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Folder structure with permissions so staff only see what their role allows.
LevelUpFile manager
Central storage for templates, job photos and customer documents. Share internally, lock sensitive folders and link files to jobs.
Folder structure with permissions so staff only see what their role allows.
Share folders internally so templates and assets stay in one place.
Restrict access to sensitive documents such as contracts, HR or finance files.
Share files with customers through portal uploads or controlled external access.
In context
Certificates, templates, site photos and HR documents should not live on personal laptops. LevelUp file manager centralises storage with permissions, locked folders and customer sharing.
Why it matters
Templates and assets live where the whole team can reach them.
Lock sensitive folders to administrators or named roles.
Send files through portal or controlled external links.
What's included
Built for
Role permissions control who sees and changes each part of the platform.
Job records hold site photos, certificates and signed documents beside visits, quotes and invoices - not scattered across personal drives.
Store proposal backgrounds, method statements and brand assets in shared folders so sales and office always use current versions.
Engineers upload site evidence to the job record. Certificates and signed PDFs sit beside visits, quotes and invoices.
HR, finance and legal documents can sit in restricted folders visible only to roles that need them.
Outcomes
Documents stay in the business, not on personal drives.
New staff find templates in shared folders immediately.
Share the right file without email attachment chaos.
Related
Walk through how LevelUp fits your business. We will show you the modules that matter most to your team.