2 weeks ago
🚜 Stock Level & Availability on Assets & in Quotations!
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.