Where control turns projects into profit.
Perfect for digital agencies, design studios, architects, engineering firms – any professional services firm where project control matters.
Agencies don't lose money because the work is bad. They lose money because the workflow is fragmented – scope drifts, time capture slips, costs arrive late, and invoicing becomes a month-end scramble. Sam keeps the truth connected across Jobs, timesheets, costs, approvals and billing so your team can move fast without losing control.
Built for every role that keeps delivery moving
Owners and Directors
See margin, utilisation, and project health without waiting for a spreadsheet export or a monthly report.
Client Services and Account Leads
Keep retainers, scope changes, and client profitability visible as work happens, not after the invoice goes out.
Project Managers and Delivery Leads
Run Jobs with the right level of governance – strict controls for high-risk work, fluid delivery when speed matters.
Designers, Developers, Production and Admin
Log time quickly, stay clear on what matters today, and spend less energy on admin that does not ship work.
Turn briefs and quotes into Jobs that stay billable
Sam helps you convert messy briefs into structured Jobs faster – with consistent fields, scopes, tasks and cost lines that flow through delivery and billing. If you quote work, Sam keeps the quote-to-job handover clean so you are not rebuilding scope from scratch or losing important detail in the transition. The result is fewer gaps at the start of the job, and fewer billing surprises at the end.
Timesheets people actually complete – with capacity you can trust
Time capture should be fast for the doers and useful for the leaders. Sam makes it easier for staff to log time against the right Job and task, while giving PMs and managers a clear view of workload, utilisation and capacity pressure across the team. That means fewer end-of-week scrambles, more accurate billables, and better planning before the wheels wobble.
Approvals and cost control without slowing delivery
Not every agency runs the same way, and not every Job deserves the same rules. Sam gives you practical approvals and governance so you can control costs, variations, and billable changes when it matters, without locking the whole team into red tape. Run strict controls for fixed-scope builds, and a lighter, faster mode for retainers or rapid response work – all inside the same system.
Why agencies are choosing Sam
Agencies come to Sam when they want control that shows up in profit – without forcing the team to adopt a clunky, complex platform.
Cleaner billing, fewer disputes
Sam brings time, costs, and scope together so invoices are easier to assemble and easier to defend. You spend less time justifying line items and more time shipping great work.
Margin clarity while work is happening
Instead of discovering the damage at month end, Sam helps you see where margin is drifting early. That means better calls on scope, resourcing, and approvals before the invoice is final.
Flexible workflows that match real agency life
Sam is built by agency people. It supports different ways of working across teams, clients, and job types, while keeping the commercial truth consistent.
Ready to turn agency control into ? profit
Start a free trial or book a demo. We'll show you the workflow end-to-end – from Job setup and timesheets to approvals and billing, with invoices flowing into Xero or QuickBooks.
Frequently asked questions
No. Sam is designed to connect to a proper accounting system. Most teams use Sam to prepare billing cleanly, then push invoices through Xero or QuickBooks.
Sam suits creative, digital, PR, dev, production, and hybrid agencies delivering client work.
Yes. Different job types can run with different controls and billing rhythms.
Sam's goal is fast capture and clear usefulness – so timesheets feel like part of delivery, not punishment.