We’ve upgraded your dashboard insights.

SitePad’s dashboard indicators for new prospects, leads, quotations, clients, sites, contacts, and hire contracts now include instant ticker charts showing the last 12 months of activity.

Get a clear, at-a-glance view of trends as they happen, helping you spot momentum, dips, and opportunities without digging into reports.

Smarter visibility. Faster decisions.

We’ve introduced a powerful new Analytics Dashboard in SitePad CRM, giving you a clearer view of your sales performance, customer activity, and financial metrics all in one place. Designed to help teams make faster, data-driven decisions, the new dashboard provides visual insights across your entire pipeline.

Key Metrics at a Glance

The top of the dashboard highlights your most important business metrics:

• Revenue – Total revenue generated within the selected timeframe.
• Total Quote Value – The combined value of all quotes created.
• Quote Conversion Rate – Percentage of quotes that convert into won business.
• New Prospects – Number of new prospects added to the system.
• Overall Credit Utilisation – A quick view of how much client credit is currently in use.

Performance Trends

Understand how your business is evolving over time with detailed charts:

• Revenue Over Time – Track how revenue trends across months or years.
• Quotation Value Trend – Visual breakdown of quotation activity, including drafts, sent quotes, approved quotes, lost quotes, and voided quotes.
• Site Visits Over Time – Monitor website traffic and engagement.
• Notes Added Over Time – See how actively your team is interacting with prospects and clients.

Sales Pipeline Insights

The dashboard also provides deeper insight into your pipeline performance:

• Quotation Status Breakdown – A visual overview of quotes by status (Sent, Approved/Won, Draft, Lost, Void).
• Won vs Lost Comparison – Compare success rates across Prospects, Leads, and Quotes to identify where conversions are strongest.
• Sales Funnel – Track progression from Prospects → Leads → Quotes → Won, helping you quickly spot bottlenecks in the sales journey.

Financial Visibility

Stay on top of client credit usage:

• Credit Utilisation by Client – Quickly identify which clients are approaching or exceeding their credit limits.

Flexible Filtering

All analytics can be customised using built-in filters:

• Time Filters – View performance across different periods (e.g. last 12 months).
• Client Filters – Focus on analytics for specific clients or review overall activity.

We’ve added a useful improvement to SitePad CRM. When sending Quotations to Syrinx, you can now pass Delivery and Collection values directly from the quotation. This helps ensure transport costs flow straight into Syrinx without needing manual adjustments later.

How to Set It Up

Follow the steps below to configure the fields on your quotation screen.

1. Go to Settings > Screen Customisation.
2. In the Panes dropdown, select Quotations.
3. Find the Other panel and tap the spanner icon.

Create the Delivery Field

1. Click New.
2. Select Currency as the field type.
3. Name the field Delivery.
4. Set Decimal Places to 2.

5. Toggle Send to Syrinx Delivery to On.

   • Note: You may need to save the field first and then edit it again before this option appears.
6. Choose whether the field should be mandatory.
7. Click Save.

Create the Collection Field

Repeat the same steps to create a Collection field.

Optional Clean Up

You may wish to hide any existing Transport, Delivery, or Collection fields that were previously used, to avoid duplication and keep the quotation screen tidy.

Once configured, Delivery and Collection values entered on the quotation will automatically populate in Syrinx, making the process quicker and reducing manual data entry. 🚀

We’re excited to introduce Rate Cards, giving you a smarter and more scalable way to manage pricing across your customer base.

What’s New?

A brand new Rate Card panel is now available in Settings > Syrinx Integration, allowing you to:

• Create custom, free-text rate cards such as Gold, Silver, Bronze
• Define rates against specific Asset Category codes
• Set pricing with flexible units like per day, per week, or per month
• Apply an effective from date to control when rates take effect

Why This Matters

This update brings powerful benefits to your workflow:

Centralised Pricing Control
Assign rate cards directly to customer records and manage pricing from one place. No more updating individual records manually.

Consistency Across Customers
Ensure standardised pricing structures across your entire customer base, reducing errors and improving professionalism.

Faster Updates
Need to adjust rates? Simply update the rate card and changes apply wherever it’s used. Quick, efficient, and hassle-free.

Flexible Pricing Models
Easily support different pricing tiers and agreements with fully customisable rate cards.

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 👍