Features
What Sammy does
Sammy writes your quotes, and since the October 2026 release he runs the job too: back costing, payment schedules, job cards for your crew, do-and-charge work and more. Here’s what’s landed in the last three releases, with a page on each. For how Sammy writes the quote itself, see AI quoting software.
Jobs with back costing
Every won quote becomes a job. See what you’ve spent against what you quoted, section by section, while there’s still time to act.
How it works →Payment schedules
Put the deposit, progress stages and balance on the quote. Your client agrees when they accept, and Sammy makes each stage’s invoice when you claim it.
How it works →Job cards for your crew
Where to go, who to call, the work and the plan, on your crew’s phone with no login. Your prices stay off it.
How it works →Do and charge
Your tech logs hours, parts and photos from the job card. Sammy turns them into lines at your rates. Approve them, and they’re ready to invoice.
How it works →Sammy on every page
Ask Sammy from anywhere in the app, typed or spoken: find a quote, add a cost to a job or write to a client.
How it works →Digital signatures
Your client signs to accept with a finger on their phone, and you both get the signed copy by email.
How it works →Board view
Estimates and invoices in columns by stage, each with a running total, so you can see what your pipeline is worth.
How it works →Subbie lines
Price the work you sub out as its own line, with its own markup, so your crew’s hours and your margin stay honest.
How it works →Supplier pricing
Sammy prices materials from your own supplier lists, at what you actually pay, and shows the SKU on every matched line.
How it works →Payment reminders
Sammy chases unpaid invoices for you, before and after the due date, and stops the moment your client pays.
How it works →