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Check Your Basic Trade Customisation

Your trade settings tell Sammy what type of work you do and help generate accurate estimates tailored to your business. Getting these right from the start means better estimates with less adjustment needed.

How to Access Trade Settings

  1. Click Settings in the sidebar menu
  2. Select the AI Settings tab
  3. Click Basic trade customisation

What You Can Configure

Trade Type

Pick a trade or trades that best match what you do — you can select up to 10. Search for your trade or browse by category, and tick each one that applies.

Only go niche if you need to (for example, you ONLY do garage doors). This is not a limit on what you can quote in Sammy — it just tells Sammy the type of work you typically do, so his estimates start from the right place. Keeping the list short and accurate gives you better estimates.

If your trade isn't in the list, search for it and choose Create as custom trade.

Finish Level

Choose your default finish level:

  • Basic – Budget-friendly, standard materials
  • Standard – Mid-range quality and finishes
  • Premium – High-end materials and craftsmanship

This affects how Sammy prices materials and labour for your estimates.

Postcode

Enter your primary work area postcode. Start typing and select from the suggestions. This helps Sammy apply location-appropriate pricing.

Default Margin

Set your standard margin percentage. This is applied across all estimates unless you specify otherwise.

Variable Markups (Optional)

If you want different margins for different cost types, enable Variable Markups. You can then set separate margins for:

  • Materials – Your markup on material costs
  • Labour – Your markup on labour costs
  • Other – Your markup on other items (subcontractors, equipment hire, etc.)

Saving Your Settings

Click Save to apply your trade customisation. These settings will be used for all future estimates.

Tip: You can always adjust margins on individual estimates if a particular job requires different pricing.

What's Next?

With your trade settings configured, the next step is to train Sammy on a past job so his estimates sound like your business, or jump straight to Create Your First Estimate.