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.sw__btn{padding:13px 28px;font-size:15px;}<\/style>\n<script>\n(function(){\n  try{\n    var b=document.body;\n    if(b && b.classList){b.classList.add('single-post');}\n  }catch(e){}\n})();\n<\/script>\n<article class=\"sw sw-a\">\n<header class=\"sw__hero\">\n<div class=\"sw__inner\">\n<nav class=\"sw__crumb\">Blog &nbsp;&rsaquo;&nbsp; FAQs<\/nav>\n<span class=\"sw__eyebrow\">SimplyWise Cost Estimator &middot; FAQs<\/span>\n<h1>SimplyWise Cost Estimator FAQs<\/h1>\n<p class=\"sw__dek\">These answers cover the SimplyWise Cost Estimator: how it prices a job from a photo, what goes on the estimate you send, and how billing works. If you have not used it yet, the trial is the fastest answer.<\/p>\n<div class=\"sw__hero-cta\"><a class=\"sw__btn\" href=\"https:\/\/swcostestimator.app.link\/ce-ai\" rel=\"noopener\" target=\"_blank\">Try SimplyWise Cost Estimator free<\/a><span class=\"sw__hero-cta-note\">7-day free trial &middot; $29.99\/mo or $239.99\/yr<\/span><\/div>\n<div class=\"sw__meta\">\n<span>SimplyWise<\/span>\n<i><\/i>\n<span>Updated September 30, 2026<\/span>\n<\/div>\n<\/div>\n<\/header>\n\n<div class=\"sw__body\">\n<div class=\"sw__inner\">\n<style>.ewd-ufaq-post-margin-symbol { color: #181c3f !important; }.ewd-ufaq-faq-title .ewd-ufaq-post-margin-symbol span { font-size: 20px !important; }.ewd-ufaq-faq-display-style-block:hover .ewd-ufaq-post-margin-symbol, .ewd-ufaq-faq-display-style-block:hover h3 { color: #fff7f7 !important; }.ewd-ufaq-faq-display-style-border_block:hover .ewd-ufaq-post-margin-symbol, .ewd-ufaq-faq-display-style-border_block:hover h3 { color: #fff7f7 !important; }.ewd-ufaq-faq-header-title a { font-family: 'Inter', sans-serif !important; }div.ewd-ufaq-faq-title h3 { font-family: 'Inter', sans-serif !important; }div.ewd-ufaq-faq-title h3 { font-size: 20px !important; }div.ewd-ufaq-faq-title h3 { color: #181c3f !important; }div.ewd-ufaq-faq-post p { font-family: 'Inter', sans-serif !important; }div.ewd-ufaq-faq-post p { color: #110e0e !important; }div.ewd-ufaq-author-date { font-family: 'Inter', sans-serif !important; }div.ewd-ufaq-faq-category-title h2 { font-family: 'Inter', sans-serif !important; }div.ewd-ufaq-faq-categories, div.ewd-ufaq-faq-tags { font-family: 'Inter', sans-serif !important; }div.ewd-ufaq-faq-categories, div.ewd-ufaq-faq-tags { font-size: 12px !important; }div.ewd-ufaq-faq-categories, div.ewd-ufaq-faq-tags { padding: 10px !important; }.search-field {\r\n  width: 100% !important;\r\n  max-width: 900px !important;\r\n  margin-left: 0 !important;\r\n  margin-bottom: -20px !important;\r\n}\r\n.ewd-ufaq-faq-category-title {\r\n  display: none !important;\r\n}\r\n#ewd-ufaq-text-search {\r\n  width: 100% !important;\r\n  border-radius: 4px !important;\r\n  font-size: 18px !important;\r\n  box-sizing: border-box !important;\r\n  padding: 20px !important;\r\n}\r\n.ewd-ufaq-faqs {\r\n  margin-top: 0px !important;\r\n}\r\nul.ui-autocomplete {\r\n  display: none !important;\r\n}\r\n.ewd-ufaq-faq-div {\r\n  margin: 0 !important;\r\n  padding: 0 !important;\r\n}\r\n@media (max-width: 768px) {\r\n  h1.entry-title {\r\n    margin-top: 10px !important;\r\n    margin-bottom: 10px !important;\r\n    font-size: 30px !important;\r\n  }\r\n  \r\n  div.ewd-ufaq-faqs div h3 {\r\n    font-size: 18px !important;\r\n  }\r\n}<\/style><div id='ewd-ufaq-jquery-ajax-search'>\n\n\t<label class='ewd-ufaq-field-label' for='ewd-ufaq-text-search'>\n\t\tEnter your question:\n\t<\/label>\n\n\t<input type='hidden' name='show_on_load' value='' id='ewd-ufaq-show-on-load' \/>\n<input type='hidden' name='include_category' value='' id='ewd-ufaq-include-category' \/>\n<input type='hidden' name='exclude_category' value='' id='ewd-ufaq-exclude-category' \/>\n<input type='hidden' name='orderby' value='title' id='ewd-ufaq-orderby' \/>\n<input type='hidden' name='order' value='asc' id='ewd-ufaq-order' \/>\n<input type='hidden' name='post_count' value='-1' id='ewd-ufaq-post-count' \/>\n<input type='hidden' name='current_url' value='\/blog\/wp-json\/wp\/v2\/pages\/4878' id='ewd-ufaq-current-url' \/>\n\t<div class=\"search-field\">\n\t\t<input\n\t\t\tid='ewd-ufaq-text-search'\n\t\t\ttype='search'\n\t\t\tclass='ewd-ufaq-text-input ewd-ufaq-text-auto-complete'\n\t\t\tplaceholder='Enter your question...'\n\t\t\tvalue='' \/>\n\t\t<button type=\"button\" class=\"clear-field\" data-state=\"hidden\">x<\/button>\n\t<\/div>\n\n\t\n<\/div><div  class=\"ewd-ufaq-faq-list ewd-ufaq-page-type-distinct ewd-ufaq-category-tabs- ewd-ufaq-search\" id='ewd-ufaq-faq-list'>\n\n\t<input type='hidden' name='show_on_load' value='' id='ewd-ufaq-show-on-load' \/>\n<input type='hidden' name='include_category' value='' id='ewd-ufaq-include-category' \/>\n<input type='hidden' name='exclude_category' value='' id='ewd-ufaq-exclude-category' \/>\n<input type='hidden' name='orderby' value='title' id='ewd-ufaq-orderby' \/>\n<input type='hidden' name='order' value='asc' id='ewd-ufaq-order' \/>\n<input type='hidden' name='post_count' value='-1' id='ewd-ufaq-post-count' \/>\n<input type='hidden' name='current_url' value='\/blog\/wp-json\/wp\/v2\/pages\/4878' id='ewd-ufaq-current-url' \/>\n\t\n\t\n\t<div class='ewd-ufaq-faqs'>\n\n\t\t\n\t<\/div>\n\n\t\n<\/div>\n\n<aside class=\"sw__tldr\"><div class=\"sw__tldr-label\">If you are still deciding<\/div><p><strong>Does it really price a job from a photo?<\/strong> Snap a photo of the room or the exterior and the app returns an itemized estimate, priced by material and labor, in about 6 seconds. <a href=\"https:\/\/swcostestimator.app.link\/ce-ai\" rel=\"noopener\" target=\"_blank\">See it work<\/a><\/p><p><strong>What does it cost?<\/strong> The app is free to download with a 7-day free trial, then $29.99\/mo or $239.99\/yr (about $20\/mo on annual). Every plan includes the full feature set. <a href=\"https:\/\/swcostestimator.app.link\/ce-ai\" rel=\"noopener\" target=\"_blank\">Start the free trial<\/a><\/p><\/aside>\n<style>.ewd-ufaq-post-margin-symbol { color: #181c3f !important; }.ewd-ufaq-faq-title .ewd-ufaq-post-margin-symbol span { font-size: 20px !important; }.ewd-ufaq-faq-display-style-block:hover .ewd-ufaq-post-margin-symbol, .ewd-ufaq-faq-display-style-block:hover h3 { color: #fff7f7 !important; }.ewd-ufaq-faq-display-style-border_block:hover .ewd-ufaq-post-margin-symbol, .ewd-ufaq-faq-display-style-border_block:hover h3 { color: #fff7f7 !important; }.ewd-ufaq-faq-header-title a { font-family: 'Inter', sans-serif !important; }div.ewd-ufaq-faq-title h3 { font-family: 'Inter', sans-serif !important; }div.ewd-ufaq-faq-title h3 { font-size: 20px !important; }div.ewd-ufaq-faq-title h3 { color: #181c3f !important; }div.ewd-ufaq-faq-post p { font-family: 'Inter', sans-serif !important; }div.ewd-ufaq-faq-post p { color: #110e0e !important; }div.ewd-ufaq-author-date { font-family: 'Inter', sans-serif !important; }div.ewd-ufaq-faq-category-title h2 { font-family: 'Inter', sans-serif !important; }div.ewd-ufaq-faq-categories, div.ewd-ufaq-faq-tags { font-family: 'Inter', sans-serif !important; }div.ewd-ufaq-faq-categories, div.ewd-ufaq-faq-tags { font-size: 12px !important; }div.ewd-ufaq-faq-categories, div.ewd-ufaq-faq-tags { padding: 10px !important; }.search-field {\r\n  width: 100% !important;\r\n  max-width: 900px !important;\r\n  margin-left: 0 !important;\r\n  margin-bottom: -20px !important;\r\n}\r\n.ewd-ufaq-faq-category-title {\r\n  display: none !important;\r\n}\r\n#ewd-ufaq-text-search {\r\n  width: 100% !important;\r\n  border-radius: 4px !important;\r\n  font-size: 18px !important;\r\n  box-sizing: border-box !important;\r\n  padding: 20px !important;\r\n}\r\n.ewd-ufaq-faqs {\r\n  margin-top: 0px !important;\r\n}\r\nul.ui-autocomplete {\r\n  display: none !important;\r\n}\r\n.ewd-ufaq-faq-div {\r\n  margin: 0 !important;\r\n  padding: 0 !important;\r\n}\r\n@media (max-width: 768px) {\r\n  h1.entry-title {\r\n    margin-top: 10px !important;\r\n    margin-bottom: 10px !important;\r\n    font-size: 30px !important;\r\n  }\r\n  \r\n  div.ewd-ufaq-faqs div h3 {\r\n    font-size: 18px !important;\r\n  }\r\n}<\/style><div  class=\"ewd-ufaq-faq-list ewd-ufaq-page-type-distinct ewd-ufaq-category-tabs-\" id='ewd-ufaq-faq-list'>\n\n\t<input type='hidden' name='show_on_load' value='' id='ewd-ufaq-show-on-load' \/>\n<input type='hidden' name='include_category' value='cost-estimator' id='ewd-ufaq-include-category' \/>\n<input type='hidden' name='exclude_category' value='' id='ewd-ufaq-exclude-category' \/>\n<input type='hidden' name='orderby' value='title' id='ewd-ufaq-orderby' \/>\n<input type='hidden' name='order' value='asc' id='ewd-ufaq-order' \/>\n<input type='hidden' name='post_count' value='-1' id='ewd-ufaq-post-count' \/>\n<input type='hidden' name='current_url' value='\/blog\/wp-json\/wp\/v2\/pages\/4878' id='ewd-ufaq-current-url' \/>\n\t\n\t\n\t<div class='ewd-ufaq-faqs'>\n\n\t\t<div id='ewd-ufaq-faq-category-cost-estimator' class='ewd-ufaq-faq-category'>\n\t\n\t<div class='ewd-ufaq-faq-category-title '  >\n\t\t\n\t\t<h2 title=\"Click here to open Cost Estimator\">\n\t\t\tCost Estimator\t\t\t\t\t<\/h2>\n\t\n\t<\/div>\n\t\n\t<div class='ewd-ufaq-faq-category-inner ' >\n<div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-6723-kmwaLJtY2l' data-post_id='6723'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\t\u00bfC\u00f3mo cambio el idioma de la aplicaci\u00f3n a espa\u00f1ol? | How do I change the language of the app to Spanish?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\"><strong>Para cambiar el idioma en la aplicaci\u00f3n Cost Estimator, sigue estos pasos:<\/strong><\/p>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Desde la pantalla de inicio de la aplicaci\u00f3n, toca el <strong>men\u00fa<\/strong> en la esquina superior izquierda (las tres l\u00edneas horizontales).<\/li>\n\n\n\n<li>Toca <strong>Configuraci\u00f3n<\/strong>.<\/li>\n\n\n\n<li>Toca <strong>Idioma<\/strong>.<\/li>\n\n\n\n<li>Selecciona <strong>Espa\u00f1ol<\/strong>.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>To change the language in your Cost Estimator app, you can \u00a0use these steps:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>From the home screen in your app, tap menu on the upper left corner (three horizontal lines)<\/li>\n\n\n\n<li>Tap Settings<\/li>\n\n\n\n<li>Tap language<\/li>\n\n\n\n<li>Tap Espa\u00f1ol<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-5258-JIrRJQndAA' data-post_id='5258'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tAccount Help: My estimates disappeared after the app crashed or I had to log back in, how do I recover them?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t<p>Don&#8217;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&#8217;s how:<\/p>\n<p>1. Tap the three horizontal bars (\u2630) icon at the top left of your SimplyWise home screen<br \/>2. This will open the side menu<br \/>3. Tap the small circle (refresh) icon<br \/>4. Wait a few seconds for your estimates to sync<\/p>\n<p>If your estimates still don&#8217;t appear after refreshing, please reach out to our support team at support@simplywise.com and we&#8217;ll be happy to help.<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-6053-4JHzsHsKbK' data-post_id='6053'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tAccount Management: Can I share my Cost Estimator account with my staff, team members, or business partner?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t<p>Yes, you can share your account with staff by giving them your login credentials. They will need to download the app and sign in with your phone number and password.<\/p>\n<p>Please note that they will have full access to your account with no way to restrict what they can see or do. You can also use the same login across multiple devices.<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4983-ixkISngVu0' data-post_id='4983'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tAccount Management: Can I use the app on multiple devices?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">Yes, you can use the app across multiple mobile and tablet devices. Simply download the app on each device and use the same login credentials to access your account. All your estimates should be synced and accessible from any device.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">However, please note that while estimates are synced across all devices, some features do not sync across devices, such as stored pricing preferences, markup settings, and business information. These will need to be set up individually on each device.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-5145-yA205DHQ3l' data-post_id='5145'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tAccount Management: How do I adjust the app size on my iPad or tablet device?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">Currently, there isn&#8217;t a way to adjust the mobile app size for any of the devices. If using the mobile phone isn&#8217;t ideal, you&#8217;re welcome to use the web version from your tablet (or computer) at estimator.simplywise.com<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Be sure to check out our video library filled with quick tutorials that walk through the app&#8217;s features. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udccc <strong>Link here: <\/strong><a href=\"https:\/\/www.youtube.com\/@simplywise-estimates\/videos\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>https:\/\/www.youtube.com\/@simplywise-estimates\/videos<\/strong><\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4980-ihVB8WUy0m' data-post_id='4980'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tAccount Management: How do I change my role (e.g. from contractor to handyman)?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">During onboarding, we ask whether you&#8217;re a contractor, handyman, homeowner, landlord, or other to better understand who uses our app. This selection is just for internal research. It doesn&#8217;t affect your app experience or features. There&#8217;s no need to change it, and there&#8217;s currently no option to do so. You&#8217;re good to keep using the app normally, no matter which role you selected!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4979-LTwIkCLBNB' data-post_id='4979'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tAccount Management: How do I recover\/change my password?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">To protect your safety, we don&#8217;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 &#8220;Reset here&#8221; on the password page. You&#8217;ll want to ensure you have the phone in hand with the phone number registered on the account to complete the process with a text verification code.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4984-OkLl2A65EO' data-post_id='4984'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tAccount Management: Is there any way I can add another user to this account?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">While you can&#8217;t add another user to the account, you&#8217;re welcome to share your account with someone else. To do this, they will need to download the app on their phone and use your phone number and password to log into your account. Please keep in mind that they will have full access to your account and there isn&#8217;t a way to limit their access to anything.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Should you need to revoke access, you&#8217;ll want to change the password. Please make sure you have the phone in hand with the registered phone number in hand to complete the password change process with a text verification code. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you&#8217;ve changed phone numbers, you&#8217;ll want to update the new phone number by tapping menu &gt; your name and completing that process before changing the password to prevent from getting locked out.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-7212-Ux3QVJhz3t' data-post_id='7212'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tAccount Settings: How do I change the email address on my Cost Estimator account?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t<p>Your Cost Estimator account is linked to the phone number you used to sign up, not an email address, so there&#8217;s no login email to change.<\/p>\n<p>If you want to <strong>change the email address estimates and invoices are sent from<\/strong>, you can update that separately:<\/p>\n<ol>\n<li>Open an estimate and tap the three dots in the upper right<\/li>\n<li>Select <strong>Send Estimate<\/strong><\/li>\n<li>Tap the <strong>From<\/strong> field to update your sending email address<\/li>\n<\/ol>\n<p>To update your <strong>business contact email<\/strong> that appears on estimates:<\/p>\n<ol>\n<li>Go to <strong>Menu &gt; Settings &gt; Business Info<\/strong><\/li>\n<li>Update the email field there<\/li>\n<\/ol>\n<p>If you&#8217;re having trouble accessing your account due to a phone number change, please contact support at <a href=\"mailto:support@simplywise.com\">support@simplywise.com<\/a>.<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4946-eRUP7i8GIU' data-post_id='4946'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tBlueprints | Plans: Does the app take measurements?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">Yes, on the latest version of the app. Upload your plan set with the \u201cBlueprint\u201d option and the app reads the measurements for you: it reads the printed scale, traces the walls on each floor, and pulls exterior and interior wall lengths, floor area per sheet and for the whole plan, door and window counts from the schedules, and the roof pitch and foundation notes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It still helps to add anything the plans don\u2019t show in the \u201cDescribe Project\u201d field. The more detailed this is, the more accurate your estimate will be.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Don\u2019t see the \u201cBlueprint\u201d option? Update the app from the App Store or Google Play.<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4915-KalKgFbd0J' data-post_id='4915'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tBlueprints\/Plans: Can I use blueprints\/plans to create an estimate?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">You can absolutely build your estimate from your set of plans!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">From your Home screen, tap Create (the blue + button), then tap Estimate. Under the project description, tap \u201cBlueprint\u201d (next to LiDAR, Photo and Walkthrough) and pick the PDF plan set from your files.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Describe the project, and the app reads the sheets. That takes about a minute per plan set, and you can skip the plan if you\u2019d rather not wait. Answer the follow-up questions about your plans, then review your estimate, with materials priced by trade.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">On an older version of the app? Update it from the App Store or Google Play first.<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4901-C0oBmhQtDa' data-post_id='4901'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tBusiness Logo &amp; Info: How do I add &amp; update my business logo?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">To add your business log, you&#8217;ll want to tap Menu&gt;Business Info and upload from there<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Follow along in our video tutorial below! <\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/BpwjjQX-RZo?feature=oembed\" frameborder=\"0\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-5262-KlGUPTFdiA' data-post_id='5262'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tCan I add my own electronic signature to an estimate?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t<p>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.<\/p>\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-8836-MEMmHbxJdf' data-post_id='8836'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tCan I attach additional documents like insurance certificates (ACORD forms) to my estimates?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">At the moment, there isn&#8217;t an option in the app to attach an additional document, such as an ACORD form, directly to an estimate. However, there are two workarounds:<br><br><strong>Option 1: Attach via Email<\/strong><br>When you send the estimate, select &#8220;other sharing options&#8221; to open your email app, where you can attach the insurance document to the email before sending it to your client.<br><br><strong>Option 2: Upload through the Photos section<\/strong><br><br>1. Save your estimate<br>2. Open the saved estimate<br>3. Tap Photos at the top of the screen<br>4. Upload your insurance certificate there<br>5. Note: you may need to upload page by page<br><br>When uploading in the images section, you can choose to show or hide this to the client when sending the estimate. Any images\/docs with a blue check mark will be included in the estimate sent to the client, while those without a blue check mark will not be shared, and will only be visible on your end within the app. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-7242-ge3EK0dkda' data-post_id='7242'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tCan I customize or use my own domain for estimate links sent to customers?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">Currently, the domain in the shared links cannot be customized and will show the SimplyWise branding. