How to Use DoorLoop
Core DoorLoop tools and features — AI Assistant, workflows, calendar, custom fields, notes, and account management.
By Samuel and 2 others3 authors97 articles
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 Accounting Preferences in DoorLoopChoose the month when your fiscal year starts and whether DoorLoop should default to Cash or Accrual accounting.
- Company Information Settings: Set Up Your General Info, DoorLoop URL, and DoorLoop Account OwnershipSet up your company's general information, customize your DoorLoop URL, and transfer account ownership if needed.
- 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.
- Log Into Your DoorLoop AccountLogging into DoorLoop is simple and now includes a Google SSO option.
- Success Toaster OverviewLearn what the success toaster notification in DoorLoop means and how to use its View link.
- Update Your Login EmailChange the email address you use to log in to DoorLoop.
- Reset or Change Your Login PasswordReset a forgotten DoorLoop password using your email, or change your current password anytime from your account settings page.
- 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.
- Introduction to Company, Property, and Lease-Level SettingsLearn how DoorLoop's Company, Property, and Lease-level settings work together, and how to spot overrides using the Customized badge.
- 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.
- Set Up a Tenant Test AccountCreate a test tenant account in DoorLoop to try out the full prospect-to-tenant flow — rental applications, leases, and the tenant portal — without using real tenant data.
- Create and Manage Vendor, Maintenance Type, Note, Lead, and File TagsCreate and manage tags in DoorLoop — for vendors, maintenance types, notes, leads, and files — all from one place.
- Customize Settings by Property or LeaseOverride a company-level default setting for one property or lease, without changing the default for everyone else.
Set Up Your Dashboard and Widgets
Customize your dashboard with widgets that give you a real-time snapshot of your portfolio's performance.
- Move and Arrange Widgets on Your DashboardRearrange dashboard widgets in DoorLoop to prioritize the information you check most — fully customize your layout in seconds.
- Remove Widgets From Your DashboardRemove unwanted widgets from your DoorLoop dashboard to declutter your view and keep only the most relevant data visible.
- Add Widgets to Your DashboardCustomize your DoorLoop Overview dashboard by adding widgets — display the metrics that matter most to your property management business.
- View the Overview Dashboard as a Different UserUse the "View As" functionality to review what your created users see on the dashboard.
- View Your Dashboard by Property or PortfolioHow to view information for specific properties on your dashboard.
- Click on Widgets to View DetailsClick on DoorLoop dashboard widgets to drill into details for rent collection, maintenance, vacancies, and financial summaries at a glance.
Payment and Subscription Information
Manage your DoorLoop subscription, billing details, plan upgrades, and unit count.
- Upgrade Your Subscription PlanUpgrade your DoorLoop subscription from Starter, Pro, or Premium to DoorLoop Connect, or join the Multiply waitlist, from Subscription and Billing.
- View Your Subscription Payment DetailsView your DoorLoop plan price, last payment amount, next billing date, and subscription details — all in one place.
- 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.
- Manually Update Your Subscription Plan Managed Unit CountAdd or remove units from your DoorLoop subscription to match your actual unit count, including after making units inactive.
- Update Your Subscription Payment Method and Billing DetailsChange or update the payment details 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?
- Fix an Unsuccessful DoorLoop Subscription PaymentFix a failed DoorLoop subscription payment and reactivate your account by updating your payment method.
- Understanding Additional Fees on DoorLoop One, Connect, and MultiplyLearn which features are included with DoorLoop One, Connect, and Multiply at no extra cost, and which third-party services still carry fees.
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.
- Post an Update to a TaskPost updates and communicate progress on any DoorLoop task — add comments, change status, and notify tenants or owners with one click.
- Edit the Details of a TaskEdit the details on any task in DoorLoop — update due dates, status, assignees, and comments.
- Delete a Task or RequestDelete a task or request in DoorLoop, and see what happens to its linked sub-items, such as work orders, when you delete it.
- 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.
- Post an Update to a Work OrderUpdate work order status, add vendor notes, and communicate progress in DoorLoop — keep everyone aligned from assignment through completion.
- Edit the Details of a Work OrderEdit 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.
- Post an Update to a Tenant Request (Maintenance Request) and Notify TenantsPost updates on tenant requests so your tenants will know the status of their inquiries.
- Edit the Details of 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.
- Complete a Tenant Request (Maintenance Request) or Work Order SubtaskComplete a tenant request in DoorLoop, and choose whether the related request or other work orders are completed with it.
- Create an Owner RequestLearn how to manually create an owner request in DoorLoop when an owner reports an issue by phone, email, or in person.
- 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 the Details of an Owner RequestUpdate and reassign owner requests in DoorLoop — edit details, change status, and keep your team aligned on owner-submitted issues.
- Tasks and Work Orders Not Appearing for Maintenance TeamLearn how to fix maintenance team members not seeing tasks or work orders in DoorLoop by updating their User Role permissions.
- Delete a Work OrderDelete a work order in DoorLoop that's no longer needed or was created by mistake, using the 3-dots menu on the Tasks & Maintenance page.
- View Tasks, Work Orders, and RequestsView, filter, and manage all tasks, work orders, tenant requests, and owner requests in DoorLoop — customize columns and save your own views.
- Share a Tenant Request With All Tenants on a LeaseShare a tenant request with every tenant on the lease in DoorLoop, so all tenants can see the request and its updates on their Tenant Portal.
Notes
Add internal notes to properties, units, leases, and people to keep your team aligned and context in one place.
DoorLoop Calendar
View upcoming lease events, maintenance tasks, and reminders in one place. Sync with Google or Apple Calendar.
