Product setup guide
How to Set Up The Site Book: Customise Your Account in Under 10 Minutes
Generic compliance tools ship blank templates. The Site Book works the other way round: tell it about your firm and job once, then every document carries your details, branding, and site context.
TL;DR
The Site Book setup is not an enterprise implementation. Add your business details, logo, insurance, certifications, and first project brief once, then every generated RAMS, CPP, COSHH assessment, and induction uses that information.
In this guide
Step 1: Create your account
Sign up at thesitebook.co.uk. No credit card is required. Your first project is free, so you can run the full workflow on a real job before deciding whether to upgrade.
The first project setup asks for your role on that job. This matters because it determines which documents, duties, and tools are relevant.
| Role on the project | What it means |
|---|---|
| Only Contractor | You are the sole contractor on the job. RAMS, CPP, and inductions are the focus. |
| Principal Contractor | You are responsible for overall CDM compliance. Subcontractor tracking and the full document suite are unlocked. |
| Subcontractor | You are working under a principal contractor. The view focuses on your own RAMS and certifications. |
Step 2: Add your business details
This is the step that does the most work. Your business details are pulled into every document you create, so you enter them once and stop retyping them for every job.
- Company name and trading name if different.
- Business address and contact number.
- Logo upload in PNG or JPG format.
- Insurance details, including public liability and employer's liability where applicable.
- Company-level certifications such as CHAS, Constructionline, or SSIP.
The logo and insurance details are the two things most builders skip and then wish they had done. Every RAMS and CPP can carry your branding and business information, which makes the document feel like your professional output rather than a generic template.
Step 3: Start your first project
A project in The Site Book maps to a real job: one site address, one scope of work, and one set of documents. The setup captures the site address, description of works, dates, your role, and the key hazards present on site.
Be specific in the job description. "First fix electrical installation to a two-storey house extension in Leeds" will produce better output than "electrical work". You are briefing the AI the same way you would brief a subcontractor.
If you already have a Pre-Construction Phase Plan, use the PCPP import tool. It extracts relevant project details and can save another 15 to 20 minutes of manual entry.
Step 4: Generate and review your documents
Once the project is created, your document suite is ready to generate. Pick the document type, confirm the pre-filled details, and review the AI draft before downloading or sharing it.
- RAMS structured around the specific trades, hazards, and methods you described.
- Construction Phase Plans with CDM 2015 structure and project details pre-filled.
- Site inductions covering site rules, emergency procedures, PPE, and welfare facilities.
- COSHH assessments for hazardous substances listed in the project.
- Method statements, toolbox talks, and emergency plans inside the same project.
Every draft is editable. The important difference is that you are reviewing a document written around the job, not approving a blank template with a name swapped in.
Optional: set up site management features
If you are running an active site rather than only producing paperwork, add workers, upload certifications, set up the site induction, enable the site diary, and add subcontractors. Those records turn the project into an audit-ready pack instead of a folder of disconnected PDFs.
What setup actually means here
Some tools describe customisation setup as a weakness because enterprise platforms can need weeks of configuration before anyone produces a document. That is not what is happening here. The setup is the same kind of account setup you do for any work tool: name, logo, contact details, and the job you are working on.
The difference is that those details go straight into your compliance documents. A RAMS that references your firm, insurance, methods, and specific site hazards is fundamentally different from a blank template filled in by hand.
Frequently asked questions
How long does The Site Book setup take?
Most builders can set up The Site Book in under 10 minutes. The essentials are your account, company profile, logo, insurance details, certifications, and first project brief. That setup makes documents look professional and specific to your business instead of starting each RAMS or CPP from a blank template.
Do I need a credit card to set up The Site Book?
No. The Starter plan lets you create your first project without entering a credit card. You can set up your company profile, create a real job, and generate your first documents before deciding whether to upgrade. Paid plans remove Starter watermarks and unlock the fuller site-management workflow.
What company details should I add first?
Start with company name, trading name, address, phone number, logo, public liability insurance, employer's liability insurance if relevant, and company-level certifications such as CHAS, Constructionline, or SSIP. These details are reused across generated documents, so one careful setup saves repeated editing later.
Can I set a different role on each project?
Yes. The Site Book asks whether you are the only contractor, principal contractor, or subcontractor for each project. That matters because your CDM duties and document set change by role. A domestic extension and a larger commercial job can therefore use different workflows inside the same account.
Initial setup - what helps and what to watch
Pros
- Company details, logo, insurance, and certifications are entered once and reused across documents.
- Project role selection keeps the workflow aligned to contractor, principal contractor, or subcontractor duties.
- A detailed job brief improves RAMS, CPP, COSHH, induction, and emergency-plan quality immediately.
- PCPP import can save another 15 to 20 minutes when pre-construction information already exists.
Cons
- Skipping logo or insurance details makes early PDFs look less polished than they could.
- Vague project descriptions produce weaker AI drafts and need more manual review.
- Starter PDFs are watermarked until the account is upgraded.
- Site-management tools are most useful after workers, certificates, and subcontractors are added.
| Step | Time | Outcome |
|---|---|---|
| Create account | 2 min | Account ready and first project available. |
| Add company details | 3 min | Branding, insurance, and certifications reused. |
| Start first project | 2 min | Site address, role, scope, dates, and hazards captured. |
| Generate documents | 3 min | RAMS, CPP, COSHH, induction, and related drafts ready to review. |
“The first setup pass should make every later document more specific, not create another admin project.”
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Sources
- The Site Book pricing — The Site Book · Accessed 21 April 2026
- The Site Book features — The Site Book · Accessed 21 April 2026
- The Site Book AI tools — The Site Book · Accessed 21 April 2026