Estimate Settings

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

Discover the options available for updating the design of your estimates

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