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 2 others3 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 the two DoorLoop subscriptions so you can pick the right one for your business.
- 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.
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.15 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.14 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.6 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
DoorLoop 2.0 [Early Access]
DoorLoop 2.0 is a redesign of the platform's dashboards, navigation, lists, and search — this collection covers what's new and how to get around it.