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We&#8217;re exploring how to enhance this, and hope to  have more customization available in the future! <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-8857-7ZERk6fyIX' data-post_id='8857'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tCan I export my data from the Cost Estimator app?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">Currently, you can export estimate data from the Cost Estimator app in CSV format, however, there isn&#8217;t a bulk export feature available at this time, so you&#8217;ll want to export each estimate individually. To do this, you can use the steps below.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>From the mobile app, navigate to the folder where the estimates are saved<\/li>\n\n\n\n<li>Tap into the estimate you would like to export<\/li>\n\n\n\n<li>Tap the three dots on the upper right corner<\/li>\n\n\n\n<li>On the pop up menu, tap Export CSV<\/li>\n\n\n\n<li>Send via your email app on the pop up menu<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">We&#8217;re working to expand features across the board and hope to offer a more robust export feature in the future! <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-6951-OJreD5hYc7' data-post_id='6951'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tCan I upload insurance claim reports or Xactimate files?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">Yes! You can upload insurance claim reports, Xactimate files, and other supporting documents in a few different ways:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Option 1: Attach documents directly to the estimate<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Save your estimate.<\/li>\n\n\n\n<li>Open the saved estimate.<\/li>\n\n\n\n<li>Tap <strong>Send<\/strong>.<\/li>\n\n\n\n<li>Upload your documents under <strong>Site Photos<\/strong>. <\/li>\n\n\n\n<li><strong>Note: you may need to upload page by page, so it may not be the most efficient for large docs and better for one page docs<\/strong><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Option 2: Upload through the Photos section<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Save your estimate.<\/li>\n\n\n\n<li>Open the saved estimate.<\/li>\n\n\n\n<li>Tap <strong>Photos<\/strong> at the top of the screen.<\/li>\n\n\n\n<li>Upload your reports, files, or supporting documentation.<\/li>\n\n\n\n<li><strong>Note: you may need to upload page by page, so it may not be the most efficient for large docs and better for one page docs<\/strong><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Option 3: Send through your email app (recommended for larger files)<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Open the saved estimate.<\/li>\n\n\n\n<li>Tap <strong>Send<\/strong>.<\/li>\n\n\n\n<li>Select <strong>Other Sharing Options<\/strong> instead of <strong>Email<\/strong>.<\/li>\n\n\n\n<li>Choose your preferred email app.<\/li>\n\n\n\n<li>Attach your insurance reports, Xactimate files, and any other supporting documents before sending.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">For larger reports and file attachments, using <strong>Other Sharing Options<\/strong> and sending through your email app is often the most efficient method.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-6720-cr1k2TuWts' data-post_id='6720'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tCan I use decimal tax rates?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">You can add this by using the following steps:\u00a0<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Tap into the saved estimates<\/li>\n\n\n\n<li>Navigate to where the line items are located<\/li>\n\n\n\n<li>Scroll down to the bottom where the mark up is listed<\/li>\n\n\n\n<li>Tap + Add Item<\/li>\n\n\n\n<li>Rename item to Tax Rate<\/li>\n\n\n\n<li>Tap percentage<\/li>\n\n\n\n<li>Enter the exact percentage<\/li>\n\n\n\n<li>Tap Save<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4910-ulZHw6XWjE' data-post_id='4910'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tClient Info: How do I add a new client or multiple locations for the same client? How do I manage multiple job site addresses for the same client?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Adding multiple locations for the same client only takes a few taps.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To get started, tap Clients icon on the lower right and then tap +New Client<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here you can tap Import from Contacts to import directly from your phone or manually input as well. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To enter manually, c<font dir=\"auto\" style=\"vertical-align: inherit\"><font dir=\"auto\" style=\"vertical-align: inherit\">omplete all the fields on the screen, and be sure to add identifying information on the first field labeled Name so you know which location you&#8217;re selecting from the drop down menu later when assigning an estimate or invoice.<\/font><\/font><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For example, you can label a client like this:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Johnson Properties, 123 Main St.<\/li>\n\n\n\n<li>Johnson Properties, Garage at 445 Elm St.\u00a0<\/li>\n\n\n\n<li>Johnson Properties, Office at 854 Holly St.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Follow along in our tutorial below to see steps in action!\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/UvVTQ2yYlec?feature=oembed\" frameborder=\"0\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-8837-QEnRNaBuSH' data-post_id='8837'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tClient Info: How do I delete a client from the app?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">Deleting a client from the app is a quick process. See below for steps how to do it with a few taps:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>From the mobile app home page, tap Clients on the lower right<\/li>\n\n\n\n<li>One the Clients screen, tap the client you would like to delete<\/li>\n\n\n\n<li>One the pop up screen, tap the little pencil icon on the upper right<\/li>\n\n\n\n<li>On the Edit Client screen, tap the trashcan icon to delete <\/li>\n\n\n\n<li>Once deleted, you&#8217;ll see a little green banner at the bottom of the screen confirming it was removed <\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4954-mRnouJMcrl' data-post_id='4954'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tClient Info: How do I include my customer\u2019s property address in the estimate?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">The best to include this information is to ensure you&#8217;ve added your client&#8217;s info into the app. You can do this by using these steps:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Tap Clients on the bottom on the home screen<\/li>\n\n\n\n<li>Tap the blue + New Client button on the lower right<\/li>\n\n\n\n<li>Enter Client details, including address<\/li>\n\n\n\n<li>Tap Save once completed<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Once saved in the app, you&#8217;ll be able to select the Client and their corresponding information from the Client Drop-Down menu<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you have the same client with multiple addresses, you can set up a client profile for each address by using the steps above. To distinguish each, simply put the address in the name field. For example: Barbara Smith &#8211; Oak Ln. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4908-p77MiMzO2J' data-post_id='4908'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tClient Intake Form: How do I send my client intake forms to new clients?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">To send your client form link to your prospective clients, you\u2019ll want to tap the menu (three horizontal lines icon in the upper left corner of your Home screen), and then on the Client Intake Forms heading. Copy the link from there!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Join us in the tutorial below to learn more about how to use the Client Intake Forms to gather details about your clients&#8217; project needs! <\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/HB8jDnIIrsg?feature=oembed\" frameborder=\"0\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4875-CAnhmtyzYm' data-post_id='4875'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tClient Intake Form: What is the client intake form?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">The Client Intake Form is a unique URL you can share with your clients when they are interested in doing a project with you. The short form asks clients for details about their desired project, and asks them to provide any photos of the site if they have them. Completed forms instantly appear in the \u201cInbox\u201d in your app. The Inbox is in the upper righthand corner of the homescreen. When a client submits a form, their information will appear there, as well as an option to instantly \u201cCreate Estimate\u201d off of the information they provided. To send the form to a customer, tap the menu on the upper left, then Client Intake Forms. You will be able to preview the form before you send it. You can then send this URL directly to customers, and even add it to your website.<br><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"344\" src=\"https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2025\/11\/ljs_handyman_services_framer-1024x344.webp\" alt=\"\" class=\"wp-image-4895\" srcset=\"https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2025\/11\/ljs_handyman_services_framer-1024x344.webp 1024w, https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2025\/11\/ljs_handyman_services_framer-300x101.webp 300w, https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2025\/11\/ljs_handyman_services_framer-768x258.webp 768w, https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2025\/11\/ljs_handyman_services_framer-1536x515.webp 1536w, https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2025\/11\/ljs_handyman_services_framer-2048x687.webp 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4978-r1OiLWNno4' data-post_id='4978'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tClient Intake Form: Why am I not receiving intake forms submitted by my clients?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">There are two common reasons why client intake forms might not appear in your inbox:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1. If you manage multiple accounts, verify you&#8217;ve shared the correct intake form link. Each account has a unique form link, and forms must be submitted through your specific account&#8217;s link to route properly.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2. Forms may not appear if clients skip required sections. Specifically, if clients don&#8217;t complete the construction-related prompt that generates questions, or if they submit a form with no answers in the Q&#038;A section, these are considered incomplete and won&#8217;t show in your inbox. Please confirm your clients have completed all required sections.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you are still running into any issues, connect with  us here: https:\/\/www.simplywise.com\/support<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4976-GavQTU1z5x' data-post_id='4976'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tClient Intake Forms: Can I use multiple client intake forms?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4977-uZxLCeb7eK' data-post_id='4977'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tClient Intake Forms: How do I generate a QR code with my client intake form?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">Use a QR code generator like <a href=\"https:\/\/www.qr-code-generator.com\">https:\/\/www.qr-code-generator.com<\/a> to create a QR code for your client intake form.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-6149-15qPU1WIkN' data-post_id='6149'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tCost Estimator: Does the app have a contracts feature to make estimates legally binding?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t<p>Not yet. A built-in contracts feature is something we are actively working on as we continue to expand the app.<\/p>\n<p>In the meantime, here are two free options that work well:<\/p>\n<ul>\n<li><strong>Signaturely<\/strong> (<a href=\"https:\/\/signaturely.com\/\">signaturely.com<\/a>): free downloadable Word and PDF contracts that are easy to customize<\/li>\n<li><strong>Jotform<\/strong> (<a href=\"https:\/\/www.jotform.com\/\">jotform.com<\/a>): templates with e-signature capabilities<\/li>\n<\/ul>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4948-weJCDbZXAU' data-post_id='4948'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tCreate Estimate: Can I recover a deleted estimate?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">To recover deleted estimates or invoices, you can tap Menu &gt; Recently Deleted and recover them from there.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4962-z3JMSHCkst' data-post_id='4962'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tCreate Estimate: Can I upload more than 1 image?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">Yes, you can upload multiple pictures. When generating a new estimate, you can include a maximum of 60 images.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once the estimate is saved, you can add more photos (and render them!) by tapping into the saved estimate, and then tapping on the photos icon at the top. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Also, when sharing your estimate, you&#8217;ll be able to attach more images to the shared estimate.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-5192-4KAUc5RwcG' data-post_id='5192'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tCreate Estimate: Can I use video to create an estimate?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t<p>Currently, the app doesn&#8217;t support creating estimates from video, but we hope to offer this soon!<\/p>\n<p><strong>In the meantime, you have several options:<\/strong><\/p>\n<ul>\n<li><strong>Photos<\/strong>: Take photos during the estimate creation process<\/li>\n<li><strong>Image Renders<\/strong>: Add photos and render them to show clients what to expect<\/li>\n<li><strong>Room Scan<\/strong>: Use LiDAR to capture measurements (iOS Pro devices)<\/li>\n<li><strong>Blueprints\/Plans<\/strong>: Upload existing blueprints or floor plans<\/li>\n<li><strong>Voice-to-Text<\/strong>: Describe the project using your voice<\/li>\n<\/ul>\n<p>We&#8217;re working on adding video support in the near future! \ud83d\ude0a<\/p>\n<p>\ud83d\udccc <strong>Need more help?<\/strong> Check out our <a href=\"https:\/\/www.youtube.com\/@simplywise-estimates\/videos\">video tutorial library<\/a> for step-by-step walkthroughs!<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4959-1EeR6FNs1O' data-post_id='4959'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tCreate Estimate: How can I change the labor calculation from hourly to cost per square foot?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">To generate the labor by the square foot, you can enter those details into the Project Description field when inputting all of the details for your estimate.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Alternatively, you can manually calculate the labor based on your measurements and add that as a line item.\u00a0 To add a line item, tap +Item to add the labor charge.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4941-u8oPNPOwxh' data-post_id='4941'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tCreate Estimate: How do I create a new estimate?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<ol class=\"wp-block-list\">\n<li>Tap the blue Create button on the bottom of the home screen, and then tap Estimate from the pop up menu.<\/li>\n\n\n\n<li>Enter your project details on the description page. For maximum accuracy, be as specific as possible and include any relevant measurements that you have. (Note that the app can not automatically &#8220;read&#8221; measurements from a photo. For now, you have to manually input all measurements.)<\/li>\n\n\n\n<li>Optionally add photos or blueprints if desired.<\/li>\n\n\n\n<li>Once completed, tap Next<\/li>\n\n\n\n<li>Answer the additional clarifying questions, or tap Skip <\/li>\n\n\n\n<li>Review the draft estimate and tap Generate Estimate<\/li>\n\n\n\n<li>Tap Save Estimate<\/li>\n\n\n\n<li>Select New Project or Existing Project (this cannot be changed later)<\/li>\n\n\n\n<li>Tap Continue<\/li>\n\n\n\n<li>Select folder (should see a blue check mark when selected)<\/li>\n\n\n\n<li>Tap Save<\/li>\n\n\n\n<li><\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-5213-ga7bsCUzXd' data-post_id='5213'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tCreate Estimate: How do I create an estimate template?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t<p><span dir=\"auto\" style=\"vertical-align: inherit\"><span dir=\"auto\" style=\"vertical-align: inherit\">The SimplyWise Cost Estimator app is available on iPhone and Android. The steps below are written for iPhone.\u00a0<\/span><\/span><\/p>\n<p><strong>To get started, you&#8217;ll want to use these steps:\u00a0<\/strong><\/p>\n<ol>\n<li>Tap the blue Create+ button on the home screen<\/li>\n<li>Tap Estimate from the pop up menu<\/li>\n<li>Tap On-Site Walk Through or Manual Entry<\/li>\n<li>Follow the prompts to input the scope of work<\/li>\n<li>Answer all of the questions that the app asks to gather more details for the project<\/li>\n<li>One the estimate is generated, tap through the prompts to save it to your folder<\/li>\n<li>When prompted to Save as Template, tap the blue button<\/li>\n<li>Name the template<\/li>\n<li>Tap Done<\/li>\n<\/ol>\n<p><span dir=\"auto\" style=\"vertical-align: inherit\"><span dir=\"auto\" style=\"vertical-align: inherit\">We also have a video library filled with quick tutorials that walk through the app&#8217;s features. \ud83d\udccc <\/span><\/span><a href=\"https:\/\/www.youtube.com\/@simplywise-estimates\/videos\"><strong><span dir=\"auto\" style=\"vertical-align: inherit\"><span dir=\"auto\" style=\"vertical-align: inherit\">Link here<\/span><\/span><\/strong><\/a><\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4947-xJrC7iluVV' data-post_id='4947'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tCreate Estimate: How do I return to my unfinished estimate if I accidentally exit or navigate away?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">Ideally, you&#8217;ll want to save the estimate to a project folder  before navigating away from it as the best practice. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When you generate a new estimate again, you should see a pop-up asking if you want to continue with (or delete) your previous draft. Simply tap &#8220;Continue&#8221; and you&#8217;ll be able to resume working on your last estimate. The app automatically saves your progress so you can pick up where you left off.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Alternatively, you can tap into your Drafts folder on the home screen and access from there. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-5003-aBB2p7PZ9q' data-post_id='5003'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tCreate Estimate: How do I set my hourly rate?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">You can input the hourly rate in the project description field when inputting your scope of work when creating the estimate, or you can tap into each line item and make adjustments there once the estimate is saved. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Be sure to check out our video library filled with quick tutorials that walk through the app&#8217;s features<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udccc\u00a0<strong>Link here:\u00a0<\/strong><a href=\"https:\/\/www.youtube.com\/@simplywise-estimates\/videos\"><strong>https:\/\/www.youtube.com\/@simplywise-estimates\/videos<\/strong><\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4944-SaEc8fUqhF' data-post_id='4944'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tCreate Estimate: What types of estimates can this app do?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">The app is designed for various projects, from small homeowner DIY jobs to large commercial construction projects. It also supports estimating for low voltage installations, cleaning, landscaping, and hardscaping projects. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Many of our customers tell us they use the app for projects even beyond the app\u2019s intended purposes, e.g. autobody work. We recommend trying any kind of project with the app to see how it works for you!<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4942-5emIMlfUST' data-post_id='4942'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tCreate Estimate: When I go to \u201cDescribe Project\u201d, why does it say my project description is \u201cPoor\u201d?