How do I merge estimates?

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: 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

Payment: Can my customers pay invoices directly through the app?

The app doesn’t currently offer built-in payment processing. However, you can easily include your preferred payment methods directly in your invoices so customers know how to pay you. To add payment methods to your invoice: Tap into the folder where the estimate/invoice is saved Tap the three dots in the upper right corner Tap Create […]

Create Estimate: How do I create an estimate template?

Currently, the template feature is only available on iOS devices (but should be available on Android devices soon!).  To get started, you’ll want to use these steps:  Tap the blue Create+ button on the home screen Tap Estimate from the pop up menu Tap On-Site Walk Through or Manual Entry Follow the prompts to input […]

Room Scan: Why don’t I have the LiDAR room scan feature in my app?

Currently, the Room Scan / LiDAR feature is only available on Apple Pro devices (iPhone Pro, iPad Pro) due to required hardware sensors — this is a hardware restriction, not a subscription restriction. It is not currently available on Android. To start a Room Scan: Tap the blue Create + button on the home screen […]

Overview: Is the Cost Estimator app compatible with Chromebook?

Yes! You can use the Cost Estimator on your Chromebook through our web app. To use the Cost Estimator on Chromebook: Open Chrome browser Go to app.simplywise.com Log in with your phone number or email The web app gives you full access to: Create and edit estimates Manage clients Send invoices Access all your templates […]

Send Estimate: How do I convert my estimate to PDF before sending?

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 […]

Create Estimate: Can I use video to create an estimate?

Currently, the app doesn’t support creating estimates from video, but we hope to offer this soon! In the meantime, you have several options: Photos — Take photos during the estimate creation process Image Renders — Add photos and render them to show clients what to expect Room Scan — Use LiDAR to capture measurements (iOS […]

Overview: How do I access the Cost Estimator on my computer or desktop?

You can access the web version of the Cost Estimator by logging in at: app.simplywise.com Currently, the web version is still being developed and doesn’t offer full functionality. On a computer today you can create and edit estimates, but the mobile app has the full feature set including: Room Scan (LiDAR measurements) Image Renders Voice-to-Text […]

Room Scan: What is it and how to use it?

The room scan feature is a great way to get measurements and a 3D model of the space of your project. To get started, tap the blue + button on the home screen, and then tap Room Scan and start from there. Be sure to save it once created, or you won’t be able to […]