Solution overview
Maintain a single, accurate roster of every location across your portfolio — including address, ownership, brand, and key integrations. Outcome: Centralized, up‑to‑date roster for every location.Features enabling this
- Units: Core data model for each location (name, brand, address, ownership type)
- Unit metadata: Track status, square footage, region, open date
- Forms: Collect or update location details during onboarding or changes
- Reports: Generate portfolio rosters or summaries
- AI Assistant: Query roster details across units
- Contacts: Associate location managers, landlords, or vendors
Get started
1
Create or import units
Add new units or bulk‑import from existing records. Include brand, address, and ownership type.
2
Capture metadata
Use forms to collect status, square footage, region, and open dates.
3
Connect integrations
Link QuickBooks and banking (optional) so the roster also powers financials.
4
Publish roster reports
Generate a roster summary report for stakeholders.
Best practices
- Keep required fields minimal; add supplemental fields via forms
- Use consistent naming for brands and regions to improve filtering
- Review roster monthly and archive or update closed locations
Learn more
- Units: ../platform/units.mdx
- Forms: ../platform/forms.mdx
- Reports: ../platform/reports.mdx
- AI Assistant: ../platform/ai.mdx