Documentation

• Welcome to SAM Service Manager
• Key Features
• Support Resources
• Getting Started With Sam

• Sales Orders Overview
• Sales order Details
• Notes History
• Billing Address
• Payment
• Order Information
• Deliveries
• reports

• Purchase Order Overview
• Order Details
• Customer Address
• Delivery Address
• Supplier Address
• Other Information
• History
• Reports

• Agreements Overview
• Agreement Details
• Notifications
• Documents
• Notes
• History
• Expired
• Reports

• Diaries Overview
• Diary Details

• Opportunities Overview
• Opportunity Details
• Communication History
• Quotations
• Documents

• Administration Overview
• Company
• Company Settings
• Teams
• User Roles
• User Names & Rates
• Module Settings
• Customers
• Jobs Module Settings
• Parts Module Settings
• Agreements Module Settings
• Assets Module settings
• Mail Settings
• Emailing Tab
• Imports
• Imports Tab
• Global Settings
• Database Maintenance

• Dashboard Overview
• Sales Orders
• Purchase Orders
• Jobs
• Opportunities

• Leads Overview
• Lead Details
• Communication History
• Quotations
• Documents
• Reports

• Parts Overview
• Part Details
• Images & Attributes
• Financials
• Bill Of Materials
• Notes
• Suppliers
• Discounts
• Activity
• Batch & Serial Numbers
• Reports

• Asset Overview
• Asset Details
• History
• Jobs
• Description
• Warranty
• Documents
• Reports

• Customers
• Customer Overview
• Customer Details
• Sites
• Contacts
• Discounting
• Costs
• Jobs
• Quotations
• Sales Orders
• Assets
• Agreements
• Documents
• History
• Reports

• Job Overview
• job Details
• Parts
• Assets
• User Defined fields
• Updates
• Documents
• Status log
• Notification
• Recurring Jobs
• Pricing
• Reports

• Suppliers Overview
• Suppliers Deatils
• Reports
• Notes
• History
• Documents
• Purchase Order
• Discounting
• Costs
• Contact

• Quotation Overview
• Quotation Details
• Billing Address
• Delivery Address
• Other Information
• Reports

• Contacts Overview
• Contact Details
• Documents
• Notes