We are excited to introduce the new Assets Module in SitePad CRM, designed to give your sales and account management teams the visibility they need to win more business, respond faster to customers, and maximise asset revenue.

Never miss a sales opportunity again
With the new top-menu “Assets” area, your team can instantly search and filter equipment by Category, Depot Location, Hire Status, or Active / Disposed. That means when a customer calls, you can confirm availability in seconds and secure the booking before competitors even respond.

Equip your team with commercial intelligence
Drill into any asset to access a complete operational and financial snapshot, including:

• Real-time availability and usage, plus current geographical position
• Hire notes and identifiers for confident customer conversations
• Commercial and accounts information to support accurate quoting
• Depot details to streamline logistics and delivery commitments

Strengthen account relationships with better insight
View full hire contract history, sales invoices, and total revenue per asset to understand exactly how customers are engaging with your fleet. Spot upsell opportunities, prioritise high-value accounts, and approach renewals with data-backed confidence.

Drive utilisation. Increase revenue. Sell smarter.
The Assets Module empowers your team to move faster, quote more accurately, and turn fleet visibility into measurable growth.

Additional Tip:  Like all screens in SitePad, the panels can be customized. Go to 'Settings' > 'Screen Customisation' > 'Panes' > Select 'Assets' from the dropdown, and you can build custom panels and fields for the Sales and Customer Services teams for the storage of issues logs or other detailed notes and insights.