Describe an order in plain English, paste an email, or dictate it, and SitePad drafts the quotation for you — assets, quantities and rates pre-filled and ready to check.

Star any record to keep it on your personal watchlist, with everything you follow rolled up onto one page, grouped by record type.

Search every record in the system — Customers, Quotations, Assets, Contacts, Hire Contracts, Sites and more — from one search box, from anywhere in the app.

An inbound or sourced opportunity — from a website enquiry, a referral, a site visit or a cold call. Every Lead carries a source and a win probability, and moves through a Kanban board you configure yourself.

Configurable sales stages with your own labels, colours and work-in-progress limits. Set rules for which stages a deal can and can't skip, and report on everything against one consistent pipeline stage underneath.

A potential customer you haven't won yet, tracked as its own record type — kept separate from Leads and Customers so your pipeline reporting never mixes qualified opportunities with your existing book of business.

The core sales document: build it, price it from your rate cards, brand it with your own PDF template, and send it for digital approval. Once a customer approves, the hire contract is created automatically — no re-keying.

Price by the hour, day, week, weekend, fortnight or month, with automatic pro-rating for 6- and 7-day weeks. Customer-specific rates apply automatically, so your team quotes at the right price without doing the maths. Supports hires & sales items.

Historical business intelligence across sales, spend, live hires and rate performance: revenue trends, conversion rates, fleet utilisation, and margin discipline measured against your own target rate card.

A full, system-wide record of what changed, when, and who — or which automation — changed it.

Built-in sales-enablement rules that create a follow-up task automatically when a customer or prospect goes quiet, so your BDMs stay proactive without anyone maintaining a manual call list.

Your daily working view: personal KPIs, same-day operational counters, a live activity feed, and drill-down analytics — built from components you can switch on or off.

See where site visits happened on a map over any date range, useful for coverage planning, route history and mileage.

SitePad's built-in AI assistant. Ask plain-English questions about your business — which customers are growing, where revenue is at risk, what needs following up today — or click Summarize on any record for an instant, data-backed brief.

Set a reminder from a note, a site visit, a task or a quotation — not from a separate to-do list — so nothing slips through the cracks.

On-demand management reports — activity, revenue by customer or by BDM, new accounts, lead sources and more — exportable to CSV or PDF.

Set any report in the Reporting Hub to run automatically on a recurring basis, so the numbers land in the right inbox without anyone having to remember to run them.

Fulfil a booking with equipment sourced from another supplier when your own fleet can't cover it, without leaving your normal booking flow.

A visual scheduling board — Gantt, list or map view — of every booking and every asset, so your hire desk can see what's going out, what's coming back, and what's still unallocated at a glance.

The live operational record a quotation becomes once it's approved — tracked automatically from booking through to collection and final invoice.

The stages every booking moves through, visible on every customer, site and asset record: Quote, Provisional Booking, Firm Booking, On Hire, Under Collection (off-hired but not yet physically collected), Pending Final Invoice, and Closed.

Every delivery address and project you work with — with its own access hours, hire history, invoices and subcontractor map — not just an address field on a Customer record.

Track an asset's wash, valet and pre-delivery inspection between hires, so nothing goes back out before it's ready.

A shared coding system for pricing, availability and reporting, so “13T Excavator” means the same thing on a quotation, a rate card, and a utilisation report.

Your entire hire fleet and stock in one register — plant, parts, consumables and branded workwear — each item carrying its own commercial history: every contract, every invoice, every hire it's ever been on.

Track where every asset physically sits versus which depot owns and accounts for it, for straightforward cross-depot transfers and accurate depot-level reporting.

See what percentage of your fleet is on hire right now — by category, by depot, or across your whole book — down to an individual asset's hire history and revenue.

The people at your customers, with relationship and warmth scoring, an org-chart view for mapping decision-makers on large accounts, and a one-click path to promote a great contact straight into your Operator pool.

Give customers their own self-service login to check quotes, hires and invoices without picking up the phone, with a full history of every portal visit.

Post an operator role, tag the skills it needs, and track candidates through to placement — freelance or permanent, for your own team or on behalf of a customer.

Reach Operators and Contacts by email, SMS or WhatsApp from one templated tool, with full delivery history logged against every record.

Your plant-operator roster, with CPCS and NPORS ticket tracking and expiry, skill-group tagging, and a lightweight recruitment pipeline — CVs, references, interviews — built in.

Feed live construction-project data from third-party providers straight into your Leads pipeline, so new opportunities surface before a main contractor even puts a job out to tender.

Vet new customers and prospects automatically against a third-party credit-reference service before you extend credit terms.

Two-way Outlook calendar sync, plus automatic Microsoft Teams meeting transcription with an AI-generated summary attached straight to the record.

A dedicated EUR quoting identity and a live exchange-rate feed for customers who hire and bill outside the UK.

Send templated SMS alongside email and WhatsApp, from the same Mailshot tool your team already uses.

Deep, two-way, automatic sync with your Syrinx back office. Customers, contracts, assets, rates and balances stay current in both systems, on a running schedule, without manual re-entry.

Bring fleet GPS and telematics data from third-party providers into your asset records, alongside everything else you already track on that asset.

Your own branded PDF quotations and email templates — marketing and transactional — including the customer-facing link that lets a client view and approve a quotation online.

Add, remove or reorder fields, panels, list columns and filters on any record type — no developer required — including relational fields that look up another record, like a linked customer or client group.

Rename any module or field to match how your business actually talks. Call it a Customer, a Client, or an Account — whatever your team already calls it — and that label follows through everywhere in the product.

Map postcodes to sales regions or service areas so new leads and sites route to the right team automatically.

Restrict login and API access to your own known office and VPN addresses.

Hundreds of fine-grained toggles covering quoting rules, mandatory fields, approval workflows and industry mode — plant hire or waste — so SitePad fits how your business already runs.

Feature-by-feature access control for every member of your team — down to individual reports, dashboards, and exactly which customers each user is allowed to see.