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Getting Started

Getting Started

Loc8 Explained: Learn all about Loc8 and set up your account

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15 articles in this collection
Written by Tulika Das
Loc8 101

Introduction to Jobs

Familiarise yourself with the commonly used terms and concepts while working with jobs in Loc8
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Written by Tulika Das
Updated over a week ago

Introduction to Customers

Learn about the different types of customers and the customer contacts
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Written by Tulika Das
Updated over a week ago

Introduction to Workforce

Learn about the user licenses and user groups to grant appropriate levels of permissions to your main workforce and team of contractors
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Written by Tulika Das
Updated over a week ago

Introduction to Assets and Sites

Learn what is asset and site: their lifecycle, hierarchy, structure, and how assets and maintenance go hand-in-hand
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Written by Tulika Das
Updated over a week ago

Introduction to Budgeting

Learn what makes budgeting a powerful and effective way of planning and tracking your cash outflow
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Written by Tulika Das
Updated over a week ago
Loc8 Fastrack

Quickstart Guide

​Get up and running on Loc8 with these bare minimum steps
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Written by Tulika Das
Updated over a week ago
Setting Up

Sign up and Activate your Loc8 (Subscriber) Account

Learn how to sign up and create a new Loc8 account for your business from either the web browser or the Loc8 Mobile app
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Written by Tulika Das
Updated over a week ago

Configure your Business/Company/Organisation Profile

Learn how to configure your company details, operating region and financial preferences
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Written by Tulika Das
Updated over a week ago

Configure Standard Notifications

Learn how to turn ON standard notifications to keep your workforce and customers updated through emails on job events that matter to them
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Written by Tulika Das
Updated over a week ago

Define the Default Rates for Labour Hours

Learn how to define the default rates that will be included as labour charges for on-site and travel time and also define the costs involved
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Written by Tulika Das
Updated over a week ago

Install Loc8 Mobile App

Learn how to install Loc8 Mobile app on your iOS or Android device
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Written by Tulika Das
Updated over a week ago
Day to Day

Create Custom Dashboards and Add Pods

Learn how to create and design new dashboards of your own and set a dashboard as default for all users in your company
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Written by Tulika Das
Updated over a week ago

Use Quickviews to Personalise your Views

Learn how to save and easily access your preferred filters and searches that you often apply on workspaces to view a required set of data
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Written by Tulika Das
Updated over a week ago

Sort, Filter, and Search your Views

Learn how to create personalised Quickviews for Jobs, Assets, Customers etc. that can be used by you and your team on a daily basis
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Written by Tulika Das
Updated over a week ago

About Dashboard

Learn how the dashboard can change the way you monitor Loc8 workspaces and utilise the insights to action items at the earliest
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Written by Tulika Das
Updated over a week ago