> ## Documentation Index
> Fetch the complete documentation index at: https://docs.coverpanda.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Location Roster

> Maintain a single, accurate roster of every location — address, ownership, brand, and integrations — across your portfolio.

## 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

<DevOnly>\[Insert Screenshot of Units list with filters]</DevOnly>

## Get started

<Steps>
  <Step title="Create or import units">
    Add new units or bulk‑import from existing records. Include brand, address, and ownership type.
  </Step>

  <Step title="Capture metadata">Use forms to collect status, square footage, region, and open dates.</Step>

  <Step title="Connect integrations">
    Link QuickBooks and banking (optional) so the roster also powers financials.
  </Step>

  <Step title="Publish roster reports">Generate a roster summary report for stakeholders.</Step>
</Steps>

## 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