--- title: How do I Use Estimates in the Mobile App? description: Learn how to use the New Sales Experience on your Apple and Android apps. --- [Skip to content](https://support.jobnimbus.com/how-do-i-use-the-new-sales-experience-in-the-mobile-app#main-content) English Show submenu for translations [Contact Us](https://support.jobnimbus.com/kb-tickets/new?hsLang=en) ![JN\_Logo\_Long-White@1x.png\]](https://support.jobnimbus.com/hs-fs/hubfs/JN_Logo_Long-White@1x.png?height=40&name=JN_Logo_Long-White@1x.png) Open main navigation Close main navigation - English Show submenu for translations - [Contact Us](https://support.jobnimbus.com/kb-tickets/new) - [Go to the JobNimbus Toolbox](https://www.jobnimbus.com/support/) [Go to the JobNimbus Toolbox](https://www.jobnimbus.com/support/) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://support.jobnimbus.com/?hsLang=en) 2. 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[Estimates](https://support.jobnimbus.com/financials?hsLang=en#estimates) # How do I Use Estimates in the Mobile App? ## Learn how to use the New Sales Experience on your Apple and Android apps. #### On This Page - [Steps for Apple](https://support.jobnimbus.com/how-do-i-use-the-new-sales-experience-in-the-mobile-app#iOS-NSE-Use) - [Steps for Android](https://support.jobnimbus.com/how-do-i-use-the-new-sales-experience-in-the-mobile-app#Android-NSE-Use) --- ### Estimates on iOS - Navigate to the Job that you want to create an estimate for. - Once there, tap the **Estimates** option under files. - Here, you can view **existing Estimates or create a new Estimate.** - To create a new Estimate, tap the **+ button **at the top of the screen and select **Estimate.** - **Select the Layout** you would like to use. - Here, you can select either a **Simple Estimate or a Standard Estimate** by toggling between the two options.  ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Mar-23-2026-07-33-08-9376-PM.png?width=326&height=706&name=image-png-Mar-23-2026-07-33-08-9376-PM.png) - Tap the page you would like to add information to and fill out the fields as needed. The pages are listed below. #### Cover Page - On your Estimate Cover Page, you can add a cover photo and certification logo, and add or edit customer details. #### Introduction - Enter an Introduction message or apply a template. #### Inspection - Add Inspection photos and descriptions of your findings. You can also customize the layout of the photos. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Mar-24-2026-07-44-08-8439-PM.png?width=326&height=706&name=image-png-Mar-24-2026-07-44-08-8439-PM.png) #### Estimate Details - Add sections and line items, and create multiple options for your customers to choose from. - To add additional options, tap the **+ Option** button. You can also use a template by tapping the **Use Template** button. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Mar-24-2026-07-54-42-3320-PM.png?width=326&height=517&name=image-png-Mar-24-2026-07-54-42-3320-PM.png) - Within an option, you can apply a template or include items from an option you have already created by selecting the dropdown beneath the option name.  - Under **Sections, **you can **reorder sections** to put them higher or lower on the list, input a **section title,** and toggle the **show section** option off or on. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Mar-24-2026-08-08-59-0564-PM.png?width=326&height=663&name=image-png-Mar-24-2026-08-08-59-0564-PM.png) - Scroll further down the page to view the items in a section.  - Tap the **pencil icon** to edit an individual line item, or the **trash can icon** to delete it. - Tap the **Add Item button** to add additional line items, the **Add Section button** to add an additional section, and the **Discounts button** to create a discount and toggle the option to **show discounts** on the final Estimate PDF. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Mar-24-2026-08-16-16-8399-PM.png?width=326&height=663&name=image-png-Mar-24-2026-08-16-16-8399-PM.png) - Beneath the sections, you will find your **Profit Margin, **which you can edit by typing in the percentage in the the text box, as well as the **Tax** dropdown.  - At the bottom of the page, you can tap the **Notes **text box to add notes to your Estimate and select **Save as Template** to save the option you have created as a template for future use. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Mar-24-2026-08-21-25-1282-PM.png?width=326&height=466&name=image-png-Mar-24-2026-08-21-25-1282-PM.png) - To view the option's totals, tap the **Details button** in the bottom right corner. Here, you will see the **subtotals, discounts, taxes you have applied, and the total.** ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Mar-24-2026-08-26-24-0095-PM.png?width=326&height=520&name=image-png-Mar-24-2026-08-26-24-0095-PM.png) - Tap the **Override Total Price button** at the bottom of the Estimate Total window to manually enter a total price. Tap the **check mark** in the top right corner to save the overridden price. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Mar-24-2026-08-28-37-9639-PM.png?width=326&height=273&name=image-png-Mar-24-2026-08-28-37-9639-PM.png) - Once you have finished entering your line items and options, tap the **back button** to return the the Estimate Details and tap it again to return to the other Estimate pages.  - Estimate details will automatically be saved. #### Signing & Upgrades - On the **Signing & Upgrades page, **you can use a **Template, add disclaimers and upgrades, and add a deposit amount. ** ![](https://support.jobnimbus.com/hs-fs/hubfs/IMG_0096%203-PNG.png?width=326&height=663&name=IMG_0096%203-PNG.png) - Scroll further down on the Signing & Upgrades page to view the **Primary Signer's information, add and additional signer, add product selections, enter footer notes, and save your page as a template.