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">This rating of your project description is based on how much detail you have provided. Including more information in the project description (including adding any photos\/blueprints you may have) will improve the accuracy of your estimate. However, you can \u2018submit\u2019 a project description even if the app rates it as \u201cPoor&#8221; but may not get the best estimate. The key to a solid estimate is a detailed and thorough project description. <\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4958-6drqZDmEYW' data-post_id='4958'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tCreate Estimate: Where do your prices come from?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">Our estimates are based on real market data tailored to your region. We use national construction pricing databases and adjust for regional cost differences automatically.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To get the most accurate estimates:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2022 Be specific in your project description: include project type, materials, and location (city or zip code).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2022 Add your business location in &#8220;Business Info&#8221; in the menu<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2022 Edit any line items manually after generating the estimate, and the app will learn from your edits.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This ensures the estimate reflects your actual cost and scope of work.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Keywords: where do your prices come from; where do you get your data; how are prices calculated<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4957-Oo2NfVH2Rs' data-post_id='4957'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tCreate Estimate: Why are the estimated prices inaccurate or different from my expectations?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">Our app generates initial cost estimates based on general market data for your area. You can improve accuracy by entering your business location in the menu under &#8220;Business Info&#8221; or adding address\/zip code in the project description field when inputting the scope of work. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can also adjust any prices that don&#8217;t match your expectations by tapping into an items and directly adjusting the quantity or price.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The app learns from your edits, so estimates will improve over time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4961-qowHdO8iwv' data-post_id='4961'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tCreate Estimate: Why can&#8217;t I create new estimates?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">If you&#8217;re having trouble creating new estimates, please confirm the following:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1. You are on a stable internet connection<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2. Your trial period is active<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3. Your subscription is current<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you do have stable internet, and your subscription is in fact active but you still can&#8217;t create a new estimate, let us know. There could be a bug for us to look into.<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4960-mfVpynXiyH' data-post_id='4960'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tCreate Estimate: Why can&#8217;t I save my estimates?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">If you&#8217;re having trouble saving estimates, please check your internet connection: A stable connection is required to save estimates.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you&#8217;re getting an error message, please reach out to our support team with the phone number on the account along with a screen recording or screenshots of what you&#8217;re seeing and we&#8217;ll be happy to take a look.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Support link: <a href=\"https:\/\/www.simplywise.com\/support\">https:\/\/www.simplywise.com\/support<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4950-sinhCg2rMn' data-post_id='4950'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tCreate Invoice: How do I generate an invoice from the estimate?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">To generate an invoice from an existing estimate within your mobile app:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to the estimate you&#8217;d like to create an invoice for<\/li>\n\n\n\n<li>Tap the three dots on the upper right corner of the estimate<\/li>\n\n\n\n<li>Tap Create Invoice<\/li>\n\n\n\n<li>Select All line items (to show everything in detail to the client) or Summary (to show limited view of details to client)<\/li>\n\n\n\n<li>Select Mark Up Setting \n<ol class=\"wp-block-list\">\n<li>If you want to distribute this across all line items, be sure to de-select the &#8216;Separate Mark Up&#8217; line<\/li>\n<\/ol>\n<\/li>\n\n\n\n<li>Tap Next<\/li>\n\n\n\n<li>Make any changes on the Create Invoice screen<\/li>\n\n\n\n<li>Tap Next when ready<\/li>\n\n\n\n<li>Select folder where you would like to save it<\/li>\n\n\n\n<li>Tap Save<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4955-Jqg6jtRhuk' data-post_id='4955'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tDiscounts: How do I apply a discount to an estimate?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">To add a discount, you can use these steps:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to the folder where the estimate is saved<\/li>\n\n\n\n<li>Tap into the estimate where you can view the line items<\/li>\n\n\n\n<li>Scroll down to the bottom where the mark up section is and tap Add Item<\/li>\n\n\n\n<li>Or, to add a new section, scroll down to the bottom and tap Add Section<\/li>\n\n\n\n<li>On the Edit Item screen, give the line item a name such as Veteran Discount<\/li>\n\n\n\n<li>Select either Fixed or Percentage<\/li>\n\n\n\n<li>Adjust the rate<\/li>\n\n\n\n<li>Tap Save<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4920-LiJSQnftrU' data-post_id='4920'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tDownload: How do I download an estimate?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">Quickly download an estimate for your records using these steps and tutorial below.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>If the estimate is already saved, tap into the folder where it\u2019s located and tap on the three dots on the upper right corner.<\/li>\n\n\n\n<li>Tap Send Estimate<\/li>\n\n\n\n<li>Tap Preview<\/li>\n\n\n\n<li>On the Preview &#038; Send screen, tap the download arrow on the upper right corner<\/li>\n\n\n\n<li>This will download it right to your device for easy access or to send directly from your device<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/PKrEfqkrfzs?feature=oembed\" frameborder=\"0\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4949-tLloeefqdq' data-post_id='4949'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tEdit Estimate:  How can I see the original estimate before edits?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">To view the history of an estimate, you can tap into the estimate details screen and then tap on the History icon on the upper right.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Please note, that while you can restore versions from this view, it does not provide a preview of details.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4911-aNJILKzWkr' data-post_id='4911'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tEdit Estimate: How can I edit an estimate?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">To edit your estimate, tap into the folder where you\u2019ve saved it and tap into the estimate, and you should see the line items and multiple tabs at the top of the screen.\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can make changes to individual line items or by tapping the Edit with AI button.\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Be sure to check out our video tutorial below and follow along in your app.\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/NP1yTYgEjjU?feature=oembed\" frameborder=\"0\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4912-tMEdhaBlBi' data-post_id='4912'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tEdit Estimate: How can I edit the Project Breakdown in my estimate?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">To view your project breakdown, tap into the folder where it\u2019s been saved to view the Estimate Details screen. From this screen, you\u2019ll want to tap on the Project Breakdown field and make your desired changes there.<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4972-ly7MKzDa2J' data-post_id='4972'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tEdit Estimate: How do I change the Estimate date?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">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&#8217;ll need to generate a new estimate. The new estimate will have today&#8217;s date.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We&#8217;re currently working on adding the ability to update estimate dates on existing shared estimates. Stay tuned for this enhancement in upcoming versions!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Alternatively, as a temporary workaround, you can use software like Adobe to edit the estimate PDF directly after downloading it.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4974-WEUVeyjiIG' data-post_id='4974'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tEdit Estimate: How do I update the estimate status?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">To update the estimate status, you can use these steps:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Tap into the folder where the estimate is located<\/li>\n\n\n\n<li>Tap into the estimate so you can see the details (line items)<\/li>\n\n\n\n<li>Tap the three dots on the upper right corner<\/li>\n\n\n\n<li>Tap Update Status from the drop down menu<\/li>\n\n\n\n<li>Scroll the wheel to make your selection<\/li>\n\n\n\n<li>Tap Done<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4994-Cbbd1kNCsO' data-post_id='4994'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tEdit Estimate: What if I accidentally set the estimate status and need to change it?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">No worries! You can change an estimate status with a few taps. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To do this, you can use these steps:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Tap into the folder where the estimate is located<\/li>\n\n\n\n<li>Tap on the estimate to view the details (line items)<\/li>\n\n\n\n<li>Tap the three dots on the upper right hand corner<\/li>\n\n\n\n<li>Tap Update Status<\/li>\n\n\n\n<li>Scroll the wheel to change the status<\/li>\n\n\n\n<li>Tap Done<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">We also have a video library filled with quick tutorials that walk through the app&#8217;s features:  \ud83d\udccc\u00a0<strong>Link here:\u00a0<\/strong><a href=\"https:\/\/www.youtube.com\/@simplywise-estimates\/videos\"><strong>https:\/\/www.youtube.com\/@simplywise-estimates\/videos<\/strong><\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4952-eWLzexeDdT' data-post_id='4952'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tEdit with AI: Can I edit the estimate with A.I. again after an estimate is saved?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">Yes, you can edit a saved estimate with the Edit with AI button. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To do this, navigate to the folder where your estimate is saved, open the estimate, and tap the &#8220;Edit with A.I.&#8221; button. This will allow you to make further modifications using our A.I. assistance features.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Please note, the Edit with AI button doesn&#8217;t work for taxes, markup, and fees, but you can add those manually.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4918-tgLAZx0MPS' data-post_id='4918'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tEstimate Number: How do I edit an estimate number?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">To edit an estimate number, you can use these steps and follow along in our quick tutorial below.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Tap into the folder where the saved estimate is located<\/li>\n\n\n\n<li>Tap the three dots on the upper right corner<\/li>\n\n\n\n<li>Tap Send Estimate<\/li>\n\n\n\n<li>On the Send Estimate screen, you can tap into the Estimate Number field to make changes<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/bcLocik83eY?feature=oembed\" frameborder=\"0\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4921-ILhWJsT1Kg' data-post_id='4921'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tFolders: How do I add, edit and delete folders?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">Adding, editing, and deleting folders helps keeps projects organized and is a completely customizable process!\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To get started, tap on Projects on the lower right corner and then tap the pencil icon to enter edit mode and then tap Add Folder to get started. To edit, tap on an existing folder to make changes. And, to delete, tap on the folder you would like to delete and then tap the red trash can icon.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Be sure to tap the X on the upper right corner when completed to exit edit mode.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Also, please note you\u2019ll need to have at least one folder ready before you create an estimate or you won\u2019t be able to save it!\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">See the tutorial below and follow along to quickly create your custom folders.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/dLp4Tu5_Hls?feature=oembed\" frameborder=\"0\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4922-ET35w9dH4z' data-post_id='4922'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tFolders: How do I change the folder where my estimate is saved?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">Changing folders where an estimate is saved can be completed with a few taps.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To get started, you\u2019ll want to use these steps and follow along in the tutorial below:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Tap Projects tab on the lower right corner<\/li>\n\n\n\n<li>Tap into the folder where the estimate is saved<\/li>\n\n\n\n<li>Tap the three dots on the upper right corner<\/li>\n\n\n\n<li>On the pop up menu, tap Change Folder<\/li>\n\n\n\n<li>You will see your space with your folders pop up<\/li>\n\n\n\n<li>The folder(s) with a blue check mark indicate where it\u2019s currently saved<\/li>\n\n\n\n<li>To remove it from the existing folder, tap on it to remove the blue check mark<\/li>\n\n\n\n<li>Tap the new folder(s) where you would like to save it<\/li>\n\n\n\n<li>Tap Save<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">If you do not currently have any new folders created and need help, please watch the second tutorial included below to walk through how to create more custom folders.\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/PqH8dyyjwV8?feature=oembed\" frameborder=\"0\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/dLp4Tu5_Hls?feature=oembed\" frameborder=\"0\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-6716-sTnMoTV1EK' data-post_id='6716'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tHow do I add a deposit or down payment requirement to my estimate?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t<h2><strong>How do I add a deposit or down payment requirement to my estimate?<\/strong><\/h2>\n<div id=\"ewd-ufaq-faq-list\" class=\"ewd-ufaq-faq-list ewd-ufaq-page-type-distinct ewd-ufaq-category-tabs-\">\n<div class=\"ewd-ufaq-faqs\">\n<div id=\"ewd-ufaq-post-6716-llJ237byq9\" class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" data-post_id=\"6716\">\n<div class=\"ewd-ufaq-faq-title ewd-ufaq-faq-toggle\">\n<p>To add a deposit or down payment, you&#8217;ll want to create an invoice (either from scratch or from an existing saved estimate) and add those to the invoice.\u00a0 See below for steps walking through how to create invoices.<\/p>\n<\/div>\n<div class=\"ewd-ufaq-faq-body\">\n<div class=\"ewd-ufaq-post-margin ewd-ufaq-faq-post\"><hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n<h2 class=\"wp-block-heading\">How do I create an invoice?<\/h2>\n<h3 class=\"wp-block-heading\">To create a quick invoice from scratch:<\/h3>\n<ol class=\"wp-block-list\">\n<li>Open the app from the home screen<\/li>\n<li>Tap the blue Create button in the lower right corner<\/li>\n<li>Select <strong>Invoice<\/strong> from the pop-up menu<\/li>\n<li>Tap <strong>From Scratch<\/strong><\/li>\n<li>Enter invoice details such as date, invoice number, client information, etc.<\/li>\n<li>Tap the <strong>+<\/strong> under <strong>Items<\/strong> to add invoice items<\/li>\n<li>Tap Add Field<\/li>\n<li>From here, you can add deposit, payment schedule, photos, and more<\/li>\n<li>Tap <strong>Next<\/strong> when ready<\/li>\n<li>Select the folder where you would like to save the invoice<\/li>\n<li>Tap <b>Save<\/b><\/li>\n<li>On the <strong>Preview Invoice<\/strong> screen, tap <strong>Edit<\/strong> to make changes or <strong>Send Invoice<\/strong> to send it<\/li>\n<\/ol>\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n<h2 class=\"wp-block-heading\">How do I create an invoice from a saved estimate?<\/h2>\n<ol class=\"wp-block-list\">\n<li>Navigate to the folder where the estimate is saved<\/li>\n<li>Tap the three dots in the upper right corner<\/li>\n<li>Select <strong>Create Invoice<\/strong><\/li>\n<li>On the <strong>Invoice Customization<\/strong> screen, choose either:\n<ul class=\"wp-block-list\">\n<li><strong>All Line Items<\/strong>, or<\/li>\n<li><strong>Summary<\/strong><\/li>\n<\/ul>\n<\/li>\n<li>Tap <strong>Next<\/strong><\/li>\n<li>Confirm all invoice details are correct, including:\n<ul class=\"wp-block-list\">\n<li>Issue date<\/li>\n<li>Due date<\/li>\n<li>Invoice number<\/li>\n<li>Client information<\/li>\n<\/ul>\n<\/li>\n<li>Make sure a <strong>Client<\/strong> is selected<\/li>\n<li>Tap <strong>Add Field<\/strong> to add:\n<ul class=\"wp-block-list\">\n<li>Payment schedules<\/li>\n<li>Photos<\/li>\n<li>Attachments<\/li>\n<li>Additional fields<\/li>\n<\/ul>\n<\/li>\n<li>To include payment methods, tap <strong>Add Payment Method<\/strong>. <em>To enable clients to pay directly through the app, connect your Stripe account first via Menu &gt; Payment Options.<\/em><\/li>\n<li>Tap <strong>Next<\/strong><\/li>\n<\/ol>\n<ul class=\"wp-block-list\">\n<li>If the button is gray, a required field is missing. Look for any fields marked in red.<\/li>\n<\/ul>\n<ol class=\"wp-block-list\" start=\"11\">\n<li>Tap <strong>Send Invoice<\/strong> to send or <strong>Edit<\/strong> to make additional changes<\/li>\n<\/ol>\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n<h2 class=\"wp-block-heading\">How do I add a payment schedule to an invoice?<\/h2>\n<ol class=\"wp-block-list\">\n<li>Open the invoice<\/li>\n<li>Tap <strong>Edit<\/strong><\/li>\n<li>Tap Add Field<\/li>\n<li>Tap <strong>Payment Schedule<\/strong><\/li>\n<li>This adds the Payment Schedule to the invoice<\/li>\n<li>Once added, tap on\u00a0 Add Payment Schedule<\/li>\n<li>Enter the payment type\/details<\/li>\n<li>Tap <strong>Add Payment Schedule<\/strong> again to add additional payments if needed<\/li>\n<li>Tap <strong>Back<\/strong><\/li>\n<li>Tap <strong>Update<\/strong><\/li>\n<li>Send the updated invoice from there<\/li>\n<\/ol>\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n<h2 class=\"wp-block-heading\">How do I send an invoice?<\/h2>\n<ol class=\"wp-block-list\">\n<li>Open the folder where the estimate is saved<\/li>\n<li>Tap the three dots in the upper right corner of the estimate<\/li>\n<li>Select <strong>Create Invoice<\/strong><\/li>\n<li>Add invoice details such as:\n<ul class=\"wp-block-list\">\n<li>Issue date<\/li>\n<li>Due date<\/li>\n<li>Invoice number<\/li>\n<li>Client information<\/li>\n<\/ul>\n<\/li>\n<li>Add any deposit or payment method details<\/li>\n<li>Tap <strong>Next<\/strong><\/li>\n<li>Select a folder where you would like to save the invoice<\/li>\n<li>Tap <b>Save<\/b><\/li>\n<li>Tap <strong>Send Invoice<\/strong><\/li>\n<li>Tap <strong>Other Sharing Options<\/strong><\/li>\n<li>Select the platform you would like to use to send (email, text message, etc.)<\/li>\n<\/ol>\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n<h2 class=\"wp-block-heading\">How do I apply payments to an invoice?<\/h2>\n<ol class=\"wp-block-list\">\n<li>Open the folder where the invoice is saved<\/li>\n<li>Tap the invoice<\/li>\n<li>Tap <strong>Payments<\/strong> at the top<\/li>\n<li>Tap <strong>the blue + sign on the lower right<\/strong><\/li>\n<li>On the pop up screen,\u00a0 enter payment details<\/li>\n<li>Tap <strong>Add Payment<\/strong><\/li>\n<li>You&#8217;ll see the payment added<\/li>\n<li>Below that, tap &#8220;Mark as Paid&#8221;<\/li>\n<li>Tap back and then tap <strong>Send<\/strong> to send the updated invoice showing applied payment(s)<\/li>\n<\/ol>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-6719-Urel5GdL5f' data-post_id='6719'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tHow do I add my contractor license number to estimates and invoices?