A few short questions, plain English, no jargon. Your answers become Claude's standing instructions.
Your company name as it should appear on daily logs, reports, and safety documents.
The name or address of the project, e.g., "Oakdale Community Center" or "1420 River Rd — Phase 2". Claude uses this on every document it drafts.
The trades currently active on your site. Claude references these when drafting schedules, coordination notes, and toolbox talks.
Approximate number of workers on site on a typical day. Claude uses this to calibrate the detail level of daily logs and schedule drafts.