The AI Powered CRM of the future for Plant, Hire & Waste that accelerates your sales and operations

SitePad is an easy-to-use sales Customer Relationship Management (CRM) software specifically designed for companies that provide services to the construction industry. It aims to provide the simplest and fastest way to manage sales and services, tailored to meet the unique needs of the construction sector.

SitePad offers numerous benefits for companies in the construction service industry. It allows for quick configuration and tailoring to your specific business needs without the lengthy setup commonly associated with construction sales software. SitePad is especially useful for maintaining and enhancing services to construction contractors in various sectors, including plant, waste management, logistics, personnel, material suppliers, equipment rental, and maintenance.

SitePad specialises in managing clients that are mid to large construction groups, with multiple offices, and sites with speed and ease. It allows for instant viewing of the sales pipeline and helps in maintaining strong relationships with construction industry clients.

SitePad provides instant key information to the business development and customer service teams to see Machine, Operators, Breakdown and Advice Notes against Clients and Sites so they can easily make informed decisions.

• Hire Contracts (with the statuses of your choice)
• Machine/Asset Categories
• Assets
• Operator Shifts
• Clients (1 or 2 way sync)
• Sites (1 or 2 way sync)
• Contacts (1 or 2 way sync)
• Credit Limits
• Balance
• Invoices
• Quotations (1 or 2 way sync)

A Construction CRM is a Customer Relationship Management software tailored for the construction industry. It helps manage client relationships, project workflows, sales pipelines, and other relevant data that are crucial for the construction industry.

SitePad is unique in its ability to efficiently manage large construction groups, multiple offices, and sites with speed and ease. It provides an industry-specific model that is ready to use from the start, thereby eliminating the need for long configuration periods. Its focus on speed and simplicity makes it stand out in the construction CRM landscape.

SitePad CRM is highly versatile but is especially well-suited for the plant hire, equipment hire, and waste management sectors within the construction industry. The platform’s customizable features make it ideal for managing large fleets of machinery, tracking rental equipment, and coordinating waste disposal services.

For plant hire and equipment hire companies, SitePad CRM helps you manage inventory, track maintenance schedules, and optimize equipment availability, ensuring that your operations run smoothly and efficiently. You can tailor the CRM to include critical fields such as equipment specifications, hire dates, and maintenance logs, making it easier to meet the complex needs of construction projects.

In the waste management sector, SitePad CRM allows you to manage routes, schedules, and disposal tasks while ensuring compliance with industry regulations. The ability to customize panels, forms, and fields makes it a powerful tool for tracking waste types, managing collections, and streamlining reporting.

Overall, SitePad CRM is designed to support companies operating in the construction industry, helping to improve operational efficiency, resource tracking, and customer service for plant hire, equipment hire, and waste management companies.

The information provided does not specify if SitePad has site visit features. For the most current feature set, it would be best to consult directly with SitePad or check their website.

Yes SitePad provides an Open API for easy integrations and also provides many existing out-of-the-box integrations as well. Custom fields are automatically available through the SitePad API as well when you add them to any of SitePad's modules.

A Construction CRM is crucial for streamlining project management, improving client relationships, and enabling data-driven decision-making. In an industry as complex and multifaceted as construction, having a specialised CRM can significantly improve operational efficiency and financial performance.

Q1: How flexible is SitePad for customization?
SitePad offers extensive customization options, making it ideal for plant hire, equipment hire, and waste management companies. You can customize every aspect of the platform, from panels to form fields, ensuring it meets your specific operational needs.

Q2: Can I customize panels across all modules?
Yes! SitePad allows you to create custom panels across all modules, giving you the flexibility to structure the platform based on your unique business processes.

Q3: Can I reorder panels and fields within modules?
Absolutely. You can reorder panels and fields within all modules, ensuring the most critical information is easily accessible for your plant and equipment hire or waste management operations.

Q4: Can I create custom fields within panels?
Yes, you can add custom fields to any panel, allowing you to capture the specific data points relevant to your plant hire or waste management business.

Q5: Can I control the visibility of fields?
You can choose which fields to hide or display across different views, ensuring that your team only sees what’s important.

Q6: Are fields searchable?
Yes, SitePad lets you choose which fields are searchable, making it easier to find essential information related to equipment hire, plant availability, or waste management schedules.

Q7: Can I customize list views?
Yes, you can select which fields appear in list views, making it easier to manage large inventories of equipment, vehicles, or waste bins.

Q8: Can I set mandatory fields?
Yes, you have the option to make certain fields mandatory, ensuring that critical data is always collected for plant hire, equipment hire, or waste management tasks.

Q9: Can I create custom form types and fields?
SitePad allows you to build custom form types and form fields, giving you complete control over how you capture and manage data for plant hire, equipment rental, and waste disposal.

With these customization options, SitePad is a powerful tool for streamlining operations in the plant hire, equipment hire, and waste management sectors.