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How to Use DoorLoop

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

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DoorLoop Basics and General Settings

Navigate DoorLoop, customize your workspace settings, manage your login, and configure regional preferences.

Choose the Account Launch DateTell DoorLoop when you want to officially launch DoorLoop to your tenants and start collecting rent.
Set Your Region and Currency SettingsConfigure DoorLoop's date format and currency to match your country — ensures accurate records, reports, and tenant communications.
Set Your Default Account Preferences in DoorLoopChoose the month when your fiscal year starts and whether DoorLoop should default to Cash or Accrual accounting.
Customize Your DoorLoop URLCustomize your DoorLoop Tenant Portal URL to match your company branding—also update the internal dashboard URL for your team and users.
Learn How to Navigate DoorLoopNavigate DoorLoop's dashboard and main menu—all related settings are grouped by section in the navigation bar for fast access to your tools.
Utilice DoorLoop en españolAquí les mostramos cómo pueden configurar su navegador para traducir DoorLoop en Espanol automáticamente.
Search DoorLoop Using Global SearchGlobal Search is useful when finding specific items in DoorLoop, but know it's limitations.
Log Into Your DoorLoop AccountLogging into DoorLoop is simple and now includes a Google SSO option.
Success Toaster OverviewKnow whether or not the action you performed was successful or not
Change Your Login EmailChange the email address you use to log in to DoorLoop—requires access to your current inbox to verify the change before it takes effect.
Reset or Change Your PasswordReset a forgotten DoorLoop password using your email, or change your current password anytime from your account settings page.
Transfer Ownership of Your DoorLoop AccountTransfer your DoorLoop account ownership to another user—only the current account owner can make this change, and it takes effect immediately.
Printable Items in DoorLoopSee every item you can print directly from DoorLoop—transactions, reports, leases, checks, and more—with links to the relevant sections.
Glossary of Common TermsThis glossary provides clear definitions of key terms to help you get the most out of DoorLoop and manage your properties with confidence.
Download the DoorLoop App on iOS and AndroidDownload the DoorLoop mobile app on iOS or Android for push notifications, instant login, and on-the-go property management access.
Update Your Company InformationThe first step towards using DoorLoop is to enter your default company information.

Payment and Subscription Information

Manage your DoorLoop subscription, billing details, plan upgrades, and unit count.

Automatic Unit Count Plan UpgradeDoorLoop automatically upgrades your subscription plan when your unit count exceeds your current tier—here's how billing adjusts when you grow.
Upgrade Your Subscription PlanUpgrade your DoorLoop subscription from Starter to Pro or Premium to unlock more features—done instantly from within your dashboard.
Update Your Subscription Plan Unit CountControl your subscription by adding or removing units at any time.
View Your Subscription Payment DetailsView your DoorLoop plan price, last payment amount, next billing date, and subscription details — all in one place.
Update Your Subscription Payment Method InformationChange or update the payment method associated with your DoorLoop subscription.
Additional Fees Associated With DoorLoopOn top of your subscription fee, there are some additional fees for certain features associated with DoorLoop.
Starter Plan LimitationsSee which features are available on DoorLoop's Starter plan — covers the essentials for basic property management, with upgrade options for advanced tools.
Pro Plan LimitationsSee which features are included and excluded in DoorLoop's Pro plan — the mid-tier option between Starter and Premium for growing portfolios.
Reactivate Your DoorLoop SubscriptionReturning DoorLoop customer? Reactivate your subscription in a few clicks and pick up right where you left off.
Why DoorLoop Collects Sales TaxDoorLoop is required to collect sales tax in certain states. This is based on the billing address of your subscription.
Set Up Online Payment FeesChoose who pays online payment processing fees in DoorLoop—pass ACH and credit card fees to tenants or absorb them based on your subscription tier.
View Your Subscription Invoice HistoryEasily view your subscription payment invoices directly from DoorLoop.
Tenant Platform Fees on the PortalHow much do tenants need to pay when making payments through DoorLoop?

Tasks and Maintenance

Create and assign tasks, maintenance requests, and work orders — and track them from open to resolved.

