We've introduced a new preference within SitePad CRM, allowing businesses to turn off the Stock Indicator when producing quotations.

What's New

• Stock Indicator Toggle: Administrators can now enable or disable stock availability indicators within the quotation process.
• Default ON: The Stock Indicator remains enabled by default, ensuring existing functionality is maintained.
• Simplified Quotation Interface: Businesses that don't require stock availability information can now hide these indicators when selecting Asset Categories or Assets.

How to Configure

Navigate to Settings → Preferences → Quotations → Stock Indicator.

Simply turn the preference ON or OFF depending on your business requirements.

We've introduced a new Asset Profitability Dashboard within SitePad Analytics, providing greater visibility into how individual assets are performing financially and how effectively their purchase costs are being recovered through hire revenue.

The dashboard uses asset purchase costs and historical hire revenue from Syrinx to help businesses identify their most profitable assets, monitor return on investment and make more informed fleet decisions.

What's New

• Purchase Cost vs Hire Revenue: Compare the original purchase cost of assets against their total lifetime hire revenue.
• Return on Cost: View the percentage of an asset's purchase cost recovered through hire revenue.
• Break-Even Tracking: Identify how many assets have recovered their original purchase cost and how many have yet to break even.
• Average Time to Break Even: Understand how many months it typically takes assets to recover their purchase cost.
• Profitability Trends: Visualise cumulative hire revenue against purchase costs over time, with the option to view monthly revenue.
• Revenue by Asset Category: Identify which equipment categories generate the highest hire revenue and compare their return percentages.
• Revenue by Customer: See which customers have generated the most hire revenue from your fleet.
• Time to Break Even: Analyse how quickly assets recover their purchase cost, grouped into time periods.
• Asset Profitability Status: View the proportion of assets that have broken even, have yet to break even or have insufficient data.
• Purchase Cost Recovery by Depot: Compare asset hire revenue against purchase costs across depots.
• Individual Asset Profitability: A detailed, searchable table showing each asset's purchase cost, lifetime hire revenue, return percentage and financial surplus or shortfall.

Filters & Reporting

The dashboard includes filters for Depot, Asset Category, Asset Description/Stock Number and Profitability Status, allowing users to analyse specific sections of their fleet.

Benefits

The new dashboard helps businesses understand which assets are delivering the strongest financial returns and which are underperforming.

By bringing purchase costs, lifetime hire revenue and break-even performance together in one place, businesses can make better-informed decisions about fleet investment, asset replacement, equipment utilisation and future purchasing priorities.

Available under Dashboard → Analytics → Asset Profitability.

We've introduced new Rate Visibility features within SitePad Quotations, giving users better insight into pricing when selecting an Asset Category or Asset.

What's New:

• Rate Visibility in Search: View target rates directly within the Asset Category and Asset search dropdown when building a quotation.
• Rate Intelligence Panel: A new panel provides a breakdown of relevant pricing information for the selected item.
• Rate Sources: View where the suggested rate originates, including global category rates, customer-specific rates and rate cards.
• Previously Accepted Rates: See the last agreed rate for the selected item, helping users understand what the customer has historically paid.
• Target Rate Comparison: Automatically compare the previously accepted rate against the current target rate, highlighting any difference.
• Quotation History: Access historical quotation rates to support more informed pricing decisions.

Benefits:

These enhancements help sales teams make better pricing decisions, maintain consistency across quotations and identify opportunities to improve hire rates.

By comparing previously agreed rates against target rates at the point of quoting, users can quickly identify where pricing is below target and make informed decisions before sending a quotation.

We've introduced a new Sales Effectiveness Dashboard within SitePad CRM Analytics, giving sales managers and directors greater visibility into sales activity, customer engagement, quotation performance and individual BDM effectiveness.

The dashboard brings together key sales metrics, interactive charts and actionable insights to help teams understand which activities are generating results and where improvements can be made.

What's New?

📈 Sales Performance KPIs

• Sales Activities – Total completed sales activities during the selected period.
• Customers Contacted – Number of unique customers contacted.
• Quotations Sent – Total quotations sent.
• Quotations Won – Number of successful quotations.
• Decision Win Rate – Percentage of decided quotations won.
• Invoiced Revenue – Revenue attributed to the selected BDMs.

📊 Activity & Commercial Outcomes

A new interactive chart compares completed sales activities against quotations sent and won, helping identify trends and relationships between sales effort and commercial results. Switch between weekly and cumulative views.

🎯 From Contact to Quotation

Track customer progression through the sales process, from initial contact through to quotation and successful conversion.

Includes contact-to-quotation and quotation-to-win conversion percentages.

👥 Activity vs Win Rate

Compare individual BDM activity volumes against their quotation win rates, making it easier to identify high-performing salespeople and potential coaching opportunities.

🏆 BDM Effectiveness Scorecard

A detailed breakdown of individual sales performance, including:

• Completed sales activities and customers contacted.
• Quotations sent, won and lost.
• Quotation win rate.
• Median quotation decision time.
• Invoiced revenue.
• Overdue quotation follow-ups.