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">To add your business license information, you can use the following steps:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Tap Menu on the upper left corner (three horizontal lines)<\/li>\n\n\n\n<li>Tap Business Info<\/li>\n\n\n\n<li>Scroll down to the bottom<\/li>\n\n\n\n<li>Add number to the business license number field <\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-5246-Nsgr7SLEgR' data-post_id='5246'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tHow do I add Notes to an Invoice?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\"><strong>How to Include notes in the invoice:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Tap into the folder where the invoice is saved<\/li>\n\n\n\n<li>Tap on the invoice<\/li>\n\n\n\n<li>Tap Notes at the top<\/li>\n\n\n\n<li>Input internal notes on the top field<\/li>\n\n\n\n<li>Or, input external notes to the client in the second field <\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">We also have a video library filled with quick tutorials that walk through the app&#8217;s features  \ud83d\udccc\u00a0<strong>Link here:\u00a0<\/strong><a href=\"https:\/\/www.youtube.com\/@simplywise-estimates\/videos\"><strong>https:\/\/www.youtube.com\/@simplywise-estimates\/videos<\/strong><\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-6718-NFLy8QlZDJ' data-post_id='6718'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tHow do I apply markup to labor only (not materials)?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">An estimate with both labor an materials included will apply the mark up to materials only.  In order to apply mark up to labor only, you&#8217;ll need to  have an estimate with only labor line items included, or the app will apply it to the materials.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Alternatively, you can manually calculate the mark up and apply a new line item to the estimate. To add the line item, you can use the following steps: <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Tap into the saved estimate<\/li>\n\n\n\n<li>Tap any +Item on the far right<\/li>\n\n\n\n<li>The new line item will appear. Tap on it to open to Edit Item Screen<\/li>\n\n\n\n<li>Give the new line item a name<\/li>\n\n\n\n<li>Select unit<\/li>\n\n\n\n<li>Select quantity<\/li>\n\n\n\n<li>Select price per unit<\/li>\n\n\n\n<li>Tap Save<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-6725-R6sK22d8dg' data-post_id='6725'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tHow do I change the store or source for material pricing?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">Currently, there isn&#8217;t a way to change suppliers\/vendors, and all material pricing is pulled from the closest Home Depot to the zip code registered in your app, or the address\/zip included in the project description field, but we&#8217;re working to expand this!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In the meantime, you can include any pricing specs in the project description field, and the app will use that data when creating the estimate for you. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">On the mobile app, you can also upload your price list in PDF format when inputting the scope of work in the project description field by tapping &#8216;Blueprint&#8217; icon under the text field. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We hope to expand more features around this in the future. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-6949-GzgFTi8Yye' data-post_id='6949'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tHow do I contact customer support?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">You can connect with our Support Team using this link:<a href=\"https:\/\/www.simplywise.com\/support\"> \ud83d\udccc https:\/\/www.simplywise.com\/support<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Please note our office hours are 9am-5pm ET Monday through Friday,  and we aim to respond to ticket inquiries same day or within 24 hours.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Responses outside of business hours are as time permits. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-6721-ZoWLkMT5cO' data-post_id='6721'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tHow do I create a change order for an existing estimate?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">Currently, we do not have a change order feature online yet, however, as a workaround you can duplicate the original estimate and make changes to resend to your customer which will keep the original estimate separate from the one with changes.<br><br><strong>To duplicate the estimate, you can use these steps:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Tap into the folder where the estimate is saved<\/li>\n\n\n\n<li>Tap the three dots on the upper right-hand corner<\/li>\n\n\n\n<li>Tap Duplicate<\/li>\n\n\n\n<li>Once duplicated, it will appear in at the top of the list with a ~v2 indicating it&#8217;s the second version<\/li>\n\n\n\n<li>Tap into it to make changes and you can send from there<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-6953-6d8ZUt8672' data-post_id='6953'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tHow do I create an estimate with Option A \/ Option B?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">At this time, there isn&#8217;t a way to create a single estimate with multiple options (such as Option A and Option B) within the same estimate. Instead, you can create separate versions of the estimate using one of the following methods:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Option 1: Create two separate estimates<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Tap <strong>Create<\/strong>.<\/li>\n\n\n\n<li>Select <strong>Estimate<\/strong>.<\/li>\n\n\n\n<li>Build your first estimate (Option A).<\/li>\n\n\n\n<li>Repeat the process to create a second estimate (Option B).<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Option 2: Duplicate an existing estimate<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Open the folder where the estimate is saved.<\/li>\n\n\n\n<li>Tap the <strong>three dots<\/strong> in the upper right corner of the estimate.<\/li>\n\n\n\n<li>Tap <strong>Duplicate<\/strong>.<\/li>\n\n\n\n<li>Open the duplicated estimate and make the necessary changes for Option B.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Duplicating an estimate is often the quickest option since it allows you to keep the original estimate details and only update the items that differ between the two options.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-6964-vKKMLZLaBJ' data-post_id='6964'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tHow do I customize my client intake form\/magic link?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">At this time, the client intake form and Magic Link cannot be customized.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how it works:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The app automatically generates intake questions based on the project details and scope of work entered by the client.<\/li>\n\n\n\n<li>As the client provides information, the app asks follow-up questions that are relevant to their specific project.<\/li>\n\n\n\n<li>The questions may vary from one project to another depending on the information submitted.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Good to know:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>There is currently no option to add, remove, or edit the questions that appear in the intake form.<\/li>\n\n\n\n<li>There is also no option to customize the Magic Link itself.<\/li>\n\n\n\n<li>The intake experience is designed to adapt automatically based on the scope of work provided by the client, and provides the initial information to get the estimate started<\/li>\n\n\n\n<li>Best practice is to follow up with your client once the form is received to discuss the project details more in depth  <\/li>\n<\/ul>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-6965-RYAaEwSqTF' data-post_id='6965'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tHow do I group\/combine labor and materials by trade?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">You can group labor and material costs by trade by adjusting the <strong>Line Item Settings<\/strong> when sending your estimate.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>To do this:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Open your estimate.<\/li>\n\n\n\n<li>Tap <strong>Send<\/strong>.<\/li>\n\n\n\n<li>Scroll toward the bottom of the Send Estimate screen.<\/li>\n\n\n\n<li>Locate <strong>Line Item Settings<\/strong>.<\/li>\n\n\n\n<li>Select <strong>Show Grouped Line Items<\/strong>.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Available Line Item Settings:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Don&#8217;t Show Line Items<\/strong>: Hides all line item details.<\/li>\n\n\n\n<li><strong>Show Line Item Names<\/strong>: Displays the names of line items only.<\/li>\n\n\n\n<li><strong>Show Grouped Line Items<\/strong>: Groups labor and materials together by trade.<\/li>\n\n\n\n<li><strong>Show Line Items Names &#038; Totals<\/strong>: Displays line item names along with their totals.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Tip:<\/strong> If you&#8217;d like labor and materials to be combined and organized by trade category, select <strong>Show Grouped Line Items<\/strong> before sending your estimate.<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-10517-RyE9PHCHZY' data-post_id='10517'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tHow do I reorder or rearrange sections in my estimate?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t<p>If you&#8217;re using the web version of the Cost Estimator, you can change the order of the sections in your estimate by simply dragging the section titles into the order you&#8217;d like. To do this, click and hold the little three dot menu to the left of the section\u00a0 header and drag and drop from there.\u00a0<\/p>\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"161\" src=\"https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2026\/09\/image-2-1024x161.png\" alt=\"\" class=\"wp-image-11465\" srcset=\"https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2026\/09\/image-2-1024x161.png 1024w, https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2026\/09\/image-2-300x47.png 300w, https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2026\/09\/image-2-767x121.png 767w, https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2026\/09\/image-2-1536x242.png 1536w, https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2026\/09\/image-2.png 1573w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-6954-iqOq6AbDEk' data-post_id='6954'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tHow do I reset labor rates to defaults?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">The app does not currently offer a fixed labor rate setting or a &#8220;reset to default&#8221; option.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To use specific labor rates in your estimates:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Enter your desired labor rates in the <strong>Project Description<\/strong> field when creating the estimate.<\/li>\n\n\n\n<li>Include any pricing preferences, hourly rates, or labor assumptions you&#8217;d like the estimate to follow.<\/li>\n\n\n\n<li>The Cost Estimator will use those details when generating the estimate.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Example:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Labor rate: $75\/hour for technicians<\/li>\n\n\n\n<li>Labor rate: $50\/hour for helpers<\/li>\n\n\n\n<li>Use a minimum 2-hour labor charge<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Including these details in the project description helps ensure the estimate is generated using your preferred pricing structure.<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-6959-TrJhlE4yTU' data-post_id='6959'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tHow do I save disclaimer text as a template?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">Your disclaimer text can be saved and reused automatically for future estimates.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To update your disclaimer:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Open an estimate and tap <strong>Send<\/strong>.<\/li>\n\n\n\n<li>Locate the <strong>Disclaimer<\/strong> field.<\/li>\n\n\n\n<li>Enter or edit your disclaimer text.<\/li>\n\n\n\n<li>Send or save the estimate.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Once updated, the disclaimer will become <strong>sticky<\/strong>, meaning it will automatically appear on future estimates you create.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Good to know:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The disclaimer will continue to display on new estimates until you change it.<\/li>\n\n\n\n<li>If you need to update your disclaimer later, simply edit the text in the Disclaimer field again, and the new version will become the default moving forward.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-7011-TGW2aurVpV' data-post_id='7011'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tHow do I send a paid receipt to my client?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\"><strong>To send a receipt, you&#8217;ll want to use the following steps:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to the folder where the invoice is saved<\/li>\n\n\n\n<li>Tap into that folder. You&#8217;ll see three tabs at the top: All, Estimates, Invoices<\/li>\n\n\n\n<li>Tap on Invoices<\/li>\n\n\n\n<li>Tap on the Invoice that has been paid and needs a receipt<\/li>\n\n\n\n<li>Tap Payments at the top<\/li>\n\n\n\n<li>Tap Record Payment<\/li>\n\n\n\n<li>Apply payment details (amount, payment method, date, and any notes)<\/li>\n\n\n\n<li>Tap Save<\/li>\n\n\n\n<li>Tap Not Now on the pop up window when prompted for review (or set up, if preferred)<\/li>\n\n\n\n<li>Tap Send Receipt\u00a0<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-6722-mZTcCgD6s7' data-post_id='6722'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tHow do I send estimates\/invoices as PDF attachments instead of links?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">To send an estimate or invoice in PDF format, you&#8217;ll want to download it and then send it in PDF format. Alternatively, you can send either to yourself via email, download from that link and then forward from there. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>To download an estimate:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Tap into the folder where the estimate is saved<\/li>\n\n\n\n<li>Tap the three dots on the upper right corner of the estimate<\/li>\n\n\n\n<li>Tap Send<\/li>\n\n\n\n<li>Tap Preview<\/li>\n\n\n\n<li>Tap the downward facing arrow on the upper right to download to your device<\/li>\n\n\n\n<li>Once downloaded, it will be PDF format and you can send via your email<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>To download an invoice:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Tap into the folder where the invoice is saved<\/li>\n\n\n\n<li>Tap on the invoices tab at the top<\/li>\n\n\n\n<li>Tap the three dots on the upper right corner of the invoice<\/li>\n\n\n\n<li>Tap Print<\/li>\n\n\n\n<li>It will download and you can send from there <\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-9911-U0kXHqFR5R' data-post_id='9911'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tHow do I set an expiration date on my estimate?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t<p>Currently, estimates do not have a built-in expiration date feature. As long as the estimate exists in the app and the client has the link, they can access it. As a workaround, you can include an expiration date in the notes field or the disclaimer field. Alternatively, you can delete the estimate from your end to remove client access.<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-6717-QMmmEks6RE' data-post_id='6717'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tHow do I set up progress billing or show percent completion on invoices?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">You&#8217;ll want to create an invoice first and then apply payments using the payment schedule feature.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>To create a quick invoice, you can use these steps:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Tap into your app on the home screen<\/li>\n\n\n\n<li>Tap the blue Create + button on the lower right corner<\/li>\n\n\n\n<li>Tap Invoice on the pop up menu<\/li>\n\n\n\n<li>Tap from scratch<\/li>\n\n\n\n<li>Input all details such as date, invoice number, client, etc.<\/li>\n\n\n\n<li>Tap the + under Items to add the invoice items<\/li>\n\n\n\n<li>Tap Payment Schedule under the Payment Terms section<\/li>\n\n\n\n<li>Tap Add Payment Schedule<\/li>\n\n\n\n<li>Select Payment Type at the top (flat amount or percentage)<\/li>\n\n\n\n<li>Tap Add Payment Schedule<\/li>\n\n\n\n<li>Enter the details<\/li>\n\n\n\n<li>Tap Back &#038; you&#8217;ll see the payment schedule <\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>To create an invoice from a saved estimate:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Tap Create &gt; Invoice &gt; From Estimate or navigate to the folder where the estimate is saved<\/li>\n\n\n\n<li>Tap the three dots on the upper right<\/li>\n\n\n\n<li>Tap Create Invoice<\/li>\n\n\n\n<li>On the Invoice Customization screen, select All Line Items or Summary<\/li>\n\n\n\n<li>Tap Next<\/li>\n\n\n\n<li>Confirm all details (issue date, due date, invoice number, client, etc.) are correct<\/li>\n\n\n\n<li>Make sure to add Client if not already added<\/li>\n\n\n\n<li>Tap Add Field to add more fields such as payment schedule, photos, attachments, etc.<\/li>\n\n\n\n<li>To include payment methods, tap Add Payment method<\/li>\n\n\n\n<li>Tap next (if the button is gray, a required field is missing so look for any field that has a red required above it to ensure it&#8217;s completed)<\/li>\n\n\n\n<li>Tap Send Invoice if ready to send, or Edit to edit again\u00a0<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>To add a payment schedule, you&#8217;ll want to use these steps:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Tap into the invoice<\/li>\n\n\n\n<li>Tap Edit<\/li>\n\n\n\n<li>Tap add payment schedule<\/li>\n\n\n\n<li>Add the payment type<\/li>\n\n\n\n<li>Tap add payment schedule<\/li>\n\n\n\n<li>Add as many as are needed.<\/li>\n\n\n\n<li>Tap back<\/li>\n\n\n\n<li>Tap Update<\/li>\n\n\n\n<li>Send from there\u00a0<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>To send an invoice, you&#8217;ll want to use the steps below:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Tap into the folder where the estimate is saved<\/li>\n\n\n\n<li>Tap on the three dots on the upper right hand corner of the estimate you want to create an invoice for<\/li>\n\n\n\n<li>Tap Create Invoice<\/li>\n\n\n\n<li>Add info at the top such as issue date, due date, invoice number<\/li>\n\n\n\n<li>Select Client<\/li>\n\n\n\n<li>Add any deposit or payment method details<\/li>\n\n\n\n<li>Tap Next<\/li>\n\n\n\n<li>Select a folder where to save it<\/li>\n\n\n\n<li>Tap Continue<\/li>\n\n\n\n<li>Tap Send<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>To apply payments to your invoice, you can use these steps:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Tap into the folder where the invoice is saved<\/li>\n\n\n\n<li>Tap on the invoice<\/li>\n\n\n\n<li>Tap Payments at the top<\/li>\n\n\n\n<li>Tap Record payment &#038; enter details<\/li>\n\n\n\n<li>Tap Save<\/li>\n\n\n\n<li>Tap Send to send updated invoice showing applied payment(s)<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4872-BcMDw5imXH' data-post_id='4872'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tHow do I update invoice status\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">To update your invoice status, you\u2019ll want to record payments and the total will automatically update. To do this, you can use the following steps:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Tap into the folder where the estimate\/invoice is saved<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Tap into the invoice to the \u201cPreview Invoice\u201d Screen<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Tap the \u201cRecord Payment\u201d button<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Enter the details such as Amount, Payment Method, Date, and any additional notes<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Tap \u201cSave\u201d at the bottom<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-6487-T1RpiMRoWA' data-post_id='6487'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tHow do I upgrade to the annual subscription on iOS?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">The SimplyWise Cost Estimator app is available on iPhone and Android. These steps cover the annual plan on iPhone. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you currently have an existing subscription set up, you&#8217;ll want to cancel it first and then wait for it to fully expire. Once canceled, you can locate the expiration date in the App Store under Subscriptions, as well as in the SimplyWise app under menu &gt; settings &gt; my subscription.