WinkScope Help Center Step-by-step documentation for WinkScope: how every feature works, what each message means, and exactly what to do when something does not behave as expected.
Related Standard Estimate (7-step wizard) Advanced Estimate (photo-based) Markup on materials and labor Change Orders Estimate drafts Estimate validity, expiry and renewals Advanced Estimate pricing accuracy Quick Event (calendar entry with no project) New Job / Task on the schedule Recurring calendar entries Gantt chart, templates and WinkScope AI planning Google Calendar sync Invoicing Online payments (Stripe) Price Book, Bundles and Inventory Plans, billing and seats QuickBooks and Xero sync Invoices from estimates Getting around WinkScope Projects Clients Client portal Vendors, work orders and the vendor portal Records hub Time logs and payroll Analytics Templates Data import and migration Sending documents by email Team members and sub-accounts Support and tickets Video tutorials in Support WhatsApp, Slack and Telegram PDF attachments on document emails Company branding and document themes Notifications and announcement history Online Bookings (Bookings tab) Booking link and QR code Bookings settings: hours, booking mode, blocks, trades and questions Diagnostic fee on bookings Managing a booking: status, reschedule, cancel, files WinkScope AI analysis of a booking Convert a booking to an estimate Booking and company time zones Bookings card on the dashboard Create and send a standard estimate Edit an estimate and see the new total Build an Advanced Estimate from photos Use price-book pricing with no markup added Create a change order Find a saved draft Set how long an estimate stays valid Handle an estimate the client never answered Switch a document link off and back on Make the AI price labor from your own rates Price a trade you have never saved Allow for material prices moving Put a service call or estimate visit on the calendar before a project exists Schedule a job or task at a specific time of day Add more tasks to a project that is already approved Create a repeating entry Delete one occurrence or the whole series Read and navigate the Gantt chart Change dates by dragging Link tasks (dependencies) Assign crew and check availability Start a Gantt from a template Let WinkScope AI build a project's Gantt Invoice an accepted estimate Connect Stripe so clients can pay online Remove Stripe from the workspace Add an item, a bundle or stock Change plan or buy an extra seat Connect QuickBooks or Xero Invoice an estimate and check what the client sees Fix an invoice that shows only the short brief Find a section or search everything Open a project and its tabs Add a client, or reuse one on an estimate See every project a client has Store more than one email for a client Fill in the extra client details Give a client portal access Decide which photos the client can see Let the client add their own photos Add a vendor and give them portal access Send work to a vendor with a work order Find a document in Records Track and approve hours Set up the analytics dashboard Download analytics Email analytics reports to the team Use a template Import existing data Choose who a document is sent from Pick which of a client's addresses receives a document Add a team member Get help or raise a ticket Watch tutorials Watch a tutorial while using a module Connect WhatsApp, Slack or Telegram Make sure the attachment matches your branding Send a document with your own email Set the logo and document theme Check a notification or announcement you are unsure about Start taking online bookings Share my booking link Stop taking online bookings for a while Replace my booking link with a new one Set my working hours and how far ahead customers can book Choose instant booking or manual approval Block holidays, out-of-office days or single time slots See which of my times customers cannot book Add trades and the questions customers answer Choose who is notified about new bookings Turn on a diagnostic fee Record a manual payment Charge a fee on a booking that did not have one Refund a booking fee Approve a booking that needs approval Change a booking's status Reschedule or cancel a booking Copy booking photos and documents into the client's files Get or refresh the AI analysis Create an estimate from a booking Set or change the company time zone Use a different time zone for bookings Change what the Bookings card shows Edge Function returned a non-2xx status code Stripe setup required / Pay Now button missing on an invoice This estimate is already fully invoiced An invoice still appears in the list after deleting it A client paid but the invoice still shows unpaid The estimate total looks wrong after editing A 0% markup is not being applied You have reached your monthly estimate limit Advanced Estimates are locked on this plan Required details are missing on the Advanced Estimate A draft estimate cannot be found Your email provider rejected the message The client says they never received the document The email option is missing on a team message The client cannot open their portal A vendor cannot open their portal This link has expired or been revoked A task will not save on the project schedule A timed job or task is not at the right time Events created in Google Calendar do not appear in WinkScope A schedule reminder email did not arrive A job is not showing under Projects An imported file has the wrong values in the wrong fields Records search finds nothing for a file name or email address A list seems to be missing older rows No sub-account seats available A feature is not visible in the sidebar The company logo is not appearing on documents You have reached your daily support chat limit Data is missing, wrong or was deleted unexpectedly Online Booking is not available on your plan yet. You do not have permission to manage bookings. You can create a new link on <date>. Only the owner or an admin can change the booking link. This booking link is no longer active. This contractor is not taking online bookings right now. That time was just taken. Please pick another time. Mark the booking as completed first. Advanced estimates are not included in your plan. WinkScope AI analysis is included from the Pro plan up. An invoice already exists for this booking. Cancel or delete it first. Card payments are not available right now. Please pay using the other instructions. Only card payments can be refunded through Stripe. Refund manual payments yourself, then mark as refunded. Reconnect Stripe in Settings > Payments to refund. That time is now taken by another booking. Reschedule it instead. Import events or tasks from Google Calendar into WinkScope White-label WinkScope with our own branding and domain Share an analytics dashboard by link Take payments through QuickBooks Payments / GoPayment Have the AI assistant build an Advanced Estimate Have the support chat change data in the account Bulk export everything to another platform Import purchases or receipts from Home Depot, Lowe's or another supplier Use a WinkScope mobile app Commit or recalculate an estimate total manually