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 […]
E-Receipts and Email Connection: Why aren’t my email receipts coming through?
Setting up email receipt integration for the first time? SimplyWise integrates automatically with Gmail, Outlook, Yahoo, and AOL. To connect your email account: Tap Menu Tap Integrations Tap Email Tap Sync Accounts and follow the prompts For non-supported email providers, or to forward individual receipts manually, use your personal SimplyWise email address (found at Menu […]
General: How do I manually add a receipt without scanning?
You can manually add a receipt in the SimplyWise Receipt Scanner app without taking a photo. To manually add a receipt: Tap the camera icon on your home screen Tap “Skip” in the bottom-right corner Manually enter all the receipt data such as date, merchant name, amount, etc. Tap the folders line to select which […]
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 […]
Account Help: I lost my receipts or data – how do I recover my account?
If you’re seeing a fresh account or missing receipts, don’t panic! Your data is likely still safe. Here’s how to recover it: Most common cause: You may have accidentally created a new account instead of logging into your existing one. This can happen if you entered a different phone number or email. To recover your […]
Amazon Integration: Why aren’t my Amazon receipts showing individual line items?
When importing Amazon receipts, you may notice that multiple items appear as a single entry rather than individual line items. Here’s what’s happening and how to get the best results: Why this happens: Amazon’s order emails often combine all items into one summary. Our system imports what Amazon provides, which may group items together. To […]
General: How much storage space do I have for receipts?
Your storage depends on your subscription plan: Free Plan: With the free limited plan, you’ll enjoy 250 saves. This includes physical uploads as well as those imported using Amazon, email, PayPal, etc. – great for trying out the app! Paid Subscription: Unlimited receipt storage Receipts are stored securely and you can access them anytime. We […]
General: How do I scan multi-page receipts or documents?
SimplyWise makes it easy to capture multi-page receipts, invoices, or repair bills. To scan a multi-page document: Tap the camera icon to take a photo of the first page It will automatically open the receipt editing screen You’ll see a preview of the photo at the top with a little + sign icon Tap the […]
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 […]