We’ve improved how sorting works on numeric columns like Open Hires, Invoices, and Sites 📊

Now, when you tap Sort on a numeric column heading, the first tap shows results in descending order, with the highest values at the top ⬇️

✅ Why this helps

• Instantly see your largest and highest value accounts 💰
• Faster access to the data that matters most
• Fewer taps to get the view you want ⚡

As always, tap again to switch the sort order if needed 👍

We have made it quicker and easier to switch between views across SitePad CRM.

On various modules, instead of having to cycle through the available view options, you will now see a new set of view icons. These let you jump straight to the view you want, whether that is Kanban, List, Map, or Calendar (depending on the module).

✅ What this means for you

• One tap to switch to your preferred view
• No more cycling through modes
• Faster navigation and less friction in daily workflows

Finding the right quotation just got easier.

We have added a new search field at the top of the quotations list that lets you quickly filter quotations by Asset Category and/or Asset using auto-suggest.

What’s new?

• 🔎 Search quotations directly from the top of the quotations list
• 🏷️ Filter by Asset Category, Asset, or both
• ⚡ Auto-suggest helps you find results faster with fewer clicks

This makes it quicker to track down specific hire items, vehicles, plant, or equipment related to your quotations, especially when managing large volumes of data.

You now have more control over how quotation PDFs are sent by email.

✅ What’s new

In Preferences > Quotations PDF Configuration, there is now a new dropdown at the top:

Quotation PDF in Email

This lets you choose how customers receive their quotation PDFs.

🔽 Available options

You can select one of the following:

• Attach PDF to email (default)
  This is the current behaviour. The PDF is attached directly to the email as a file.
• Include download link only
  The PDF is not attached. Instead, the email contains a secure download link to the quotation.

⭐ Default setting

For existing and new accounts, Attach PDF to email is pre-selected to match current behaviour, so nothing changes unless you choose to update it.

🎯 Why this helps

This is useful if you want to:

• Reduce email attachment sizes
• Avoid blocked attachments by email servers
• Encourage customers to access the latest version via the link for clearer 'Viewed' statuses

⚙️ Where to find it

Go to:
Settings > Preferences > Quotations PDF Configuration > Quotation PDF in Email
Choose your preferred option and click Save.

ou can now control where maps open by default for each user in SitePad CRM.

✅ What’s new

In Settings > Users > [Select User], you can now set exact Latitude and Longitude coordinates for each user. Note: This can only be populated by Admin users.

Once saved, all map views for that user will automatically default to that location, including:

• Site maps
• Lead maps
• Task maps

This is perfect for teams working in specific regions, reducing the need to constantly pan and zoom to the right area.

📍 Example coordinates

You can use the following as an example:

• Latitude: 55.08850460
• Longitude: -1.61009360

🧭 How to get your Latitude and Longitude

Here are two easy methods:

Option 1: Using Google Maps (desktop or mobile)

1. Go to https://maps.google.com
2. Find the location you want as the default
3. Right-click on the exact spot (or tap and hold on mobile)
4. Click the numbers at the top of the menu
5. The latitude and longitude will be copied to your clipboard
6. Paste them into the Latitude and Longitude fields in SitePad

Example format you will see:
55.0885046, -1.6100936

Just split them into:

• Latitude = first number
• Longitude = second number

Option 2: Using an address

1. Search for the address in Google Maps
2. Click on the map pin
3. The coordinates will appear in the info panel or in the URL
4. Copy and use those values in SitePad

🔧 Where to set it in SitePad

Go to:
Settings > Users > Select User > Map Defaults (Latitude / Longitude)
Enter the values and save.

That’s it. From now on, that user’s maps will always open in the right region. 🌍

You can now quickly reuse existing quotations with the new Copy to Draft button.

This lets you create a new draft quotation from any existing quote, making it faster to duplicate, tweak, and resend without starting from scratch.

How it works

• Open an existing quotation
• Click Copy to Draft
• A new draft is created and opened ready for editing

Simple, fast, and designed to save you time.

Note: The following fields will not be copied in order for the correct dates to be input...

- On Hire Date

- Off Hire Date

- Delivery Date

We’ve added more flexibility when issuing Quotations by introducing an override for ‘Our Address’.

What’s new?

• A new ‘Our Address’ dropdown has been added to Quotations > New/Edit Quotation, positioned just under ‘On behalf of’.
• Once a Client is selected, the dropdown automatically defaults to the correct address based on the client’s Default Currency (GBP or EUR).
• Address options are shown in a clear format using Address Line 1, Town, County.
• For those one-off scenarios, users can manually override the address directly on the quotation.

This ensures the correct address appears on the PDF by default, while still giving you control when exceptions are needed.

We’ve added a powerful new Customer/Contact Mail Merge Export feature to SitePad CRM!

This export lets you easily pull all customer and contact data with key details included — ideal for importing into marketing platforms like Mailchimp for targeted email campaigns.

Columns such as ‘On Hire’ and ‘Off Hire’ make it simple to filter the CSV for customers who currently have active hires, helping you focus your campaigns on the right audience.

Exported Data Includes:
Customer Name | Customer SitePad ID | Customer Syrinx ID | Account Number | BDM | Telephone | Balance | Credit Limit | On Hire | Pending Final Invoice | Invoices | Date Added | Last Updated | Contact First Name | Contact Surname | Contact Full Name | Contact SitePad ID | Contact Syrinx ID | Title | Position | Phone | Mobile | Pho/Mob | Email

📊 You can find the export option in:
Reports > New Customer/Contact Mail Merge

💡 Tip: Use this export to segment your contacts for marketing, renewals, or customer follow-ups in just a few clicks!

We’ve just made managing duplicate prospects a whole lot easier!

When viewing a prospect, you’ll now see a new “Merge Other Prospect” button in the top right corner. This lets you quickly search for and merge another prospect into the one you’re viewing, keeping your data clean and up to date.

Here’s what happens during a merge:

• 📝 Notes – Always carried over
• 📎 Documents – Always carried over
• 🏢 Offices – Added if not already present on the target prospect
• 🏗️ Sites – Added if not already present on the target prospect
• 💡 Leads – Added if not already present on the target prospect
• 👥 Contacts – Added if not already present on the target prospect
• ⭐ Followed – Added if not already present on the target prospect
• 💬 Quotations – Both Requested By and Site Contact are updated
• ✅ Tasks – Always carried over

This update makes it faster than ever to tidy up duplicates while preserving all important history and links.

Try it out next time you spot a duplicate prospect!

We’ve introduced a powerful new way to personalise your outbound emails and strengthen your brand identity across every message!

✨ User Email Signatures

You can now create HTML-based email signatures for each user — allowing full control over layout, style, and design to match your company’s look and feel.

Each signature can automatically include key user details using tokens:

• {{USERSIGNATURE}}
• {{USERFULLNAME}}
• {{USERPOSITION}}
• {{USERPHONE}}
• {{USERMOBILE}}
• {{USEREMAIL}}
  
  

⚙️ How to Set It Up

1. Go to Settings > More Settings
2. Scroll to the bottom and open User Email Snippet
3. Design your HTML signature and insert tokens where needed

💌 How It Works

Your new User Email Signature works hand-in-hand with the Template Email Signature (displayed above).
Once configured, it will be automatically applied to all:

• Outbound quotations
• Mailshots
• Internal emails

Bring a professional and personalised finish to every message — right from within SitePad CRM.