🚀 Major Announcement: Introducing Flexible Client and Asset Category Rates
We are pleased to announce a major new capability in SitePad CRM that allows your organisation to manage hire rates far more accurately and confidently. This update ensures pricing reflects real commercial agreements, adapts over time, and is applied automatically during quotation creation.
What’s New
Client-Specific Pricing
You can now record rates directly against a client.
This allows you to tailor pricing for key customers or contract agreements without relying on manual adjustments.
Consistent pricing that reflects agreed rates and improves customer confidence.
Asset Category Rate Management
Rates can now be defined at the asset category level, meaning pricing can be controlled centrally where individual asset-level pricing is not required. This provides faster setup of pricing structures and easier ongoing maintenance.
Automated Rate Selection in Quotations
When preparing quotations, SitePad CRM automatically selects the most relevant rate based on the asset or category and the client selected. Where client-specific pricing exists, it takes priority. This reduces manual lookup and fewer pricing errors. The correct rate simply appears.
Support for Current, Future and Historical Rates
Rates can be set with effective dates, allowing:
- Future price changes to be scheduled in advance
- Historical prices to be referenced for audit clarity
- Smooth transitions during price reviews and stronger commercial traceability.
Consistent ‘Per’ Values
A new setting allows each asset category to define the unit it is priced against (Per hour, per day, per week, per month, per fortnight, set charge & weekend). This ensures that pricing defaults are consistent across quotations. This allows for less user confusion and stronger standardisation across your catalogue.
Why This Matters
| Previous Experience | New Experience |
|---|---|
| Users manually entered or adjusted rates for each quote | Rates now default automatically based on the client and asset |
| Difficult to maintain different prices for different customers | Client-specific pricing is now directly supported |
| No audit trail or structure for price changes over time | Full historical and future rate visibility is included |
| Risk of inconsistent pricing decisions | Pricing is now clear, controlled and repeatable |
The Result
Your team can now generate accurate, commercially aligned quotations faster and with less effort.
Clients receive consistent pricing. Internal pricing policies are easier to maintain.
And your organisation benefits from improved margin control and reduced pricing disputes.
How to use the new rates feature
Please read our 'How to Guide' here.
