We've introduced a new Asset Profitability Dashboard 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.

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.

What's New

• Purchase Cost vs Hire Revenue: Compare the original purchase cost of assets against their total lifetime hire revenue.
• Return on Cost: View the percentage of an asset's purchase cost recovered through hire revenue.
• Break-Even Tracking: Identify how many assets have recovered their original purchase cost and how many have yet to break even.
• Average Time to Break Even: Understand how many months it typically takes assets to recover their purchase cost.
• Profitability Trends: Visualise cumulative hire revenue against purchase costs over time, with the option to view monthly revenue.
• Revenue by Asset Category: Identify which equipment categories generate the highest hire revenue and compare their return percentages.
• Revenue by Customer: See which customers have generated the most hire revenue from your fleet.
• Time to Break Even: Analyse how quickly assets recover their purchase cost, grouped into time periods.
• Asset Profitability Status: View the proportion of assets that have broken even, have yet to break even or have insufficient data.
• Purchase Cost Recovery by Depot: Compare asset hire revenue against purchase costs across depots.
• Individual Asset Profitability: A detailed, searchable table showing each asset's purchase cost, lifetime hire revenue, return percentage and financial surplus or shortfall.

Filters & Reporting

The dashboard includes filters for Depot, Asset Category, Asset Description/Stock Number and Profitability Status, allowing users to analyse specific sections of their fleet.

Benefits

The new dashboard helps businesses understand which assets are delivering the strongest financial returns and which are underperforming.

By bringing purchase costs, lifetime hire revenue and break-even performance together in one place, businesses can make better-informed decisions about fleet investment, asset replacement, equipment utilisation and future purchasing priorities.

Available under Dashboard → Analytics → Asset Profitability.

We've introduced new Rate Visibility features within SitePad Quotations, giving users better insight into pricing when selecting an Asset Category or Asset.

What's New:

• Rate Visibility in Search: View target rates directly within the Asset Category and Asset search dropdown when building a quotation.
• Rate Intelligence Panel: A new panel provides a breakdown of relevant pricing information for the selected item.
• Rate Sources: View where the suggested rate originates, including global category rates, customer-specific rates and rate cards.
• Previously Accepted Rates: See the last agreed rate for the selected item, helping users understand what the customer has historically paid.
• Target Rate Comparison: Automatically compare the previously accepted rate against the current target rate, highlighting any difference.
• Quotation History: Access historical quotation rates to support more informed pricing decisions.

Benefits:

These enhancements help sales teams make better pricing decisions, maintain consistency across quotations and identify opportunities to improve hire rates.

By comparing previously agreed rates against target rates at the point of quoting, users can quickly identify where pricing is below target and make informed decisions before sending a quotation.

We've introduced a new Sales Effectiveness Dashboard within SitePad CRM Analytics, giving sales managers and directors greater visibility into sales activity, customer engagement, quotation performance and individual BDM effectiveness.

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.

What's New?

📈 Sales Performance KPIs

• Sales Activities – Total completed sales activities during the selected period.
• Customers Contacted – Number of unique customers contacted.
• Quotations Sent – Total quotations sent.
• Quotations Won – Number of successful quotations.
• Decision Win Rate – Percentage of decided quotations won.
• Invoiced Revenue – Revenue attributed to the selected BDMs.

📊 Activity & Commercial Outcomes

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.

🎯 From Contact to Quotation

Track customer progression through the sales process, from initial contact through to quotation and successful conversion.

Includes contact-to-quotation and quotation-to-win conversion percentages.

👥 Activity vs Win Rate

Compare individual BDM activity volumes against their quotation win rates, making it easier to identify high-performing salespeople and potential coaching opportunities.

🏆 BDM Effectiveness Scorecard

A detailed breakdown of individual sales performance, including:

• Completed sales activities and customers contacted.
• Quotations sent, won and lost.
• Quotation win rate.
• Median quotation decision time.
• Invoiced revenue.
• Overdue quotation follow-ups.

📞 Activity Mix by BDM

Visualise how each salesperson spends their time across calls, emails, visits, meetings and other activities.

💡 Coaching & Follow-Up Insights

A dedicated section highlights opportunities requiring attention, including overdue follow-ups, quotations without a next task and individual BDM performance insights.

Sales managers can quickly identify where action is needed and review individual BDM performance.

Filters & Reporting

The dashboard supports filtering by reporting period, depot and BDM, allowing sales managers to analyse performance across the business or focus on individual teams.

Where to Find It

Navigate to Dashboard → Analytics → Sales Effectiveness.

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.

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.

How to Set Up Transport Rates

Step 1 – Create Transport Areas

1. Navigate to Data Lists > Transport Areas.
2. Ask the client to create their required Transport Areas (e.g. Local, Regional, National).

Step 2 – Configure Depot Transport Rates

1. Navigate to Settings > Syrinx Integration > Depots.
2. Click the Transport Rates spanner icon against the relevant Depot.
3. Click New to add a Transport Rate.
4. Select the appropriate Transport Area.
5. Enter the Each Way Rate.
6. Save the Transport Rate.

