How do I customise the pre-start template?

Customize the pre-start template using this step-by-step guide for tailoring pre-start meetings to your needs.


A pre-start template allows you to provide important information to your site manager before work begins. In this support article, we'll guide you through the process of customising your pre-start template to add attachments and multiple-choice questions, as well as how to request help from our team to do so.


Step 1: Access the Pre-start Template

  1. Navigate to the pre-start template section within your account.
  2. You will find a description section where you can input basic information about the pre-start.

Step 2: Request Template Customisation

  1. If you want to add more features to your pre-start template, such as attachments or multiple-choice questions, contact our support team.
  2. Click on the chat button located on the lower right-hand corner of your screen.
  3. Let us know what features you'd like to add, and we'll customise the template for you.


By customising your pre-start template, you can provide your site manager with all the necessary information to ensure a smooth and successful start to any project. If you need further assistance, don't hesitate to contact our support team via chat.

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