21 July Release — Supplier-Grounded Pricing + Payment Reminders

Krishna here. The big one this time is supplier-grounded pricing: Sammy quoting straight from your own supplier price lists, at the real prices you pay, instead of estimating. Alongside it, automatic payment reminders that chase your clients to pay for you, a tidier way to invoice, and a friendlier way to sign in.

Quick note: we ship every day. This article covers the major stuff worth knowing about. If you're unsure how anything works, ask Sammy in chat. He can walk you through it step by step.

Here's what's new.

Sammy prices from your supplier list

You uploaded your supplier price lists, so Sammy should quote from them. Now he does.

When you generate or adjust an estimate, Sammy pulls the real, current prices from your own catalogue instead of estimating, and stamps the SKU on each line so you can see exactly what he matched. Ask him in chat for a good, better and best on any material and he'll price each option from what you actually pay. It's the biggest step yet toward quotes that match your real costs to the cent.

Because it's a big change to how Sammy prices, we're rolling it out to accounts gradually over the next two weeks. You don't need to do anything. Keep an eye on your email or texts for our team reaching out to switch it on for your account. If you haven't added your suppliers yet, now's a great time: Settings → Suppliers.

Run a lot of your quotes straight off a supplier catalogue and don't want to wait? Get in touch and we'll bump you up the list.

Automatic payment reminders

Late payment hurts, and chasing it is nobody's favourite job. Now Sammy does the chasing for you.

Flick on reminders when you send an invoice and Sammy emails the client on a set schedule: a friendly heads-up 3 days before the due date, a polite note on the due date, then gentle follow-ups at 1 week and 2 weeks overdue. Each one goes out at 9am your client's time, comes from your business name, and re-attaches the invoice PDF.

The clever part is when it stops. The moment the client pays, you cancel the invoice, or the client replies, Sammy backs off automatically. And if they've only part-paid, he keeps chasing the balance still owing, not the original total.

Reminders are a Sammy Pro feature, off by default, and you choose per invoice. You'll need a due date on the invoice, because the whole schedule hangs off it. While we were in there, we also reworked the invoice screen: set a default due date in Settings → Business, choose your own next invoice number, Cc yourself on the send, and use the new Send Reminder button to chase by hand any time.

Full walkthrough: Automatic payment reminders.

Smaller bits worth knowing

• Easier sign-in: have a one-time code emailed to you instead of a password, reset your password yourself, and link your Google and email sign-in to the one account under Settings. Accidentally made a second account, the classic "I signed in with Google and my quotes are gone"? Sammy can now merge it back for you. More detail: How do I change my login email? and I signed in with Google and my quotes are gone.
• Simpro: if you're on Simpro, you can now start an estimate straight from a Simpro job, so the job description, client, photos and site notes come across, and your group notes and attachments ride along when you push the quote back.
• Train Sammy is quicker to use: the interview now takes voice input and lets you drop in photos or files partway through the chat.
• Export estimates to CSV: pick any set of estimates on the Estimates list and export them, with outcome, cost and margin, in one go.
• Xero: push an invoice to Xero even after you've already emailed it, and your Sammy estimate number now travels across as the invoice reference.
• Logo: crop and reposition your logo when you upload it, so it sits right on every proposal and invoice.
• Emails: every email Sammy sends on your behalf now shares one clean, consistent look.

That's the lot for this one. As always, tell us what you need. We read every email, and we'll pick up the phone and listen.

Cheers, Krishna