📞 Activity Mix by BDM

Visualise how each salesperson spends their time across calls, emails, visits, meetings and other activities.

💡 Coaching & Follow-Up Insights

A dedicated section highlights opportunities requiring attention, including overdue follow-ups, quotations without a next task and individual BDM performance insights.

Sales managers can quickly identify where action is needed and review individual BDM performance.

Filters & Reporting

The dashboard supports filtering by reporting period, depot and BDM, allowing sales managers to analyse performance across the business or focus on individual teams.

Where to Find It

Navigate to Dashboard → Analytics → Sales Effectiveness.

This new dashboard provides a clearer picture of how sales activity translates into commercial outcomes, helping teams improve follow-up discipline, identify opportunities and drive stronger sales performance.

We've updated Global Search in SitePad CRM with a cleaner, more modern interface and improved customer identification.

What's New:

• Refreshed Design: Global Search now matches the styling of the 'Add New' menu, with a cleaner layout, rounded corners and improved presentation.
• Improved Search Experience: A clearer search field, better-organised results and a scrollable results area make searching easier.
• Customer Results Prioritised: When customers match a search, they now appear first in the search results, making it quicker and easier to find the correct customer.
• Mobile Friendly: Improved layout and usability on mobile devices, making it easier to search and navigate results on smaller screens.
• Syrinx Customer Identification: Customer search results now display their Syrinx ID and associated Depot (where available), making it easier to identify the correct customer, particularly when similar names exist.
• Consistent Experience: The updated design provides a more consistent look and feel across SitePad.

All existing search functionality and filters remain available.

Transport Rates can now be configured against individual Depots in SitePad CRM, allowing customers to set up transport charges based on defined Transport Areas for use in Quotations.

How to Set Up Transport Rates

Step 1 – Create Transport Areas

1. Navigate to Data Lists > Transport Areas.
2. Ask the client to create their required Transport Areas (e.g. Local, Regional, National).

Step 2 – Configure Depot Transport Rates

1. Navigate to Settings > Syrinx Integration > Depots.
2. Click the Transport Rates spanner icon against the relevant Depot.
3. Click New to add a Transport Rate.
4. Select the appropriate Transport Area.
5. Enter the Each Way Rate.
6. Save the Transport Rate.

Repeat this process for each Transport Area and Depot as required.

Benefits

• Depot-specific pricing: Configure different transport charges for individual Depots.
• Consistent quoting: Establish standard transport rates for each Transport Area.
• Simplified management: Maintain transport pricing centrally within SitePad.
• Flexible configuration: Set up multiple Transport Areas with their own each-way charges.

We've added two new panes to Asset records in SitePad CRM, providing greater visibility of related information in one place.

• Service Jobs – View service jobs associated with an asset, including job status, type and details.
• Contacts – View contacts linked to an asset for quick and easy reference.

Both panes are accessible directly from the Asset record, alongside existing Hire Contracts and Sales Invoices, reducing the need to navigate between modules.

We've introduced a new Stock & Availability Dashboard under Analytics, providing a clear overview of stock levels and asset availability across all depots.

The dashboard includes:

• Stock KPIs: Instantly see total stock, available and unavailable quantities, categories with no availability, and stock below minimum levels.
• Stock Availability Trends: Track stock levels over time using 7, 30 or 90-day views.
• Availability by Depot: Compare stock availability across individual depots.
• Categories Needing Attention: Quickly identify asset categories with limited or no availability.
• Most Available Categories: See which asset categories have the highest available quantities.
• Availability Across Depots: A colour-coded breakdown of asset availability by category and depot, making it easy to identify stock elsewhere in the business.
• Detailed Stock Tables: Explore stock quantities, availability and minimum stock levels by Asset Category or individual Asset.

Filters allow users to narrow down the data by depot, asset category, description and availability status.

This new dashboard makes it easier to identify stock shortages, improve fleet utilisation and make better-informed hire decisions, all from one place.

We've enhanced the Rate Performance Dashboard with a new Target Rate Achievement Over Time chart, making it easier to track how accepted hire rates compare against target rates.

The chart provides a clear monthly view of rate performance, with a visual target line to quickly identify periods performing above or below target.

We've also improved the KPI and filter layout, providing a cleaner, more intuitive dashboard experience and making it easier to analyse performance across customers, depots, BDMs and asset categories.

SitePad quotations now support Part-Week Rates, giving customers a clearer breakdown of hire costs when equipment is priced Per Week.

When a rate is configured as Per Week, SitePad can now store additional rates for:

• 1 Day Rate
• 2 Day Rate
• 3 Day Rate
• 4 Day Rate

These rates can be maintained anywhere rates are managed within SitePad.

On quotations, the applicable Part-Week Rates are automatically displayed beneath the standard weekly rate, giving customers clear visibility of shorter hire-period pricing directly on the quotation PDF.

This enhancement makes weekly pricing more flexible and transparent, particularly for equipment that is frequently hired for less than a full week.