Your team & clients

Set up step by step, never stuck on an empty screen

When your agency is set up in Levart, the dashboard shows a checklist of what to do before your first trip: complete your profile, set your GST home state, add bank details, rate packages, vehicles and clients. Each step opens the screen where it's done. Screens that depend on something else say so, so you never stare at an empty form wondering what's missing.

Levart getting started checklist with completed and remaining setup steps and the next step highlighted

In the right order

Contracts need clients, vehicles and packages. Vehicles need vehicle types. Levart knows the order. A step whose turn hasn't come is shown locked, with what it's waiting for. A form you can't fill in yet tells you what to add first, with the button to go and add it. An empty list says what belongs there and offers to add the first one.

Levart dashboard setup card showing setup progress and the next step for a new agency

Help where you are

The question mark next to the bell opens the getting-started list, a help centre with answers that link straight to the right screen, and a one-minute tour of the menu.

Levart help centre with searchable answers grouped by topic
Questions

Guided setup & help: common questions

How long does it take to set up Levart?

Most of it is entering what you already have: your profile and bank details, your rate packages, vehicles and clients. The checklist shows what's left, and the Excel import on each list saves typing.

See it with your own trips

Book a 30-minute call. Bring a month of duty slips or a contract, and we'll show you how Levart handles them.