How-to guides
Step-by-step guides for the jobs you do in Sammy every week.
- Adding Images to ProposalsMake your proposals stand out by including images/photos to your liking. Images appear between your Scope of Work and line items, giving clients a clear…
- Adding Notes to EstimatesNotes let you attach reminders and annotations to individual items, groups, or the overall estimate. They're perfect for recording details you need to…
- Asking Sammy anywhere in the appSammy isn't just in your quotes any more. Tap the Sammy button in the corner of any page and ask him (typed or spoken) to find something, add a cost to a job…
- Automatic payment remindersLate payment hurts. You send the invoice, the client files it away, and a fortnight after the due date you're the one making the awkward "mate, that invoice…"…
- Automatic proposal follow-upsYou send the quote. The client opens it, thinks "looks good, I'll reply tonight" — and doesn't. A week later you're still wondering. Sammy can do the chasing…
- Choosing a Generation ModeSammy can generate estimates two different ways: a fast single-shot for jobs with a tight, well-understood scope, and a slower step-by-step approach for big…
- Confirming big changes to your moneySammy can move a lot of money in one message: change a markup, lift a bunch of hours, add or drop lines. Most of the time that's exactly what you asked for…
- Customising proposal follow-up messagesWith Pro, Sammy can follow up on unanswered proposals by email on days 2, 5 and 10. You can change the wording for each reminder.
- Deposits, progress claims and final claimsMost jobs aren't invoiced in one go. You take a deposit up front, bill a chunk part-way through, and invoice the balance when the job's done. Sammy handles…
- Editing Project Plans with SammyOnce Sammy has generated a project plan for your estimate, you can ask him to tweak it from the same chat panel you use to adjust the estimate itself. No more…
- Finding Past Proposal SendsSammy keeps a record of every proposal you've ever sent — including the exact PDF the client received, the version of the estimate it was based on, and anyone…
- Getting a contract signed in SammySend the contract on a job to your client, they read and sign it on their phone or computer, then you sign it too. Sammy keeps the signed copy on the job and…
- Importing your client list from a spreadsheetAlready got your clients in a spreadsheet, another job platform, or with your accountant? You don't have to type them into Sammy one by one. Upload the file…
- Managing Your NotificationsSammy lets you know when something happens with your proposals, invoices and messages. Here's where those notifications show up, how to get them on your…
- Managing Your SubscriptionView your current plan, upgrade to Pro, and manage your billing details all from the Billing settings.
- Marking an Estimate as GST ExemptSome jobs are exempt from GST — for example, work under the NDIS or certain exported services. You can mark an estimate as GST exempt so the proposal and…
- Payment schedules and progress claimsOn a bigger job you don't invoice in one go. You take a deposit, claim a chunk when the frame's up, another at lock-up, and the balance when you're done…
- Provisional Sums, Prime Costs and ContingencyThree tools for handling the parts of a job where the scope or price isn't fully nailed down yet — without baking guesswork into your fixed prices. Use them…
- Raising a variation when the job changesHalfway through a job the client asks for two more power points, or you pull up the floor and find the joists are rotten. That's a variation: a change to work…
- Requiring a Signature on QuotesWhen signature acceptance is enabled for your account, you can ask clients to draw or type their signature when accepting a digital quote. Their name…
- Running a job: contract, plan and statusWhen a client accepts your quote, Sammy turns it into a job with its own number, like JN-0012. The job page is where you keep the paperwork for the work you…
- Sending a message to a clientYou can email a client straight from Sammy, whether it's about a quote, an invoice, a job or nothing in particular. It goes out under your business name, and…
- Sending a payment receiptYour client pays, and a week later their bookkeeper asks for a receipt. Instead of re-sending the invoice and hoping that counts, Sammy can email a proper…
- Setting Up a TeamSammy Team lets you and your crew share the one workspace. Everyone works from the same estimates, invoices, clients, kits and settings, so the whole business…
- Telling Sammy What Work You Subcontract OutMost tradies subbie out some part of a job. A builder might sub out the tiling and the sparky work. A plumber might bring in a concreter for the slab cut…
- Tracking what a job actually costsWhen a client accepts your quote, Sammy keeps what your quote said the job would cost you as the job's budget. As you buy materials, pay subbies and put in…
- Undo, Redo & Version HistorySammy gives you multiple ways to undo changes to your estimates — from quick fixes for typos to rolling back Sammy's AI suggestions to browsing the full…
- Using KitsA kit is a saved bundle of labour and materials that you build once and drop into any estimate. Instead of pricing the same "bathroom rough-in" or "double GPO…
- Working in a TeamWhen you're on a Sammy Team, you and your crew all work from the one shared workspace. This guide explains what that means day to day — what's shared, who can…