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.

Steps for Apple

Editing the Signing & Upgrades Page in the iOS (Apple) 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