You can quickly merge estimates with a few taps, bringing multiple projects into one document before sending to your client.
To merge estimates, you can use these steps:
- Tap into the folder where the estimates are located
- Tap the blue Select button on the upper right
- Tap on every estimate you would like to merge to select it
- Once selected, you should see a blue check mark on it indicating that it’s been selected
- Once you’ve finished selecting them, tap Merge at the bottom
- Tap Merge to complete the process
- See tutorial below
We also have a video library filled with quick tutorials that walk through the app’s features 📌 Link here: https://www.youtube.com/@simplywise-estimates/videos