{
    "version": "https://jsonfeed.org/version/1",
    "title": "www.sitepadcrm Product Updates",
    "home_page_url": "https://announcekit.co/www.sitepadcrm-2/product-updates",
    "icon": "https://announcekit.app/images/empty-avatar.jpg",
    "items": [
        {
            "id": "449969",
            "content_html": "<p>We've introduced a new preference within SitePad CRM, allowing businesses to <strong>turn off the Stock Indicator</strong> when producing quotations.</p><h3>What's New</h3><ul><li><strong>Stock Indicator Toggle:</strong> Administrators can now enable or disable stock availability indicators within the quotation process.</li><li><strong>Default ON:</strong> The Stock Indicator remains enabled by default, ensuring existing functionality is maintained.</li><li><strong>Simplified Quotation Interface:</strong> Businesses that don't require stock availability information can now hide these indicators when selecting Asset Categories or Assets.</li></ul><h3>How to Configure</h3><p>Navigate to <strong>Settings → Preferences → Quotations → Stock Indicator</strong>.</p><p>Simply turn the preference <strong>ON or OFF</strong> depending on your business requirements.</p>",
            "url": "https://announcekit.co/www.sitepadcrm-2/product-updates/quotations---new-stock-indicator-preference-3fWMiA",
            "title": "📦 Quotations – New Stock Indicator Preference",
            "summary": "We've introduced a new preference within SitePad CRM, allowing businesses to turn off the Stock Indicator when producing quotations. What's ...",
            "date_modified": "2026-10-20T16:58:18.636Z",
            "tags": [
                "improvement"
            ]
        },
        {
            "id": "449967",
            "content_html": "<p>We've introduced a new <strong>Asset Profitability Dashboard</strong> within SitePad Analytics, providing greater visibility into how individual assets are performing financially and how effectively their purchase costs are being recovered through hire revenue.</p><p><img src=\"https://img.announcekit.app/2a73ba20d6d5fb08c1d65e0da762f4a9?s=de6056a08177d4cc749e818f5852c499\" /></p><p>The dashboard uses asset purchase costs and historical hire revenue from Syrinx to help businesses identify their most profitable assets, monitor return on investment and make more informed fleet decisions.</p><h3>What's New</h3><ul><li><strong>Purchase Cost vs Hire Revenue:</strong> Compare the original purchase cost of assets against their total lifetime hire revenue.</li><li><strong>Return on Cost:</strong> View the percentage of an asset's purchase cost recovered through hire revenue.</li><li><strong>Break-Even Tracking:</strong> Identify how many assets have recovered their original purchase cost and how many have yet to break even.</li><li><strong>Average Time to Break Even:</strong> Understand how many months it typically takes assets to recover their purchase cost.</li><li><strong>Profitability Trends:</strong> Visualise cumulative hire revenue against purchase costs over time, with the option to view monthly revenue.</li><li><strong>Revenue by Asset Category:</strong> Identify which equipment categories generate the highest hire revenue and compare their return percentages.</li><li><strong>Revenue by Customer:</strong> See which customers have generated the most hire revenue from your fleet.</li><li><strong>Time to Break Even:</strong> Analyse how quickly assets recover their purchase cost, grouped into time periods.</li><li><strong>Asset Profitability Status:</strong> View the proportion of assets that have broken even, have yet to break even or have insufficient data.</li><li><strong>Purchase Cost Recovery by Depot:</strong> Compare asset hire revenue against purchase costs across depots.</li><li><strong>Individual Asset Profitability:</strong> A detailed, searchable table showing each asset's purchase cost, lifetime hire revenue, return percentage and financial surplus or shortfall.</li></ul><h3>Filters &amp; Reporting</h3><p>The dashboard includes filters for <strong>Depot, Asset Category, Asset Description/Stock Number and Profitability Status</strong>, allowing users to analyse specific sections of their fleet.</p><h3>Benefits</h3><p>The new dashboard helps businesses understand which assets are delivering the strongest financial returns and which are underperforming.</p><p>By bringing purchase costs, lifetime hire revenue and break-even performance together in one place, businesses can make better-informed decisions about <strong>fleet investment, asset replacement, equipment utilisation and future purchasing priorities</strong>.</p><p><strong>Available under Dashboard → Analytics → Asset Profitability.</strong></p>",
            "url": "https://announcekit.co/www.sitepadcrm-2/product-updates/new-analytics-dashboard---asset-profitability-3dFZg4",
