Personal layout
Staff can arrange sidebar menu and dashboard shortcuts to match their role.
LevelUpDashboard
Your morning briefing - personalised your way.
Jobs today, diary load, quotes, alerts and fleet status - arrange shortcuts and metrics for owners, office or engineers.
Live metrics
See jobs in progress, diary slots, quote pipeline and alert counts at a glance.
Mobile and web
The same platform on phone, tablet and desktop with layouts that suit each screen.
Alerts front and centre
Badge-driven notifications highlight what needs attention before you open individual modules.
In context
The dashboard is where each role starts the day: owners watch commercial health, planners watch diary load, engineers watch today's visits. LevelUp lets each person see what matters to them.
Why it matters
Why teams rely on Dashboard
Role-aware views
Sensitive finance tiles stay off engineer screens.
Actionable alerts
Badge counts show what needs attention before you dig into modules.
Personal shortcuts
Arrange menu and metrics to match how you work.
What's included
What you get with Dashboard
- Personalised layout and shortcuts
- Jobs, diary and quote metrics
- Alert badges
- Fleet and outstanding summaries
- Mobile and desktop views
- Role-based visibility
Built for
Who uses this day to day
Business owners
Office planners
Engineers
Finance staff
Role permissions control who sees and changes each part of the platform.
Different roles, different views
Owners see commercial overview. Planners live in diary metrics. Engineers see today's jobs and van check status. Permissions keep sensitive tiles off the wrong screen.
Owners and managers
Revenue indicators, open jobs, quote pipeline, fleet alerts and outstanding invoices can surface together for a true morning briefing.
- Commercial overview tiles
- Operational alert counts
- Quick links to reports and diary
Field and office staff
Engineers see today's jobs, van check status and messages. Office staff see diary pressure, open quotes and customer tasks.
Personal menu arrangement
Staff can organise sidebar shortcuts so the modules they use daily sit where they expect them.
Outcomes
What changes when Dashboard is part of your workflow
Faster mornings
See the day's priorities in one glance.
Less module hopping
Shortcuts jump straight to the work that matters.
Owner visibility
Commercial and operational metrics side by side.
Related
Explore more of the platform.
See Dashboard in action
Walk through how LevelUp fits your business. We will show you the modules that matter most to your team.