New Sales Experience in Mobile

How do I Edit The New Sales Experience Estimate Cover Page in the Mobile App?

Learn how to edit the Cover Page of your Estimate on the JobNimbus mobile app.

Steps for Apple

Steps for Android

 

Editing the Cover Page in the iOS (Apple) App

Once you have navigated to the estimates in your app, click on the Cover Page section to start editing. 

Here, you can enter the needed information for your Cover Page, such as the Estimate name and Job information, by tapping the field you want to fill in. 

  • Tip: The customer's name and address will auto-populate in their respective fields if it has already been entered into the Job.

You can also add a Cover Photo (labelled here as Primary Image) and Certification Logos by clicking the blue Add Photo buttons under each section. 

 

Once you have filled out your Cover Page information, click the Back button to move on to the next section of your Estimate.

Editing the Cover Page in the Android App

Once you have navigated to the estimates in your app, click on the Cover Page section to start editing. 

Here, you can enter the needed information for your Cover Page, such as the Estimate name and Job information, by tapping the field you want to fill in. 

  • Tip: The customer's name and address will auto-populate in their respective fields if it has already been entered into the Job.

You can also add a Cover Photo (labelled here as Primary Image) and Certification Logos by clicking the blue Add Photo buttons under each section. 

 

Once you have filled out your Cover Page information, click the Back button to move on to the next section of your Estimate.