Question 1

Edit Estimate:  How can I see the original estimate before edits?

Crystal · Accepted Answer

To view the history of an estimate, you can tap into the estimate details screen and then tap on the History icon on the upper right.

Please note, this is a view only feature at this time.

Question 2

Edit Estimate: How can I edit an estimate?

Crystal · Accepted Answer

To edit your estimate, tap into the folder where you’ve saved it and tap into the estimate – you should see the line items and multiple tabs at the top of the screen.

You can make changes to individual line items or by tapping the Edit with AI button.

Be sure to check out our video tutorial below and follow along in your app.

https://youtu.be/NP1yTYgEjjU

Question 3

Edit Estimate: How can I edit the Project Breakdown in my estimate?

Crystal · Accepted Answer

To view your project breakdown, tap into the folder where it’s been saved to view the Estimate Details screen. From this screen, you’ll want to tap on the Project Breakdown field and make your desired changes there.

Question 4

Edit Estimate: How do I change the Estimate date?

Crystal · Accepted Answer

The estimate date is automatically generated when the estimate is created and cannot be changed on existing shared estimates. To get a new date, you'll need to generate a new estimate - the new estimate will have today's date.

We're currently working on adding the ability to update estimate dates on existing shared estimates. Stay tuned for this enhancement in upcoming versions!

Alternatively, as a temporary workaround, you can use software like Adobe to edit the estimate PDF directly after downloading it.

Question 5

Edit Estimate: How do I update the estimate status?

Crystal · Accepted Answer

To update the estimate status, you can use these steps:

Tap into the folder where the estimate is located
Tap into the estimate so you can see the details (line items)
Tap the three dots on the upper right corner
Tap Update Status from the drop down menu
Scroll the wheel to make your selection
Tap Done

Question 6

Edit Estimate: What if I accidentally set the estimate status and need to change it?

Crystal · Accepted Answer

No worries! You can change an estimate status with a few taps.

To do this, you can use these steps:

Tap into the folder where the estimate is located
Tap on the estimate to view the details (line items)
Tap the three dots on the upper right hand corner
Tap Update Status
Scroll the wheel to change the status
Tap Done

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

SimplyWise Cost Estimator FAQs

Cost Estimator

Edit Estimate: How can I see the original estimate before edits?

Edit Estimate: How can I edit an estimate?

Edit Estimate: How can I edit the Project Breakdown in my estimate?

Edit Estimate: How do I change the Estimate date?

Edit Estimate: How do I update the estimate status?

Edit Estimate: What if I accidentally set the estimate status and need to change it?

Cost Estimator

Edit Estimate: How can I see the original estimate before edits?

Edit Estimate: How can I edit an estimate?

Edit Estimate: How can I edit the Project Breakdown in my estimate?

Edit Estimate: How do I change the Estimate date?

Edit Estimate: How do I update the estimate status?

Edit Estimate: What if I accidentally set the estimate status and need to change it?

Previous

Next