            "title": "📊 New Analytics Dashboard – Asset Profitability",
            "summary": "We've introduced a new Asset Profitability Dashboard within SitePad Analytics, providing greater visibility into how individual assets are p...",
            "date_modified": "2026-10-20T16:56:56.085Z",
            "tags": [
                "announcement"
            ]
        },
        {
            "id": "449966",
            "content_html": "<p>We've introduced new <strong>Rate Visibility</strong> features within SitePad Quotations, giving users better insight into pricing when selecting an Asset Category or Asset.</p><p><img src=\"https://img.announcekit.app/0377f8c534057254796b3a60ea134f8b?s=d9b9b6ed5d5df26320926a5510ce289d\" /></p><p><strong>What's New:</strong></p><ul><li><strong>Rate Visibility in Search:</strong> View target rates directly within the Asset Category and Asset search dropdown when building a quotation.</li><li><strong>Rate Intelligence Panel:</strong> A new panel provides a breakdown of relevant pricing information for the selected item.</li><li><strong>Rate Sources:</strong> View where the suggested rate originates, including global category rates, customer-specific rates and rate cards.</li><li><strong>Previously Accepted Rates:</strong> See the last agreed rate for the selected item, helping users understand what the customer has historically paid.</li><li><strong>Target Rate Comparison:</strong> Automatically compare the previously accepted rate against the current target rate, highlighting any difference.</li><li><strong>Quotation History:</strong> Access historical quotation rates to support more informed pricing decisions.</li></ul><p><strong>Benefits:</strong></p><p>These enhancements help sales teams make better pricing decisions, maintain consistency across quotations and identify opportunities to improve hire rates.</p><p>By comparing <strong>previously agreed rates against target rates</strong> at the point of quoting, users can quickly identify where pricing is below target and make informed decisions before sending a quotation.</p>",
            "url": "https://announcekit.co/www.sitepadcrm-2/product-updates/quotations---new-rate-visibility-intelligence-features-3cxAJO",
            "title": "💷 Quotations – New Rate Visibility & Intelligence Features",
            "summary": "We've introduced new Rate Visibility features within SitePad Quotations, giving users better insight into pricing when selecting an Asset Ca...",
            "date_modified": "2026-10-20T16:53:01.354Z",
            "tags": [
                "announcement"
            ]
        },
        {
            "id": "449411",
            "content_html": "<p>We've introduced a new <strong>Sales Effectiveness Dashboard</strong> within SitePad CRM Analytics, giving sales managers and directors greater visibility into sales activity, customer engagement, quotation performance and individual BDM effectiveness.</p><p><img src=\"https://img.announcekit.app/a393c02d1d40b891497c21b15b258d1b?s=1ff408de87b922a1bfa0a86c3c9f52cf\" /></p><p>The dashboard brings together key sales metrics, interactive charts and actionable insights to help teams understand which activities are generating results and where improvements can be made.</p><h3>What's New?</h3><p><strong>📈 Sales Performance KPIs</strong></p><ul><li>Sales Activities – Total completed sales activities during the selected period.</li><li>Customers Contacted – Number of unique customers contacted.</li><li>Quotations Sent – Total quotations sent.</li><li>Quotations Won – Number of successful quotations.</li><li>Decision Win Rate – Percentage of decided quotations won.</li><li>Invoiced Revenue – Revenue attributed to the selected BDMs.</li></ul><p><strong>📊 Activity &amp; Commercial Outcomes</strong></p><p>A new interactive chart compares completed sales activities against quotations sent and won, helping identify trends and relationships between sales effort and commercial results. Switch between weekly and cumulative views.</p><p><strong>🎯 From Contact to Quotation</strong></p><p>Track customer progression through the sales process, from initial contact through to quotation and successful conversion.</p><p>Includes contact-to-quotation and quotation-to-win conversion percentages.</p><p><strong>👥 Activity vs Win Rate</strong></p><p>Compare individual BDM activity volumes against their quotation win rates, making it easier to identify high-performing salespeople and potential coaching opportunities.</p><p><strong>🏆 BDM Effectiveness Scorecard</strong></p><p>A detailed breakdown of individual sales performance, including:</p><ul><li>Completed sales activities and customers contacted.</li><li>Quotations sent, won and lost.</li><li>Quotation win rate.</li><li>Median quotation decision time.