How Do I Edit My Products and Services?

Keep the costs and prices of your goods and services up to date within JobNimbus.

To manage your Products & Services:

Click on your Profile icon or initials in the top right corner
Choose Settings from the drop-down menu
Navigate to the Products & Services tab on the left-hand side

Once you're on the Products & Services overview page:

Click on the Edit button under the "Manage" column next to the item you want to update
The "Edit Product" window will pop up, allowing you to manage the item's name, description, cost, and price

Note: Changes made and saved in these settings will affect line items on all future Estimates, Invoices, Work Orders, Material Orders, Budgets, and Credit Memos.

Line items on a financial document (except for Smart Estimates) that was created prior to saving changes made to your Products & Services will NOT retroactively go into effect; you will need to manually edit any Estimate, Invoice, etc. in order for new costs/prices to reflect.

Smart Estimates, however, WILL reflect changes made to Products and Services without having to manually edit line items.