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Financials
Design Estimates, issue Invoices, track Payments, and more.
Financial Templates
- How to Create or Edit Estimate Layouts (New Sales Experience)
- How Do I Create and Edit Estimate Templates in the New Sales Experience?
- How Can I Update My Cover Page and Discount Settings for the New Sales Experience?
- How Do I Use Canva Design Templates in My Estimate Layouts?
- How Do I Select a New Estimate Design in the New Sales Experience?
- How Can I Incorporate External PDFs Into My Estimates? (New Sales Experience)
- How Do I Edit the Email Settings and Templates for the New Sales Experience?
- Where Can I Enable Email Notifications for Estimates? (New Sales Experience)
- Why Aren't My Page Settings Working? | New Sales Experience
- Why Are Estimate Emails Being Sent Multiple Times?
Estimates
Invoices
Work Orders
Material Orders
Margin and Markup
- Where Can I Adjust My Profit Settings? (New Sales Experience)
- What is the Difference Between Margin and Markup?
- Why Are My Margin and Price Reverting to Zero?
- New Sales Experience Error: "Margin slider disabled..."
- Estimate Error: "Invalid margin/markup. Price has been reverted."
- Why Does My Margin Slider Keep Moving?
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?
Taxes
Measurements
- How Do I Configure Measurement Tokens? (New Sales Experience)
- How Do I Upload Reports to Measurements?
- How Do I Order and View Measurements Reports in the New Sales Experience?
- Which Measurements Will Auto-Populate in the New Sales Experience?
- How Are Calculations Used With the New Sales Experience?
Profit Tracker
Payments
Credit Memos
Mobile Financials
- Where Are My Financial Documents on the Mobile App?
- Where Can I Find My Estimates in the Mobile App?
- Can I Sign Estimates On My Mobile Device?
- How Do I Accept Digital Payments Through the JobNimbus Mobile App?
- How Do I Text a Payment Link to My Customer on the Mobile App?
- How Do I View an Estimate on the Mobile App?
- How do I Use the New Sales Experience in the Mobile App?
- How do I Edit The New Sales Experience Estimate Cover Page in the Mobile App?
- How do I Edit The New Sales Experience Introduction Page in the Mobile App?
- How do I Edit The New Sales Experience Inspection Page in the Mobile App?
- How do I Edit The New Sales Experience Signing & Upgrades Page in the Mobile App?
- How do I Edit The New Sales Experience Estimate Details Page in the Mobile App?
- How do I Edit The New Sales Experience Terms and Conditions in the Mobile App?