Documentation

SamTechy Documentation

Everything you need to set up, configure, and get the most out of SamTechy for your organization.

Getting Started

Quick Start Guide

Set up your organization, invite your team, and create your first ticket in under 10 minutes.

Organization Setup

Configure your org settings, regions, machine models, and service parameters.

Team Onboarding

Add admins, engineers, dealers, and customers. Assign roles and set permissions.

Core Modules

Ticket Management

Create, assign, track, and close service tickets. Priority levels, photo uploads, and full audit trails.

Machine Tracking

Register machines with model, serial number, warranty, and ownership. Track full service history.

Analytics & Reports

Real-time dashboards, engineer scorecards, expense breakdowns, and exportable reports.

Expense Management

Submit, categorize, and approve field expenses with photo evidence and audit trails.

AMC & Rewards

Configure maintenance contracts and multi-tier reward schemes for engineers.

Referral System

Structured referral workflow with approval chains and auto-ticket generation.

Platform & Security

Push Notifications

Configure notification preferences, channels, and delivery for your team.

Authentication & Security

Email/password, phone, OTP, biometric login methods. Session management and data isolation.

Cross-Platform Guide

Platform-specific features and setup guides for Android, iOS, Windows, and Web.