Rules can only be set up and managed through the mobile app, not the browser/web version. To set up rules: 1. Tap into the inbox on the upper right2. Tap the blue Rules button3. Tap the + on the upper right to add new4. To edit any existing rules, tap on the rule to make […]
How do I send my receipts and a spreadsheet report to my accountant?
To share both your receipts and a summary spreadsheet with your accountant, you will need to create a report in SimplyWise. The recommended way to do this is on your computer: log in at simplywise.com/login, select ‘Reports’ in the upper-left corner, and create your report there. On the mobile app, tap the menu in the […]
Can I add my own electronic signature to an estimate?
Currently, there is no way for you (the contractor) to sign the estimate within the app. The signature feature is available only to your client or customer, who can sign the estimate to indicate it has been approved.
Invoices: How do I control what my customer sees on their invoice — can I show a summary instead of all line items?
Yes! When creating an invoice from an existing estimate, you can choose how much detail your customer sees. After selecting your estimate and tapping Create Invoice, you’ll reach the Invoice Customization screen where you can toggle between: All line items — shows the full breakdown of every item, labor, and material Summary — shows a […]
Account Help: My estimates disappeared after the app crashed or I had to log back in — how do I recover them?
Don’t worry — your estimates are likely still saved to your account! You may just need to manually refresh the app to sync your data. Here’s how: 1. Tap the three horizontal bars (☰) icon at the top left of your SimplyWise home screen2. This will open the side menu3. Tap the small circle (refresh) […]
Overview: Does the Cost Estimator integrate with QuickBooks?
Currently, the Cost Estimator does not integrate directly with QuickBooks. However, you can download your estimates and invoices from your SimplyWise account and then upload them to QuickBooks manually. If you’d like to see a QuickBooks integration in the future, feel free to let our support team know — we love hearing your feedback!
How do I add Notes to an Invoice?
How to Include notes in the invoice: 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
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
Why am I being charged for SimplyWise apps?
If you’re seeing unexpected charges from SimplyWise, here are the most common reasons: **Free Trial Conversion:** Most SimplyWise apps offer a free trial that automatically converts to a paid subscription if not canceled. Check your app store subscriptions to see if your trial has ended. **Multiple App Subscriptions:** SimplyWise offers several apps (Cost Estimator, Receipt […]
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 […]