- DoorLoop Calendar OverviewView all move-ins, move-outs, tasks, work orders, maintenance requests, and Showings in one calendar — stay ahead without juggling multiple tools.
- DoorLoop Calendar - Occupancy OverviewSee every occupied, vacant, and upcoming unit at a glance — the Occupancy Calendar view helps you plan move-ins and spot availability fast.
- DoorLoop Calendar - Subscribe to CalendarSync your DoorLoop calendar with Google, Apple, or Outlook — access your property schedule from any device, anywhere.
Custom Fields
Track any data your business needs by adding custom fields to properties, units, leases, people, and more.
How DoorLoop Secures Your Data
Learn how DoorLoop protects your data with enterprise-grade security, encryption, and compliance standards.
- DoorLoop Security FeaturesDoorLoop uses AWS-hosted MongoDB Atlas with encrypted backups, SOC 2 compliance, and industry-standard security to protect your property data.
- Verify or Change Your 2FA Phone NumberDoorLoop requires two-factor authentication (2FA) on every account. Use this setting to verify or change the phone number that receives your 2FA code.
- Security Advisory: Verify Before You ClickAt DoorLoop, keeping your rental data, personal information, and financial transactions secure is our absolute highest priority.
Support
Reach the DoorLoop support team, access live chat, and find resources for getting help quickly.
- Chat With Our Customer Support Team for Technical IssuesLearn how to report a technical issue and reach DoorLoop support through the in-app chat.
- Enable Technician AccessGrant DoorLoop temporary tech access to your account for deeper support — securely enabled from Settings and revocable anytime.
- DoorLoop Resources for Property ManagersFind free property management resources from DoorLoop at doorloop.com/resources—forms, checklists, lease templates, calculators, and guides.
- Access and Download DoorLoop Resources, Forms, & TemplatesDownload free property management forms, checklists, calculators, and lease templates from DoorLoop — accessible directly from your dashboard.
- Access the DoorLoop Help CenterLearn how to access the DoorLoop Help Center directly, through search, or from the in-app chat bubble.
- Troubleshoot Browser Related Issues by Clearing Your Browser CacheThere are some issues you might encounter with DoorLoop that can be fixed by simply clearing your browser's cache and cookies.
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 - Chat With the AI AssistantOverview of the DoorLoop AI Assistant — how it helps with leases, rent collection, maintenance, messaging, and everyday property management tasks.
- DoorLoop AI Assistant - Tips & Tricks and How to Use AI EffectivelyGet the most out of DoorLoop's AI Assistant by learning how to craft effective prompts.
- DoorLoop AI Assistant - Process Bills and Expenses with AIAka QuickBill, DoorLoop's AI Assistant can save time when it comes to entering bills and expenses.
- DoorLoop AI Assistant - AI Insights For ReportsDoorLoop AI Assistant delivers AI Insights and AI Report Insights for property management reports. Instantly analyze financial data, uncover trends, and make faster decisions with AI-powered summaries and recommendations.
- DoorLoop AI Assistant - AI Enhanced Unit Listings WizardAI-powered descriptions that sound professional, without the effort.
- DoorLoop AI Assistant - AI Enhanced Communication CenterDraft professional tenant and owner messages instantly with AI — generate replies, polish your writing, and communicate faster.
- DoorLoop AI Assistant - AI Enhanced Tenant Portal SupportAI-powered tenant support inside the Tenant Portal — answers maintenance questions, submits requests, and handles routine inquiries 24/7.
- DoorLoop AI Assistant - How the Tenant Uses the AI Assistant in the Tenant PortalTenants get instant answers, your team gets fewer distractions—and everyone gets time back.
- DoorLoop AI Assistant - Review All Tenant AI Conversations Using the Communication CenterA step-by-step guide to accessing, navigating, and leveraging AI-powered conversations from the Tenant Portal.
- DoorLoop AI Tenant Assistant for SMSLearn how DoorLoop's AI assistant automatically replies to tenant text messages, when it hands a conversation back to you, and how to stay in control.
Workflows
Automate repetitive tasks with custom trigger-based workflows — lease reminders, maintenance routing, and more.
- Workflows - Getting Started With AutomationsAutomate lease tasks, tenant follow-ups, and property management processes with DoorLoop Workflows—set triggers once and let the system do the work.
- Workflows - Managing Your Workflows and AutomationsLearn how to rename, deactivate, delete, and duplicate steps in your DoorLoop Workflows automations.
AI Inspections
Run mobile property inspections powered by DoorLoop AI — create templates, conduct walkthroughs, and generate reports.
- AI Inspections OverviewAI Inspections in DoorLoop — mobile-first, AI-powered unit condition assessments with photo capture, room-by-room notes, and automated reporting.
- Try AI Inspections for FreeCreate one inspection using DoorLoop's AI Inspections feature at no cost, with no commitment required.
- Set Up An AI InspectionSet up an AI-powered inspection for a lease, unit, or property — including the inspection type, schedule, assigned inspector, and item checklist.
- Start an AI InspectionWalk through an AI Inspection room by room, documenting the condition of each item with photos and notes, then generate a report when finished.
- Review a Completed Inspection and Next StepsReview a completed inspection's results, download the report, and create work orders for any items that need attention.
- Review Upcoming InspectionsSee which leases have move-ins or move-outs coming up in the next 60 days, so you can schedule and start inspections ahead of time.
- Manage Your AI Inspections TemplatesCreate reusable inspection layouts so you don't have to rebuild the same structure every time you start a new inspection.