New Sales Experience in Mobile

How do I Edit The New Sales Experience Signing & Upgrades Page in the Mobile App?

Learn how to edit the Signing & Upgrades Page in the JobNimbus App.

On This Page

Steps for Apple

Steps for Android

 


Editing the Signing & Upgrades Page in the iOS App

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

There, you can:

  1. Apply a Template.
  2. Change the Signing & Upgrades page name.
  3. Change the Page Settings to show or hide the Unit Price and Quantity.
  4. Add a Disclaimer.
  5. Add any Upgrades that your customer wants to add. In this tab, you can make the following changes:
    1. Rearrange Line Items by selecting the Reorder button.
    2. Add or edit the Section title.
    3. Add Line Items.
    4. Adjust your Profit Margins.
    5. View Section Total.
  6. Add a Deposit by clicking the Deposit button and entering the information in the fields below.
  7. Add/Edit Signers.
  8. Add Footer Notes.
  9. Save the page you have created as a Template for future use.

Editing the Signing & Upgrades Page in the Android App

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

There, you can: 

  1. Change the Page Settings to show or hide the Unit Price and Quantity.
  2. Change the Signing & Upgrades page name.
  3. Add a Disclaimer.
  4. Add any Upgrades that your customer wants to add. In this tab, you can make the following changes:

    1. Rearrange Line Items by selecting the Reorder button.
    2. Add or edit the Section title.
    3. Add Line Items.
    4. Adjust your Profit Margins.
    5. View Section Total.
  5. Add a Deposit by clicking the Deposit button and entering the information in the fields below.
  6. Add/Edit Signers.
  7. Add Footer Notes.
  8. Save the page you have created as a Template for future use.
  9. Apply a Template that you have previously saved.