To edit an invoice, you can use these steps: We also have a video library filled with quick tutorials that walk through the app’s features if you think that would be helpful. 📌 Link here: https://www.youtube.com/@simplywise-estimates/videos
Create Estimate: How do I set my hourly rate?
You can input the hourly rate in the project description field when inputting your scope of work, or you can tap into each line item and make adjustments there. Be sure to check out our video library filled with quick tutorials that walk through the app’s features 📌 Link here: https://www.youtube.com/@simplywise-estimates/videos
Edit Estimate: What if I accidentally set the estimate status and need to change it?
No worries! You can change an estimate status with a few taps. To do this, 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
SimplyWise Suite: How do I toggle between SimplyWise apps using the SimplyWise Suite?
To toggle between the SimplyWise: Cost Estimator app and the SimplyWise receipt app; SimplyWise mileage app; or SimplyWise AI receptionist app, tap the menu in the upper left corner, and then tap SimplyWise Suite. All subscribed apps will be on the screen, and you can tap into each of them at any time.
Other Questions: Where is the reconciliation feature in the app?
Reconciliation features are not available in the Cost Estimator app; they are available in the Receipt Scanner app.
Other Questions: Do you offer contracts?
We don’t currently have a contracts feature, but we’re working on adding one soon. Stay tuned for updates!
Other Questions: Can I turn an estimate into a work order within the app?
Currently, we cannot directly turn an estimate into a work order within the app. However, we offer an invoicing feature where you can define payment options and payment terms. To send an invoice, please follow these steps: 1. Tap into the estimate folder 2. Tap on the 3 dots in the top right corner of […]
Other Questions: How do I consolidate estimates for multiple projects into a single, cohesive estimate for the overall project to send to my customer?
Currently, we don’t have a feature to consolidate multiple projects into a single project. As a workaround, you can email all the estimates to yourself and then use a PDF software such as Adobe to combine them and add the comprehensive price before sending them by email to your client. We’re constantly working on improving […]
Other Questions:
While the Receipt Scanner app allows you to view both estimates and receipts in one place, the Cost Estimator app is currently designed to display estimates only. The ‘Spaces’ functionality and receipt viewing are exclusive to the Receipt Scanner app and not available in the Cost Estimator app.
Overview: Who can use this app? Is this for contractors or homeowners?
The app is designed for both contractors and homeowners, and is suitable for DIY projects, small businesses in skilled trades, and large commercial construction projects.