Currently, the app doesn’t support creating estimates from video, but we hope to offer this soon! In the meantime, you have several options: Photos — Take photos during the estimate creation process Image Renders — Add photos and render them to show clients what to expect Room Scan — Use LiDAR to capture measurements (iOS […]
Overview: How do I access the Cost Estimator on my computer or desktop?
You can access the web version of the Cost Estimator by logging in at: app.simplywise.com Currently, the web version is still being developed and doesn’t offer full functionality. On a computer today you can create and edit estimates, but the mobile app has the full feature set including: Room Scan (LiDAR measurements) Image Renders Voice-to-Text […]
Account Management: How do I adjust the app size on my iPad or tablet device?
Currently, there isn’t a way to adjust the mobile app size for any of the devices. If using the mobile phone isn’t ideal, you’re welcome to use the web version from your tablet (or computer) at www.simplywise.com/login and then clicking on the Cost Estimator side. It may be helpful to know that the web version […]
General: Does SimplyWise have an affiliate or referral program?
Yes, we do! Please connect with our support team at support@simplywise.com and they will be happy to help!
General: How far back can SimplyWise track receipts?
SimplyWise can track any receipt with any date. The key to the software capturing the date correctly is to ensure the receipt is clear and legible. For worn receipts or those with hard to read dates, you can simply manually update the date when saving. The app will automatically order these for you chronologically.
General: How do I get past years receipts?
Your SimplyWise app can hold all of your receipts indefinitely so long as you don’t delete them. You can download the receipt images any time by logging into your account at www.simplywise.com and clicking on Reports on the header and selecting Download Images. To run reports on any saved receipts, you’ll want to ensure you’ve […]
General: How do I get a receipt for my SimplyWise subscription?
Obtaining a receipt for your SimplyWise subscription will depend on the platform where the subscription was purchased. If you elected to handle billing for your subscription via the App Store or the Google Play Store, you can tap into those settings on your device to locate your receipt. If you paid via PayPal or Stripe […]
Integrations: How do I disconnect my PayPal account?
Once your PayPal sync is completed, the PayPal connection automatically disconnects, so no further action is required.
Integrations: How do I connect my PayPal account?
To connect your PayPal account on your SimplyWise mobile device, use these steps: Tap menu Tap Integrations Tap PayPal Tap Connect Account and follow the prompts to connect All imports will land in your to be saved folder on the PayPal tab on the upper right unless you have rules in place that would categorize […]
General: What is a private folder?
A private folder is a folder that has not been shared with anyone; only you can see the contents of a private folder.