</li><li>Invoiced revenue.</li><li>Overdue quotation follow-ups.</li></ul><p><strong>📞 Activity Mix by BDM</strong></p><p>Visualise how each salesperson spends their time across calls, emails, visits, meetings and other activities.</p><p><strong>💡 Coaching &amp; Follow-Up Insights</strong></p><p>A dedicated section highlights opportunities requiring attention, including overdue follow-ups, quotations without a next task and individual BDM performance insights.</p><p>Sales managers can quickly identify where action is needed and review individual BDM performance.</p><h3>Filters &amp; Reporting</h3><p>The dashboard supports filtering by <strong>reporting period, depot and BDM</strong>, allowing sales managers to analyse performance across the business or focus on individual teams.</p><h3>Where to Find It</h3><p>Navigate to <strong>Dashboard → Analytics → Sales Effectiveness</strong>.</p><p>This new dashboard provides a clearer picture of how sales activity translates into commercial outcomes, helping teams improve follow-up discipline, identify opportunities and drive stronger sales performance.</p>",
            "url": "https://announcekit.co/www.sitepadcrm-2/product-updates/new-sales-effectiveness-dashboard-2pI2gE",
            "title": "📊 New Sales Effectiveness Dashboard",
            "summary": "We've introduced a new Sales Effectiveness Dashboard within SitePad CRM Analytics, giving sales managers and directors greater visibility in...",
            "date_modified": "2026-10-12T19:31:25.434Z",
            "tags": [
                "announcement"
            ]
        },
        {
            "id": "449410",
            "content_html": "<p>We've updated <strong>Global Search</strong> in SitePad CRM with a cleaner, more modern interface and improved customer identification.</p><p><strong>What's New:</strong></p><ul><li><strong>Refreshed Design:</strong> Global Search now matches the styling of the 'Add New' menu, with a cleaner layout, rounded corners and improved presentation.</li><li><strong>Improved Search Experience:</strong> A clearer search field, better-organised results and a scrollable results area make searching easier.</li><li><strong>Customer Results Prioritised:</strong> When customers match a search, they now appear <strong>first in the search results</strong>, making it quicker and easier to find the correct customer.</li><li><strong>Mobile Friendly:</strong> Improved layout and usability on mobile devices, making it easier to search and navigate results on smaller screens.</li><li><strong>Syrinx Customer Identification:</strong> Customer search results now display their <strong>Syrinx ID</strong> and associated <strong>Depot</strong> (where available), making it easier to identify the correct customer, particularly when similar names exist.</li><li><strong>Consistent Experience:</strong> The updated design provides a more consistent look and feel across SitePad.</li></ul><p><img src=\"https://img.announcekit.app/d85e1d4164d4dc799bc3fec1b5ae679b?s=ffff450ab323babd084738c94e86efed\" /></p><p>All existing search functionality and filters remain available.</p>",
            "url": "https://announcekit.co/www.sitepadcrm-2/product-updates/improved-global-search---refreshed-design-better-customer-identification-2ozDKo",
            "title": "🔍 Improved Global Search – Refreshed Design & Better Customer Identification",
            "summary": "We've updated Global Search in SitePad CRM with a cleaner, more modern interface and improved customer identification. What's New: Refreshed...",
            "date_modified": "2026-10-12T19:29:48.298Z",
            "tags": [
                "improvement"
            ]
        },
        {
            "id": "449407",
            "content_html": "<p>Transport Rates can now be configured against individual Depots in SitePad CRM, allowing customers to set up transport charges based on defined Transport Areas for use in Quotations.</p><h3>How to Set Up Transport Rates</h3><p><strong>Step 1 – Create Transport Areas</strong></p><ol><li>Navigate to <strong>Data Lists &gt; Transport Areas</strong>.</li><li>Ask the client to create their required Transport Areas (e.g. Local, Regional, National).</li></ol><p><strong>Step 2 – Configure Depot Transport Rates</strong></p><ol><li>Navigate to <strong>Settings &gt; Syrinx Integration &gt; Depots</strong>.</li><li>Click the <strong>Transport Rates</strong> spanner icon against the relevant Depot.</li><li>Click <strong>New</strong> to add a Transport Rate.</li><li>Select the appropriate <strong>Transport Area</strong>.</li><li>Enter the <strong>Each Way Rate</strong>.</li><li>Save the Transport Rate.</li></ol><p>Repeat this process for each Transport Area and Depot as required.</p><h3>Benefits</h3><ul><li><strong>Depot-specific pricing:</strong> Configure different transport charges for individual Depots.</li><li><strong>Consistent quoting:</strong> Establish standard transport rates for each Transport Area.</li><li><strong>Simplified management:</strong> Maintain transport pricing centrally within SitePad.</li><li><strong>Flexible configuration:</strong> Set up multiple Transport Areas with their own each-way charges.</li></ul>",
