Your dashboard
Your dashboard: what you need first thing, built by Sammy
Tell Sammy what you want to see when you open the app: who to ring today, what’s owed and late, the quotes waiting on an answer, the drafts to tidy up. He builds it in a minute or two, live on your Dashboard. Ring, log the call or email straight from it, and it updates as you work.
What is your dashboard?
Your Dashboard is the first page you see in Sammy. Under Your dashboard, Sammy builds you one of your own: the lists and figures that help you start the day, in the order you asked for them. You tell him what you want, in your own words.
It’s live. When a quote changes, or you log a call, it updates. And it only shows what you can already see in Sammy. If you’re on a team, it shows the team’s work you’d see anyway, nothing more.
How it works
- Tap Chat now under Your dashboard. Sammy explains what he can build and offers a few starting points: the starter dashboard, a follow-up list, or what’s owed.
- Tell him what you want to see. Tap a starting point, or say it your way, like “show me who I need to ring and what’s overdue”.
- Give him a minute or two. When he’s done, it shows on your Dashboard under Your dashboard.
- Work from it. Phone numbers are links, so tap one on your phone to ring the client. Every row has a Log call or Email button, and tapping a client or quote name opens it.
- Change it whenever you like. Tap Edit with Sammy and tell him, like “add overdue invoices to it” or “make it simpler”. He changes that and keeps the rest.
Not sure what to ask for? Start with the starter
The starter dashboard is ready straight away and shows what’s possible:
- Three figures at the top. Quotes waiting on an answer, follow-ups due, and what’s owed and late. Tap one to jump to its list.
- Today’s list. Follow-ups due today or overdue, sent quotes nobody has chased for a couple of weeks, and late invoices, each with the phone number and a Log call or Email button.
- Quotes by age. A chart of your sent quotes by how long they’ve been waiting. Tap a bar to see those quotes.
- Won this month. How many quotes you’ve won this month, next to last month.
- Tidy up. Drafts older than 60 days, with Select all and Archive.
It’s yours to change like any other: tap Edit with Sammy and tell him what to add, drop or move.
Clear out old quotes, with Undo
Archive drafts you don’t need, or decline quotes the client has said no to, right from the dashboard. You’re always asked first: how many quotes will change, the first few names, and any that will stay as they are and why. A quote that’s already accepted or invoiced can’t be archived, so it’s left alone. A line under the dashboard says what changed, with Undo if you want them back. You can do up to 500 at a time.
The calls you log from your dashboard go on the quote’s timeline with your next follow-up date. See follow-up reminders. For invoices, Sammy can chase the money for you: see payment reminders.
Give one to your crew
If you own the team or you’re an admin, tap the dashboard’s name, then Assign to team, and tick who should have it. Or ask Sammy, like “give my follow-up dashboard to Jess”. He shows you who’ll get it before anything changes.
Your teammates see it first on their Dashboard, marked as from you. It shows them their own view of the work, the same as anywhere else in Sammy. They can’t change yours, but they can tap Make my own to ask Sammy for one of their own. If someone leaves your team, they stop seeing the dashboards you gave them.
Questions tradies ask
Can I have more than one dashboard?
Yes, as many as you like. Tap the dashboard’s name, then New dashboard to ask Sammy for another, and switch between them from the same menu.
Can I move or hide the Dashboard’s own sections?
Yes. Scroll to the bottom of your Dashboard and tap Customise layout. Drag sections up or down, or turn Show off to hide one. Your layout is saved to your account, so it’s the same on your phone and your computer.
What if Sammy’s change makes it worse?
Tap the dashboard’s name, then Restore previous version. It goes back to how it was before his last change.
What if it stops working?
You’ll see “This dashboard hit a problem.” Tap Ask Sammy to fix it, and he opens with the problem typed in for you. Send it and he’ll fix it.
Does it work on my phone?
Yes. It works in the Sammy app, and in Chrome, Edge, Safari and Firefox.