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once expired, you can sign up for the annual plan in the App Store or directly with us at www.simplywise.com\/payment <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If your active subscription billing is being handled via Stripe (you paid directly with us at www.simplywise.com, please connect with our support team at support@simplywise.com and we&#8217;ll be happy to help!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If your active subscription billing is being handled via the App Store, please use the steps below to cancel: <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><u>Cancel a subscription on your iPhone\/iPad<\/u><\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open the Settings app.<\/li>\n\n\n\n<li>Tap your name.<\/li>\n\n\n\n<li>Tap Subscriptions.<img decoding=\"async\" src=\"https:\/\/media.superhuman.com\/images\/_\/https%3A%2F%2Fsupport.apple.com%2Flibrary%2Fcontent%2Fdam%2Fedam%2Fapplecare%2Fimages%2Fen_US%2FiOS%2Fios14-iphone-12-pro-settings-apple-id-subscriptions-on-tap.png\"><\/li>\n\n\n\n<li>Tap the SimplyWise subscription.<\/li>\n\n\n\n<li>Tap Cancel Subscription. If you don\u2019t see Cancel,\u00a0the subscription is\u00a0already canceled and won&#8217;t renew.<\/li>\n<\/ol>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-5639-gencOpTkuk' data-post_id='5639'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tI deleted the app but I&#8217;m still being charged, how do I cancel my subscription and get a refund?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t<p>Deleting the app does not cancel your subscription. If you set up your SimplyWise subscription through the Apple App Store or the Google Play Store, you&#8217;ll need to cancel within your platform&#8217;s settings using the steps below.<\/p>\n<p><strong><u>\ud83d\udccc Cancel a subscription on your iPhone\/iPad<\/u><\/strong><\/p>\n<ol>\n<li>Open the Settings app.<\/li>\n<li>Tap your name.<\/li>\n<li>Tap Subscriptions.<img decoding=\"async\" loading=\"lazy\" class=\"image_resized\" src=\"https:\/\/media.superhuman.com\/images\/_\/https%3A%2F%2Fsupport.apple.com%2Flibrary%2Fcontent%2Fdam%2Fedam%2Fapplecare%2Fimages%2Fen_US%2FiOS%2Fios14-iphone-12-pro-settings-apple-id-subscriptions-on-tap.png\" width=\"700\" height=\"720\" \/><\/li>\n<li>Tap the SimplyWise subscription.<\/li>\n<li>Tap Cancel Subscription. If you don\u2019t see Cancel,\u00a0the subscription is\u00a0already canceled and won&#8217;t renew.<\/li>\n<\/ol>\n<p><strong>Second,<\/strong> you can get a refund through Apple by contacting them here: <a href=\"https:\/\/support.apple.com\/en-ca\/HT204084\">https:\/\/support.apple.com\/en-ca\/HT204084<\/a><\/p>\n<p>\u00a0<\/p>\n<p><strong><u>\ud83d\udccc Cancel subscription on your Android<\/u><\/strong><\/p>\n<ol>\n<li>Open the Google Play app <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/media.superhuman.com\/images\/_\/https%3A%2F%2Flh3.googleusercontent.com%2F7R1uFoIRzvb36XFP28r43j53tmk94Y0IfBNNOeIqlvtAvVlzxobBCxFku2aHloYYoR4%3Dh36\" width=\"36\" height=\"36\" \/><\/li>\n<li>At the top right, tap the profile icon.<\/li>\n<li>Tap\u00a0<strong>Payments &#038; subscriptions <\/strong><img decoding=\"async\" loading=\"lazy\" class=\"image_resized\" src=\"https:\/\/media.superhuman.com\/images\/_\/https%3A%2F%2Flh3.googleusercontent.com%2F3_l97rr0GvhSP2XV5OoCkV2ZDTIisAOczrSdzNCBxhIKWrjXjHucxNwocghoUa39gw%3Dw36-h36\" width=\"24\" height=\"24\" \/><strong> Subscriptions<\/strong>.<\/li>\n<li>To request a refund, navigate to the bottom to the &#8216;Help &#038; Feedback&#8217; section<\/li>\n<li>Select the Refund Option<\/li>\n<li>Choose SimplyWise<\/li>\n<li>Complete the form<\/li>\n<li>See screenshots below for example<\/li>\n<\/ol>\n<p><img decoding=\"async\" src=\"https:\/\/simplywisehelp.zendesk.com\/attachments\/token\/m6TgoTnvmyr3UA1f1pmLiBIyW\/?name=image.png\" \/><\/p>\n<p>\u00a0<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/simplywisehelp.zendesk.com\/attachments\/token\/jKaGfrPNvGaTSk5aQkAbe9jLI\/?name=image.png\" \/><\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4924-HgsnmHcFXd' data-post_id='4924'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tImages: How do I add images (or add more) to an existing estimate?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">To add images to a saved estimate,\u00a0 tap into the folder where the estimate is saved and into the estimate so you can see the details of the estimate.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">At the top, you\u2019ll see a series of icons. Tap on the icon labeled, \u201cPhotos\u201d and tap the + under the Photos section.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once uploaded, you can then tap the + under the Project Render section to run the image render feature.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Watch the tutorial below, and follow along in your app to quickly add images to your estimate.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/xOufmvv14tc?feature=oembed\" frameborder=\"0\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4923-VUx9e0JKdo' data-post_id='4923'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tImages: How do I use the image render feature?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">The image rendering feature is a great way to show your client what to expect with the finished project!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>You have three ways to access it:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>While creating a new estimate<\/strong>: Just add photos during the creation process<\/li>\n\n\n\n<li><strong>As a standalone feature<\/strong>: Tap the \u201cRender\u201d button on your home screen (or find it in the blue + button).<\/li>\n\n\n\n<li><strong>Adding to a saved estimate<\/strong>: Tap into your saved estimate, select the &#8216;Photos&#8217; icon at the top, and use the + buttons to add images and generate renders<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u00a0Watch the tutorials below to learn how to best use each method!\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/kP4zTInj9CA?feature=oembed\" frameborder=\"0\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/xOufmvv14tc?feature=oembed\" frameborder=\"0\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-8828-0h3DiA4rzI' data-post_id='8828'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tIntegrations: Does the Cost Estimator integrate with CompanyCam, Housecall Pro, or other third-party apps?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t<p>At this time, the Cost Estimator does not have direct integrations with third-party apps like CompanyCam, Housecall Pro, or dispatch services.<\/p>\n<p>However, you can still use SimplyWise alongside these tools:<\/p>\n<ul>\n<li><strong>Export your estimates<\/strong> as a PDF and upload or attach them to other platforms<\/li>\n<li><strong>Share estimate links<\/strong> directly with clients or team members<\/li>\n<li><strong>Use the SimplyWise suite<\/strong> (Cost Estimator, Receipt Scanner, Mileage Tracker) as your all-in-one tool for estimating, receipts, and expenses<\/li>\n<\/ul>\n<p>If there&#8217;s a specific integration you&#8217;d like to see, we&#8217;d love to hear about it. Send your feedback to <a href=\"mailto:support@simplywise.com\">support@simplywise.com<\/a>.<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-5257-lK6FBclIZP' data-post_id='5257'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tIntegrations: Does the Cost Estimator integrate with QuickBooks?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t<p>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.<\/p>\n<p>If you&#8217;d like to see a QuickBooks integration in the future, feel free to let our support team know. We love hearing your feedback!<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4917-dZvFuUcdC4' data-post_id='4917'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tInvoice Number: How do I update or edit the invoice number?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">To update or edit the invoice number, you can use the following steps and follow along with the tutorial below!\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Tap into the folder where the Invoice is saved<\/li>\n\n\n\n<li>Tap into the invoice to the \u201cPreview Invoice\u201d screen<\/li>\n\n\n\n<li>Tap Edit<\/li>\n\n\n\n<li>Tap into the Invoice # field on the upper right corner and make changes there<\/li>\n\n\n\n<li>Tap the blue \u201cUpdate\u201d button on the bottom when you\u2019re ready to save<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/a7_Mw865JZ8?feature=oembed\" frameborder=\"0\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4975-hpkuBDVGkT' data-post_id='4975'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tInvoice Receipts: How do I send a receipt to my customer?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>To apply payments to your invoice &#038; send a receipt, you can use these steps:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Tap into the folder where the invoice is saved<\/li>\n\n\n\n<li>Tap on the invoice<\/li>\n\n\n\n<li>Tap Payments at the top<\/li>\n\n\n\n<li>Tap Record payment &#038; enter details<\/li>\n\n\n\n<li>Tap Save<\/li>\n\n\n\n<li>Tap Send to send updated invoice showing applied payment(s)<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/pdkPOr_NPzg?feature=oembed\" frameborder=\"0\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-8840-Wu9r8iPf3W' data-post_id='8840'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tInvoice Status: How do I know when my client has received and opened the invoice?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">Currently, the app does not send notifications for activity related to invoices. Since your client has already approved the scope of work, we recommend following up with them directly. This gives you an opportunity to check in, answer any questions about the project, and provide assistance with submitting payment if needed.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We\u2019re continuing to improve our invoicing features and are working toward making this process more seamless. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4925-Fjaan8kwG1' data-post_id='4925'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tInvoice: How do I create an invoice without creating an estimate?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">To create an invoice without creating an estimate first, you\u2019ll want to tap the blue +circle button on the lower right corner. On the pop up menu, tap the Invoice button. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Complete the fields and tap Next at the bottom and follow the prompts to save and send.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Follow along with our tutorial below!\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/W_P_9U69ocQ?feature=oembed\" frameborder=\"0\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-5061-Ha18Ymnpk2' data-post_id='5061'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tInvoice: How do I update or edit an Invoice?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">To edit an invoice, you can use these steps:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to the folder where the invoice is saved<\/li>\n\n\n\n<li>Tap on the invoice<\/li>\n\n\n\n<li>Tap Edit<\/li>\n\n\n\n<li>Make any changes needed<\/li>\n\n\n\n<li>Tap Update<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">We also have a video library filled with quick tutorials that walk through the app&#8217;s features if you think that would be helpful. \ud83d\udccc <strong>Link here:\u00a0<\/strong><a href=\"https:\/\/www.youtube.com\/@simplywise-estimates\/videos\"><strong>https:\/\/www.youtube.com\/@simplywise-estimates\/videos<\/strong><\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4973-FIAllcpv3H' data-post_id='4973'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tInvoices: How can I show my payment terms on the invoice?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\"> To include payment terms on the invoice, you&#8217;ll want to create the invoice first, if you haven&#8217;t done so already. Once created and saved, you can include those details in the Notes or Disclaimer fields.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>To create a quick invoice, you can use these steps:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Tap into your app on the home screen<\/li>\n\n\n\n<li>Tap the blue + button on the lower right corner<\/li>\n\n\n\n<li>Tap Invoice on the pop up menu<\/li>\n\n\n\n<li>Tap from scratch<\/li>\n\n\n\n<li>Input all details such as date, invoice number, client, etc.<\/li>\n\n\n\n<li>Tap the + under Items to add the invoice items<\/li>\n\n\n\n<li>Tap Add field to add Payment Schedule<\/li>\n\n\n\n<li>Tap + under Payment Methods to include those as well<\/li>\n\n\n\n<li>Tap Next when ready to send<\/li>\n\n\n\n<li>Select a folder where you would like to save it (you&#8217;ll see a blue check mark pop up when a folder is selected)<\/li>\n\n\n\n<li>Tap Continue<\/li>\n\n\n\n<li>On the Preview Invoice screen, you can make edits by tapping Edit or Send by tapping Send Invoice<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>To create an invoice from a saved estimate:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to the folder where the estimate is saved<\/li>\n\n\n\n<li>Tap the three dots on the upper right<\/li>\n\n\n\n<li>Tap Create Invoice<\/li>\n\n\n\n<li>On the Invoice Customization screen, select All Line Items or Summary<\/li>\n\n\n\n<li>Tap Next<\/li>\n\n\n\n<li>Confirm all details (issue date, due date, invoice number, client, etc.) are correct<\/li>\n\n\n\n<li>Make sure to add Client<\/li>\n\n\n\n<li>Tap Add Field to add more fields such as payment schedule, photos, attachments, etc.<\/li>\n\n\n\n<li>To include payment methods, tap Add Payment method<\/li>\n\n\n\n<li>Tap next (if the button is gray, a required field is missing so look for any field that has a red required above it to ensure it&#8217;s completed)<\/li>\n\n\n\n<li>Tap Send Invoice if ready to send, or Edit to edit again\u00a0<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>To add a payment schedule, you&#8217;ll want to use these steps:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Tap into the invoice<\/li>\n\n\n\n<li>Tap Edit<\/li>\n\n\n\n<li>Tap add payment schedule (under Payment Terms)<\/li>\n\n\n\n<li>Tap Add the payment type<\/li>\n\n\n\n<li>Under Payment Type, select flat amount or percentage<\/li>\n\n\n\n<li>Tap add payment schedule<\/li>\n\n\n\n<li>Add as many as are needed.<\/li>\n\n\n\n<li>Tap back<\/li>\n\n\n\n<li>Tap Next<\/li>\n\n\n\n<li>Tap Save and select folder<\/li>\n\n\n\n<li>Assign client if you  haven&#8217;t already <\/li>\n\n\n\n<li>Tap send when ready <\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>To send an invoice, you&#8217;ll want to use the steps below:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Tap into the folder where the estimate is saved<\/li>\n\n\n\n<li>Tap on the three dots on the upper right hand corner of the estimate you want to create an invoice for<\/li>\n\n\n\n<li>Tap Create Invoice<\/li>\n\n\n\n<li>Add info at the top such as issue date, due date, invoice number<\/li>\n\n\n\n<li>Select Client<\/li>\n\n\n\n<li>Add any deposit or payment method details<\/li>\n\n\n\n<li>Tap Next<\/li>\n\n\n\n<li>Select a folder where to save it<\/li>\n\n\n\n<li>Tap Continue<\/li>\n\n\n\n<li>Tap Send<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>To apply payments to your invoice, you can use these steps:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Tap into the folder where the invoice is saved<\/li>\n\n\n\n<li>Tap on the invoice<\/li>\n\n\n\n<li>Tap Payments at the top<\/li>\n\n\n\n<li>Tap Record payment &#038; enter details<\/li>\n\n\n\n<li>Tap Save<\/li>\n\n\n\n<li>Tap Send to send updated invoice showing applied payment(s)<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">We also have a video library filled with quick tutorials that walk through the app&#8217;s features if you think that would be helpful. \ud83d\udccc <strong>Link here:\u00a0<\/strong><a target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.youtube.com\/@simplywise-estimates\/videos\"><strong>https:\/\/www.youtube.com\/@simplywise-estimates\/videos<\/strong><\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-5261-2emJ8dDL9d' data-post_id='5261'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tInvoices: How do I control what my customer sees on their invoice, can I show a summary instead of all line items?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t<p>Yes! When creating an invoice from an existing estimate, you can choose how much detail your customer sees.<\/p>\n<p>After selecting your estimate and tapping <strong>Create Invoice<\/strong>, you&#8217;ll reach the <strong>Invoice Customization<\/strong> screen where you can toggle between:<\/p>\n<ul>\n<li><strong>All line items<\/strong>: shows the full breakdown of every item, labor, and material<\/li>\n<li><strong>Summary<\/strong>: shows a single total per section, without individual line item detail<\/li>\n<\/ul>\n<p>Tap your preferred option before sending.<\/p>\n<p><strong>Note:<\/strong> This option is currently only available when generating an invoice from an existing estimate. If you create an invoice from scratch, you can manually control what appears by adding only the line items you want your customer to see.<\/p>\n<p>If you have questions, contact us at support@simplywise.com.<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4932-PH7yMFfsO3' data-post_id='4932'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tInvoices: How do I send an invoice?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">Sending an invoice in your Cost Estimator app is done with a few taps.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>To get started, tap into the folder where the invoice is saved. <\/li>\n\n\n\n<li>Tap into the invoice<\/li>\n\n\n\n<li>Tap Send Invoice<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-6950-I08QRtl0eW' data-post_id='6950'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tIs the Cost Estimator app available in Canada?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">Yes! While we&#8217;re US based, we are available in Canada! You&#8217;ll need to  have a phone number with a +1 at the beginning to create your account and select your subscription. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4916-noAriO9LDr' data-post_id='4916'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tLine Items: How do I hide or show line items in the estimate I send to my clients?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">There are several options to show or hide line items when sending an estimate to your client or customer.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To do this, you\u2019ll want to navigate to the Send Estimate screen and scroll down to the Estimate section where the Line Items options is located.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You\u2019ll see four different options, each of which show more or less detailed info to your client\/customer:\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Don\u2019t show line items<\/li>\n\n\n\n<li>Show line item names<\/li>\n\n\n\n<li>Show grouped line items<\/li>\n\n\n\n<li>Show line items names &#038; totals<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Join us for the tutorial below to walk through the steps and see which one works best for your needs!\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/MFzlLIu796s?feature=oembed\" frameborder=\"0\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4956-QiLPDkOENV' data-post_id='4956'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tMark Up | Fees: How do I apply fees, such as credit card processing fees to an estimate?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">To add fees to your estimate, you&#8217;ll want to add them as a line item using the steps below:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to the folder where the estimate is saved<\/li>\n\n\n\n<li>Tap into the estimate to view the line items<\/li>\n\n\n\n<li>Scroll down to the bottom<\/li>\n\n\n\n<li>You can add to the markup section by tapping Add Item<\/li>\n\n\n\n<li>Or, you can add a new section by tapping Add Section<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4914-nyaG6xfDFd' data-post_id='4914'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tMark Up: How do I hide the markup in my SimplyWise estimate?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">To hide the mark up from the estimate, open your saved estimate from the folder and tap line items. Scroll to the bottom and swipe from right to left and tap the red trashcan icon.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you want to include the markup in your estimate for your visibility, but hide this from your client by making it invisible on the estimate they receive, you\u2019ll want to\u00a0<strong>uncheck<\/strong>\u00a0<strong>the Markup box<\/strong>\u00a0in the Share Estimate screen before sending to them.<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4926-q1iCg2wsv6' data-post_id='4926'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tNotes &#038; Disclaimer: How do I edit Notes and Disclaimer fields?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">Editing the notes and disclaimer fields is quick and can be completed with a few taps using the steps below.