Estimate Settings

How Do I Select a New Estimate Design in the New Sales Experience?

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

Estimate Designs

  • For Users with Settings access:
    • To access Estimate Settings, click on your Profile Picture or Initials in the top right-hand corner. Then, select Settings. In the Settings menu on the left side of the page, select Estimate Settings. 

      Settings JobNimbus 2024-03-22 at 10.10.59 AM
  • For Users without Settings Access:
    • Go to any Contact or Job, select the Financials tab, and then select the gear icon to access the Estimate Settings.

      Job #1089 953 S Vine St JobNimbus 2024-03-22 at 9.26.14 PM

In Estimate Settings, select the Estimate Design tab and click on the design you would like to use.