Getting started
Set up your account, then send your first estimate, proposal and invoice.
- Add Your Business Info & LogoYour business details appear on all proposals and invoices you send to clients, so it's important to set these up correctly from the start.
- Check Your Basic Trade CustomisationYour trade settings tell Sammy what type of work you do and help generate accurate estimates tailored to your business. Getting these right from the start…
- Create Your First EstimateSammy can generate a detailed estimate from a simple job description. The more detail you provide, the more accurate your estimate will be. Here's how to get…
- View Takeoff Report and Project PlanYour estimate contains more than just a list of items and prices. Sammy also generates a takeoff report and project plan to help you organise materials and…
- Send Your Estimate as a ProposalWhen your estimate is ready, you can send it to your client as a professional proposal. Proposals are client-facing documents that look polished and allow…
- Track Your ProposalOnce a proposal is out the door, Sammy keeps a full record of every send and every response. This article shows you where to find that history, what each…
- Create Your First InvoiceWhen it's time to bill your client, you can create an invoice in seconds – either from scratch or directly from an accepted estimate.
- Managing Your ClientsKeep track of all your clients in one place. The Clients section stores contact details and shows a complete history of estimates and invoices for each client.
- Working with ProjectsProjects help you organise related estimates and invoices for a single job or client site. Track financials, store site photos, and keep everything in one…
- Setting Your Terms & ConditionsAdd your standard terms and conditions to appear on proposals and invoices. This ensures clients see your payment terms, warranties, and other important…