Save sites and contacts for reuse

Save a site

1. 1

   On the Sites tab, click Add Site.

2. 2

   Name it and enter the address.

   Site name, address and postcode are required. You can also store the nearest hospital and site notes. If you change a saved site's address later, its hospital is cleared and existing projects are unlinked: the saved site now represents a different physical place, so its supervisors must not inherit the old jobs. Save the new address, then reopen the site to confirm its hospital and re-link only projects at that address. In the mobile app, the hospital boxes become unavailable as soon as the address changes and show that same two-step instruction.

Save a contact

1. 1

   On the Contacts tab, click Add Contact.

2. 2

   Pick the contact type and enter their details.

   Contacts are grouped by type so the right dropdown offers the right people.

Link a project to a saved site

Picking a site from the Use a saved site dropdown (when creating a project, or on its Details tab) links the project to that site as well as filling the address. A nearest hospital is filled only when it was confirmed for that saved site's current address. Older saved sites without that confirmation still fill the address but leave the project's A&E blank for you to look up or enter. On the project's edit page the Saved site box shows the link — the dropdown reads Not linked to a saved site until you choose one, and if the typed address exactly matches one saved site, a one-click This address matches “…” — link it button offers the link.

The link controls what site supervisors can see. On the Business plan, open Team, find the supervisor, and use Assign a site — they then see every project linked to that saved site (present and future), and only those. Or a single project grants one job instead, which also covers projects with a typed address that aren't linked to any site.

Editing the project's address clears the link automatically. Editing the saved site's address also unlinks every existing project from it, because the saved site and its supervisor assignment now describe a different place. Re-link only the jobs at the new address. Full role details: Team logins and roles.

The Templates tab

The third tab, Templates, lists whole projects you've saved to reuse — the CDM details, site rules, method statements and COSHH selection from a job you set up once. You don't create them here: open a project, click the ⋮ button next to its title (on a phone, the Project menu button), and choose Save as template. Saving a template is available to account owners and admins on the Pro plan or higher.

Use one from Projects → New project, where a Start from a template panel appears at the top of the details step once you have at least one saved. On this tab you can review your templates and delete any you no longer need — deleting one never affects the projects you already created from it. Full walkthrough: Create a project.

In the app, all three have their own screens under Settings — Saved sites, Saved contacts and Project templates. Templates are saved and used from the project screens rather than that list: Save as template is a row in a project's Actions section, and the Start from a template card on New project starts a job from one. Settings → Project templates is where you review and delete them, and it opens whatever your plan — if templates aren't included on yours it tells you, so you can still tidy up ones you saved before.

In the mobile app, a template confirmation belongs to the account and screen where you opened it. If you leave, switch accounts or lose access, open the action again before saving or deleting. We check access again when the change is saved; a template removed in the meantime cannot be reused.