We’ve added a new set of live Key Performance Indicators (KPIs) to the top of Customer records, giving sales teams an instant snapshot of each customer’s current hire, service and quotation activity.

The new KPIs include:

• Open Hire – equipment currently on hire
• Under Collection – hires currently awaiting collection
• Pending Off Hire – equipment due to come off hire
• Firm Booking – confirmed upcoming hires
• Service Jobs – active service and breakdown jobs
• Unapproved Quotations – quotations that are still awaiting approval
• Approved Quotations – approved quotations, including those sent to Syrinx

Each KPI is clickable, taking users directly to the relevant records already filtered for that customer.

This gives account managers and sales teams a much faster way to understand what’s happening with a customer right now — without having to navigate through multiple areas of SitePad.

The new KPIs are available on Customer records for businesses using the relevant Syrinx / Point of Rental integration data.

Understanding why quotations are being lost is just as important as knowing how many. We've added a brand new Quotation Lost Reasons chart to the Dashboard > Overview page, giving your sales team instant visibility into the reasons opportunities are slipping away.

The new donut chart provides a clear breakdown of all recorded lost reasons, helping you quickly identify trends such as pricing, transport, availability, or any custom reasons configured within your CRM.

Benefits include:

• 📊 Instant visual breakdown of quotation loss reasons
• 💷 Identify common causes of lost revenue
• 🎯 Spot trends to improve pricing, availability and sales strategy
• ⚙️ Fully supports your existing quotation lost reason configuration
• 📈 Make more informed commercial decisions with real-time insight

A simple addition that helps turn lost quotations into future wins.

As part of our wider SitePad AI roadmap, we're introducing AI Quick Add for Contacts — making it significantly faster to create new customer contacts.

Go to Contacts > New > Quick Add and simply provide the contact information in whichever way is easiest:

• 📧 Paste an email signature
• ⌨️ Free type the contact details
• 🎙️ Use a voice note

Tap Fill Form and SitePad AI will interpret the information and automatically populate the relevant fields within the Contact Details form — removing the need to manually enter information field by field.

If any required fields can't be identified from the information provided, they'll be clearly highlighted so you can quickly complete them before saving.

Less data entry. Faster contact creation.

Gain greater visibility into customer visits with the new Sales Person Activity Map.

A new Site Visits Map has been added to Settings > Users > [User], allowing managers and users to visualise where site visits have taken place over any selected date range.

What's New?

• Interactive Site Visits Map for every user.
• Displays either the GPS location of each site visit or the Site Postcode, depending on the filter selected.
• Defaults to today's activity, with the ability to select any custom date range.
• Easily switch between GPS and Site Postcode views using the filter at the top of the map.

Important

To record GPS locations, users must grant location permissions to their web browser when completing a site visit. If location permissions are not enabled, the GPS location will not be available, although the visit can still be viewed using the Site Postcode filter.

Why It Matters

This feature is not designed for real-time tracking. Instead, it provides a simple way to review completed customer visits, helping sales teams and managers to:

• Understand journey patterns and customer coverage.
• Identify opportunities to improve travel efficiency.
• Maximise face-to-face customer visits.
• Better plan future sales routes and account management activities.

We’ve made several improvements to the SitePad Pipeline to make it easier to understand and manage your sales opportunities at a glance.

Setting Up the Pipeline

1. Go to Settings > Preferences and turn on the Pipeline module.
2. Go to Settings > Data Lists > Pipeline Status. Create or edit the Pipeline stages to match your business sales process.
3. Under Prospect/Lead Stages, select each stage and map it to the appropriate Pipeline Stage.
4. Repeat this process for Quotation Statuses, mapping each quotation status to the relevant Pipeline Stage.

Once configured, Prospects, Leads and Quotations will automatically appear in the correct stages within the Pipeline.

Colour-Coded Records & Filters
Prospects, Leads and Quotations now have their own colour-coded labels, making it instantly clear which type of record you’re looking at. You can also filter the Pipeline by record type to focus on exactly what you need.

New Pipeline KPIs
New KPI cards give you an instant view of the total value of your sales pipeline, alongside the value sitting at each individual pipeline stage – such as New, Qualified and Won.

Giving sales teams a faster, clearer view of what's in the pipeline, where opportunities are sitting and their potential value.

We’ve added a new Live Hires Analytics dashboard to SitePad, giving you a clear, real-time view of your current hire activity.

Quickly see key information including live assets, weekly hire revenue, customers hiring, active sites, average hire length and long-term hires.

New visual analytics also provide insight into:

• Revenue by Asset Category
• Live Hires by Customer and Depot
• Fleet Utilisation
• Hires by Age
• Asset Availability Forecast
• Upcoming Off-Hires

The dashboard also includes a detailed Live Hires report, with extensive filtering by customer, site, asset, contract, PO number, dates, category, depot, BDM and status — plus Excel and PDF export.

Giving hire teams a much clearer picture of what's currently on hire, where it's hired and what's coming back.

You can now attach Spec Sheets directly to Asset Categories in Settings > Syrinx Integration > Asset Categories.

When an Asset Category is added to a quotation, SitePad will automatically include the relevant spec sheet.

Where multiple categories have spec sheets, these will be combined into a single, concise PDF and sent to the customer with the quotation.

Another small automation that helps make quotations quicker, cleaner and more professional.

Take the guesswork out of prioritising your sales pipeline with AI Engagement Scoring.

SitePad CRM now automatically analyses every Prospect and Lead to generate a live AI Engagement Score out of 100, helping your team instantly identify which opportunities are the warmest and where to focus their time.

The score is calculated automatically using a combination of factors including contacts, like hood of close, activity, pipeline progress, recent engagement and record completeness, updating in real-time as your data changes. 

What's New?

✅ AI Engagement Score automatically calculated for every Prospect and Lead.

✅ Intelligent scoring from 0–100 based on how engaged and sales-ready each opportunity is.

✅ Clear engagement bands:

• ❄️ Cold (0–24)
• 🌤️ Warm (25–49)
• 🔥 Hot (50–74)
• 🚀 Very Hot (75–100)

✅ Colour-coded score badges displayed on Pipeline cards and Prospect/Lead records for instant visibility.

✅ New AI Engagement Score filter in the Pipeline, allowing you to quickly focus on Cold, Warm, Hot or Very Hot opportunities.

Available Across the Platform

AI Engagement Scoring has also been added throughout the Pipeline module, giving your sales team a consistent, AI-powered way to prioritise opportunities and spend more time on the prospects most likely to convert.

If you’re using Client Groups in SitePad, you can now filter all Analytics dashboards by those groups.

When Client Groups is enabled in Preferences, and you’ve grouped related customer accounts together, those groupings are now available as a filter across Analytics. This makes it much easier to view performance, revenue, and activity at a group level—perfect for managing parent companies, frameworks, or multi-site customers.

A simple way to get clearer insights across connected accounts.

To help maintain cleaner, more accurate CRM data, the Possible Duplicates feature has been extended beyond the main New Contact screen and is now available when creating contacts from other records across SitePad, including:

• Clients
• Sites
• Prospects
• Leads
• Quotations
• And other contact entry panels throughout the system

As users enter a contact's name, SitePad automatically searches for potential matches and displays any likely duplicates before the new record is saved.

Benefits

• Reduce duplicate contacts across your CRM
• Improve data quality and reporting accuracy
• Link new activity to existing contacts where appropriate
• Prevent multiple versions of the same contact being created by different users