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.