We've introduced a new preference within SitePad CRM, allowing businesses to turn off the Stock Indicator when producing quotations.

What's New

• Stock Indicator Toggle: Administrators can now enable or disable stock availability indicators within the quotation process.
• Default ON: The Stock Indicator remains enabled by default, ensuring existing functionality is maintained.
• Simplified Quotation Interface: Businesses that don't require stock availability information can now hide these indicators when selecting Asset Categories or Assets.

How to Configure

Navigate to Settings → Preferences → Quotations → Stock Indicator.

Simply turn the preference ON or OFF depending on your business requirements.

We've updated Global Search in SitePad CRM with a cleaner, more modern interface and improved customer identification.

What's New:

• Refreshed Design: Global Search now matches the styling of the 'Add New' menu, with a cleaner layout, rounded corners and improved presentation.
• Improved Search Experience: A clearer search field, better-organised results and a scrollable results area make searching easier.
• Customer Results Prioritised: When customers match a search, they now appear first in the search results, making it quicker and easier to find the correct customer.
• Mobile Friendly: Improved layout and usability on mobile devices, making it easier to search and navigate results on smaller screens.
• Syrinx Customer Identification: Customer search results now display their Syrinx ID and associated Depot (where available), making it easier to identify the correct customer, particularly when similar names exist.
• Consistent Experience: The updated design provides a more consistent look and feel across SitePad.

All existing search functionality and filters remain available.

We've added two new panes to Asset records in SitePad CRM, providing greater visibility of related information in one place.

• Service Jobs – View service jobs associated with an asset, including job status, type and details.
• Contacts – View contacts linked to an asset for quick and easy reference.

Both panes are accessible directly from the Asset record, alongside existing Hire Contracts and Sales Invoices, reducing the need to navigate between modules.

We've enhanced the Rate Performance Dashboard with a new Target Rate Achievement Over Time chart, making it easier to track how accepted hire rates compare against target rates.

The chart provides a clear monthly view of rate performance, with a visual target line to quickly identify periods performing above or below target.

We've also improved the KPI and filter layout, providing a cleaner, more intuitive dashboard experience and making it easier to analyse performance across customers, depots, BDMs and asset categories.

SitePad quotations now support Part-Week Rates, giving customers a clearer breakdown of hire costs when equipment is priced Per Week.

When a rate is configured as Per Week, SitePad can now store additional rates for:

• 1 Day Rate
• 2 Day Rate
• 3 Day Rate
• 4 Day Rate

These rates can be maintained anywhere rates are managed within SitePad.

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.

This enhancement makes weekly pricing more flexible and transparent, particularly for equipment that is frequently hired for less than a full week.

We’ve released a further set of SitePad CRM quotation enhancements, improving the information shared with Syrinx and giving businesses more control over their quotation PDFs.

What’s New

• 👤 Quotation creator sent to Syrinx – when a SitePad Quotation is created as a Hire Contract in Syrinx, the name of the person who produced the quotation is now included within the Syrinx Internal Notes field.
• 🔗 Map custom fields to Syrinx – Quotation Other custom fields can now be mapped to any of the 10 Syrinx Custom Property fields, providing greater flexibility when passing business-specific information between SitePad and Syrinx.
• 🏢 Depot contact details on quotation PDFs – under Preferences > Quotations, businesses can now choose to display the relevant Depot address and phone number on quotation PDFs instead of the standard Our Address details.

These enhancements make the SitePad ↔ Syrinx quotation workflow more configurable, improve visibility of who created each quotation, and allow businesses with multiple depots to produce more locally relevant customer documentation.

We’ve made it easier to understand user performance at a glance with a new Revenue & Activity overview in Settings > Users.

The User List View now surfaces key Revenue and Activity information directly alongside each user, giving managers a quick performance snapshot without needing to open individual user records.

What’s New

• 💷 Revenue overview – quickly see revenue performance for each user.
• 📋 Activity overview – view activity performance alongside revenue.
• 🎯 Targets at a glance – make it easier to understand how users are performing against their targets.
• 👥 Faster team comparison – review performance across the whole user list from one screen.
• ⚡ Less navigation – key information is surfaced directly in the User List View, with more detailed Revenue and Activity information still available within each user.

A small enhancement that makes Settings > Users a much more useful management view for monitoring sales performance and activity across the team.

We’ve strengthened SitePad CRM’s Analytics Dashboards to ensure users only see the data they’re permitted to access.

Analytics now consistently enforce existing User Permission settings, including Client and Site access restrictions, across all dashboard data, KPIs and charts.

What’s New

• 👤 Permissions applied throughout Analytics – dashboard data automatically respects each user’s existing access rights.
• 🏢 Client restrictions enforced – users only see analytics relating to Clients they have permission to access.
• 📍 Site restrictions enforced – the same access controls now apply to Site-related analytics.
• 📊 KPIs & charts automatically filtered – figures and visualisations reflect only the data available to the logged-in user.
• 🔒 Consistent data security – the same permissions used throughout SitePad are now enforced across Analytics.

We’ve given SitePad CRM’s dashboards and analytics a major upgrade, making it easier to understand what’s happening across your business at a glance.

Dashboards have been extended with additional charts and visualisations, giving users more ways to explore sales, hire, customer and operational data and quickly identify trends and opportunities.

The dashboard interface has also been revamped with a cleaner, slicker design, improving readability and making key information easier to find and understand.

What’s New

• 📈 More charts & visualisations – additional ways to analyse and understand your SitePad data.
• ✨ Revamped dashboard UI – a cleaner, more modern and easier-to-use experience.
• 🎯 Better at-a-glance insights – KPIs, trends and activity are easier to scan and interpret.
• 🧩 Record type icons throughout – all record types have now been extended with their equivalent SitePad icons, creating a more consistent visual experience across the CRM.
• 🔍 More useful dashboards – giving teams and management a clearer view of performance without needing to dig through individual records and reports.

The result is a more visual, intuitive and insight-driven SitePad experience, helping users move from data to decisions faster.

You can now choose how hire contracts generated from SitePad quotations are created in Syrinx, helping you match your existing booking process.

Choose your contract type

Go to Settings > Syrinx Integration > Configuration, then under Quotations > Create Hire Contracts in Syrinx, use the new Create Hire Contracts as setting to select:

• Firm Booking
• Quote
• Provisional Booking

The selected type will be used when creating a new hire contract in Syrinx from a SitePad quotation.