Cost Estimator
You can download any estimate as a PDF to share with customers who prefer attachments over links.
To download your estimate as a PDF:
- Open the folder where your estimate is located
- Tap the three dots in the upper right corner
- Select “Send Estimate”
- Tap “Preview”
- On the Preview & Send screen, tap the download arrow in the upper right corner
- This will save the estimate as a PDF directly to your device
To print your estimate:
Once you’ve downloaded the PDF using the steps above, you can print it directly from your device’s file manager or share it to a printer.
📌 Need more help? Check out our video tutorial library for step-by-step walkthroughs!
When sending an estimate via the app, there is a default email message that you can customize to fit your needs and your preferences.
To make edits, you’ll want to go through the flow of sending an estimate to get to the Send Estimate screen.
Once there, scroll down to the “Message” section, tap the three dots on the upper right and then tap “Edit” from the drop down menu, and make changes there.
Please note this message is visible when selecting to send using the “email” button and sending from the app. When selecting “other sharing options”, you will be able to customize your own message when sending from your desired platform.
Follow along with our quick tutorial below!
To edit the subject line for an estimate being sent via email, you can do this while sending the estimate or from a previously saved estimate.
When sending a recently generated estimate, you can make changes on the Share Estimate screen or directly in the email subject line before sending.
If you have a saved estimate that you would like to edit, you’ll want to tap into the saved estimate, tap the three dots on the upper right > send estimate > preview(x2) > share estimate > email > select email from your phone > edit subject line.
To send your saved estimate, you’ll want to tap into the folder where you’ve previously saved it and you can either tap the three dots on the upper right and tap Send Estimate, or tap into the estimate and do the same – tap on the three dots on the upper right corner and tap Send Estimate.
From there, you’ll want to tap Preview and then Send.
You’ll have two options to send – via the app using the “email” button and via a variety of other methods (text, FB, etc.) including sending directly from your own email app on your device.
Follow along in the the tutorial below and quickly send out your estimates!
Unfortunately, the approval feature cannot be turned off at the moment. However, to share an estimate without the signature and approval flow, you can follow these steps:
1. Generate the estimate
2. Preview the estimate
3. Download it as a PDF
4. Share the downloaded PDF directly with your client. This way, you can share your estimate without requiring the client to go through the formal approval process.
To change your default email address when sending an estimate, go to Menu>Business Info and update your business address there.
To customize the subject line and email message when sending an estimate:
1. Tap into the folder where the saved estimate is located that you would like to send.
2. Tap the three dots on the estimate you would like to send via email.
3. Tap “Send Estimate”.
4. Review all details and make any changes needed.
5. Tap “Review & Send” at the bottom.
6. On the Review Estimate screen, scroll to the bottom and tap “Send Estimate”.
7. Tap “Email” on the pop-up.
8. On the “Confirm Email Delivery” pop-up screen, customize the Email Subject Line and Email body.
9. Tap Send Estimate when completed.
You can see if your estimate has been approved by:
1. Checking for push notifications. You’ll receive both an email and a push notification when your client approves the estimate.
2. Looking at the estimate status in the app. When a client signs and approves your estimate, its status will automatically update from “Sent” to “Approved”. You can see this status change in the folder where the estimate was saved.
After sharing your estimate with a client, you can track its status in several ways:
1. You’ll receive a push notification when your client opens the estimate.
2. In the app, locate estimates in their saved folders. You can filter estimates by status at the top of a folder (Sent/Approved) to quickly find what you’re looking for.
3. When your client signs and approves the estimate, the status will automatically update to ‘Approved’, and you’ll receive both an email and push notification alerting you to this change.
Since estimates are sent via email or text message, there is no way to unsend them directly from the SimplyWise app. You can manage this via your email or text service, depending on the platform you used.
You should receive push notifications when your client approves an estimate. If you’re not receiving push notifications, please check your notification permissions in both your device settings as well as your settings in the Cost Estimator app.
Go to your device Settings > find our app > Notifications, and ensure notifications are enabled. Additionally, verify in-app notification settings by going to app Settings > Permissions > Notifications and enable notifications from there.