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Financials
Design Estimates, issue Invoices, track Payments, and more.
Financial Templates
- How do I Create or Edit Estimate Layouts?
- How Do I Create and Edit Estimate Templates?
- How Can I Update My Estimates' Cover Pages and Discount Settings?
- How Do I Use Canva Design Templates in My Estimate Layouts?
- How Do I Select a New Estimate Design?
- How Can I Incorporate External PDFs Into My Estimates?
- How Do I Edit the Email Settings and Templates for My Estimates?
- Where Can I Enable Email Notifications for Estimates?
- Why Aren't My Estimate Page Settings Working?
- Why Are Estimate Emails Being Sent Multiple Times?
Estimates
- How Do I Create an Estimate in JobNimbus?
- How do I Use the Override Total Price Feature?
- Can I Sign Estimates On My Mobile Device?
- How Do I View an Estimate on the Mobile App?
- How Can I Update Estimate Statuses?
- How Are Estimates Created With Multiple Locations?
- How do I Use Estimates in the Mobile App?
- Can I Offer My Customers Financing?
- How do I Edit the Estimate Cover Page in the Mobile App?
- How do I Edit the Estimate Introduction Page in the Mobile App?
- How do I Edit the Estimate Inspection Page in the Mobile App?
- How do I Edit the Estimate Signing & Upgrades Page in the Mobile App?
- How do I Edit the Estimate Details Page in the Mobile App?
- How do I Edit the Estimate Terms and Conditions in the Mobile App?
Invoices
Work Orders
Material Orders
Margin and Markup
Products and Services
- How Do I Add and Edit Products & Services in JobNimbus?
- How Do I Separate Materials From Labor?
- How Do I Add Products That Have the Same Name, but Different Prices?
- How Do I Enable Location-Based Products?
- How Does Enabling "Location-Based Products" Affect My Financial Documents?
- Why Isn’t My Product or Service Populating in the Line Item When Creating an Estimate?
- Why am I seeing an Unnamed Product?