            "url": "https://announcekit.co/www.sitepadcrm-2/product-updates/transport-rates-setup-for-quotations-2lasbC",
            "title": "🚚 Transport Rates Setup for Quotations",
            "summary": "Transport Rates can now be configured against individual Depots in SitePad CRM, allowing customers to set up transport charges based on defi...",
            "date_modified": "2026-10-12T17:49:11.022Z",
            "tags": [
                "announcement"
            ]
        },
        {
            "id": "449343",
            "content_html": "<p>We've added two new panes to Asset records in SitePad CRM, providing greater visibility of related information in one place.</p><ul><li><strong>Service Jobs</strong> – View service jobs associated with an asset, including job status, type and details.</li><li><strong>Contacts</strong> – View contacts linked to an asset for quick and easy reference.</li></ul><p>Both panes are accessible directly from the Asset record, alongside existing Hire Contracts and Sales Invoices, reducing the need to navigate between modules.</p>",
            "url": "https://announcekit.co/www.sitepadcrm-2/product-updates/asset-records-new-service-jobs-contacts-panes-1av8T6",
            "title": "🛠️ Asset Records: New Service Jobs & Contacts Panes",
            "summary": "We've added two new panes to Asset records in SitePad CRM, providing greater visibility of related information in one place. Service Jobs – ...",
            "date_modified": "2026-10-11T10:38:46.257Z",
            "tags": [
                "improvement"
            ]
        },
        {
            "id": "449257",
            "content_html": "<p>We've introduced a new <strong>Stock &amp; Availability Dashboard</strong> under Analytics, providing a clear overview of stock levels and asset availability across all depots.</p><p><img src=\"https://img.announcekit.app/a2031beaf301bcf2302be261f5875af8?s=2fdc1920c5dd1820e527c31d4e51504c\" /></p><p>The dashboard includes:</p><ul><li><strong>Stock KPIs:</strong> Instantly see total stock, available and unavailable quantities, categories with no availability, and stock below minimum levels.</li><li><strong>Stock Availability Trends:</strong> Track stock levels over time using 7, 30 or 90-day views.</li><li><strong>Availability by Depot:</strong> Compare stock availability across individual depots.</li><li><strong>Categories Needing Attention:</strong> Quickly identify asset categories with limited or no availability.</li><li><strong>Most Available Categories:</strong> See which asset categories have the highest available quantities.</li><li><strong>Availability Across Depots:</strong> A colour-coded breakdown of asset availability by category and depot, making it easy to identify stock elsewhere in the business.</li><li><strong>Detailed Stock Tables:</strong> Explore stock quantities, availability and minimum stock levels by Asset Category or individual Asset.</li></ul><p>Filters allow users to narrow down the data by depot, asset category, description and availability status.</p><p>This new dashboard makes it easier to <strong>identify stock shortages, improve fleet utilisation and make better-informed hire decisions</strong>, all from one place.</p>",
            "url": "https://announcekit.co/www.sitepadcrm-2/product-updates/new-dashboard-stock-availability-monitoring-4hw6hW",
            "title": "📦 New Dashboard: Stock & Availability Monitoring",
            "summary": "We've introduced a new Stock &amp; Availability Dashboard under Analytics, providing a clear overview of stock levels and asset availability...",
            "date_modified": "2026-10-08T19:04:54.793Z",
            "tags": [
                "announcement"
            ]
        },
        {
            "id": "449255",
            "content_html": "<p>We've enhanced the <strong>Rate Performance Dashboard</strong> with a new <strong>Target Rate Achievement Over Time</strong> chart, making it easier to track how accepted hire rates compare against target rates.</p><p><img src=\"https://img.announcekit.app/c0e77971efc7719b1a212aae57032651?s=c58dd10f54ab00fe78fdc589fef144da\" /></p><p><img /></p><p><img />The chart provides a clear monthly view of rate performance, with a visual target line to quickly identify periods performing above or below target.</p><p>We've also improved the <strong>KPI and filter layout</strong>, providing a cleaner, more intuitive dashboard experience and making it easier to analyse performance across customers, depots, BDMs and asset categories.</p>",
