Training Sammy on Your Past Jobs
Train Sammy is the quickest way to make estimates sound like your business. You walk Sammy through a job or two you've done before — what they were, how you priced them, and how they actually went — and from then on his estimates use your rates, your labour, the things you always include, and your wording.
You don't fill in a long form. It's a chat, and one job is enough to get started.
Where to find it
There are two ways in:
- From Settings: Tap Settings in the sidebar, choose the AI tab, then tap Train Sammy (it sits right under Basic trade).
- From your dashboard: If you're new, look for the Start training card on your dashboard and tap it.
Training your first job
- Pick a recent job you remember well, ideally one you've still got the quote for.
- Drop in the quote or invoice if you've got it. Sammy reads it first, so he isn't asking you things he can already see. You can add a few files about the same job (the quote, the final invoice, a materials list, a photo). PDFs, photos and spreadsheets all work.
- Give him the backstory. There's a spot to add a note about the job: what it was, and anything tricky like tight access, a fussy client, or rot you found once you opened up the floor. The more you tell him, the less he has to guess.
- Tap Start training. Sammy reads what you've given him and starts the chat.
The conversation
Sammy takes it one step at a time, like a mate who quotes for a living:
- He confirms the job: the scope, rough size, and finish level.
- He draws out how you priced it: your labour rates, what you charge for the main parts, and what you always include (waterproofing, site clean, the certifier, that sort of thing).
- He asks how it actually went: did you win it, did you deliver it, and did it come in over, under, or right on budget? This is the important one. It's how Sammy tells a sharp price that worked from one that bled, so he learns the right numbers instead of repeating a job that lost you money.
- Before he saves anything, he reads it back ("here's how I'll quote like you from now on") and you get the final say. Tweak anything that isn't right.
When you're happy, he locks it in, and that job is trained.
One job, or three?
- One locked job flips you to Trained. Sammy already starts sounding more like you on your next estimate.
- Three gets you to Well trained. A single job teaches him one type of work, so a few across different jobs give him a much fuller picture.
It's never a gate. You can leave any time and come back, train another job whenever you like, and keep estimating in the meantime.
Changing what Sammy's learned
Sammy got something wrong, or your prices have moved? On the Train Sammy page you can:
- Review what Sammy's learned to see the picture he's built of how your business quotes.
- Refine it by telling him what to fix in plain words. He updates it on the spot, with no need to retrain a whole job.
- Reset to clear everything he's learned and start fresh. Your manually-entered rate rules are kept.
What this changes
Once you've trained a job or two, your estimates start from your business instead of a generic average: your labour hours, your rates, the items you never leave off, and the way you word things. You spend less time fixing every estimate, because Sammy is already working the way you do.