Loopit Documentation
Changelog
  • Getting Started
    • What is Loopit?
    • Key Concepts
    • Setting up Loopit
      • Logging into Loopit
      • Multiple vs Single Workspaces
      • Configure Your Workspace
        • Workspace Details
    • Quick Start Guide
    • Welcome to Loopit 2.0
      • Understanding Loopit's Pricing Structure
  • Assets
    • Overview
    • Categories
      • Managing Categories and Subcategories in Loopit
      • Understanding Categories and Subcategories
      • Managing Pricing Overrides in Loopit
    • Adding Your Fleet
      • Uploading Photos
    • Tracking
      • Meter Readings
      • Tracking devices
    • Fleet Management
      • Maintenance Windows
      • Issues
      • Service reminders
      • Inspections
    • Price Overrides
      • Customizing Charge Pricing Across Packages, Categories, and Fleet
      • Package-level Prices
      • Category-level Override
      • Asset-level Override
      • Bulk Asset-level Override
      • Asset-level Ultimate Override
  • Bookings
    • Overview
    • Lifecycle of a Booking
      • Lead Management
      • Creating a Booking
      • Confirming a Booking
      • Activating a Booking
        • Before Activation
      • Editing a booking
        • Adjust the price
        • Schedule Booking Changes
      • Pausing a Booking
      • Ending a booking
      • Cancel a booking
    • Deposits
      • Collecting deposits
      • Refunding/Claiming deposits
    • Referral source tracking
    • Tracking booking owner/manager
    • Contracts
      • How to Append Terms & Conditions (T&Cs)
      • How to send signed copy of contract/agreement to customer?
      • Inserting Dynamic Variables in Contract Templates
  • Billing
    • Invoices
      • Overview
      • One-Time Charges & Invoicing
      • Tax Types & Rules
      • Downloading Invoices
      • Overdue Invoices
      • Statement of account
      • Emailing invoices
      • Ad Hoc Billing & Invoices
        • Uploading Charges in Bulk
    • Payments
      • Overview
      • Stripe integration
        • AU Becs Direct debit
      • Payment retry - Dunning
      • Auto pay
      • Deleting payment methods
    • Credit Notes
      • Overview
      • Create a credit note
      • Applying credit notes
      • Auto-apply credit notes
      • Refunding credit notes
      • Voiding credit notes
    • Setting up your packages
      • Program Types
      • Packages
        • What are packages?
        • Creating a package
        • Charge types and models
        • Configuring delivery on packages
        • Charges per location
    • Add Ons
      • Mileage Billing
      • Claim Excess & Excess Reduction
    • Billing Items
  • Settings
    • Users
      • Roles & Permissions
      • Inviting & Assigning Users
      • Enabling & Disabling Users
    • Locations
      • Managing Locations
      • Invoice Customisation
      • Assigning Fleet Locations
      • Booking pickup date rules
    • Workflows
      • Overdue Invoice Reminder
    • Email templates
      • Merge Tags
      • Entity Types
      • Creating a Template
    • Contract templates
      • Creating a template
      • Assigning a Contract Template
    • Integrations
      • Xero
      • FrankieOne
      • Geotab
      • Telemax
      • Rentalmatics
      • Sumsub
      • Tessera MVR Search
      • Experian AU
      • Bonzah Insurance
    • Webhooks
    • Website
      • Facebook Meta Pixel
    • Booking Rules
  • Security
    • Security information
  • People/Companies
    • Creating a Person or Company
      • Creating a person
      • Creating a company
    • Emergency contacts and references
    • Document expiry notifications
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On this page
  • Before Setting Up Your Workspace
  • Confirm Workspace Details
  • Telematics Requirements
  • Setup Stripe
  • Choose Your Fleet
  • Create Agreement Terms
  • After Setting Up Your Workspace
  • Upload Logo
  • Import Vehicles
  • Setup Locations
  • Create Items
  • Create Packages
  • Create User Roles
  • Add Users
  • Vehicle Categories
  • Tax Rules
  • Upload Agreement
  • Email Templates
  • Website Integration
  • Configure Payments
  1. Getting Started

Quick Start Guide

Last updated 1 month ago

Welcome to the Loopit Quick Start Guide. This guide outlines the essential steps to get your account up and running quickly and efficiently. Each step is designed to help you configure the platform for your business needs, ensuring a seamless experience for both you and your customers. Follow these steps to set up your operations, streamline processes, and start managing your vehicle subscriptions or rentals with ease.

