Getting Started
Handy information to general topics.
- How Coreloops WorksCoreloops is a construction financial management platform built to give project teams full visibility and control over costs, documents, and labour — all in one place. This article walks through the core modules and how they work together.
- How to Create a New ProjectHow to start and create a new project in Coreloops.
- How to set up Cost Codes, Groups and Custom TagsCost Codes are a fundamental part of the Coreloops platform. They allow for granular tracking and reporting of project costs, income, and margins across your construction projects. This guide explains their purpose and walks through the setup process.
- How to set up your directoryYour Directory is the area where you store all of the information about your clients, suppliers and subcontractors. This is where you can update their details and settings and see all of your interactions and transactions with them.
- How to invite team membersWith Coreloops you can collaborate with your colleagues by sharing access to projects, reports and documents. Admin users can add team members at any time.
- Customer Support Process - Coreloops