articles}

NotesAdd internal notes to properties, units, leases, and people to keep your team aligned and context in one place._{3 articles}

DoorLoop CalendarView upcoming lease events, maintenance tasks, and reminders in one place. Sync with Google or Apple Calendar._{3 articles}

Custom FieldsTrack any data your business needs by adding custom fields to properties, units, leases, people, and more._{2 articles}

How DoorLoop Secures Your DataLearn how DoorLoop protects your data with enterprise-grade security, encryption, and compliance standards._{3 articles}

SupportReach the DoorLoop support team, access live chat, and find resources for getting help quickly._{7 articles}

DoorLoop AI AssistantUse DoorLoop's built-in AI to draft emails, process bills, generate report insights, and assist tenants in the portal._{11 articles}

WorkflowsAutomate repetitive tasks with custom trigger-based workflows — lease reminders, maintenance routing, and more._{2 articles}

AI InspectionsRun mobile property inspections powered by DoorLoop AI — create templates, conduct walkthroughs, and generate reports._{7 articles}