We’ve rolled out another great enhancement to SitePad CRM to keep your teams connected and informed!

🆕 ‘Correspondence’ Panel on Prospects
You’ll now see a Correspondence panel when viewing Prospect records, making it easy to review communications and activity in one place.

🔁 Live Sync with Syrinx
All correspondence data is automatically synced from Syrinx, so your CRM always reflects the latest updates without any manual entry.

💡 What this means for you:

• View all key communications directly from the Prospect record
• Keep your sales and operations teams aligned
• Save time with seamless Syrinx integration

We’ve just added a handy new feature to give you more control over your notes in SitePad CRM!

🆕 Custom “Date” and “Time” Fields
You can now manually set or edit the Date and Time on a note, allowing you to override the default “Added On” timestamp.

💡 Why it’s useful:

• Backdate notes to reflect when conversations or site visits actually happened
• Keep your records accurate and consistent
• Perfect for logging historic updates or syncing external records

✅ Available now — just open any note and set the date and time that suits.

We’ve added a new feature to help keep your marketing data clean and compliant!

🆕 New “Marketing Opt-In” Field
You’ll now see a Marketing Opt-In checkbox on Contact records within SitePad CRM.

🔁 Automatic Sync with Syrinx
This field syncs seamlessly with Syrinx, ensuring both systems stay aligned when a contact’s marketing preferences are updated.

💡 What this means for you:

• Stay GDPR-compliant with clear consent tracking
• Keep your Syrinx and SitePad contact data consistent
• Reduce manual updates and errors

We’ve rolled out two handy enhancements to make managing Hire Contracts even smoother:

🆕 Primary Asset Column Added
You’ll now see a new Primary Asset column on the Hire Contract list view. This gives you instant visibility of the key asset linked to each contract.

🔍 Smarter Hire Contract Search
Search has been upgraded. You can now find Hire Contracts by looking up the Primary Asset name or Stock Number, making it easier and faster to locate the right contract.

We’ve released an update to the Hire Contracts module that makes it even easier to track and manage contract statuses at a glance.

What’s New

A brand-new “Under Collection” status filter is now available in the Hire Contracts table. This allows users to quickly isolate contracts where equipment is currently being collected, helping teams stay organised and ensuring nothing slips through the cracks.

How It Helps

• Faster workflow: Instantly filter down to contracts in the collection phase.
• Improved visibility: Ideal for logistics teams, hire controllers, and BDMs who need clear oversight of what’s being collected and when.
• Cleaner reporting: Easily export filtered data for planning, handovers, or operational reviews.

We’ve added a small but super useful enhancement to Prospects > Kanban.

👀 You’ll now see a “Number of Quotations” indicator directly on each prospect card.
This makes it easier to spot how many quotes have been created for a prospect without needing to open the record.

🎯 Helps with quick scanning
📊 Improves sales visibility
⚡ Speeds up workflow when managing busy pipelines

SitePad now recognises the moment a Hire Contract line item moves into Under Collection. As soon as this status is set, the Business Development Manager (BDM) linked to that customer receives an instant notification.

This means:

• 🚀 No more delays in knowing when kit is being off hired
• 📉 Reduced risk of missed revenue opportunities
• 🤝 Better communication between operations and sales
• 📲 BDMs stay fully informed and can act quickly

🎨 Customisable Email Templates

You will now find a new template inside Settings > More Settings > Templates called PLANT-OFFHIRE-TO-BDM.

This template lets you tailor the message the BDM receives and can include:

• 🏢 Client name
• 📍 Site details
• 📄 Hire Contract Number
• 🛠️ Optional detailed line item info for the assets being off hired

This gives your team the flexibility to deliver the exact level of detail they need.

✅ Why this matters

This update helps teams react faster, track off hires more accurately, and keep sales and operations aligned. It also improves customer touch points by helping BDMs stay on top of what is happening with their accounts in real time.

We’ve refreshed the Settings area with a cleaner and more modern toggle interface. The old checkboxes have been replaced with smooth on and off switches that make it easier to see what is active at a glance. This update improves readability, reduces clutter, and gives the configuration screens a more polished feel. 

We are pleased to announce a major new capability in SitePad CRM that allows your organisation to manage hire rates far more accurately and confidently. This update ensures pricing reflects real commercial agreements, adapts over time, and is applied automatically during quotation creation.

What’s New

Client-Specific Pricing

You can now record rates directly against a client.
This allows you to tailor pricing for key customers or contract agreements without relying on manual adjustments.
Consistent pricing that reflects agreed rates and improves customer confidence.

Asset Category Rate Management

Rates can now be defined at the asset category level, meaning pricing can be controlled centrally where individual asset-level pricing is not required. This provides faster setup of pricing structures and easier ongoing maintenance.

Automated Rate Selection in Quotations

When preparing quotations, SitePad CRM automatically selects the most relevant rate based on the asset or category and the client selected. Where client-specific pricing exists, it takes priority. This reduces manual lookup and fewer pricing errors. The correct rate simply appears.

Support for Current, Future and Historical Rates

Rates can be set with effective dates, allowing:

• Future price changes to be scheduled in advance
• Historical prices to be referenced for audit clarity
• Smooth transitions during price reviews and stronger commercial traceability.

Consistent ‘Per’ Values

A new setting allows each asset category to define the unit it is priced against (Per hour, per day, per week, per month, per fortnight, set charge & weekend). This ensures that pricing defaults are consistent across quotations. This allows for less user confusion and stronger standardisation across your catalogue.

Why This Matters

The Result

Your team can now generate accurate, commercially aligned quotations faster and with less effort.
Clients receive consistent pricing. Internal pricing policies are easier to maintain.
And your organisation benefits from improved margin control and reduced pricing disputes.

How to use the new rates feature

Please read our 'How to Guide' here.

We’ve added a powerful new feature to make regional management smoother and more automated!

✅ Assign Users to Regions
You can now assign each user to one or more regions directly in their user account.

🤝 Automatic Region Sync for BDMs
When a user is assigned as the BDM for a customer, their region(s) will automatically be applied to that customer — saving time and keeping your data consistent.

➕ Secondary BDM Support
If a secondary BDM is assigned, their region(s) will also be automatically added (if different), ensuring all relevant regions are covered.

To enable this go to Settings > Preferences > and check the 'Default BDM List Filters to logged-in User' option and ensure each users regions are correct.

This enhancement makes managing customers by region easier, faster, and more accurate. 🌟