            "url": "https://announcekit.co/www.sitepadcrm-2/product-updates/rate-performance-dashboard-target-rate-achievement-over-time-4ffjfq",
            "title": "📈 Rate Performance Dashboard: Target Rate Achievement Over Time",
            "summary": "We've enhanced the Rate Performance Dashboard with a new Target Rate Achievement Over Time chart, making it easier to track how accepted hir...",
            "date_modified": "2026-10-08T19:03:57.044Z",
            "tags": [
                "improvement"
            ]
        },
        {
            "id": "449185",
            "content_html": "<p>SitePad quotations now support <strong>Part-Week Rates</strong>, giving customers a clearer breakdown of hire costs when equipment is priced <strong>Per Week</strong>.</p><p>When a rate is configured as <strong>Per Week</strong>, SitePad can now store additional rates for:</p><ul><li><strong>1 Day Rate</strong></li><li><strong>2 Day Rate</strong></li><li><strong>3 Day Rate</strong></li><li><strong>4 Day Rate</strong></li></ul><p>These rates can be maintained anywhere rates are managed within SitePad.</p><p>On quotations, the applicable Part-Week Rates are automatically displayed beneath the standard weekly rate, giving customers clear visibility of shorter hire-period pricing directly on the quotation PDF.</p><p>This enhancement makes weekly pricing more flexible and transparent, particularly for equipment that is frequently hired for less than a full week.</p>",
            "url": "https://announcekit.co/www.sitepadcrm-2/product-updates/part-week-rates-on-quotations-2XLCPm",
            "title": "💷 Part-Week Rates on Quotations",
            "summary": "SitePad quotations now support Part-Week Rates, giving customers a clearer breakdown of hire costs when equipment is priced Per Week. When a...",
            "date_modified": "2026-10-07T19:00:16.012Z",
            "tags": [
                "improvement"
            ]
        },
        {
            "id": "449153",
            "content_html": "<p>We’ve improved the SitePad CRM navigation to make it <strong>faster, cleaner and more scalable</strong> as new modules and features are added.</p><p>The top menu is now fully responsive. Any module icons that don’t fit within the available screen width will automatically move into the <strong>More</strong> menu.</p><p><img src=\"https://img.announcekit.app/2b405f0f25f807b8767629f86b1ddac6?s=5e79c696c86bbeca0bf638b9438e7659\" /></p><p>Clicking <strong>More</strong> opens a clean, icon-based menu where modules are organised and can be quickly found using the new <strong>Search</strong> function.</p><p>We’ve also added a new <strong>+ Add New</strong> button to the top menu, allowing users to create <strong>any type of record from anywhere in SitePad</strong> without having to navigate to the relevant module first.</p>",
            "url": "https://announcekit.co/www.sitepadcrm-2/product-updates/improved-searchable-menu-system-2nqYb6",
            "title": "🔎 Improved Searchable Menu System",
            "summary": "We’ve improved the SitePad CRM navigation to make it faster, cleaner and more scalable as new modules and features are added. The top menu i...",
            "date_modified": "2026-10-07T13:18:29.976Z",
            "tags": [
                "announcement"
            ]
        },
        {
            "id": "449080",
            "content_html": "<p>We’ve released a further set of <strong>SitePad CRM quotation enhancements</strong>, improving the information shared with Syrinx and giving businesses more control over their quotation PDFs.</p><h3>What’s New</h3><ul><li>👤 <strong>Quotation creator sent to Syrinx</strong> – when a SitePad Quotation is created as a Hire Contract in Syrinx, the <strong>name of the person who produced the quotation</strong> is now included within the Syrinx Internal Notes field.</li><li>🔗 <strong>Map custom fields to Syrinx</strong> – Quotation <strong>Other custom fields</strong> can now be mapped to any of the <strong>10 Syrinx Custom Property fields</strong>, providing greater flexibility when passing business-specific information between SitePad and Syrinx.</li><li>🏢 <strong>Depot contact details on quotation PDFs</strong> – under <strong>Preferences &gt; Quotations</strong>, businesses can now choose to display the relevant <strong>Depot address and phone number</strong> on quotation PDFs instead of the standard <strong>Our Address</strong> details.</li></ul><p>These enhancements make the <strong>SitePad ↔ Syrinx quotation workflow</strong> more configurable, improve visibility of who created each quotation, and allow businesses with multiple depots to produce more locally relevant customer documentation.</p>",