Create a TaskCreate tasks in DoorLoop for maintenance, vendor work, tenant follow-ups, and more — assign due dates, reminders, and keep a full audit trail.
Update a TaskPost updates and communicate progress on any DoorLoop task — add comments, change status, and notify tenants or owners with one click.
Edit a TaskUpdate, reassign, and notify team members on any task in DoorLoop — edit due dates, status, assignees, and comments in a few clicks.
Delete a TaskDelete a task in DoorLoop to remove completed or unnecessary items from your task list and keep your workflow organized.
Create a Recurring TaskSet up recurring tasks in DoorLoop for weekly, monthly, or custom schedules — create once and let DoorLoop regenerate them automatically.
Duplicate a Recurring Task or Recurring Work OrderDuplicate an existing recurring task or work order in DoorLoop to quickly create a similar one without starting from scratch.
Edit or Delete Recurring TasksEdit or delete recurring tasks in DoorLoop — update schedules, assignees, or frequency for any task that repeats on a regular cadence.
Create a Work OrderCreate and assign work orders in DoorLoop to vendors — track jobs triggered by tenant requests or internal maintenance needs from start to finish.
Update a Work OrderUpdate work order status, add vendor notes, and communicate progress in DoorLoop — keep everyone aligned from assignment through completion.
Edit a Work OrderUpdate work orders in DoorLoop — reassign vendors, change status, add notes, and keep tenants and your team informed as jobs progress.
Create a Recurring Work OrderSet up recurring work orders in DoorLoop to automate routine maintenance tasks—like quarterly inspections or seasonal servicing—on a set schedule.
Edit or Delete a Recurring Work OrderUpdate scheduled recurring work orders when your workflow changes.
Create a Tenant Request (Maintenance Request)Tenant requests, also known as maintenance requests, can be recorded in DoorLoop manually if they weren't recorded by the tenant.
Update a Tenant Requests (Maintenance Request) and Notify TenantsPost updates on tenant requests so your tenants will know the status of their inquiries.
Edit a Tenant Request (Maintenance Request)Update and reassign tenant maintenance requests in DoorLoop — add notes, change status, and keep both tenants and your team informed.
Create a Work Order From a Tenant Request as a SubtaskTurn a tenant maintenance request into a linked work order subtask in DoorLoop—keeps the original request and repair task organized together.
Create an Owner RequestOwner requests can be created and recorded manually in DoorLoop. Here's how.
Update an Owner RequestUpdate, reassign, or add comments to an Owner Request in DoorLoop to keep your team and property owners informed on progress.
Edit an Owner RequestUpdate and reassign owner requests in DoorLoop — edit details, change status, and keep your team aligned on owner-submitted issues.
Enable Notifications for Tasks and Work OrdersNot receiving notifications from tasks or work orders? Make sure you have this enabled.
Archive a Task, Work Order, Tenant Request, or Owner RequestArchive completed tasks, work orders, and requests in DoorLoop to keep your workspace clean while preserving the full history.
Tasks and Work Orders Not Appearing for Maintenance TeamIf the maintenance team cannot see tasks or work order details, you will need to make some adjustments to their user roles.

DoorLoop AI Assistant

Use DoorLoop's built-in AI to draft emails, process bills, generate report insights, and assist tenants in the portal.

DoorLoop AI Assistant OverviewDoorLoop AI Assistant goes beyond automation—saving you time, boosting insight, and making smart decisions automatic.
DoorLoop AI Assistant Agent OverviewOverview of the DoorLoop AI Assistant — how it helps with leases, rent collection, maintenance, messaging, and everyday property management tasks.
DoorLoop AI Assistant Tips & Tricks - How to Use AI EffectivelyGet the most out of DoorLoop's AI Assistant by learning how to craft effective prompts.
DoorLoop AI Assistant for Bills and Expense ProcessingAka QuickBill, DoorLoop's AI Assistant can save time when it comes to entering bills and expenses.
DoorLoop AI Assistant Provides AI Insights For ReportsTransform complex financial data into plain-language insights you—and your owners—can act on immediately.
DoorLoop AI Assistant in the Unit Listings WizardAI-powered descriptions that sound professional, without the effort.
DoorLoop AI Assistant in the Communication CenterDraft professional tenant and owner messages instantly with AI — generate replies, polish your writing, and communicate faster.
DoorLoop AI Assistant for the Tenant PortalAI-powered tenant support inside the Tenant Portal — answers maintenance questions, submits requests, and handles routine inquiries 24/7.
How the Tenant Uses the AI Assistant in the Tenant PortalTenants get instant answers, your team gets fewer distractions—and everyone gets time back.
Review All Tenant Conversations With the DoorLoop AI Assistant, Using the Communications CenterA step-by-step guide to accessing, navigating, and leveraging AI-powered conversations from the Tenant Portal.
Add Your Company Specific Policies to the Tenant Portal AI AssistantAdd custom company policies to DoorLoop's Tenant Portal AI Assistant to control how it handles tenant inquiries and track its performance metrics.