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