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Tap into the folder where the estimate is saved<\/li>\n\n\n\n<li>Tap the three dots on the upper right corner<\/li>\n\n\n\n<li>Tap Send <\/li>\n\n\n\n<li>Tap Next<\/li>\n\n\n\n<li>Tap No <\/li>\n\n\n\n<li>Select the template<\/li>\n\n\n\n<li>Tap Edit<\/li>\n\n\n\n<li>Tap Notes to client to add notes that you would like to share with your client<\/li>\n\n\n\n<li>Tap Disclaimer to add notes there <\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4907-Cih6ssqq9j' data-post_id='4907'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tNotifications: Can I be notified when my client opens the estimate?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">To receive a notification when an estimate is opened, viewed, or approved you\u2019ll want to enable the notifications settings in your Cost Estimator mobile app.\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To do this in your mobile app, tap menu&gt;settings&gt;permissions and enable notifications within your device settings.\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4964-zALANh9Lac' data-post_id='4964'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tNotifications: Why am I seeing notification badges on my app icon but nothing appears when I open the app?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">Currently, you&#8217;ll receive notifications when a client opens and approves an estimate.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When a client *opens* an estimate, you&#8217;ll get a push notification letting you know they opened. However, there will be no other update within the app.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When a client *approves* an estimate, you will receive both a push notification and an email with detailed information about the approved estimate.<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4988-uD0Qo98dbf' data-post_id='4988'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tOther Questions: Can I turn an estimate into a work order within the app?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">Currently, we cannot directly turn an estimate into a work order within the app. However, we offer an invoicing feature where you can define payment options and payment terms. To create and send an invoice, along with applying payments, please follow these steps below or watch the tutorials below. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>To create a quick invoice, you can use these steps:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Tap into your app on the home screen<\/li>\n\n\n\n<li>Tap the blue + button on the lower right corner<\/li>\n\n\n\n<li>Tap Invoice on the pop up menu<\/li>\n\n\n\n<li>Tap from scratch<\/li>\n\n\n\n<li>Input all details such as date, invoice number, client, etc.<\/li>\n\n\n\n<li>Tap the + under Items to add the invoice items<\/li>\n\n\n\n<li>Tap Add field to add Payment Schedule<\/li>\n\n\n\n<li>Tap + under Payment Methods to include those as well<\/li>\n\n\n\n<li>Tap Next when ready to send<\/li>\n\n\n\n<li>Select a folder where you would like to save it (you&#8217;ll see a blue check mark pop up when a folder is selected)<\/li>\n\n\n\n<li>Tap Continue<\/li>\n\n\n\n<li>On the Preview Invoice screen, you can make edits by tapping Edit or Send by tapping Send Invoice<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>To create an invoice from a saved estimate:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to the folder where the estimate is saved<\/li>\n\n\n\n<li>Tap the three dots on the upper right<\/li>\n\n\n\n<li>Tap Create Invoice<\/li>\n\n\n\n<li>On the Invoice Customization screen, select All Line Items or Summary<\/li>\n\n\n\n<li>Tap Next<\/li>\n\n\n\n<li>Confirm all details (issue date, due date, invoice number, client, etc.) are correct<\/li>\n\n\n\n<li>Make sure to add Client<\/li>\n\n\n\n<li>Tap Add Field to add more fields such as payment schedule, photos, attachments, etc.<\/li>\n\n\n\n<li>To include payment methods, tap Add Payment method<\/li>\n\n\n\n<li>Tap next (if the button is gray, a required field is missing so look for any field that has a red required above it to ensure it&#8217;s completed)<\/li>\n\n\n\n<li>Tap Send Invoice if ready to send, or Edit to edit again\u00a0<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>To add a payment schedule, you&#8217;ll want to use these steps:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Tap into the invoice<\/li>\n\n\n\n<li>Tap Edit<\/li>\n\n\n\n<li>Tap add payment schedule<\/li>\n\n\n\n<li>Add the payment type<\/li>\n\n\n\n<li>Tap add payment schedule<\/li>\n\n\n\n<li>Add as many as are needed.<\/li>\n\n\n\n<li>Tap back<\/li>\n\n\n\n<li>Tap Update<\/li>\n\n\n\n<li>Send from there\u00a0<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>To send an invoice, you&#8217;ll want to use the steps below:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Tap into the folder where the estimate is saved<\/li>\n\n\n\n<li>Tap on the three dots on the upper right hand corner of the estimate you want to create an invoice for<\/li>\n\n\n\n<li>Tap Create Invoice<\/li>\n\n\n\n<li>Add info at the top such as issue date, due date, invoice number<\/li>\n\n\n\n<li>Select Client<\/li>\n\n\n\n<li>Add any deposit or payment method details<\/li>\n\n\n\n<li>Tap Next<\/li>\n\n\n\n<li>Select a folder where to save it<\/li>\n\n\n\n<li>Tap Continue<\/li>\n\n\n\n<li>Tap Send<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>To apply payments to your invoice, you can use these steps:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Tap into the folder where the invoice is saved<\/li>\n\n\n\n<li>Tap on the invoice<\/li>\n\n\n\n<li>Tap Payments at the top<\/li>\n\n\n\n<li>Tap Record payment &#038; enter details<\/li>\n\n\n\n<li>Tap Save<\/li>\n\n\n\n<li>Tap Send to send updated invoice showing applied payment(s)<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">We also have a video library filled with quick tutorials that walk through the app&#8217;s features if you think that would be helpful. \ud83d\udccc <strong>Link here:\u00a0<\/strong><a target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.youtube.com\/@simplywise-estimates\/videos\"><strong>https:\/\/www.youtube.com\/@simplywise-estimates\/videos<\/strong><\/a><\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/HcZesJDBw50?feature=oembed\" frameborder=\"0\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/pdkPOr_NPzg?feature=oembed\" frameborder=\"0\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4987-ZORoEsMCTt' data-post_id='4987'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tOther Questions: How do I consolidate estimates for multiple projects into a single, cohesive estimate for the overall project to send to my customer?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">Currently, we don&#8217;t have a feature to consolidate multiple projects into a single project. As a workaround, you can email all the estimates to yourself and then use a PDF software such as Adobe to combine them and add the comprehensive price before sending them by email to your client.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We&#8217;re constantly working on improving our app features, and consolidating estimates is a priority for a future update. Please stay tuned for this enhancement in upcoming versions!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4990-wTnAvy58mA' data-post_id='4990'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tOther Questions: Where is the reconciliation feature in the app?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">Reconciliation features are not available in the Cost Estimator app; they are available in the Receipt Scanner app. If you  haven&#8217;t already downloaded the Receipt Scanner app, you can do from the App Store or Play Store. Once downloaded, you can log into the account using your same login credentials (phone number and password).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When logged into the SimplyWise app, you can toggle between the apps by tapping menu &gt; SimplyWise Suite.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-5191-s6gREWzdhC' data-post_id='5191'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tOverview: How do I access the Cost Estimator on my computer or desktop?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t<p>You can access the web version of the Cost Estimator by logging in at: <strong>app.simplywise.com<\/strong><\/p>\n<p>Currently, the web version is still being developed and doesn&#8217;t offer full functionality. On a computer today you can create and edit estimates, but the mobile app has the full feature set including:<\/p>\n<ul>\n<li>Room Scan (LiDAR measurements)<\/li>\n<li>Image Renders<\/li>\n<li>Voice-to-Text<\/li>\n<li>All integrations<\/li>\n<\/ul>\n<p>We&#8217;re actively working to expand the web features. Stay tuned! \ud83d\udccc Need help getting started? Check out our video tutorial library for quick walkthroughs!<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4905-NP5MOzyHDh' data-post_id='4905'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tOverview: How to Use the Cost Estimator App\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">To get started, just to tap on the blue circle + button in the lower right corner of the Home screen.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You&#8217;ll see a little pop up menu where you can select to create an Estimate, an Invoice, or an Image Render.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Tap Estimate when you&#8217;re ready to input the full scope of work, create an estimate and send to your client.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Tap Invoice if you&#8217;d like to quickly create a simple invoice to send to your clients to collect payment.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Tap Render if you&#8217;d like to create an image render based on the changes you&#8217;d like to see in the before image.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Join us for our quick tutorial below to see how it works a bit more in detail.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/WfoLdLyc-Ks?feature=oembed\" frameborder=\"0\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-5194-4PXohidOUV' data-post_id='5194'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tOverview: Is the Cost Estimator app compatible with Chromebook?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t<p>Yes! You can use the Cost Estimator on your Chromebook through our web app.<\/p>\n<p><strong>To use the Cost Estimator on Chromebook:<\/strong><\/p>\n<ol>\n<li>Open Chrome browser<\/li>\n<li>Go to <a href=\"https:\/\/app.simplywise.com\">estimator.simplywise.com<\/a><\/li>\n<li>Log in with your phone number or email<\/li>\n<\/ol>\n<p>The web app gives you full access to:<\/p>\n<ul>\n<li>Create and edit estimates<\/li>\n<li>Manage clients<\/li>\n<li>Send invoices<\/li>\n<li>Access all your templates<\/li>\n<\/ul>\n<p><strong>Note:<\/strong> While the Android app may not install directly on some Chromebooks, the web app works perfectly and syncs with your mobile app automatically.<\/p>\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4985-2vPZb3o02z' data-post_id='4985'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tOverview: Who can use this app? Is this for contractors or homeowners?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">The app is designed for both contractors and homeowners, and is suitable for DIY projects, small businesses in skilled trades, and large commercial construction projects.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We offer a free 7 day trial will full app access so you can give it a try without limits.  To get started, you&#8217;ll want to download the app from the App Store or Play Store, use your phone number to create an account and start the trial. Should you decide it&#8217;s not for you, we encourage you to cancel no later than the 6th to prevent getting charged for the subscription. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We encourage you to give it a try to see if it supports your workflow! <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-5214-sKBGLNFprM' data-post_id='5214'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tPayment: Can my customers pay invoices directly through the app?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t<p>Yes! SimplyWise now supports built-in payment processing through <strong>Stripe<\/strong>, allowing your clients to pay invoices directly through the app.<\/p>\n<p><strong>To set it up:<\/strong><\/p>\n<ol>\n<li>Tap <strong>Menu<\/strong> in the upper left<\/li>\n<li>Tap Online Payments<\/li>\n<li>Connect an existing Stripe account or create a new one<\/li>\n<\/ol>\n<p>Once connected, clients will see a <strong>Pay Now<\/strong> button on their invoice and can pay by credit card through Stripe. SimplyWise does not charge any additional fees for payment processing.<\/p>\n<p><strong>Want to accept other payment methods?<\/strong> You can still add payment details for PayPal, ACH, Venmo, check, or any other method in your invoice. These will appear as instructions for your client, but payment happens outside the app.<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4928-ZIxIJGkWQf' data-post_id='4928'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tPayment: How do I collect payment?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t<p>There are two ways to collect payment through the Cost Estimator app:<\/p>\n<p><strong>Option 1: In-app payment via Stripe (clients pay directly through the app):<\/strong><\/p>\n<ol>\n<li>Set up Stripe by going to <strong>Menu &gt; Online Payments<\/strong> and connecting or creating a Stripe account<\/li>\n<li>Once connected, your invoices will include a <strong>Pay Now<\/strong> button for clients to pay by credit card<\/li>\n<li>SimplyWise does not charge any additional fees for this<\/li>\n<\/ol>\n<p><strong>Option 2: Manual payment links (payment happens outside the app):<\/strong><\/p>\n<ol>\n<li>Go to <strong>Menu &gt; Set Up Payment Methods<\/strong>\u00a0and add your preferred payment details (PayPal, Venmo, ACH, bank info, etc.)<\/li>\n<li>These will appear as payment instructions on your invoice<\/li>\n<li>Your client pays you directly through that platform<\/li>\n<\/ol>\n<p>Once payment is received, record it in the app by tapping into the invoice and tapping Payments (at top) &gt; blue + mark (at bottom) and adding payment info\u00a0to keep your invoice status up to date.<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4927-pf1fM3WND1' data-post_id='4927'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tPayment: How do I record a payment on an invoice?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">Recording a payment on your invoice is quick and easy with a few steps!\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Before applying payments, you&#8217;ll want to create your invoice. To create an invoice, there are two methods: using the quick menu option or creating from a saved estimate.\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">See below for steps that walk through creating an invoice, adding payment schedule, sending an invoice, and applying payments, along with a quick tutorial.  <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>To create a quick invoice, you can use these steps:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Tap into your app on the home screen<\/li>\n\n\n\n<li>Tap the blue Create button on the lower right corner<\/li>\n\n\n\n<li>Tap Invoice on the pop up menu<\/li>\n\n\n\n<li>Tap from scratch<\/li>\n\n\n\n<li>Input all details such as date, invoice number, client, etc.<\/li>\n\n\n\n<li>Tap the + under Items to add the invoice items<\/li>\n\n\n\n<li>Tap Add field to add Payment Schedule<\/li>\n\n\n\n<li>Tap + under Payment Methods to include those as well<\/li>\n\n\n\n<li>Tap Next when ready to send<\/li>\n\n\n\n<li>Select a folder where you would like to save it (you&#8217;ll see a blue check mark pop up when a folder is selected)<\/li>\n\n\n\n<li>Tap Continue<\/li>\n\n\n\n<li>On the Preview Invoice screen, you can make edits by tapping Edit or Send by tapping Send Invoice<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>To create an invoice from a saved estimate:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to the folder where the estimate is saved<\/li>\n\n\n\n<li>Tap the three dots on the upper right<\/li>\n\n\n\n<li>Tap Create Invoice<\/li>\n\n\n\n<li>On the Invoice Customization screen, select All Line Items or Summary<\/li>\n\n\n\n<li>Tap Next<\/li>\n\n\n\n<li>Confirm all details (issue date, due date, invoice number, client, etc.) are correct<\/li>\n\n\n\n<li>Make sure to add Client<\/li>\n\n\n\n<li>Tap Add Field to add more fields such as payment schedule, photos, attachments, etc.<\/li>\n\n\n\n<li>To include payment methods, tap Add Payment method<\/li>\n\n\n\n<li>Tap next (if the button is gray, a required field is missing so look for any field that has a red required above it to ensure it&#8217;s completed)<\/li>\n\n\n\n<li>Tap Send Invoice if ready to send, or Edit to edit again\u00a0<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>To add a payment schedule, you&#8217;ll want to use these steps:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Tap into the invoice<\/li>\n\n\n\n<li>Tap Edit<\/li>\n\n\n\n<li>Tap add payment schedule (under Payment Terms)<\/li>\n\n\n\n<li>Tap Add the payment type<\/li>\n\n\n\n<li>Under Payment Type, select flat amount or percentage<\/li>\n\n\n\n<li>Tap add payment schedule<\/li>\n\n\n\n<li>Add as many as are needed.<\/li>\n\n\n\n<li>Tap back<\/li>\n\n\n\n<li>Tap Next<\/li>\n\n\n\n<li>Tap Save and select folder<\/li>\n\n\n\n<li>Assign client if you haven&#8217;t already<\/li>\n\n\n\n<li>Tap send when ready<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>To send an invoice, you&#8217;ll want to use the steps below:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Tap into the folder where the estimate is saved<\/li>\n\n\n\n<li>Tap on the three dots on the upper right hand corner of the estimate you want to create an invoice for<\/li>\n\n\n\n<li>Tap Create Invoice<\/li>\n\n\n\n<li>Add info at the top such as issue date, due date, invoice number<\/li>\n\n\n\n<li>Select Client<\/li>\n\n\n\n<li>Add any deposit or payment method details<\/li>\n\n\n\n<li>Tap Next<\/li>\n\n\n\n<li>Select a folder where to save it<\/li>\n\n\n\n<li>Tap Continue<\/li>\n\n\n\n<li>Tap Send<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>To apply payments to your invoice, you can use these steps:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Tap into the folder where the invoice is saved<\/li>\n\n\n\n<li>Tap on the invoice<\/li>\n\n\n\n<li>Tap Payments at the top<\/li>\n\n\n\n<li>Tap Record payment &#038; enter details<\/li>\n\n\n\n<li>Tap Save<\/li>\n\n\n\n<li>Tap Send to send updated invoice showing applied payment(s)<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">We also have a video library filled with quick tutorials that walk through the app&#8217;s features if you think that would be helpful. \ud83d\udccc <strong>Link here:\u00a0<\/strong><a target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.youtube.com\/@simplywise-estimates\/videos\"><strong>https:\/\/www.youtube.com\/@simplywise-estimates\/videos<\/strong><\/a><\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/pdkPOr_NPzg?feature=oembed\" frameborder=\"0\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-8720-LlT3AqlpKQ' data-post_id='8720'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tPayments: How do I turn off online payments \/ Stripe in the app?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t<p>You can disable online payments at any time by going to <strong>Menu &gt; Payment Options<\/strong> and turning off the online payment toggle.<\/p>\n<p><strong>Note:<\/strong> you can only turn off online payments if a customer has not already entered the checkout flow on an open invoice.<\/p>\n<p>If you want to fully close your Stripe account, that must be done from your <strong>Stripe dashboard<\/strong>. SimplyWise cannot close or delete a Stripe account on your behalf.<\/p>\n<p>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Stripe Support:<\/strong> You can connect with Stripe&#8217;s Support team using the contact information below. Please note that Stripe generally asks their customers to sign into their Stripe account first, and then contact through the Support Center. SimplyWise isn&#8217;t authorized to troubleshoot or discuss your Stripe account, but we&#8217;re happy to help with anything SimplyWise related!\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n<\/p>\n<p>\n\n\n<\/p>\n<p>\ud83d\udcbbWebsite: <a href=\"https:\/\/stripe.com\/\">https:\/\/stripe.com\/<\/a><\/p>\n<p>\n\n\n\n<\/p>\n<p>\ud83d\udcdeSuport Support Center:\u00a0<a href=\"https:\/\/support.stripe.com\/\">https:\/\/support.stripe.com\/<\/a><\/p>\n<p>\n\n\n\n<\/p>\n<p>\u2328 Contact Stripe Support: <a href=\"https:\/\/stripe.com\/contact\">https:\/\/stripe.com\/contact<\/a><\/p>\n<p>\n\n\n<\/p>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-8723-lHljed7ewn' data-post_id='8723'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tPayments: How quickly do payments hit my bank account, and what fees does Stripe charge?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t<p>SimplyWise does not charge any additional fees for payment processing. However, <strong>Stripe has its own fees and payout schedule<\/strong> that apply to your account.