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Routines

The opening, transition, and closing checklists your team runs every shift - consistent and tracked.

Routines on the Levelset app

The problem

The opening checklist lives on a clipboard that walks off. The closing routine is whatever the closer remembers. New team members guess at the steps, and you only find out something got skipped when a customer notices or an audit catches it.

How Levelset solves it

Build the routines your store actually runs (opening, transitions, cleaning, close) and tie them to the right positions and dayparts. Team members work each step as they go, and leaders see what is done and what is still outstanding in real time.

How it works

1

Routines by Daypart

Opening, transition, and closing routines show up for the right shift, so the team always knows what this part of the day requires.

2

Step by Step, Mid-Shift

Team members work the checklist from their phone and check off each step as they go - no paper to lose.

3

Owned by Position

Each routine reaches the positions responsible for it, so nothing falls between roles when a shift gets busy.

4

Live Completion View

Leaders see what is finished and what is still open without walking the building to check.

Works great with

Build routines into the same setup your team runs each shift

Pair a checklist with a form when a step needs a record

See it in action

A closing checklist as it opens

Three of six checked; one item requires a photo

Tasks, due soonest first

Explore more features

Positional Ratings

Track position-specific performance with recent leader ratings.

Track infractions, acknowledgements, and recommended next steps.

Manage roles, availability, zone fit, and performance context.

Ready to try Routines?

Book a demo and see this workflow running on an operation like yours.

See Levelset in action. No commitment.