Note - further SAM features can be found on the other core product pages:    Hosted     Elite    Supermate     Lite

Intermediate Level Workshop Management

SAM Workmate contains every feature found in SAM Lite plus:

• Standard Job Kits
• Library Text
• Labour Productivity Management and Reporting
• Comprehensive Stock Management
• Job Quotation / Estimation Functionality
• Banking Functionality
• Optional Fully integrated Cashbook

More features

Jobs / Invoices:

• Work In Progress Listing & Valuation
• All Information on One Screen
• Dates, Times & Estimated Hours
• Technicians Linked To Jobs
  • Job Status Flags & Colours
  • User Defined Job Fields
• All Customer & Vehicle Details
  • Split Invoicing
  • Job Margins Instantly Available

Job Kits / Quotes:

• Save Common Jobs as Kits
• See Margins By Line, Type or Job
• Change Details of Kit as Transferred to Job
  • Save Quotes By Customer
  • Print Quotes as Quote or Estimate
  • Print Quotes as Quotation or Estimate
  • Job Kits can be Loaded into Quote

Marketing:

• Vehicle Follow Ups & Service Reminders
• Customer, Stock & Vehicle Export Functions
• Most Valuable Customer Report
  • Job Source Analysis
  • Output to Reminder Cards or Mail Merge to Microsoft Word

Stock:

• Full Stock Transaction History
• Comprehensive Pricing Discount Matrix
• Multiple Stock Pricing Levels
  • Comprehensive Stocktaking
  • Suggested Buy (Automated Parts Ordering)
• Integrated Parts Catalogues
  • Supercessions & Alternate Parts

Debtor Control:

• Debtor Posting Drill-Down
• Credit Limit, Credit Hold & Terms Options
• Cash Out Facility
• 12 Month Aged Balances and Sales History
• Comprehensive Audit Trail
• Individual or Combined Statement Printing

Reporting:

• Full Debtors Postings History
  Banking / Cashbook:
• All Receipts Recorded (Debtors or Miscellaneous)
• Automated Banking Supplement Printing
  Multiple Bank Accounts and Transfer Between Accounts
• Running Cashbook Balance
• Transaction Reporting

Bank Account Reconciliation:
Labour Management

• Optional Time Clocking Module
• Technician Labour Productivity Reporting
• Detailed Labour Analysis
• Industry Benchmarking