Working in a Team
When you're on a Sammy Team, you and your crew all work from the one shared workspace. This guide explains what that means day to day — what's shared, who can do what, and how your quotes stay consistent across the whole business.
If you're setting a team up for the first time, start with Setting Up a Team.
The one shared workspace
The whole point of Team is that everyone sees and works on the same stuff. When you're in a team, these are shared across everyone:
- Estimates and proposals — anyone can open, edit and send them
- Invoices
- Projects
- Clients — one shared client list, so you're not all keeping your own
- Kits — one shared kit library the whole crew can build from and add to
- Suppliers — one shared supplier list and pricing
- The message centre — one shared inbox for client replies
- Business settings — your logo, trade setup, terms and conditions, and AI settings
- The trained business brain — how Sammy has been taught to quote for your business
So if your estimator builds a quote in the morning, you can pick it up and send it in the afternoon. If someone adds a new kit, everyone can use it on their next job.
Who made what
Even though everything is shared, Sammy keeps track of who created each thing. You'll see who made an estimate or raised an invoice, so nothing is anonymous. But being the creator doesn't lock it to that person — anyone on the team can still work on it. Think of it as one shared filing cabinet where everything is labelled with who put it in.
Estimate and invoice numbers
Your estimate and invoice numbers run in one sequence for the whole team, not per person. So you won't get two different people both raising "Invoice 001". Everyone's work flows into the same numbered run, which keeps your books tidy and your client-facing documents looking like they come from one business — because they do.
Roles: what you can and can't do
There are three roles on a team:
| Ability | Owner | Admin | Member |
|---|---|---|---|
| Create and send estimates, invoices, proposals | Yes | Yes | Yes |
| Work with clients, projects, kits, suppliers | Yes | Yes | Yes |
| Build and edit the shared kit library | Yes | Yes | Yes |
| Invite and remove team members | Yes | Yes | No |
| Manage business settings | Yes | Yes | No |
| Train Sammy (the business brain) | Yes | Yes | View only |
| Manage billing and the plan | Yes | No | No |
| Transfer or close the team | Yes | No | No |
The owner is the person who started the team and pays for it. Admins help run the team and can manage members and settings. Members do the everyday quoting and invoicing but leave the team management and billing to the owner and admins.
Every role gets the full Pro feature set — being a Member doesn't limit the actual estimating and invoicing tools you can use.
Training Sammy as a team
The trained business brain — how Sammy learns to price and word things for your business — is shared. Because it affects everyone's quotes, only owners and admins can change it. Members can see what Sammy has been taught (so they understand how quotes are being priced), but they can't alter it. This keeps one person's tweak from quietly changing how the whole crew quotes without the business deciding to.
You can read more in Training Sammy on Your Past Jobs.
If you're an invited member
When you accept an invite, you skip the usual Sammy setup. You don't pick a trade, set margins, or build a first estimate — you inherit all of that from the business you're joining, and land straight on the shared dashboard ready to work. The business's settings become your defaults.
Leaving a team
If you leave a team, or the owner removes you, you lose access to the shared workspace and your own account drops back to the free Basic plan. Anything you created stays with the team. See Leaving or Removing a Team Member for the full detail.