Estimate Settings

How Do I Select a New Estimate Design (New Sales Experience)

Discover the options available for updating the design of your estimates in JobNimbus.

Estimate Designs

Navigate to the Estimate Settings and choose the option for Estimate Designs from the menu.

Users with access to Settings can navigate to Estimate Settings through the JobNimbus Settings menu.

Settings JobNimbus 2024-03-22 at 10.10.59 AM

If users do not have access to Settings, they can navigate to the Financials section of any Contact or Job and click on the Estimate Settings icon.

Job #1089 953 S Vine St JobNimbus 2024-03-22 at 9.26.14 PM
Choose from a variety of pre-made estimate designs to customize and enhance your estimates.

Job #1089 953 S Vine St JobNimbus 2024-03-23 at 4.14.38 PM