Yes, you can access your SimplyWise Cost Estimator account across multiple devices. The app is available on Android/iOS smartphones, iPad and tablets, and web browsers. To access your account on a computer, please visit www.simplywise.com and select “Cost Estimator” from the options, then login. Please note that while multi-device access is supported, the web version […]
Subscription & Billing: Can I upgrade my subscription to team plan?
Unfortunately, we do not currently offer a team plan for the Estimator app. However, you can share your account with someone else by having them download the app on their device and log in using your phone number and password. Keep in mind they will have full access to your account with no way to […]
Account Management: How do I change my role (e.g. from contractor to handyman)?
During onboarding, we ask whether you’re a contractor, handyman, homeowner, landlord, or other to better understand who uses our app. This selection is just for internal research—it doesn’t affect your app experience or features. There’s no need to change it, and there’s currently no option to do so. You’re good to keep using the app […]
Account Management: How do I recover/change my password?
To protect your safety, we don’t have access to your original password for security reasons. To reset your password, simply log out of the app, then enter your phone number on the login page, and tap “Reset here” on the password page.
Client Intake Form: Why am I not receiving intake forms submitted by my clients?
There are two common reasons why client intake forms might not appear in your inbox: 1. If you manage multiple accounts, verify you’ve shared the correct intake form link. Each account has a unique form link, and forms must be submitted through your specific account’s link to route properly. 2. Forms may not appear if […]
Client Intake Forms: How do I generate a QR code with my client intake form?
Use a QR code generator like [https://www.qr-code-generator.com](https://www.qr-code-generator.com) to create a QR code for your client intake form.
Client Intake Forms: Can I use multiple client intake forms?
Currently, only one Client Intake Form link per account is supported. You can customize this link and share it on your website. If you need additional links, you will need a separate account with a different phone number and subscription.
Invoice Receipts: How do I send a receipt to my customer?
To send a paid receipt, make sure you have recorded all payments in the invoice. Once applied, you can tap into the folder where the invoice is saved and into the invoice, and tap Send Invoice.
Edit Estimate: How do I update the estimate status?
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