FAQs
Quick answers about features, pricing and how things work.
- Can I Edit a Proposal After Sending?Yes, you can edit an estimate after sending it as a proposal, and you can resend the updated version to your client.
- Change Orders and VariationsWhen the scope of a job changes after your client has accepted the quote, the change needs to be priced and agreed. In Sammy you raise a variation from the…
- Estimate vs Proposal: What's the Difference?A common question is what the difference is between an estimate and a proposal. Here's a simple breakdown.
- Finding a Past Proposal PDFShort answer: Open the client, find the "Sent proposal" row on the Activity Timeline, and tap the PDF chip.
- How Do I Add Extra Contacts to a Client?A client — especially a company — often has more than one person you deal with: a site manager, an accounts person, the owner, or a few different agents…
- How Do I Change My Login Email?You can change the email you use to sign in to Sammy yourself, straight from your settings. To keep your account safe, you'll confirm the change from the new…
- How Do I Delete an Estimate?You can remove estimates you no longer need by archiving them. This hides them from your main view while preserving the data for your records. If you really…
- How Sammy Gets PricingSammy generates pricing for your estimates using a combination of industry knowledge and your custom settings. Here's how it works.
- I Signed In With Google and My Quotes Are GoneDon't panic — your quotes haven't gone anywhere. What's usually happened is you've signed in with a different method than the one you used when you first set…
- Joining a Team When You Already Have an AccountBeen invited to join a team, but you already use Sammy on your own? Here's how joining works and what happens to your existing account.
- Leaving or Removing a Team MemberWhether you're stepping out of a team yourself or taking someone off it, here's exactly what happens.
- Team Plans and BillingEverything you need to know about how Sammy Team plans are priced and billed.
- What Does Each Estimate Status Mean?Estimates move through different statuses as they progress from creation to completion. Here's what each status means.
- What Does My Team See?Short answer: everyone on your team sees everything in the team workspace. That's how Team is built — one shared workspace so the whole crew quotes and…
- What File Types Can I Upload?You can upload images, videos, and documents to help Sammy understand your jobs better. Here are the supported formats and limits.
- What's the Refer & Save Program?Refer & Save rewards you for spreading the word. When someone you refer upgrades to Sammy Pro, you get a free month of Pro.
- Who Accepted My Quote?Open the estimate and look at its acceptance details. New online responses show the name the person entered, their optional position, the time and via the…