Getting started
Set up your account and company details, and get your first project ready.
Set up your company details (required before generating)
Company name, address and email must be set in Settings before any document generates — they appear on every PDF. You only do it once.
Available on all plans
See what's new in The Site Book
The What's New page lists the changes worth knowing about, newest first, with help links on the ones that need instructions.
Available on all plans
Save sites and contacts for reuse
Save the sites and people you work with once — then fill them into any new project with a dropdown instead of retyping.
Available on all plans
Store company documents: insurance, policies, certifications
Keep insurance certificates, H&S policies and certifications in one place with expiry tracking — available across all your projects.
Available on all plans
Can't find what you need? Search the help centre or email [email protected].