We’ve introduced new flexibility to Microsoft Single Sign-On (SSO) in SitePad, giving you more control over how authentication is managed within your organisation.

What’s New

You can now choose between two Microsoft OAuth configuration methods:

1. SitePad OAuth (Recommended for quick setup)

This option uses SitePad’s centrally managed Microsoft application.

• No Azure setup required
• Faster implementation
• Credentials are securely managed by SitePad

This is ideal for teams who want to enable Microsoft SSO quickly with minimal configuration.

2. Self App OAuth (Recommended for enterprise control)

This option allows you to connect your own Microsoft application via the Microsoft Azure Portal.

• Full control over permissions and security policies
• Supports enterprise compliance requirements
• Uses your own Client ID, Secret, and Tenant configuration

This is ideal for organisations with stricter IT governance or advanced security needs.

Why this matters

This update allows SitePad to better support both:

• Rapid deployments with minimal setup
• Enterprise environments requiring full control and compliance

⚠️ Please note: Microsoft SSO is a configurable feature. To enable it, you’ll need to contact the SitePad team to have it switched on and to discuss available pricing options.

We’ve added more control and protection to your pricing in SitePad CRM 💼

Within Settings > Preferences > Quotations Panel, you can now configure a new option:

🔒 Maximum Discount Percentage (Non-Administrators)

This feature allows you to set a limit on how much discount non-admin users can apply to quotations.

💡 What this means:

• Non-administrator users will not be able to reduce quotation rates beyond the defined percentage
• Helps maintain profit margins and pricing consistency
• Gives administrators greater oversight and control over discounts

We’ve just rolled out a brand new Snapshot Dashboard to give you a faster, clearer view of what’s happening across your business in real time.

No digging. No switching screens. Just the numbers that matter, right when you need them.

🚀 What’s New

At-a-glance performance
Instantly see key metrics for Today and This Week, including:

• On Hires
• Off Hires
• Under Collection
• Utilisation

Each metric includes trend indicators so you can quickly spot what’s up or down.

📈 Smarter decision making

The Snapshot Dashboard is designed to help you:

• Identify performance changes immediately
• Track activity across customers and BDMs
• Stay focused on revenue-driving metrics
• React faster without running reports

🎯 Built for speed

Everything is laid out in a clean, visual format so you can:

• Scan your business health in seconds
• Filter by customers or BDMs
• Move from insight to action quickly

We’ve added a powerful new chart to the Analytics Dashboard to give you clearer visibility into your pipeline performance.

The Revenue by Approved Quotations chart tracks the total value of quotations that have been approved over time, helping you understand how your closed deals are trending month by month.

What this means for you:

• Instantly spot revenue trends and seasonal patterns
• Identify peaks and dips in approved deal value
• Measure the impact of sales activity on actual revenue
• Make better forecasting and planning decisions

We’ve introduced enhanced control over Global and Customer Rate management to give you greater flexibility and oversight across your team.

⚙️ What’s New?

You can now configure permissions for non-admin users to control whether they can:

• Add Customer Rates
• Edit Customer Rates
• Delete Customer Rates

This can be managed per user, giving you full control over who can make changes.

🔄 Approval Workflow for Non-Admins

To maintain data integrity:

• Any rate created or edited by a non-admin user will be set to “Awaiting Approval”
• Administrator users are automatically notified
• Admins can review and approve (set live) the rate when ready

💡 Why This Matters

• Prevents unauthorised or accidental rate changes
• Introduces a clear approval process
• Gives admins full visibility and control over pricing updates

This update helps strike the perfect balance between team productivity and governance.

We’ve added a new Default Line Item feature within Quotations settings to help streamline your workflow and ensure consistency across your quotes.

🔧 What’s New?

You can now define a default line item that will automatically be added as the first requirement on every new quotation.

🚀 How It Works

• Navigate to Settings > Preferences > Quotations
• Locate the Default Line Item field
• Enter an Asset Category Code
• This line item will now be auto-inserted into new quotations

💡 Why This Matters

• Saves time when creating quotes
• Ensures key items are never missed
• Standardises quotation structure across your team

This is especially useful for commonly required items like delivery, setup, or standard hire equipment.

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.