Getting Started With Sam

To get the most out of SAM, we recommend starting with the Home Page, where you’ll find a snapshot of essential information to keep your business running smoothly. The Home Page provides a clear and organised overview of job requests, ongoing tasks, deadlines, and other key data, allowing you to manage your workflow more efficiently. By regularly checking this page, you can stay on top of new assignments, track the progress of ongoing jobs, and ensure nothing slips through the cracks.

Next, explore the Jobs menu, a powerful tool that allows you to create, track, and manage job requests with ease. Here, you can initiate new job requests, assign tasks to the appropriate team members, and allocate necessary resources to ensure timely and efficient completion. This feature helps you maintain full control over your project timelines and resources, ensuring that everything is properly coordinated and that teams are working at maximum productivity.

SAM’s Help Desk functionality is another critical feature designed to ensure client issues are addressed quickly and efficiently. When a customer raises a concern or submits a service request, the Help Desk system helps you prioritise and assign these requests to the right team members. This allows you to resolve issues promptly and effectively, improving customer satisfaction and building strong client relationships. With SAM, you can manage client queries and concerns in a streamlined way, ensuring your customers always receive the high level of service they expect.

By familiarising yourself with these core features, you’ll be well-equipped to harness the full power of SAM, optimise your business operations, and enhance your team’s productivity. SAM is here to help you streamline processes, improve communication, and ensure that your projects and tasks are completed with precision and care.

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