We’ve introduced a powerful new way to track performance across your fleet with the Asset Utilisation KPI, now live on the SitePad CRM dashboard.

This feature provides real-time visibility of Assets On Hire, alongside a clear percentage utilisation metric, giving you an instant snapshot of how effectively your assets are being used.

🔍 What this means for you

• Smarter decision-making
  Quickly identify underutilised assets and take action to maximise revenue opportunities.
• Real-time operational insight
  No more waiting for reports. See what’s on hire right now and understand utilisation at a glance.
• Improved forecasting
  Better visibility helps you plan ahead, optimise stock levels, and reduce unnecessary purchases or idle equipment.

⚙️ Important to note

This KPI will only be visible to users who have access to ‘All data’ permissions on the dasboard.

We’ve introduced a new feature in SitePad CRM to give you deeper insight into why quotations are being lost and help improve future win rates.

What’s new?

• A new setting in Preferences > Quotations: ‘Enter Comments when Quotation lost’
• When enabled, selecting a ‘Lost’ reason will trigger a required ‘Lost Quotation Comments’ field
• In the quotation list view, you can now hover over lost quotations to see comments instantly
• Inside a quotation, simply double click the ‘Lost’ status to edit or update previously entered comments

Why this matters

• Better visibility on losses: Capture real reasons behind lost deals instead of vague assumptions
• Stronger sales insights: Identify trends like pricing issues, competitors, or timing challenges
• Improved team accountability: Encourage consistent and meaningful data entry across your sales team
• Faster reviews: Hover tooltips mean managers can quickly scan feedback without opening each quotation
• Continuous improvement: Use real feedback to refine pricing, positioning, and sales approach

This update helps turn lost opportunities into valuable learning, giving your team the insight needed to win more business going forward 📈

We’ve just rolled out a powerful new way to visualise your prospects inside SitePad CRM… say hello to the Map View 🗺️

You can now see all your prospects plotted geographically, giving you instant visibility of where your opportunities are located.

What’s new?

• A fully interactive map displaying your prospects by location
• Quick visual clustering of nearby prospects
• Easier planning for site visits, meetings, and territory management

Important note
To support this feature, the postcode field is now enabled by default on all prospects. Make sure this field is populated so your prospects appear correctly on the map.

We are excited to launch HireSense AI, for powerful new intelligence. Version 1 focuses on transforming how you understand customer data.

HireSense AI combines data from SitePad and Syrinx to deliver instant insights, highlight risks, and uncover opportunities so your team can make faster, smarter decisions.

A Smarter View of Your Customers 

HireSense AI automatically generates a clear, structured view of every customer account. Instead of digging through multiple records, your team gets immediate context including:

• Account health and relationship activity
• Revenue performance and credit position
• Contract and invoice insights
• Engagement levels and potential risks

Benefit: Sales and account managers can walk into every conversation fully informed, reducing preparation time and improving customer interactions.

Turn Data Into Answers. Instantly.

HireSense AI is designed to be conversational. Simply ask a question and receive immediate, data-backed insights drawn from across SitePad and Syrinx.

Ask things like:

• Which customers are growing or declining right now?
• Where is most of our hire revenue coming from?
• Is there any hire revenue at risk today?
• Which customers need attention?
• Which assets are on hire the longest or highest value?
• What should the sales team follow up on today?
• Are there any customers we are too dependent on?

Benefit: Leadership gains strategic visibility, while operational teams know exactly where to focus each day.

Instant Panel Summaries Across the CRM 

HireSense AI does not just summarise the customer record. It can instantly analyse individual panels such as:

• Quotations
• Sales invoices
• Notes and relationship history
• Hire activity
• Business alerts

This means you can immediately spot stalled activity, identify follow-up opportunities, and understand customer behaviour without manual review.

Benefit: Less time searching. More time selling.

Identify Risk Before It Becomes a Problem 

HireSense AI proactively flags issues such as:

• Lack of recent engagement
• Revenue slowdowns
• Over-reliance on key accounts
• Customers showing signs of churn

Benefit: Move from reactive account management to proactive growth protection.

Keep the Conversation Going

HireSense AI is not a one-time report. It is an intelligent assistant that you can continue talking to.

Ask follow-up questions. Go deeper into the data. Explore trends. Validate instincts.

Whether you need a quick answer before a call or strategic insight for planning, HireSense AI is always ready.

Think of it as having a data analyst embedded directly inside SitePad CRM.

Version 1 and Beyond

This initial release focuses on customer intelligence, laying the foundation for AI-driven insights across the entire SitePad ecosystem.

Coming next: expanded analysis across operations, assets, financial performance, and workforce data.

We are excited to introduce the new Assets Module in SitePad CRM, designed to give your sales and account management teams the visibility they need to win more business, respond faster to customers, and maximise asset revenue.

Never miss a sales opportunity again
With the new top-menu “Assets” area, your team can instantly search and filter equipment by Category, Depot Location, Hire Status, or Active / Disposed. That means when a customer calls, you can confirm availability in seconds and secure the booking before competitors even respond.

Equip your team with commercial intelligence
Drill into any asset to access a complete operational and financial snapshot, including:

• Real-time availability and usage, plus current geographical position
• Hire notes and identifiers for confident customer conversations
• Commercial and accounts information to support accurate quoting
• Depot details to streamline logistics and delivery commitments

Strengthen account relationships with better insight
View full hire contract history, sales invoices, and total revenue per asset to understand exactly how customers are engaging with your fleet. Spot upsell opportunities, prioritise high-value accounts, and approach renewals with data-backed confidence.

Drive utilisation. Increase revenue. Sell smarter.
The Assets Module empowers your team to move faster, quote more accurately, and turn fleet visibility into measurable growth.

Additional Tip:  Like all screens in SitePad, the panels can be customized. Go to 'Settings' > 'Screen Customisation' > 'Panes' > Select 'Assets' from the dropdown, and you can build custom panels and fields for the Sales and Customer Services teams for the storage of issues logs or other detailed notes and insights.

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. 🌍