            "url": "https://announcekit.co/www.sitepadcrm-2/product-updates/syrinx-quotation-integration-enhancements-12y6cg",
            "title": "🔄 Syrinx Quotation Integration Enhancements",
            "summary": "We’ve released a further set of SitePad CRM quotation enhancements, improving the information shared with Syrinx and giving businesses more ...",
            "date_modified": "2026-10-06T14:42:57.634Z",
            "tags": [
                "improvement"
            ]
        },
        {
            "id": "449079",
            "content_html": "<p>We’ve made quoting even smarter in <strong>SitePad CRM</strong> with automatic <strong>delivery mileage and journey time calculations</strong>.</p><p>When preparing a quotation, SitePad can now calculate the journey <strong>from the relevant depot directly to the selected Site / delivery address</strong>, giving users immediate visibility of the distance and estimated travel time.</p><p><img src=\"https://img.announcekit.app/17e65252a9490f8968225ffbccf2967c?s=2d9ac73ef242a951b24e60b01f9d922e\" class=\"image-align-left\" style=\"width:59.25%;\" /></p><h3>What’s New</h3><ul><li>📍 <strong>Automatic depot-to-site calculation</strong> – SitePad uses the depot and selected delivery address to calculate the journey.</li><li>🚚 <strong>Delivery mileage</strong> – see the estimated one-way road distance directly within the quotation.</li><li>⏱️ <strong>Estimated driving time</strong> – automatically displays the expected journey time alongside the mileage.</li><li>🗺️ <strong>View Route</strong> – quickly open the calculated route for further journey detail.</li><li>💷 <strong>Better delivery pricing</strong> – gives sales teams the information they need to calculate appropriate delivery charges without manually looking up distances.</li><li>⚡ <strong>Faster quoting</strong> – mileage and travel time are available within the quotation workflow, reducing manual checks and switching between systems.</li></ul><p>This gives sales teams a <strong>faster and more consistent way to calculate delivery requirements</strong>, bringing useful logistics information directly into the SitePad quotation process.</p>",
            "url": "https://announcekit.co/www.sitepadcrm-2/product-updates/automatic-delivery-mileage-journey-time-11pHG0",
            "title": "🚚 Automatic Delivery Mileage & Journey Time",
            "summary": "We’ve made quoting even smarter in SitePad CRM with automatic delivery mileage and journey time calculations. When preparing a quotation, Si...",
            "date_modified": "2026-10-06T14:37:51.346Z",
            "tags": [
                "announcement"
            ]
        },
        {
            "id": "449076",
            "content_html": "<p>We’ve made it easier to understand <strong>user performance at a glance</strong> with a new Revenue &amp; Activity overview in <strong>Settings &gt; Users</strong>.</p><p>The User List View now surfaces key <strong>Revenue and Activity information directly alongside each user</strong>, giving managers a quick performance snapshot without needing to open individual user records.</p><h3>What’s New</h3><ul><li>💷 <strong>Revenue overview</strong> – quickly see revenue performance for each user.</li><li>📋 <strong>Activity overview</strong> – view activity performance alongside revenue.</li><li>🎯 <strong>Targets at a glance</strong> – make it easier to understand how users are performing against their targets.</li><li>👥 <strong>Faster team comparison</strong> – review performance across the whole user list from one screen.</li><li>⚡ <strong>Less navigation</strong> – key information is surfaced directly in the User List View, with more detailed Revenue and Activity information still available within each user.</li></ul><p><img src=\"https://img.announcekit.app/3c4b900606ba96be37a25148555ff937?s=ee8f6542fb3151c1888f22675d0a66ad\" class=\"image-align-left\" style=\"width:24.72%;\" /></p><p>A small enhancement that makes <strong>Settings &gt; Users</strong> a much more useful management view for monitoring sales performance and activity across the team.</p>",
            "url": "https://announcekit.co/www.sitepadcrm-2/product-updates/revenue-activity-overview-for-users-Y0w7e",
            "title": "🎯 Revenue & Activity Overview for Users",
            "summary": "We’ve made it easier to understand user performance at a glance with a new Revenue &amp; Activity overview in Settings &gt; Users. The User ...",
            "date_modified": "2026-10-06T13:32:03.302Z",
            "tags": [
                "improvement"
            ]
        },
        {
            "id": "449075",
