Guides & answers
Get more from SAM.
Find setup instructions, answers to common questions, and steps to get back on track.
59 articles · Page 1 of 2
Guide
Add a supplier and receive a purchase order
Guide
Add a vehicle and find its service history
Guide
Add an employee and send their login link
Guide
Add inventory products and starting stock
Guide
Ask Sami about your workshop
Guide
Assign technicians and record their working time
Guide
Choose the right workshop or sales report
Guide
Complete your first workshop job
Guide
Configure document numbering
Guide
Configure inspection templates and checkpoints
Guide
Confirm a booking and turn it into a work order
Guide
Connect WhatsApp or SMS and send a campaign
Guide
Connect workshop email and review message templates
Guide
Correct stock and investigate its movement
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Create a job order and approve the work
Guide
Create a service package with included parts
Guide
Create an estimate and obtain customer agreement
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Create and manage a work order
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Create and manage customers
Guide
Create reusable labour tasks and rates
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Create, review and issue an invoice
Guide
Find your next task in SAM
Guide
Fix booking, job, timer and stock problems
Guide
Fix email, WhatsApp, shared-link and print problems
Guide
Fix invoice and payment problems
Guide
Fix login, missing-menu and access problems
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Give a customer access to their portal
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Handle a walk-in from reception to payment
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Import labour tasks and export workshop data
Guide
Manage a fleet account and its drivers
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