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Introduction to Hoops

Welcome to Hoops! Discover how the platform works, explore the sample data already included in your account, and learn how Hoops adapts to your unique sales and production workflow.

Welcome to Hoops!

Hoops is designed to help you manage your entire sales and production workflow in one place—from your first customer conversation through quoting, artwork approvals, purchasing, production, invoicing, and delivery.

Rather than switching between multiple systems, spreadsheets, and emails, Hoops brings everything together into a single visual workspace so your entire team can see exactly what needs to happen next.

One of the biggest strengths of Hoops is its flexibility. No two businesses operate in exactly the same way, so Hoops is designed to adapt to your workflow—not the other way around. You can customize boards, statuses, automations, templates, and processes to match how your business works today.

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Everything at a Glance

Hoops is built around visual boards that make it easy to manage multiple opportunities, jobs, and departments at the same time.

Instead of wondering what needs attention next, your team can quickly see:

  • What needs to be quoted

  • Which jobs are awaiting artwork

  • What needs purchasing

  • What's in production

  • What is ready for dispatch

As your business grows, these boards become the operational hub of your business.


Explore Hoops with Pre-Loaded Data

Your new Hoops account already contains sample data to help you get started immediately.

We've included:

  • Sample customers

  • Products

  • Decorations

  • SalesDocs

  • Jobs

This allows you to explore Hoops, build your first quote, and even send it to yourself without needing to configure anything first.

As you become familiar with the platform, you'll gradually replace this sample information with your own customers, products, and workflows.

Snapshot

Your Next Step

The best way to learn Hoops is by using it.

In the next guide, you'll learn how to access support whenever you need it and discover the fastest ways to get answers as you begin using Hoops.

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