Save sites and contacts for reuse
Available on all plans
Open Saved Sites & Contacts from the sidebar. If you work repeat jobs for the same clients or on the same developments, save the details once here.
Save a site
On the Sites tab, click Add Site.
Name it and enter the address.
Site name, address and postcode are required. You can also store the nearest hospital and site notes.
Save a contact
On the Contacts tab, click Add Contact.
Pick the contact type and enter their details.
Contacts are grouped by type so the right dropdown offers the right people.
Frequently asked questions
How do I use a saved site on a project?
On the project's Details tab (and when creating a project), the Site section shows a "Use a saved site" dropdown — picking one fills the address and nearest hospital. The People section has matching "Use saved contact" dropdowns.
What contact types can I save?
Client, Principal Contractor, Principal Designer, Architect, Structural Engineer and Emergency contacts.
Related guides
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