Sam Service Manager Basic

Efficient, Reliable Job Management for Service-Based Businesses

The SAM Service Manager Basic Edition is an easy-to-use, cost-effective solution designed for small to medium-sized businesses that need to do workshop repairs,manage service jobs, job scheduling, and invoicing without the complexity of enterprise-level systems.

Sam Service Manager Basic, this streamlined version is ideal for companies just starting out with digital service management or looking to upgrade from spreadsheets and manual processes.

With direct integration into Sage Accounting, the Basic Edition ensures your financials stay aligned while improving efficiency, job tracking, and customer service.

Core Features

• Job Logging & Tracking
  Create and manage job records from start to finish. Log calls, assign priorities, track progress, and close jobs with full audit history.

• Job Scheduling & Calendar View
  Assign jobs to engineers or staff members with a simple drag-and-drop calendar. See upcoming workloads at a glance.

• Customer & Site Database
  Maintain accurate customer records with service locations, contact history, and job logs—all stored in one place..

• Basic Reporting & Search Tools
  Search job history by customer, date, status, or priority. Export summary reports for internal use or client updates.

• Sage Accounting Integration
  Seamlessly sync customer details, invoices, payments, and financial transactions with Sage Accounting—eliminating duplication and reducing errors.

Who It’s For

• Startups and SMEs in service industries

• Office-based teams with light scheduling needs

• Businesses ready to move beyond spreadsheets

• Service companies using Sage Accounting who need simple job management