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See the latest features, improvements, and product updates

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Announcement
2 years ago

New Client Office Map View

We know how important it is for your business to keep track of client offices. With this new feature, you can easily view the location of each office on a map. There's a shortcut to this at the top right when you view a Client.



Avatar of authorSitePad CRM
Improvement
2 years ago

New Long, Lat & Zoom Map Settings

You can now change the default position and zoom level of the Site map view to get the optimum position.

We know how important it is for customers to be able to visualize their location data easily and accurately, which is why we’ve made it easier than ever to customise your maps with Long, Lat & Zoom settings. The Long, Lat & Zoom settings allow you to adjust the map view to get a better view of your data points.

Avatar of authorSitePad CRM
Improvement
2 years ago

New 'Quick Add' Feature

Now you can use the 'New' dropdown on the dashboard to quickly create a Client, Prospect, Quote, Site, Lead or Contact in a single click!

We've also updated all the 'New' and 'Save' buttons across the system to be green to make the distinction clearer between adding and editing.


Avatar of authorSitePad CRM
Improvement
2 years ago

New 'Viewed' Status on Quotes

We’re excited to announce a new feature that will help improve your workflow: the ‘Viewed’ status on quotes.

Now, when you send quotes to your customers, you can track when they’ve viewed them. No more wondering if your quote was seen or not!

To access the new ‘Viewed’ status on quotes, simply navigate to the ‘Quotes’ tab in your SitePad account. Here you’ll see a new column labeled ‘Viewed’. When your customer opens the quote you sent, the date and time will automatically populate in this column.

Avatar of authorSitePad CRM
Announcement
2 years ago

New 'Recently Viewed' Dashboard Feature

We're excited to announce a new feature that's now available on our SitePad platform - the Recently Viewed feature! This new feature makes it easier than ever to quickly locate and access content you've recently viewed and interacted with.

This feature will help you save time and be more efficient when navigating your SitePad account. Now, all the pages you've recently viewed will be conveniently stored in one place, making it easy to pick up where you left off without having to search around. 


You can easily click on any of the items that you've recently viewed and go directly to that item.

We hope you find this new feature helpful and enjoy the convenience it offers. If you have any questions or feedback, feel free to reach out to us! We're always happy to hear from you.

Avatar of authorSitePad CRM
Improvement
2 years ago

Dashboard & Stream Improvements

We've reorganised SitePad's dashboard and separated the Stream into its own area. 

This provides more space on the Dashboard for your high-level overview, and more space in the Stream to see what's changed recently and any other activity from you and your team.


Avatar of authorSitePad CRM
Announcement
2 years ago

New Quotations Module for Hire Companies

We’re excited to announce a new feature on SitePad – the Quotations Tool! This new tool is specifically designed to make life easier for hire and plant hire companies.

With the Quotations Tool, you can quickly generate and send professional-looking quotes to your customers. You can also include optional extras, such as discounts or surcharges, as well as track your quotes in real time.

The Quotations Tool also allows your clients to digitally approve quotations in a couple of clicks.

We hope you find this new feature useful and that it makes your business run more efficiently. Let us know how you’re using it and how it’s helping you out!

Avatar of authorSitePad CRM
Improvement
2 years ago

New Prospect & Lead Tracker Kanban View

SitePad is excited to announce the launch of a new 'Kanban' view in our Prospects and Leads module allowing you to easily create (and import automatically from Barbour ABI) new potential construction client sales opportunities and their values. Track each lead through the sales process and see your total potential revenue all in an instant. Saves time, increases sales  


Avatar of authorSitePad CRM
Announcement
2 years ago

New Global Search Feature

SitePad are excited to announce the new 'Global Search' which speeds up system usage by over 200% allowing an instant search over any record, whether you're looking for contacts, sites, notes, prospects or leads. 

We listened to your feedback and have implemented a way to quickly and easily search across all your data in SitePad. Now, you can find what you need faster than ever before.

With the new Global Search feature, you can search for clients, quotations, sites, contacts, and leads all in one place. It allows you to quickly narrow down your search results, so you can find just what you need in an instant.

We hope you find the new Global Search feature to be a helpful addition to SitePad. Let us know what you think in the comments section below!

Avatar of authorSitePad CRM