            "content_html": "<p>We’ve strengthened <strong>SitePad CRM’s Analytics Dashboards</strong> to ensure users only see the data they’re permitted to access.</p><p>Analytics now consistently enforce existing <strong>User Permission settings</strong>, including <strong>Client and Site access restrictions</strong>, across all dashboard data, KPIs and charts.</p><h3>What’s New</h3><ul><li>👤 <strong>Permissions applied throughout Analytics</strong> – dashboard data automatically respects each user’s existing access rights.</li><li>🏢 <strong>Client restrictions enforced</strong> – users only see analytics relating to Clients they have permission to access.</li><li>📍 <strong>Site restrictions enforced</strong> – the same access controls now apply to Site-related analytics.</li><li>📊 <strong>KPIs &amp; charts automatically filtered</strong> – figures and visualisations reflect only the data available to the logged-in user.</li><li>🔒 <strong>Consistent data security</strong> – the same permissions used throughout SitePad are now enforced across Analytics.</li></ul>",
            "url": "https://announcekit.co/www.sitepadcrm-2/product-updates/analytics-dashboards---user-permissions-WS7AY",
            "title": "🔐 Analytics Dashboards – User Permissions",
            "summary": "We’ve strengthened SitePad CRM’s Analytics Dashboards to ensure users only see the data they’re permitted to access. Analytics now consisten...",
            "date_modified": "2026-10-06T13:28:46.845Z",
            "tags": [
                "improvement"
            ]
        },
        {
            "id": "449074",
            "content_html": "<p>We’ve introduced new <strong>Stock Level features in SitePad CRM</strong>, giving sales teams much clearer visibility of equipment availability when managing assets and preparing quotations.</p><p><img src=\"https://img.announcekit.app/b59c65b8aed6197da20b043573fbcaa0?s=8a26026a6d7bcf458fbc573b41cbda15\" class=\"image-align-left\" style=\"width:70.85%;\" /></p><p>SitePad now brings stock and availability information directly into the CRM, helping users make better-informed quoting decisions without having to jump between systems.</p><h3>What’s New</h3><ul><li>🟢 <strong>Asset Availability</strong> – quickly see which individual assets are currently available, alongside their hire status, category and depot information.</li><li>📦 <strong>Live Stock Visibility when Quoting</strong> – when searching for an Asset Category, SitePad displays the <strong>current available stock directly within the quotation screen</strong>.</li><li>🔎 <strong>Smarter Asset Category Search</strong> – users can search and compare suitable equipment while immediately seeing how many units are available.</li><li>🏢 <strong>Depot-level insight</strong> – availability works alongside depot location and ownership information to give teams a clearer operational picture.</li><li>⚡ <strong>Faster, more confident quoting</strong> – sales teams can identify potential availability issues at the point of enquiry rather than discovering them later in the hire process.</li></ul><p>With <strong>SitePad's Syrinx integration</strong>, stock information becomes part of the sales workflow — helping bridge the gap between <strong>CRM, quoting and real-world fleet availability</strong>.</p>",
            "url": "https://announcekit.co/www.sitepadcrm-2/product-updates/stock-level-availability-on-assets-in-quotations-VJJ4I",
            "title": "🚜 Stock Level & Availability on Assets & in Quotations!",
            "summary": "We’ve introduced new Stock Level features in SitePad CRM, giving sales teams much clearer visibility of equipment availability when managing...",
            "date_modified": "2026-10-06T13:25:26.657Z",
            "tags": [
                "announcement"
            ]
        },
        {
            "id": "449073",
            "content_html": "<p>We’ve given <strong>SitePad CRM’s dashboards and analytics a major upgrade</strong>, making it easier to understand what’s happening across your business at a glance.</p><p><img src=\"https://img.announcekit.app/c452c31ec1580c9458d8d05c79e87d3b?s=12ffdb20fe63ed18bd04b51bceca1292\" /></p><p>Dashboards have been extended with <strong>additional charts and visualisations</strong>, giving users more ways to explore sales, hire, customer and operational data and quickly identify trends and opportunities.</p><p>The dashboard interface has also been <strong>revamped with a cleaner, slicker design</strong>, improving readability and making key information easier to find and understand.</p><h3>What’s New</h3><ul><li>📈 <strong>More charts &amp; visualisations</strong> – additional ways to analyse and understand your SitePad data.</li><li>✨ <strong>Revamped dashboard UI</strong> – a cleaner, more modern and easier-to-use experience.</li><li>🎯 <strong>Better at-a-glance insights</strong> – KPIs, trends and activity are easier to scan and interpret.</li><li>🧩 <strong>Record type icons throughout</strong> – all record types have now been extended with their equivalent SitePad icons, creating a more consistent visual experience across the CRM.</li><li>🔍 <strong>More useful dashboards</strong> – giving teams and management a clearer view of performance without needing to dig through individual records and reports.</li></ul><p>The result is a <strong>more visual, intuitive and insight-driven SitePad experience</strong>, helping users move from data to decisions faster.</p>",
