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Using JobNimbus
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.
- 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.
- Users with access to Settings can navigate to Estimate Settings through the JobNimbus Settings menu.
- Choose from a variety of pre-made estimate designs to customize and enhance your estimates.