Smart Assistant Manager
Your Smart Assistant Manager
Call SAM on your commute. Arrive ready.
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SAM
— Smart Assistant Manager
SC
Weather Alert
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My Location ▾
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7-Day
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Weather hidden
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Hourly Forecast
⚡ Alert
7-Day Forecast
📍 Weather Location
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Lot Summary
Done
SAM Call Schedule
Set up your daily check-in calls
Morning Brief
SAM calls with your top priorities for the day
7:30 AM
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T
W
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Afternoon Debrief
SAM calls to close out the day — Fridays include a full week wrap & brain dump
4:30 PM
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W
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Set Time
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Items waiting for review
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Lot ▾
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then by:
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Ball in Court
Assignee
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Smart Assistant Manager
Add Item
What needs to happen
Priority
Today
This Week
Later
Ball in Court
Mine
Theirs
Assign to
Unassigned
Me
Lot #
Due Date
(optional)
Steps
(optional — press Enter to add each)
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Review Items
✓ Approve All
Done
Profile
Display Name
📧 Email Address
🏷 Project Tag Label
Lot
Job
Client
Project
Property
Case
✏️ Custom
SAM uses this label everywhere — on cards, boards, and during calls.
📍 Weather Location (Zip Code)
SAM uses this zip code for your weather and forecast.
📧 Gmail
Connect Gmail
Disconnect
📨 Outlook / Microsoft
Connect Outlook
Disconnect
Dashboard Theme
Customize Dashboard Colors
Priority Colors & Labels
Customize priority colors
Activity Log
📋 View Item History & Restore Deleted
Danger Zone
Clear Entire Dashboard
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Priority Colors & Labels
Presets
Red / Yellow / Green
Blue / Orange / Gray
Dark / Mid / Light
Purple / Teal / Lime
Custom Labels & Colors
Preview
High
Medium
Low
Apply
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‹
›
+ Event
⟳ Sync
Done
Su
Mo
Tu
We
Th
Fr
Sa
+ Add Event
Add Event
SAM calls me as a reminder
Saves to SAM + Google Calendar + Outlook (if connected)
Save
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Drafts
Done
Documents
Done
Add Items to a Document +
Quick
Field Docs
Punch Lists & Walkthroughs
Punch List
Walkthrough
New
Punch List
No documents yet
Tap the button above to create your first one
Draft
In Progress
Submitted
Closed
All Rooms
All Trades
All Priorities
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🟡 Medium
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All Status
Open
Complete
Verified
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Add Item
PDF
📋
No items yet
Tap Add Item to capture your first punch item
Add Items
Area
Trade / Assignee
Priority
High
Medium
Low
Items — press Enter to add each
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Dictate
Description *
Photo
Take / Upload Photo
Remove New Photo
Notes
Save Item
New
Punch List
Title
Property / Lot
Notes (optional)
Create Document
Create Document
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To-Do List
Build a task checklist
Meeting Agenda
Pre-meeting topics & prep
Daily Site Report
Crew, work, weather, delays
Punch List
Open items by lot & trade
AVAILABLE VIA SAM CALL
Meeting Minutes
Post-meeting debrief
Action Plan
Weekly brain dump
Add Items to a Document
Document
Cancel
⚡ Generate PDF
Record Audio
Tap to start recording
0:00
Transcript — edit before extracting
SAM will extract all lot references automatically from the transcript
Extract Action Items
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Write a Note
Clear
Convert
Use your finger, stylus, or Apple Pencil to write
Send to Catch Basin
Import Contacts
Import contacts directly from your phone's address book. Select the contacts you want to add to SAM.
Select from Phone Contacts
Save Selected Contacts
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Document Logs
Done
All
Daily Logs
RFIs
Change Orders
Minutes
Punch Lists
Draw Requests
+ New Document
Dashboard Colors
Themes
Blue (Default)
Dark Mode
Green
Purple
Slate
Primary Color
Background
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Reset
📦 Archive
Done
Critical Path
+ Project
Flowchart
Schedule
🏗
Select or create a project
● Complete
● In Progress
● Blocked
● Not Started
Blank
🏗 Pre-Construction
🔨 Construction
Closeout
Create
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Done
Contacts
Import from Phone
Done
Activity Log
All items · completed and deleted stay for 30 days
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