<\/p>\n<p>For details on:<\/p>\n<ul>\n<li>How quickly payments are deposited into your bank<\/li>\n<li>Stripe&#8217;s processing fees<\/li>\n<\/ul>\n<p>Please check your <strong>Stripe dashboard<\/strong> or contact <strong>Stripe support<\/strong> directly. These are set by Stripe and may vary by account type and location.<\/p>\n\n\n<p class=\"wp-block-paragraph\"><strong>Stripe Support:<\/strong> You can connect with Stripe&#8217;s Support team using the contact information below. Please note that Stripe generally asks their customers to sign into their Stripe account first, and then contact through the Support Center. SimplyWise isn&#8217;t authorized to troubleshoot or discuss your Stripe account, but we&#8217;re happy to help with anything SimplyWise related!\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udcbbWebsite: <a href=\"https:\/\/stripe.com\/\">https:\/\/stripe.com\/<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udcdeSuport Support Center:\u00a0<a href=\"https:\/\/support.stripe.com\/\">https:\/\/support.stripe.com\/<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2328 Contact Stripe Support: <a href=\"https:\/\/stripe.com\/contact\">https:\/\/stripe.com\/contact<\/a><\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-8722-gqxTsjtQP5' data-post_id='8722'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tPayments: What happens if my Stripe account is frozen or suspended?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t<p>Stripe may freeze or suspend accounts in certain circumstances, such as unusual transaction activity or compliance reviews. This is governed entirely by <strong>Stripe&#8217;s own policies<\/strong>. SimplyWise has no role in these decisions and cannot intervene.<\/p>\n<p>Important to know:<\/p>\n<ul>\n<li>A frozen Stripe account <strong>only affects your ability to accept new payments and receive payouts through Stripe<\/strong><\/li>\n<li>It does <strong>not<\/strong> affect your bank account or any funds already transferred out of Stripe<\/li>\n<li>If your Stripe account is frozen, contact <strong>Stripe support<\/strong> directly to resolve it<\/li>\n<\/ul>\n<p>To reduce the risk of issues, make sure your Stripe account information is accurate and up to date, and that your transactions comply with <a href=\"https:\/\/stripe.com\/legal\">Stripe&#8217;s terms of service<\/a>.<\/p>\n\n\n<p class=\"wp-block-paragraph\"><strong>Stripe Support:<\/strong> You can connect with Stripe&#8217;s Support team using the contact information below. Please note that Stripe generally asks their customers to sign into their Stripe account first, and then contact through the Support Center. SimplyWise isn&#8217;t authorized to troubleshoot or discuss your Stripe account, but we&#8217;re happy to help with anything SimplyWise related!\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udcbbWebsite: <a href=\"https:\/\/stripe.com\/\">https:\/\/stripe.com\/<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udcdeSuport Support Center:\u00a0<a href=\"https:\/\/support.stripe.com\/\">https:\/\/support.stripe.com\/<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2328 Contact Stripe Support: <a href=\"https:\/\/stripe.com\/contact\">https:\/\/stripe.com\/contact<\/a><\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-8721-IVbPZvLQoI' data-post_id='8721'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tPayments: What is Stripe, and how does SimplyWise use it?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t<p>SimplyWise uses <strong>Stripe<\/strong> as its payment processor to enable your clients to pay invoices online. Think of it like this: SimplyWise handles your estimates and invoices; Stripe handles the actual movement of money.<\/p>\n<p>When you connect Stripe through SimplyWise, you&#8217;re creating a Stripe account (or linking an existing one) that is <strong>owned and managed by you directly with Stripe<\/strong>, not by SimplyWise. SimplyWise simply connects your invoice to Stripe&#8217;s payment infrastructure.<\/p>\n<p>This means:<\/p>\n<ul>\n<li>Your payout schedule, fees, and payment settings are all managed in your <strong>Stripe dashboard<\/strong><\/li>\n<li>SimplyWise does not have access to your Stripe funds<\/li>\n<li>Any questions about payouts or fees should go to <strong>Stripe support<\/strong> directly<\/li>\n<\/ul>\n\n\n<p class=\"wp-block-paragraph\"><strong>Stripe Support:<\/strong> You can connect with Stripe&#8217;s Support team using the contact information below. Please note that Stripe generally asks their customers to sign into their Stripe account first, and then contact through the Support Center. SimplyWise isn&#8217;t authorized to troubleshoot or discuss your Stripe account, but we&#8217;re happy to help with anything SimplyWise related!\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udcbbWebsite: <a href=\"https:\/\/stripe.com\/\">https:\/\/stripe.com\/<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udcdeSuport Support Center:\u00a0<a href=\"https:\/\/support.stripe.com\/\">https:\/\/support.stripe.com\/<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2328 Contact Stripe Support: <a href=\"https:\/\/stripe.com\/contact\">https:\/\/stripe.com\/contact<\/a><\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4919-h3SadETVsh' data-post_id='4919'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tPrint: How do I print an estimate?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\"><font dir=\"auto\" style=\"vertical-align: inherit\"><font dir=\"auto\" style=\"vertical-align: inherit\">To print your estimate, you can use the steps below, or you can send the estimate to yourself like the below tutorial walks through and print from there. <\/font><\/font><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Tap into the folder where the estimate is located<\/li>\n\n\n\n<li>Tap on the estimate to view the line items screen<\/li>\n\n\n\n<li>Tap the three dots on the upper right corner<\/li>\n\n\n\n<li>Tap Print Estimate<\/li>\n\n\n\n<li>Estimate will download to your device where you can share it with someone else, or send to yourself to print <\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-9-16 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" width=\"540\" height=\"960\" src=\"https:\/\/www.youtube.com\/embed\/tA5xJ1-tJbQ?feature=oembed\" frameborder=\"0\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-5062-yrL5gShxlr' data-post_id='5062'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tRoom Scan &amp; LiDAR: What is it and how to use it?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">The room scan on Android devices and LiDAR on Apple devices are a great way to get measurements and a 3D model of the space of your project. To get started, tap the blue Create button on the home screen, and then tap Room Scan or LiDAR and start from there. Be sure to save it once created, or you won&#8217;t be able to access it later if needed.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To attach a room scan to an estimate before creating the estimate, you&#8217;ll want to generate the room scan first. Once you have your room scan saved, you can tap the blue + button and then tap estimate.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This will bring you to the Project Description screen where you&#8217;ll input the scope of work. Under the text box, you&#8217;ll see a series of icons; the one labeled Room Scan or LiDAR is what you&#8217;ll tap to access the saved room scans and attach what you\u00a0need.\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We also have a video library filled with quick tutorials that walk through the app&#8217;s features if you think that would be helpful. \ud83d\udccc <strong>Link here:\u00a0<\/strong><a href=\"https:\/\/www.youtube.com\/@simplywise-estimates\/videos\"><strong>https:\/\/www.youtube.com\/@simplywise-estimates\/videos<\/strong><\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-5200-QqrdfN2BVC' data-post_id='5200'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tRoom Scan: Why don&#8217;t I have the LiDAR room scan feature in my app?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t<p>Currently, the Room Scan \/ LiDAR feature is only available on <strong>Apple Pro devices (iPhone Pro, iPad Pro)<\/strong> due to required hardware sensors. This is a hardware restriction, not a subscription restriction. It is not currently available on Android.<\/p>\n<p><strong>To start a Room Scan:<\/strong><\/p>\n<ol>\n<li>Tap the blue <strong>Create +<\/strong> button on the home screen<\/li>\n<li>Tap <strong>Room Scan<\/strong> (also referred to as LiDAR)<\/li>\n<li>Tap <strong>Start Scan<\/strong><\/li>\n<li>Follow the prompts to scan your space<\/li>\n<\/ol>\n<p>\u26a0\ufe0f Be sure to <strong>save<\/strong> once created, or you won&#8217;t be able to access it later!<\/p>\n<p><strong>To attach a Room Scan to an estimate:<\/strong><\/p>\n<ol>\n<li>Generate and save the room scan first<\/li>\n<li>When creating a new estimate, attach the saved scan by selecting <strong>Room Scan \/ LiDAR<\/strong> on the &#8216;Describe Project&#8217; screen<\/li>\n<\/ol>\n<p>We apologize for any confusion. We&#8217;re working on expanding device compatibility! \ud83d\udccc Need help? Check out our video tutorial library for walkthroughs!<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-5193-YlJuFvz1Gj' data-post_id='5193'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tSend Estimate: How do I convert my estimate to PDF before sending?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t<p>You can download any estimate as a PDF to share with customers who prefer attachments over links.<\/p>\n<p><strong>To download your estimate as a PDF:<\/strong><\/p>\n<ol>\n<li>Open the folder where your estimate is located<\/li>\n<li>Tap the three dots in the upper right corner\u00a0<\/li>\n<li>Tap Print to download directly to your device<\/li>\n<li>Or, Select <strong>&#8220;Send Estimate&#8221;<\/strong><\/li>\n<li>Tap Next<\/li>\n<li>Tap Generate Render or tap no<\/li>\n<li>Select template<\/li>\n<li>Tap Continue<\/li>\n<li>Tap the little downward facing arrow on the upper right\u00a0<\/li>\n<li>This will save the estimate as a PDF directly to your device<\/li>\n<\/ol>\n<p><strong>To print your estimate:<\/strong><\/p>\n<p>Once you&#8217;ve downloaded the PDF using the steps above, you can print it directly from your device&#8217;s file manager or share it to a printer.<\/p>\n<p>\ud83d\udccc <strong>Need more help?<\/strong> Check out our <a href=\"https:\/\/www.youtube.com\/@simplywise-estimates\/videos\">video tutorial library<\/a> for step-by-step walkthroughs!<\/p>\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4929-JrU0PyjCAX' data-post_id='4929'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tSend Estimate: How do I send a saved estimate?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">To send your saved estimate,\u00a0 you\u2019ll want to tap into the folder where you\u2019ve previously saved it and you can either tap the three dots on the upper right and tap Send Estimate, or tap into the estimate and do the same: tap on the three dots on the upper right corner and tap Send Estimate.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">From there, you\u2019ll want to tap Preview and then Send.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You\u2019ll have two options to send: via the app using the \u201cemail\u201d button and via a variety of other methods (text, FB, etc.) including sending directly from your own email app on your device.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Follow along in the the tutorial below and quickly send out your estimates!\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/0185HryieA0?feature=oembed\" frameborder=\"0\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-7211-WPQlWILnnr' data-post_id='7211'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tSend Estimate: My client is receiving my estimates in their spam or junk folder, how do I fix this?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t<p>If your clients are finding your estimates in spam or junk, this is typically a deliverability issue with how the email is being sent. Here are the most effective fixes:<\/p>\n<p><strong>Option 1: Send from your own email address (recommended):<\/strong><br \/>\nInstead of using the app&#8217;s default send, choose <strong>&#8220;Other sharing options&#8221;<\/strong> when sending and email the estimate from your own email account (Gmail, Outlook, etc.). Emails from a personal or business address you&#8217;ve used before are far less likely to land in spam.<\/p>\n<p><strong>Option 2: Ask your client to whitelist SimplyWise:<\/strong><br \/>\nHave your client add the SimplyWise sending address to their contacts or safe senders list. This tells their email provider to trust future messages.<\/p>\n<p><strong>Option 3: Share via link instead of email:<\/strong><br \/>\nYou can copy the estimate link and send it via text message, WhatsApp, or any other channel, bypassing email deliverability entirely.<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-7213-XxhVDX3Xt6' data-post_id='7213'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tSend Estimate: Why does the &#8216;Ask for Review&#8217; button show a failed to send error?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t<p>If you&#8217;re seeing a <strong>&#8220;Failed to send&#8221;<\/strong> error when tapping the Ask for Review button after sending an invoice, please try these steps:<\/p>\n<ul>\n<li>Try closing and reopening the app, then attempt to send the review request again<\/li>\n<li>Make sure your client&#8217;s email address on the invoice is correct<\/li>\n<li>If the error persists, you can manually ask your client for a review by sending them a direct link to your preferred review platform (Google, Trustpilot, etc.)<\/li>\n<\/ul>\n<p>If you find that you&#8217;re still hitting the same error, please reach out to our support team at support@simplywise.com with the phone number on the account and either a screen recording\/screenshots of the steps you&#8217;re taking.<\/p>\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4969-HKETySoQ0a' data-post_id='4969'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tSending\/Sharing Estimate: How can I share an estimate with the approval feature turned off?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">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:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1. Generate the estimate<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2. Preview the estimate<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3. Download it as a PDF<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">4. Share the downloaded PDF directly with your client. This way, you can share your estimate without requiring the client to go through the formal approval process.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4970-xKcKyawHzH' data-post_id='4970'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tSending\/Sharing Estimate: How do I change my default email address when sending an estimate?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">To change your default email address in the app tap to Menu &gt; Business Info and update your business address there.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Currently, the app doesn&#8217;t select the email on the phone, but there are a couple ways to get your estimates sent out from your preferred email &#8211; see below.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Set up the default email in your phone settings<\/li>\n\n\n\n<li>Tap &#8220;other sharing options&#8221; and manually select the email app with the email you&#8217;d like to send from<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26 <\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4963-CVG7qKgYZn' data-post_id='4963'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tSending\/Sharing Estimate: How do I change the subject and email message when sending an estimate?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">To customize the subject line and email message when sending an estimate:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Tap into the folder where the saved estimate is located that you would like to send.<\/li>\n\n\n\n<li>Tap the three dots on the estimate you would like to send via email.<\/li>\n\n\n\n<li>Tap Next<\/li>\n\n\n\n<li>Tap Generate Render or No<\/li>\n\n\n\n<li>Select Template &#038; tap Continue<\/li>\n\n\n\n<li>Tap Edit<\/li>\n\n\n\n<li>Tap Email Message at the top<\/li>\n\n\n\n<li>Input your message and tap Done<\/li>\n\n\n\n<li>Tap Done again<\/li>\n\n\n\n<li>Tap Send Estimate<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">rev.  10\/26 <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4965-RrC6aaepB2' data-post_id='4965'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tSending\/Sharing Estimate: How do I edit the disclaimer when sending the estimate to a client?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">You can edit the disclaimer on your estimates by following these steps:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Tap into the folder where the estimate is saved.<\/li>\n\n\n\n<li>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.<\/li>\n\n\n\n<li>Select Send Estimate.<\/li>\n\n\n\n<li>Tap Next<\/li>\n\n\n\n<li>Tap Generate Render or No<\/li>\n\n\n\n<li>Select the template<\/li>\n\n\n\n<li>Tap Continue<\/li>\n\n\n\n<li>Tap Edit<\/li>\n\n\n\n<li>Tap Disclaimer to make edits<\/li>\n\n\n\n<li>Once edited, it will be come sticky, meaning it will remain the same until you edit again<\/li>\n\n\n\n<li>Tap Done <\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4967-DTlsgA6iXI' data-post_id='4967'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tSending\/Sharing Estimate: How do I see if the estimate has been approved or not?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">You can see if your estimate has been approved by:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1. Checking for push notifications. You&#8217;ll receive both an email and a push notification when your client approves the estimate.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2. Approved Folder on the home screen: In the middle of the page, you can tap into the Approved folder to view all estimates that have been approved.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3. Inbox: On the upper right corner, you can tap into your inbox to view updates there. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26 <\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-8839-3kVe95rdcb' data-post_id='8839'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tSending\/Sharing Estimate: How do I send an estimate or invoice to multiple email addresses?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">Sending an estimate or invoice to multiple recipients can be done with a few taps. You&#8217;ll send from your own email app and add the needed recipients just like you when sending a normal email. See steps below.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>To send an estimate to multiple recipients:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>On your mobile app, navigate to the estimate you would like to send<\/li>\n\n\n\n<li>Tap the three dots on the upper right corner of the estimate<\/li>\n\n\n\n<li>Tap Send<\/li>\n\n\n\n<li>Ensure you have a client selected, or add if needed<\/li>\n\n\n\n<li>Tap Next<\/li>\n\n\n\n<li>Make any Edits, if needed<\/li>\n\n\n\n<li>Tap Send Estimate when ready<\/li>\n\n\n\n<li>Tap &#8216;Other Sharing Options&#8217;<\/li>\n\n\n\n<li>Select the email app on your device<\/li>\n\n\n\n<li>Add email recipients to the to field or CC if needed<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>To send an invoice to multiple recipients:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>On your mobile app, navigate to the invoice you would like to send<\/li>\n\n\n\n<li>Tap into the invoice<\/li>\n\n\n\n<li>Tap Send Invoice<\/li>\n\n\n\n<li>Tap &#8216;Other Sharing Options&#8217;<\/li>\n\n\n\n<li>Select the email app on your device<\/li>\n\n\n\n<li>Add email recipients to the to field or CC if needed<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4966-Qm2OTQhp4o' data-post_id='4966'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tSending\/Sharing Estimate: How do I track shared estimates?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">After sharing your estimate with a client, you can track its status in several ways:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1. You&#8217;ll receive a push notification when your client opens the estimate.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2. Sent Folder: On the home screen, you can tap into your Sent Folder to view sent items. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3. When your client signs and approves the estimate, the status will automatically update to &#8216;Approved&#8217;, and you&#8217;ll receive both an email and push notification alerting you to this change.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4971-1CKhszXxef' data-post_id='4971'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tSending\/Sharing Estimate: How do I unsend an estimate?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To prevent the customer from accessing on their end, you can also delete the estimate from your app. This will also prevent it from being accessed on your end as well. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To delete, tap into the folder where the estimate is located, tap on the three dots on the upper right corner and then tap Delete.