Sammy Q2 Release Radar — Flex Docs + June 2026
Morning, everyone.
Krishna here. Another big quarter down. The headline this time is Flex — a blank canvas where Sammy writes any job document for you, from a SWMS to a scope letter. Alongside it we've reworked Train Sammy, switched on automatic proposal follow-ups, and taught the Project Plan to take instructions the same way your estimate does. Plus a quick round-up of the bigger things that shipped across the quarter in case you missed them.
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.
Flex — write any job document with Sammy
Open the new Flex tab on any estimate and you've got a blank canvas with Sammy right alongside you.
Ask him for a SWMS, a scope letter, a method statement, or a variation, and he drafts the whole thing. Every change comes through as a suggestion you accept or reject — nothing lands in your document until you say so — so you stay in control of the wording. When it's ready, export a branded PDF or a Word doc and send it on.
You can keep as many Flex documents as you like against a single job, so all your paperwork for a quote lives in one place.
Flex is in beta, so it'll change quickly and the odd rough edge is expected. Tell us how it's landing with the 👍 / 👎 on Sammy's replies — that's the single biggest signal we get.
Train Sammy on how you price
Train Sammy now works like a quick chat about a past job.
Sammy talks you through it one job at a time: what was in it, how you priced it, and — the important bit — how it actually went. Did you win it? Did it come in over, under, or on budget? That last question is what lets Sammy tell an efficient crew who prices lean and delivers from an optimistic one who blows out, so he learns the right lesson from your numbers.
Lock a job in and Sammy picks up your rates, your inclusions and exclusions, and the way you price, so his quotes start coming out more like yours. Train one job and you're off; three and he's well trained. It's a soft gate — it never blocks you, and if you're already happy with how Sammy is quoting, this is completely optional.
Find it under Settings → AI → Train Sammy.
Full walkthrough: Training Sammy on your past jobs.
Auto-chase every proposal
Chasing a quote is the job nobody enjoys. Now Sammy does it for you.
Flick on follow-ups when you send a proposal and Sammy nudges the client on day 2, day 5, and day 10. The moment they open it, accept, or reply, the nudges stop on their own — no risk of chasing someone who's already said yes. You can preview every message before it sends, so it always sounds like you.
Follow-ups are a Pro feature. Email is live now; SMS is coming soon.
Edit your schedule just by asking
The Project Plan now takes instructions the same way the estimate does.
Tell Sammy "push tiling back two days", "leave a 3-day gap before handover", or "put two more chippies on the framing" and he moves the tasks, sets the gaps, and recalculates the dates around them. Dependencies and the critical path keep up automatically, so one change ripples through the whole schedule the way it would on site — no dragging bars around one at a time.
Full walkthrough: Editing project plans with Sammy.
Also shipped this quarter
A few of these had their own announcement when they landed, but here's the round-up in case any slipped past.
- A fresh look. Every screen rebuilt top to bottom, on desktop and mobile.
- Search anything with ⌘K. One shortcut to jump to any estimate, client, project, invoice or supplier. Ctrl+K on Windows.
- Notifications. A tray for proposal, invoice and billing activity, with push on iOS and Android.
- Allowances & Contingency. Provisional sums and prime cost items as first-class line types, plus estimate-level contingency three ways. Guide.
- Kits. Reusable bundles of labour and materials you build once and drop into any estimate — and Sammy can apply the right one for you as he quotes. Guide.
- More ways to push your quotes. ServiceM8 and Ascora went live, and Simpro graduated from beta to GA for everyone. Simpro guide.
Improvements
- Smarter, fuller quotes. Sammy reasons harder about big jobs and grounds his labour hours in real-world productivity rates, so complex quotes come out more complete and less likely to undercook the hours.
- Client ABN on documents. Your client's ABN now appears on their estimates, proposals and invoices, and flows straight through to Xero and Ascora.
- Rebuilt invoicing flow. One screen to create or edit, more reliable sending, invoices on Projects on mobile, and a clear way to cancel one.
- Change your own login email. Do it from Settings — no support ticket needed.
- Faster supplier imports. Price-list imports now handle catalogues up to 100,000 items without the wait.
- Simpler signup. A one-page signup to get new mates started quicker.
- Rock-solid on big estimates. Behind-the-scenes stability so large estimates no longer hit your browser's storage limit and bounce you out.
A quick ask on feedback
After every reply Sammy gives in chat, you'll see a thumbs up and a thumbs down. Use them. It's the single biggest signal we get for what's landing and what isn't, and it's how Sammy gets sharper at the kind of jobs you actually quote. A thumbs down with a quick note about what went wrong is gold — we read every one.
What's next?
We're heads-down on the post-win side of the job — helping you track what you actually spend against what you quoted, so you can see your margin before it slips. As always, tell us what you need: we read every email, and we'll pick up the phone and listen.
Cheers, Krishna Pryor Co-founder, Sammy AI