Quickly download an estimate for your records using these steps and tutorial below.
Print: How do I print an estimate?
To print your estimate, you can use the steps below, or you can send the estimate to yourself like the below tutorial walks through and print from there.
Estimate Number: How do I edit an estimate number?
To edit an estimate number, you can use these steps and follow along in our quick tutorial below.
Invoice Number: How do I update or edit the invoice number?
To update or edit the invoice number, you can use the following steps and follow along with the tutorial below!
Line Items: How do I hide or show line items in the estimate I send to my clients?
There are several options to show or hide line items when sending an estimate to your client or customer. To do this, you’ll want to navigate to the Send Estimate screen and scroll down to the Estimate section where the Line Items options is located. You’ll see four different options, each of which show more […]
Blueprints/Plans: Can I use blueprints/plans to create an estimate?
You can absolutely include your set of plans in your estimate! To get started, you’ll want to tap the blue circle button on the lower right on your Home screen and tap Estimate. From there, you’ll be taken to the Project Description page and see a series of small icons under the box where you’d […]
Mark Up: How do I hide the markup in my SimplyWise estimate?
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 […]
Edit Estimate: How can I edit the Project Breakdown in my estimate?
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.
Edit Estimate: How can I edit an estimate?
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 […]
Client Info: How do I add a new client or multiple locations for the same client? How do I manage multiple job site addresses for the same client?
Adding multiple locations for the same client only takes a few taps. To get started, tap Clients icon on the lower right and then tap +New Client Here you can tap Import from Contacts to import directly from your phone or manually input as well. To enter manually, complete all the fields on the screen, […]