Before Setting Up Your Workspace

1

Confirm Workspace Details

Let us know the basic details of your workspace so we can get you setup, including:

  • Desired workspace name (e.g. ABC Rentals)

  • Billing email address

  • Preferred timezone and currency

2

Telematics Requirements

Let us know which telematics provider you currently work with, or alternatively order devices for your fleet via Loopit.

3

Setup Stripe

For digital card payments, Loopit integrates directly with your own Stripe account. If you don't have an account, follow these steps to set up your own Stripe account.

4

Choose Your Fleet

Download the spreadsheet template below and add your current fleet details.

5

Create Agreement Terms

Define the terms and conditions of your service that will supplied with each booking as your customer agreement.

After Setting Up Your Workspace

1

Upload Logo

The logo you upload will appear on invoices, customer emails, and other parts of your workspace to maintain a consistent brand experience.

Go to Profile

2

Import Vehicles

Add your vehicles to the platform to set up your rental or subscription offerings. By uploading a completed Excel file, the system will automatically create your entire vehicle database, saving you time and ensuring all details are organized.

Go to Fleet

Bulk upload is available via the Loopit support team at support@loopit.co

3

Setup Locations

Add the locations where your vehicles will be based. These could be your dealerships, branches, or hubs. Setting up locations ensures accurate inventory management and helps customers choose the most convenient pickup or delivery options.

Go to Locations

4

Create Items

Items are charge or deposit categories, such as "Toll Fee" or "Cleaning Fee," that can be added as line items to invoices. By creating consistent items, you streamline invoicing, ensure accuracy across products, and simplify accounting processes.

Go to Items

5

Create Packages

Packages define the type of service you offerβ€”rental, long-term rental, subscription, or anything in between. With Loopit, you can manage multiple services on one platform and apply them to the same fleet, offering flexibility and convenience.

Go to Packages

6

Create User Roles

Define the roles and permissions for your team members. User roles help control access to specific features and data within the platform, ensuring each team member has the tools they need without unnecessary access.

Go to Roles

7

Add Users

Invite your team members to the platform by creating user accounts and assigning them roles. This ensures everyone has access to the system with the appropriate permissions to perform their tasks efficiently.

Go to Users

8

Vehicle Categories

Organize your vehicles into categories, such as "Sedans," "SUVs," or "Electric Cars." This helps streamline the selection process for customers and ensures vehicles are properly grouped for inventory management and pricing.

Go to Categories

9

Tax Rules

Set up your tax rules to ensure correct tax calculations on invoices. This includes defining tax rates based on location, vehicle category, or specific items like deposits or fees. Accurate tax rules help ensure compliance and simplify your invoicing process.

Go to Tax Rules

Go to Tax Types

10

Upload Agreement

Upload your rental or subscription agreements to the platform. These agreements will be automatically included in the booking process, ensuring customers can review and sign the terms before finalizing their subscription or rental. This helps maintain consistency and compliance across all transactions.

Go to Contract Templates

11

Email Templates

Create and customize email templates for common communications, such as booking confirmations, payment reminders, and subscription renewals. This ensures consistent messaging and saves time by automating routine communications with customers.

Go to Email Templates

12

Website Integration

Integrate Loopit with your website to allow customers to browse available vehicles, check pricing, and make bookings directly online. This integration streamlines the customer journey, making it easy for them to interact with your offerings and helps drive more conversions.

Go to Website

13

Configure Payments

Configure your payment gateway to process customer transactions securely. This includes setting up accepted payment methods, defining billing cycles, and ensuring seamless integration with your accounting system. Proper payment setup ensures smooth and reliable transactions for both you and your customers.

Go to Gateways

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Loopit Onboarding Spreadsheet - Fleet Information.xlsx