** **![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Mar-25-2026-08-06-44-7155-PM.png?width=326&height=663&name=image-png-Mar-25-2026-08-06-44-7155-PM.png)** #### Terms and Conditions - On the **Terms and Conditions **page, you can toggle the option to **mark the page as required** for the customer to acknowledge it.  - **Note:** Content of the Terms and Conditions page must be edited in layouts in Estimates Settings by an *admin user* on the web app. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Mar-25-2026-08-22-19-1420-PM.png?width=326&height=362&name=image-png-Mar-25-2026-08-22-19-1420-PM.png) #### Warranty - On the **Warranty** page, you can view any **warranty details** entered in the Estimate Layout, as well as the **Warranty start date and Job address.** - **Note:** Content of the Terms and Conditions page must be edited in layouts in Estimates Settings by an *admin user* on the web app. --- ### Estimates on Android - Navigate to the Job that you want to create an estimate for. - Once there, tap the **+ button** and select **Estimate.** - To view or edit an existing Estimate, tap the **Financials **option under Files on the Job. - **Select the Layout** you would like to use for your new Estimate. - Here, you can select either a **Simple Estimate or a Standard Estimate** by toggling between the two options.  ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Mar-26-2026-05-45-18-0831-PM.png?width=326&height=664&name=image-png-Mar-26-2026-05-45-18-0831-PM.png) - Tap the page you would like to add information to and fill out the fields as needed. The pages are listed below. #### Cover Page - On your Estimate **Cover Page,** you can add a cover photo and certification logo, and add or edit customer details. #### Introduction - Enter an **Introduction message** or apply a template. #### Inspection - Add Inspection photos and descriptions of your findings. You can also customize the layout of the photos. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Mar-26-2026-05-48-28-9293-PM.png?width=326&height=541&name=image-png-Mar-26-2026-05-48-28-9293-PM.png) #### Estimate Details - Add sections and line items, and create multiple options for your customers to choose from. - To add additional options, tap the **+ Option** button. You can also use a template by tapping the **Replace with Template** button. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Mar-26-2026-05-52-19-5495-PM.png?width=326&height=398&name=image-png-Mar-26-2026-05-52-19-5495-PM.png) - Within an option, you can apply a template or include items from an option you have already created by selecting the dropdown beneath the option name.  - Under **Sections, **you can **reorder sections** to put them higher or lower on the list, input a **section title,** and toggle the **show section** option off or on. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Mar-27-2026-04-23-45-5334-PM.png?width=326&height=288&name=image-png-Mar-27-2026-04-23-45-5334-PM.png) - Scroll further down the page to view the items in a section.  - Tap the **pencil icon** to edit an individual line item, or the **trash can icon** to delete it. - Tap the **Add Item button** to add additional line items, the **Add Section button** to add an additional section, and the **Discounts button** to create a discount and toggle the option to **show discounts** on the final Estimate PDF. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Mar-27-2026-04-24-54-7458-PM.png?width=326&height=500&name=image-png-Mar-27-2026-04-24-54-7458-PM.png) - Beneath the sections, you will find your **Profit Margin, **which you can edit by typing in the percentage in the the text box, as well as the **Tax** dropdown.  - At the bottom of the page, you can tap the **Notes **text box to add notes to your Estimate and select **Save as Template** to save the option you have created as a template for future use. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Mar-27-2026-04-26-01-9981-PM.png?width=326&height=358&name=image-png-Mar-27-2026-04-26-01-9981-PM.png) - To view the option's totals, tap the **Details button** in the bottom right corner. Here, you will see the **subtotals, discounts, taxes you have applied, and the total.** ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Mar-27-2026-04-27-14-0858-PM.png?width=326&height=336&name=image-png-Mar-27-2026-04-27-14-0858-PM.png) - Tap the **Override Total Price button** at the bottom of the Estimate Total window to manually enter a total price. Tap **Confirm** to save the overridden price. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Mar-27-2026-04-33-38-2367-PM.png?width=326&height=302&name=image-png-Mar-27-2026-04-33-38-2367-PM.png) - Once you have finished entering your line items and options, tap the **back button** to return the the Estimate Details and tap it again to return to the other Estimate pages.  - Estimate details will automatically be saved. #### Signing & Upgrades - On the **Signing & Upgrades page, **you can **add disclaimers and upgrades, and add a deposit amount.** ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Mar-27-2026-04-59-42-5397-PM.png?width=326&height=475&name=image-png-Mar-27-2026-04-59-42-5397-PM.png) - Scroll further down on the Signing & Upgrades page to view the **Primary Signer's information, add and additional signer, enter footer notes, apply a an existing template, and save your page as a template.** **![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Mar-27-2026-05-01-12-8375-PM.png?width=326&height=492&name=image-png-Mar-27-2026-05-01-12-8375-PM.png)** #### Terms and Conditions - 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