Overall

With changing circumstances, you may need a different version of SAM to keep up with your business - maybe your new accountant insists on using Xero, or maybe you're offering a new mobile mechanic service. To support these different needs, we have the following:

  • SAM Lite - the simplest desktop SAM you can get.
  • SAM Workmate - more features (e.g., split invoicing) for more sophisticated workshops.
  • SAM-X - like Workmate, but hosted (access online), and it also integrates with Xero.
  • Supermate/Elite - workshop management + accounting.
  • webSAM - newest cloud-based workshop management software (integrates with Xero).


Here is a comparison table highlighting the key features in each of these products:


 
WebSam 
SAM Lite 
SAM X/Workmate
Super/Elite
Core Capabilities
Dashboard✔️- Customisable
Action Lists✔️
System wide search✔️
Quick add (jobs) from anywhere✔️
Customer Management
Basic customer information✔️✔️✔️✔️
Account and credit details✔️✔️✔️✔️
Customer contacts✔️✔️✔️✔️
Analysis codes or tags✔️✔️✔️✔️
Vehicle/item linking✔️✔️✔️✔️
Custom fields✔️✔️✔️✔️
Head Sub Account (Capricorn)✔️
✔️✔️
Vehicle Management
Basic vehicle information✔️✔️✔️✔️
Vehicle history lookup (e.g. VTNZ)✔️✔️✔️✔️
Schedule follow ups✔️✔️✔️✔️
Warranty information✔️
Fleet information✔️
Images✔️- PC upload ✔️- PC upload✔️- PC upload✔️- PC upload
Quick search✔️✔️✔️✔️
Job Management
Basic job information✔️✔️✔️✔️
Track WIP/job status✔️✔️✔️✔️
Analysis codes or tags✔️ (status not tags)✔️(status not tags)✔️(status not tags)✔️(status not tags)
Job discounts✔️✔️✔️✔️
Job templates✔️✔️✔️✔️
Sections (for invoice & quotes)✔️
Job quoting✔️✔️✔️
Digital quote acceptance✔️
Record job parts✔️✔️✔️✔️
Show job margins✔️✔️✔️✔️
Printable job cards✔️✔️✔️✔️
Record notes✔️✔️✔️✔️
Invoicing✔️✔️✔️✔️
Create purchase orders✔️✔️✔️✔️
Attach images/documents✔️- mobile upload ✔️- PC upload✔️- PC upload✔️- PC upload
Technician mobile web app✔️
Split invoicing✔️ - 3 ways✔️✔️
WOF sheets✔️ ✔️✔️✔️
Parts/Supplier Management
Basic parts information✔️✔️✔️✔️
Basic supplier information✔️✔️✔️✔️
Kits, services and BOMs✔️✔️✔️✔️
Analysis codes or tags✔️✔️✔️✔️
Showing parts margins✔️✔️✔️✔️
Parts ordering record✔️✔️✔️✔️
Parts ordering - via email (template)✔️✔️✔️✔️
Parts ordering - suggested buy✔️✔️✔️✔️
Parts ordering - via Repco integration✔️✔️✔️
Min/max settings✔️✔️✔️✔️
Stocktaking✔️✔️✔️✔️
Receive parts orders✔️✔️✔️✔️
Part Margin Matrix✔️
Workshop Time Management
Clocking✔️✔️✔️✔️
Time tracking✔️✔️✔️✔️
Time reporting✔️✔️✔️✔️
Profitability reporting✔️✔️✔️✔️
Diary
Visual booking/diary✔️✔️✔️✔️
Capacity indicator✔️✔️✔️✔️
Mechanic allocation (drag n drop)✔️
Courtesy car booking✔️✔️✔️
Accounting


Cashbook✔️
General ledger✔️
Invoicing✔️✔️✔️✔️
Cash payments✔️✔️✔️✔️
Receipting✔️✔️✔️✔️
Reporting
Sales reports✔️✔️✔️✔️
Purchase reports✔️✔️✔️
Pricing & parts reports✔️✔️✔️
Maintenance reports


Management reports✔️✔️✔️✔️
Customisable reporting formats
Data
Import/export customersManaged support✔️✔️✔️
Import/export vehiclesManaged support ✔️✔️✔️
Import/export jobsManaged support ✔️✔️✔️
Import/export partsManaged support ✔️✔️✔️
Import/export serviceManaged support 


Import/export suppliersManaged support ✔️✔️✔️
Integrations
Xero✔️✔️ - SAM X
Easy Parts✔️✔️✔️
Repco✔️✔️✔️
Customer Experience


Self-guided walkthrough✔️
Phone support✔️✔️✔️✔️
Email support✔️✔️✔️✔️
Online chat
Tutorials✔️


Specific changes

Click the links below to find out more about a specific migration relevant to you: