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How to use Undo, Redo & Version History for Estimates

Sammy gives you multiple ways to undo changes to your estimates — from quick fixes for typos to rolling back Sammy's AI suggestions to browsing the full history of changes over time.

Undo and Redo

Undo and redo let you quickly reverse or reapply your recent manual edits within a session.

How to Undo

  • Desktop keyboard shortcut: Press Cmd+Z (Mac) or Ctrl+Z (Windows)

  • Undo button: Click the undo arrow (↩) in the estimate editor header

How to Redo

  • Desktop keyboard shortcut: Press Cmd+Shift+Z (Mac) or Ctrl+Shift+Z (Windows)

  • Redo button: Click the redo arrow (↪) in the estimate editor header

The undo and redo buttons appear in the editor header when there are changes to undo or redo. They are greyed out when there's nothing to act on.

What You Can Undo

You can undo any manual change you make to the estimate, including:

  • Changing item quantities, rates, or descriptions

  • Deleting a line item or group

  • Duplicating items

  • Changing margins or markups

  • Editing the scope of work or estimate title

  • Toggling GST exempt

Note: Undo history is kept for your current editing session. If you close the browser or navigate away, the undo history resets — but your work is always saved automatically.

Reverting Sammy's AI Changes

When Sammy makes changes to your estimate through the chat (e.g., adding items, changing materials, rewriting the scope), you can revert those changes in one click.

How to Revert

  1. In the chat panel, find Sammy's latest response

  2. Click the revert icon (↩) in the toolbar below the message

  3. A confirmation dialog will appear — click Revert to confirm

The estimate will be restored to exactly how it was before Sammy made that change. The reverted messages will collapse in the chat so you can still see what was undone if needed.

When the Revert Button Appears

The revert button shows on Sammy's most recent adjustment response — not on the initial estimate generation, and not on responses where Sammy only answered a question without modifying the estimate.

Expanding Reverted Messages

After reverting, the chat messages collapse into a summary showing "Reverted Sammy's changes." You can click to expand and see the original conversation if you want to review what was undone.

Comparing Changes

After Sammy modifies your estimate, you can see exactly what changed:

  1. Look for the checkpoint card below Sammy's response in the chat

  2. Click See changes to view what Sammy added, removed, or modified compared to the previous version

  3. Click Compare to see the difference between that checkpoint and your current estimate

The comparison view shows:

  • A summary of how many items were added, removed, or modified

  • Changes to the scope of work (highlighted word-by-word)

  • Line item changes colour-coded: green for added, red for removed, amber for modified

  • Financial totals before and after

Version History

Version History gives you a full timeline of how your estimate has evolved — every time Sammy makes a change, and periodically as you make manual edits, a snapshot is saved.

Opening Version History

Click the clock icon in the estimate editor header to open the Version History panel.

What You'll See

Each version shows:

  • Who made the change — an icon indicates whether it was you, Sammy, or the system

  • What changed — a short description (e.g., "AI: Added bathroom tiling group" or "Manual edits")

  • When — a relative timestamp (e.g., "5 minutes ago", "Yesterday")

  • Version number — e.g., v12

  • Quick stats — number of groups, items, and the estimate total at that point

Comparing Versions

Click Compare on any version to see a detailed diff between that version and your current estimate. This helps you understand exactly what's changed over time.

Restoring a Past Version

If you want to go back to a previous version:

  1. Open Version History

  2. Find the version you want to restore

  3. Click Restore

  4. Confirm in the dialog

Restoring a version is non-destructive — it creates a new version entry ("Restored from version X") so you can always get back to where you were. Your current state is never permanently lost.

Tips

  • Undo for small mistakes — Use Cmd/Ctrl+Z for typos and quick corrections

  • Revert for AI changes — Use the revert button in the chat when Sammy does something you don't want

  • Version History for bigger rollbacks — Browse the timeline when you need to go back further in time

  • Everything is saved automatically — Your estimate is always auto-saved as you work, so you won't lose changes