We've upgraded the quotation feature! You can now set a default 'Per' rate for items, choosing from options like Per Hour, Per Day, Per Week, Per Month, and more. Additionally, you can now add specific Notes to individual item lines on your quotations for greater detail and clarity.

We’ve added a new approval process for prospects. When a prospect is moved to the 'Won' column, administrator users are automatically notified. They can then easily approve the conversion by tapping 'Create Client' to officially turn the prospect into a client.

You can now personalize your list views in SitePad CRM by choosing which custom fields to display. Arrange your columns in any order that suits your workflow, making it easier than ever to access the data that matters most to you.

New advanced filtering options are available, allowing you to search custom fields with a variety of conditions such as 'Contains', 'Is Blank', 'Is Later Than', and more, for more precise data retrieval. 

Gain deeper insights into your activity reports by drilling into the detailed metrics of all key performance indicators. 

Our Syrinx integration now offers real-time import of contacts, ensuring your CRM is always up-to-date with the latest contact information. 

You can now personalize your list views by adding custom fields across all modules, giving you more control over the data you see. 

We're pleased to announce a new feature in SitePad that allows you to hide specific Plant & Asset categories from quotations. This enhancement gives you greater control over the visibility of your assets, ensuring that only the most relevant categories appear in your quotes.

Streamline your quotation process and tailor your proposals more precisely with this new capability. Explore the updated settings in SitePad to start managing your Plant & Asset categories today!

We are thrilled to introduce the new Sub Contractor module in SitePad! This feature enables you to add various Sub Contractor types, such as Groundworks, Waste Management, and Demolition.

Within SitePad's Lead module, you can now list known Sub Contractors as prospects or existing customers. This module allows you to track quotes sent, won, and lost, providing a detailed view of potential business opportunities.

Enhance your lead management and streamline your workflow with this powerful new addition to SitePad. Try it out today and take your business management to the next level!

We are excited to announce a new feature in SitePad that offers greater flexibility in managing your fields. In the latest update, you can now hide SitePad's core fields and any custom fields you create through Settings > Panes.

While hidden, these fields remain fully accessible via SitePad's API, ensuring your data is always within reach for integrations and automation.

This enhancement streamlines your interface, allowing you to focus on the most relevant information while maintaining full control over your data. Explore the updated settings to customize your SitePad experience today!