Repeat this process for each Transport Area and Depot as required.

Benefits

• Depot-specific pricing: Configure different transport charges for individual Depots.
• Consistent quoting: Establish standard transport rates for each Transport Area.
• Simplified management: Maintain transport pricing centrally within SitePad.
• Flexible configuration: Set up multiple Transport Areas with their own each-way charges.

We've introduced a new Stock & Availability Dashboard under Analytics, providing a clear overview of stock levels and asset availability across all depots.

The dashboard includes:

• Stock KPIs: Instantly see total stock, available and unavailable quantities, categories with no availability, and stock below minimum levels.
• Stock Availability Trends: Track stock levels over time using 7, 30 or 90-day views.
• Availability by Depot: Compare stock availability across individual depots.
• Categories Needing Attention: Quickly identify asset categories with limited or no availability.
• Most Available Categories: See which asset categories have the highest available quantities.
• Availability Across Depots: A colour-coded breakdown of asset availability by category and depot, making it easy to identify stock elsewhere in the business.
• Detailed Stock Tables: Explore stock quantities, availability and minimum stock levels by Asset Category or individual Asset.

Filters allow users to narrow down the data by depot, asset category, description and availability status.

This new dashboard makes it easier to identify stock shortages, improve fleet utilisation and make better-informed hire decisions, all from one place.

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 is now fully responsive. Any module icons that don’t fit within the available screen width will automatically move into the More menu.

Clicking More opens a clean, icon-based menu where modules are organised and can be quickly found using the new Search function.

We’ve also added a new + Add New button to the top menu, allowing users to create any type of record from anywhere in SitePad without having to navigate to the relevant module first.

We’ve made quoting even smarter in SitePad CRM with automatic delivery mileage and journey time calculations.

When preparing a quotation, SitePad can now calculate the journey from the relevant depot directly to the selected Site / delivery address, giving users immediate visibility of the distance and estimated travel time.

What’s New

• 📍 Automatic depot-to-site calculation – SitePad uses the depot and selected delivery address to calculate the journey.
• 🚚 Delivery mileage – see the estimated one-way road distance directly within the quotation.
• ⏱️ Estimated driving time – automatically displays the expected journey time alongside the mileage.
• 🗺️ View Route – quickly open the calculated route for further journey detail.
• 💷 Better delivery pricing – gives sales teams the information they need to calculate appropriate delivery charges without manually looking up distances.
• ⚡ Faster quoting – mileage and travel time are available within the quotation workflow, reducing manual checks and switching between systems.

This gives sales teams a faster and more consistent way to calculate delivery requirements, bringing useful logistics information directly into the SitePad quotation process.

We’ve introduced new Stock Level features in SitePad CRM, giving sales teams much clearer visibility of equipment availability when managing assets and preparing quotations.

SitePad now brings stock and availability information directly into the CRM, helping users make better-informed quoting decisions without having to jump between systems.

What’s New

• 🟢 Asset Availability – quickly see which individual assets are currently available, alongside their hire status, category and depot information.
• 📦 Live Stock Visibility when Quoting – when searching for an Asset Category, SitePad displays the current available stock directly within the quotation screen.
• 🔎 Smarter Asset Category Search – users can search and compare suitable equipment while immediately seeing how many units are available.
• 🏢 Depot-level insight – availability works alongside depot location and ownership information to give teams a clearer operational picture.
• ⚡ Faster, more confident quoting – sales teams can identify potential availability issues at the point of enquiry rather than discovering them later in the hire process.

With SitePad's Syrinx integration, stock information becomes part of the sales workflow — helping bridge the gap between CRM, quoting and real-world fleet availability.

You can now mark a Site as Global in SitePad CRM, making it easier to manage shared locations where multiple clients operate.

Add other clients to a site

When a Site is marked as Global, a new Other Clients pane appears on the Site summary screen. From here, you can add any number of additional clients to the same site.

Choose whether a primary client is required

Go to Settings > Preferences > Sites and use the new Client on Global Site setting to make the primary client Optional or Required.

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.

We’ve expanded SitePad’s AI-powered Quick Add feature across all new record types, making it faster and easier to enter information throughout the CRM.

Users can now type or paste a prompt, or record a voice note, and SitePad will automatically identify the relevant information and complete the appropriate fields.

Quick Add can now be used when creating records including:

• Clients, prospects and leads
• Sites, offices and contacts
• Quotations
• Notes and visits
• Entertainment records
• Users

For example, simply say:

“New site for Northwind Builders called Riverside Depot, postcode M1 4WD.”

SitePad will populate the new site form using the information provided. You can review the completed fields, add any missing mandatory information and save the record as normal.

This update significantly reduces manual data entry, helps users capture information while it is fresh and makes SitePad even easier to use on mobile while working in the field.