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4968-0qseIqjKwh' data-post_id='4968'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tSending\/Sharing Estimate: Why am I not receiving push notifications when my client approves my estimate?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">You should receive push notifications when your client approves an estimate. If you&#8217;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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Go to your device Settings &gt; find our app &gt; Notifications, and ensure notifications are enabled. Additionally, verify in-app notification settings by going to app Settings &gt; Permissions &gt; Notifications and enable notifications from there.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Currently, notifications are limited to once per estimate.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4992-TduhzroI3v' data-post_id='4992'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tSimplyWise Suite: How do I toggle between SimplyWise apps using the SimplyWise Suite?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">To toggle between the SimplyWise apps within the suite, tap the menu in the upper left corner, and then tap SimplyWise Suite. All subscribed apps will be on the screen, and you can tap into each of them at any time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4935-kRTlKr5ot3' data-post_id='4935'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tSubscription &#038; Billing: How do I cancel my Cost Estimator subscription or get a refund?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t<p>If you subscribed through the Google Play Store or Apple App Store, SimplyWise support cannot access or modify your subscription. You&#8217;ll need to cancel and request a refund directly through the app store you used.<\/p>\n<p><strong>On Android (Google Play Store):<\/strong><\/p>\n<ol>\n<li>Open the Google Play app<\/li>\n<li>At the top right, tap the profile icon<\/li>\n<li>Tap Payments &#038; subscriptions \u2192 Subscriptions<\/li>\n<li>Select the SimplyWise Cost Estimator subscription<\/li>\n<li>Tap Cancel subscription and follow the instructions<\/li>\n<li>To request a refund, tap Request a refund after cancelling<\/li>\n<\/ol>\n<p><strong>On iPhone\/iPad (Apple App Store):<\/strong><\/p>\n<ol>\n<li>Open the Settings app<\/li>\n<li>Tap your name<\/li>\n<li>Tap Subscriptions<\/li>\n<li>Tap the SimplyWise Cost Estimator subscription<\/li>\n<li>Tap Cancel Subscription<\/li>\n<li>If you don&#8217;t see Cancel, the subscription is already cancelled and won&#8217;t renew<\/li>\n<li>To request a refund, visit <a href=\"https:\/\/reportaproblem.apple.com\">reportaproblem.apple.com<\/a><\/li>\n<\/ol>\n<p>If you subscribed directly through SimplyWise (not via an app store), contact support at <a href=\"mailto:support@simplywise.com\">support@simplywise.com<\/a>.<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-7214-Skhs2zkzk7' data-post_id='7214'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tSubscription &#038; Billing: How do I reactivate my subscription after cancelling?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t<p>If you&#8217;ve previously cancelled your Cost Estimator subscription and want to reactivate it:<\/p>\n<p><strong>If your subscription has already expired:<\/strong><\/p>\n<ol>\n<li>Open the Cost Estimator app. You should see a prompt to resubscribe<\/li>\n<li>Tap <strong>Subscribe<\/strong> or go to <strong>Menu &gt; Settings &gt; My Subscription<\/strong><\/li>\n<li>Choose your plan (monthly or annual) and complete the purchase<\/li>\n<\/ol>\n<p><strong>If your subscription is cancelled but hasn&#8217;t expired yet:<\/strong><br \/>\nYour access will continue until the end of the paid period. You can resubscribe at any time through the same steps above. Your data will still be there.<\/p>\n<p><strong>Note:<\/strong> If you subscribed through the App Store or Google Play, your subscription is managed through that platform. You can also resubscribe directly at <a href=\"https:\/\/www.simplywise.com\/payment\">simplywise.com\/payment<\/a>.<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-5641-2o01wr2XIV' data-post_id='5641'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tSubscription &#038; Billing: How much does the Cost Estimator subscription cost?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t<p>The Cost Estimator subscription varies whether you sign up through the App Store (iPhone\/iPad) or Google Play Store (Android); all pricing is available in each platform.<\/p>\n<p>You can also sign up directly with us at www.simplywise.com\/payment on both Apple &#038; Android devices.<\/p>\n<p>For billing issues\/questions for subscriptions being handled in the App Store or Google Play Store, you&#8217;ll want to tap into either and update from there.<\/p>\n<p>For billing issues\/questions for subscriptions being handled directly with us via Stripe, you can reach out to our support team at support@simplywise.com &#8211; you&#8217;ll need to include your name and phone number registered with your account.\u00a0<\/p>\n<p>\u00a0<\/p>\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4936-3Za5kcS8FO' data-post_id='4936'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tSubscription &#038; Billing: What happens when I delete my SimplyWise account?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">Great question!\u00a0\u00a0Deleting ANY SimplyWise account from the menu settings inside the app\u00a0<strong>WIPES ALL DATA<\/strong>\u00a0across\u00a0<strong>ALL SimplyWise apps<\/strong>.\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It would be best to delete the app from your device if you no longer want it, but\u00a0<strong>do not delete the account for any SimplyWise app<\/strong>\u00a0as this will remove all data across any other SimplyWise apps installed on your device and\u00a0<strong>it cannot be recovered.<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/oc9yRJ5Z3F4?feature=oembed\" frameborder=\"0\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-7209-uZWr95iT3O' data-post_id='7209'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tSubscription &#038; Billing: Why was I charged after my free trial?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t<p>SimplyWise apps offer a free trial that <strong>automatically converts to a paid subscription<\/strong> when the trial ends, unless you cancel before it expires.<\/p>\n<p>If you were charged unexpectedly:<\/p>\n<ul>\n<li>Check when your trial started and whether it has ended. You can view this in the app under <strong>Menu &gt; Settings &gt; My Subscription<\/strong><\/li>\n<li>If you believe you cancelled before the trial ended and were still charged, you&#8217;ll need to request a refund through the app store you used to subscribe:<\/li>\n<\/ul>\n<p><strong>iPhone\/iPad:<\/strong> <a href=\"https:\/\/reportaproblem.apple.com\">reportaproblem.apple.com<\/a><br \/>\n<strong>Android:<\/strong> Open Google Play &gt; tap your profile icon &gt; Payments &#038; subscriptions &gt; Subscriptions &gt; Request a refund<\/p>\n<p>SimplyWise support cannot issue refunds for app store purchases. These must go through Apple or Google directly.<\/p>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4981-QG54MWilxL' data-post_id='4981'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tSubscription &amp; Billing: Can I upgrade my subscription to team plan?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">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 limit their access.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can use the app across different devices by downloading the app and using the same login credentials on each device. All your estimates will be synced and accessible from any device.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can also login to www.simplywise.com on a computer so that you or your teammates can access your account there.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Please note that while estimates are synced across all devices, certain settings are not synchronized, including markup settings, and business information. These will need to be set up individually on each device.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-7210-FnmRmXjrEM' data-post_id='7210'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tSubscription &amp; Billing: Does my Cost Estimator subscription include access to the other SimplyWise apps?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t<p>Currently, the Cost Estimator subscription includes access to all apps within the SimplyWise suite.<\/p>\n<p>You&#8217;re welcome to enjoy any\/all of the following with an active Cost Estimator subscription:<\/p>\n<ul>\n<li>Cost Estimator<\/li>\n<li>Room Scanner<\/li>\n<li>Visualizer<\/li>\n<li>Receipt Scanner<\/li>\n<li>Mileage Tracker<\/li>\n<li>Website Builder<\/li>\n<\/ul>\n<p>To check which apps you&#8217;re currently subscribed to, go to your device&#8217;s subscription settings:<\/p>\n<ul>\n<li><strong>iPhone\/iPad:<\/strong> Settings &gt; [your name] &gt; Subscriptions<\/li>\n<li><strong>Android:<\/strong> Google Play &gt; profile icon &gt; Payments &#038; subscriptions &gt; Subscriptions<\/li>\n<\/ul>\n<p>You can also toggle between apps by tapping Menu on the upper left &gt; SimplyWise Suite<\/p>\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4939-rl6klcWDJX' data-post_id='4939'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tSubscription &amp; Billing: Where can I find my subscription info?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">If you subscribed through the App Store or Google Play Store, you can update your payment method in your device&#8217;s app store settings.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you paid directly through Stripe, please contact us at support@simplywise.com for a secure updated link. If you paid directly through PayPal, you can modify your payment details in your PayPal account.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you&#8217;re unsure which method you used or need assistance, please contact our Support Team at https:\/\/www.simplywise.com\/support.<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4940-3WPuIuEcar' data-post_id='4940'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tSubscription and Billing: How do I change my method of payment?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">If you subscribed through the App Store or Google Play Store, you can update your payment method in your device&#8217;s app store settings. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you paid directly through Stripe, please contact us at support@simplywise.com for a secure updated link. If you paid directly through PayPal, you can modify your payment details in your PayPal account.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you&#8217;re unsure which method you used or need assistance, please contact our Support Team at https:\/\/www.simplywise.com\/support.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4953-l73lrLW38r' data-post_id='4953'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tTaxes: How do I add tax to the estimate?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">When creating new estimates, the app will include a default tax &#038; fees section in the estimate. You can view\/access this by tapping into the estimate where the line items are located and scrolling to the bottom. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To add taxes to a saved estimate that doesn&#8217;t have a tax &#038; fees section in the mobile app:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to the estimate and tap into it so you can see the line items<\/li>\n\n\n\n<li>Scroll down to the very bottom<\/li>\n\n\n\n<li>Tap Add Section<\/li>\n\n\n\n<li>Add Section Name &#038; tap Submit<\/li>\n\n\n\n<li>Once created, tap Add Item in the new section<\/li>\n\n\n\n<li>On the Edit Item screen, add name, description, quantity, etc. <\/li>\n\n\n\n<li>Tap Save<\/li>\n\n\n\n<li>Tap Save Estimate<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><br>Be sure to check out our video library filled with quick tutorials that walk through the app&#8217;s features if you think that may be helpful as you get started. \ud83d\udccc\u00a0<strong>Link here:\u00a0<\/strong><a href=\"https:\/\/www.youtube.com\/@simplywise-estimates\/videos\"><strong>https:\/\/www.youtube.com\/@simplywise-estimates\/videos<\/strong><\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-9912-3tdEItQCdE' data-post_id='9912'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tThe app says it is updating and won&#8217;t load, what should I do?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t<p>If the app displays an &#8216;updating&#8217; message for an extended period, try uninstalling and reinstalling the app. Be sure not to delete your SimplyWise account, as that will wipe all your data. If the issue persists after reinstalling, contact support at support@simplywise.com with a screen recording of what you&#8217;re seeing for further troubleshooting.<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4945-TLeI1YvssW' data-post_id='4945'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tView Estimate: How can I view an estimate after I have saved it?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">To view an estimate you previously saved in the app, you can either search for it using the search bar on the homescreen (e.g. you can search \u201cDavidson Kitchen Remodel\u201d. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Alternatively, you can tap into the Projects folder at the bottom, tap into the folder where it&#8217;s saved and scroll down until you find the estimate.  Then, you should be able to tap into the estimate to see the estimate details.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4937-gUu7WaFS3W' data-post_id='4937'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tVoice: How do I use the voice-to-text feature?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">To use the voice to text feature when creating an estimate, you\u2019ll want to tap blue Create button on the home page and tap Estimate.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">On the Project Description page, tap the blue microphone button and speak\u00a0 the details of your estimate.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Follow along in our tutorial below!\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/m827enKenvk?feature=oembed\" frameborder=\"0\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-6145-07vcnIvNYR' data-post_id='6145'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tWhat devices are compatible with the Cost Estimator app?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t<p>The SimplyWise Cost Estimator app is available on both Android and iOS smartphones, as well as iPad and tablets. You can also access your account on a computer by visiting www.simplywise.com and selecting \u201cCost Estimator,\u201d then logging in. The web version is now at feature parity with the mobile app, so you can use SimplyWise fully from your browser as well.<\/p>\n<p>Certain features such as the LiDAR do require devices with built-in hardware that can support &#8211; see list below:<\/p>\n<h2>LiDAR-compatible Apple devices<\/h2>\n<h3>iPhones<\/h3>\n<ul>\n<li>\n<div>\n<div>\n<p>iPhone 12 Pro and 12 Pro Max<\/p>\n<\/div>\n<\/div>\n<\/li>\n<li>\n<div>\n<div>\n<p>iPhone 13 Pro and 13 Pro Max<\/p>\n<\/div>\n<\/div>\n<\/li>\n<li>\n<div>\n<div>\n<p>iPhone 14 Pro and 14 Pro Max<\/p>\n<\/div>\n<\/div>\n<\/li>\n<li>\n<div>\n<div>\n<p>iPhone 15 Pro and 15 Pro Max<\/p>\n<\/div>\n<\/div>\n<\/li>\n<li>\n<div>\n<div>\n<p>iPhone 16 Pro and 16 Pro Max<\/p>\n<\/div>\n<\/div>\n<\/li>\n<li>\n<div>\n<div>\n<p>iPhone 17 Pro and 17 Pro Max<\/p>\n<\/div>\n<\/div>\n<\/li>\n<\/ul>\n<p>Standard iPhone models, including the iPhone 15 and iPhone 16, do not have a built-in LiDAR scanner.<\/p>\n<h3>iPads<\/h3>\n<ul>\n<li>\n<div>\n<div>\n<p>iPad Pro 11-inch (2nd generation, 2020) and newer Pro generations<\/p>\n<\/div>\n<\/div>\n<\/li>\n<li>\n<div>\n<div>\n<p>iPad Pro 12.9-inch (4th generation, 2020) and newer 12.9-inch Pro generations<\/p>\n<\/div>\n<\/div>\n<\/li>\n<li>\n<div>\n<div>\n<p>iPad Pro 11-inch (M4 and M5)<\/p>\n<\/div>\n<\/div>\n<\/li>\n<li>\n<div>\n<div>\n<p>iPad Pro 13-inch (M4 and M5)<\/p>\n<\/div>\n<\/div>\n<\/li>\n<\/ul>\n<p>Standard iPads, iPad Air, and iPad mini models do not have LiDAR scanners.<\/p>\n<p>For Android, some devices use depth sensors or camera-based 3D scanning, but these are not equivalent to Apple&#8217;s LiDAR scanner. App compatibility varies.<\/p>\n\n\n<p class=\"wp-block-paragraph\">rev. 10\/26<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-5220-JVBjycbc6K' data-post_id='5220'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tWhy am I being charged for SimplyWise apps?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t<p>If you&#8217;re seeing unexpected charges from SimplyWise, here are the most common reasons:<\/p>\n<p>**Free Trial Conversion:**<br \/>\nMost 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.<\/p>\n<p>**Multiple App Subscriptions:**<br \/>\nSimplyWise offers several apps (Cost Estimator, Receipt Scanner, Mileage Tracker). Each app has its own subscription. You may have subscriptions for multiple apps.<\/p>\n<p>**How to Check Your Subscriptions:**<br \/>\n\u2022 iOS: Settings &gt; Apple ID &gt; Subscriptions<br \/>\n\u2022 Android: Google Play Store &gt; Profile &gt; Payments &#038; Subscriptions<\/p>\n<p>**To Cancel:**<br \/>\n\u2022 Cancel directly through your app store subscription management<br \/>\n\u2022 Contact support if you need assistance: support@simplywise.com<\/p>\n<p>**Refund Requests:**<br \/>\nFor recent charges you believe are in error, contact our support team with your receipt or subscription details.<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-8630-5COJ15YOcS' data-post_id='8630'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >b<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tWhy am I not receiving the verification code to create my account?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body ewd-ufaq-hidden' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">If you&#8217;re not receiving the verification code, there may be a temporary connection issue with your mobile network or carrier preventing the text from coming through. Verification codes are typically delivered within a few seconds to a couple of minutes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you haven&#8217;t received your code after <strong>2 to 5 minutes<\/strong>, you can try requesting a new one. Before trying again, make sure you have a stable cellular connection and that the phone number entered is correct.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you still haven&#8217;t received a code after <strong>10 to 15 minutes<\/strong>, there may be an issue with your mobile carrier or the delivery of verification messages. We recommend waiting a little while before trying again. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Avoid requesting multiple codes back-to-back, as too many attempts may temporarily delay or limit additional verification requests.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If the issue persists after 15 minutes, contact us with the phone number associated with your SimplyWise account at <a href=\"mailto:support@simplywise.com\" target=\"_blank\" rel=\"noopener\">support@simplywise.com<\/a> and we&#8217;ll be happy to help. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div><\/div>\n\n<\/div>\n\n\t<\/div>\n\n\t\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n<script>(function(){\nvar TFIX={\"Account Help: My estimates disappeared after the app crashed or I had to log back in \\u2014 how do I recover them?\": \"Account Help: My estimates disappeared after the app crashed or I had to log back in. 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Free to try for 7 days.<\/p>\n\n<a class=\"sw__btn sw__btn--lg\" href=\"https:\/\/swcostestimator.app.link\/ce-ai\" rel=\"noopener\" target=\"_blank\">Try the Cost Estimator Free<\/a>\n\n<\/div>\n<\/section>\n<\/article>\n","protected":false},"excerpt":{"rendered":"<p>B Why am I not receiving the verification code to create my account? If you&#8217;re not receiving the verification code, there may be a temporary connection issue with your mobile network or carrier preventing the text from coming through. Verification codes are typically delivered within a few seconds to a couple of minutes. If you [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_theme","meta":{"_yoast_wpseo_focuskw":"simplywise","_yoast_wpseo_title":"","_yoast_wpseo_metadesc":"Answers to the most common SimplyWise Cost Estimator questions: estimates, client forms, logos, sharing, billing, and how the 7-day free trial works.","_yoast_wpseo_canonical":"","inline_featured_image":false,"notes":"","footnotes":""},"categories":[],"tags":[10],"class_list":["post-4878","page","type-page","status-publish","hentry","tag-faqce"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>SimplyWise Cost Estimator FAQs<\/title>\n<meta name=\"description\" content=\"Answers to the most common SimplyWise Cost Estimator questions: estimates, client forms, logos, sharing, billing, and how the 7-day free trial works.\" \/>\n<meta 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