SimplyWise Cost Estimator FAQs

To add fees to your estimate, you’ll want to add them as a line item using the steps below:

1. Navigate to the folder where the estimate is saved
2. Tap into the estimate to view the line items
3. Tap any + Item on the far right
4. Label the new line item such as fees or credit card processing fee
5. Select the unit as 1
6. Add the price
7. Tap Save
8. This will now be added as a line item in the estimate
9. You can let the client see or or elect to hide it when sending by removing the ability for them to see line items

To hide the mark up from the estimate, open your saved estimate from the folder and tap line items. Scroll to the bottom and swipe from right to left and tap the red trashcan icon.

If you want to include the markup in your estimate for your visibility, but hide this from your client by making it invisible on the estimate they receive, you’ll want to uncheck the Markup box in the Share Estimate screen before sending to them.