To update the estimate status, you can use these steps:
Invoices: How can I show my payment terms on the invoice?
To show payment terms on the invoice, you’ll want to follow these steps: You can make changes anytime here as well as apply payments when needed by tapping the Record Payment button on the Preview Invoice Screen
Edit Estimate: How do I change the Estimate date?
The estimate date is automatically generated when the estimate is created and cannot be changed on existing shared estimates. To get a new date, you’ll need to generate a new estimate – the new estimate will have today’s date. We’re currently working on adding the ability to update estimate dates on existing shared estimates. Stay […]
Sending/Sharing Estimate: How do I unsend an estimate?
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.
Sending/Sharing Estimate: How do I change my default email address when sending an estimate?
To change your default email address when sending an estimate, go to Menu>Business Info and update your business address there.
Sending/Sharing Estimate: How can I share an estimate with the approval feature turned off?
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 […]
Sending/Sharing Estimate: Why am I not receiving push notifications when my client approves my estimate?
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 […]
Sending/Sharing Estimate: How do I see if the estimate has been approved or not?
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 […]
Sending/Sharing Estimate: How do I track shared estimates?
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 […]
Sending/Sharing Estimate: How do I edit the disclaimer when sending the estimate to a client?
You can edit the disclaimer on your estimates by following these steps: 1. Tap into the folder where the estimate is saved. 2. Either tap the three dots in the upper right corner, or open the estimate and then tap the three dots in the upper right of the details screen. 3. Select “Send Estimate.” […]