How it works
- Properties → Import: a CSV with name and address (units, site code, region and cadence optional); the preview shows what it read before anything is created.
- Templates: pick the closest library template and choose Copy and customize, then edit sections and items.
- Settings → Branding: logo and colour on every report.
- Want to look first? Settings → Sample data loads a small portfolio with a finished report, and removes it in one tap.
What it doesn't do
- There is no Word or Excel checklist import in the app; send the document and we rebuild it as a template for you, or rebuild it in the template editor.
- The free setup covers your first community; the rest you add the same way, by import, or ask by email. The setup itself happens by email; there is no onboarding call to book.
Which plan
Free
Import, templates, branding and sample data are on every plan; Business and Multi-site get their written questions answered first.