Guides & answers
Get more from SAM.
Find setup instructions, answers to common questions, and steps to get back on track.
59 articles · Page 2 of 2
Guide
Prepare a fleet bill and record payment
Guide
Print a job card, invoice or payment receipt
Guide
Read financial reports and account statements
Guide
Record a full or partial invoice payment
Guide
Record a vehicle inspection and photos
Guide
Record a work-order advance or a bulk payment
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Record an insurance policy and follow a claim
Guide
Record expenses and income outside invoices
Guide
Reopen unfinished work or complete a job
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Replenish missing parts and continue the job
Guide
Request a service appointment online
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Request parts and track the storekeeper's response
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Review preventive maintenance and record a driver handover
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Review tax on documents and the VAT report
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Review your plan, trial and subscription payments
Guide
SAM frequently asked questions
Guide
Save and reuse a job template
Guide
See which vehicles occupy your workshop bays
Guide
Set booking slots and workshop holidays
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Set up payment accounts and review the ledger
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Set your workshop details, branding and preferences
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Share vehicle progress or inspection findings
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Sign in or reset your staff password
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Transfer money and settle supplier purchases
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Turn inspection findings into an agreed repair
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Understand parts, labour and subcontracted job costs
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Understand staff roles and permissions
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Understand units, packs and stock quantities
Guide
What is SAM (Smart Motor Manager)?
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