Setting Up a Team
Sammy Team lets you and your crew share the one workspace. Everyone works from the same estimates, invoices, clients, kits and settings, so the whole business quotes the same way instead of each person running their own separate account.
This guide is for the owner — the person who sets the team up and pays for it. If you've been invited to join someone else's team, see Joining a team when you already have an account instead.
Who Team is for
Team suits a business with more than one person quoting: a builder with an estimator, a plumbing outfit with an admin who raises invoices, or two partners who both write quotes. If it's just you, stick with Pro — you don't need Team.
The Team plans
| Plan | Price | People |
|---|---|---|
| Team 3 | $249/month or $2,390/year | Up to 3 |
| Team 5 | $399/month or $3,830/year | Up to 5 |
The price is a flat rate for the whole team, not per person. A Team 3 plan costs the same whether you've added one member or filled all three seats. Annual billing saves you around 20% compared to paying monthly. All prices include GST.
Starting a team
- Go to Settings → Team
- Tap Upgrade to Team
- Choose Team 3 or Team 5, and monthly or yearly
- Your business name is filled in from your profile — check it's right, as this is the name your invited crew will see
- Complete the checkout
Once payment goes through, your account becomes the team owner and your workspace becomes the shared team workspace. All the estimates, clients and settings you already had stay exactly where they are — nothing is lost, and now your crew can work on them with you.
If you're already on Pro: when you start a team, your personal Pro subscription is cancelled and replaced by the team plan. You won't be charged for both.
On your phone: Team plans are set up on the web only. If you subscribed to Pro through the App Store or Play Store, you'll need to start your team from the Sammy website in a browser, not the app. Once the team is running, everyone can use the mobile app as normal.
Inviting your crew
- Go to Settings → Team
- Tap Invite member
- Enter their email address
- Choose their role — Admin or Member (see below)
- Tap Send invite
Sammy emails them a link to join. The invite is good for 7 days. If it expires before they accept, just send a new one.
You can invite people up to your plan's seat limit — three on Team 3, five on Team 5 (that count includes you). If you try to invite someone when every seat is full, Sammy will prompt you to move up to a bigger plan first.
Admin vs Member
Both roles get full access to the shared work — estimates, invoices, clients, projects, kits and suppliers. The difference is who can run the team itself:
- Admins can invite and remove people, and manage the business settings and the trained business brain.
- Members do the day-to-day work but can't manage the team or billing, and they see the trained business brain as read-only.
You (the owner) can do everything an admin can, plus manage billing and transfer or close the team.
Bringing your solo work into the team
If you were using Sammy on your own before starting the team, your existing estimates, clients and settings are already in the shared workspace — you don't need to import anything.
Members you invite start with a clean shared workspace (yours). Their own past solo work, if they had a separate Sammy account, does not get merged in. See Joining a team when you already have an account for what that means for them.
Managing the team later
Everything lives under Settings → Team:
- See who's on the team and their role
- Invite more people (up to your seat limit)
- Remove someone (frees their seat)
- Change your plan or update billing under Settings → Billing