            "url": "https://announcekit.co/www.sitepadcrm-2/product-updates/dashboard-analytics-revamp-UBkys",
            "title": "📊 Dashboard & Analytics Revamp",
            "summary": "We’ve given SitePad CRM’s dashboards and analytics a major upgrade, making it easier to understand what’s happening across your business at ...",
            "date_modified": "2026-10-06T13:18:23.749Z",
            "tags": [
                "improvement"
            ]
        },
        {
            "id": "448116",
            "content_html": "<p>You can now choose how hire contracts generated from SitePad quotations are created in Syrinx, helping you match your existing booking process.</p><p><strong>Choose your contract type</strong></p><p>Go to <strong>Settings &gt; Syrinx Integration &gt; Configuration</strong>, then under <strong>Quotations &gt; Create Hire Contracts in Syrinx</strong>, use the new <strong>Create Hire Contracts as</strong> setting to select:</p><ul><li><strong>Firm Booking</strong></li><li><strong>Quote</strong></li><li><strong>Provisional Booking</strong></li></ul><p>The selected type will be used when creating a new hire contract in Syrinx from a SitePad quotation.</p>",
            "url": "https://announcekit.co/www.sitepadcrm-2/product-updates/choose-the-hire-contract-type-created-in-syrinx-28EJdC",
            "title": "⚙️ Choose the Hire Contract Type Created in Syrinx",
            "summary": "You can now choose how hire contracts generated from SitePad quotations are created in Syrinx, helping you match your existing booking proce...",
            "date_modified": "2026-09-22T15:26:37.877Z",
            "tags": [
                "improvement"
            ]
        },
        {
            "id": "448115",
            "content_html": "<p>You can now mark a Site as <strong>Global</strong> in SitePad CRM, making it easier to manage shared locations where multiple clients operate.</p><p><strong>Add other clients to a site</strong></p><p>When a Site is marked as Global, a new <strong>Other Clients</strong> pane appears on the <strong>Site summary screen</strong>. From here, you can add any number of additional clients to the same site.</p><p><strong>Choose whether a primary client is required</strong></p><p>Go to <strong>Settings &gt; Preferences &gt; Sites</strong> and use the new <strong>Client on Global Site</strong> setting to make the primary client <strong>Optional</strong> or <strong>Required</strong>.</p><p>This gives you the flexibility to manage a Global Site with a primary client or leave it unassigned while linking clients through the Other Clients pane.</p>",
            "url": "https://announcekit.co/www.sitepadcrm-2/product-updates/global-sites---link-multiple-clients-to-one-site-27wkHm",
            "title": "🌍 Global Sites – Link Multiple Clients to One Site",
            "summary": "You can now mark a Site as Global in SitePad CRM, making it easier to manage shared locations where multiple clients operate. Add other clie...",
            "date_modified": "2026-09-22T15:25:57.219Z",
            "tags": [
                "announcement"
            ]
        },
        {
            "id": "448114",
            "content_html": "<p>It’s now easier to link your Syrinx hire contracts back to their original SitePad quotation and view internal notes within SitePad CRM.</p><p><strong>Quotation numbers sent to Syrinx</strong></p><p>When a Hire Contract is created in Syrinx from a SitePad quotation, the <strong>Quotation Number</strong> is now included at the start of the contract’s <strong>Internal Notes</strong> field.</p><p><strong>Internal notes imported into SitePad</strong></p><p>Internal Notes are now imported from Syrinx and displayed on the <strong>Hire Contract summary screen</strong> in SitePad, giving your team easier access to the information held against the contract.</p>",
            "url": "https://announcekit.co/www.sitepadcrm-2/product-updates/quotation-numbers-internal-notes-on-hire-contracts-26nWb6",
            "title": "🔗 Quotation Numbers & Internal Notes on Hire Contracts",
            "summary": "It’s now easier to link your Syrinx hire contracts back to their original SitePad quotation and view internal notes within SitePad CRM. Quot...",
            "date_modified": "2026-09-22T15:25:21.805Z",
            "tags": [
                "improvement"
            ]
        }
    ]
}