How it works
- Import: a CSV with name, address and optionally units, site code, region and walk cadence — duplicates are skipped, so it is safe to re-run.
- Templates: 30 built in; copy one and edit the sections and items to match your checklist.
- Team: Settings → Team, invite by email or link; each person picks their own password.
- Branding: logo, colours and company details on every report.
What it doesn't do
- A checklist in Word or Excel does not import as a file — rebuild it in the template editor from the closest library template, or send it with the setup offer and it is rebuilt for you.
Which plan
Pro
Pro is where the team and unlimited walks come in; the import and templates are on every plan.