How to Create or Edit Estimate Layouts (New Sales Experience)

Discover the step-by-step process of creating and editing layouts for estimates within the new sales experience

To access Estimate settings in JobNimbus, you can do so from two locations:

Navigate to Financials within any Contact or Job record, then click on the Settings icon.
If you have settings access in your Access Profile, simply select Estimate Settings from the Settings menu.

Estimate Layouts Overview

Once in your estimate settings, select Estimate Layouts to begin. Here you can:

Add a New Layout.
Create a template from the Layout Library by selecting the Explore button.
1. 1. In the Layout Library, you can filter the layouts showing by selecting the tags in the Filter option.
  2. Preview the layout by selecting the Preview button.
  3. Add the selected layout to your library to use by selecting the Add To Company Library button.
Set a new Layout as your default by toggling the Default button on so that it shows in blue.
Edit an existing layout by selecting the pencil icon.
Copy an existing layout by selecting the copy icon.

To Create a New Layout

Once you have chosen how you would like to add a new layout (starting from scratch, selecting a layout from the Layout Library, or editing or copying an existing layout), you can begin creating your layout.

To get started, you will first need to give your Layout a unique name before moving forward.

Just like when creating an Estimate, here you have the opportunity to customize the appearance and style of your final estimate presentation to your customers. The information you include in the Layout will automatically populate when you choose it for creating an estimate, ultimately saving you time down the line.

To Customize the Layout

- Toggle pages off and on for ease of users deciding which pages will be needed in the final estimate.
- Pages can be eliminated by simply dragging them to the excluded pages window. This will prevent the page from displaying when the Layout is selected.
- You can rearrange pages by simply dragging and dropping them into the preferred order for how you want them to be displayed.
- You have the option to add more custom pages to the Layout to enhance its unique appearance and style.

Title Page

Estimate Name - This information will appear on the front page of the final estimate.
Date - The date field will automatically populate with the date of creation.
Images - The main image is usually replaced with a project photo when creating the estimate. Some users like to include a secondary photo that highlight partnerships or key aspects of the business to make your company more distinctive.
1. When uploading a photo, keep your image width at exactly 650 pixels with a height no larger than 414 pixels to avoid having your image being downsized or the quality lowered.
Contact Details - You can choose to leave these details blank, as they will be automatically filled in from the information in your JobNimbus Contact/Job records.

Signing and Updates Page

Page Settings - Here, you have the option to choose whether to display the unit price and quantity to the customer for any additional upgrades added later on the page.
Section Disclaimer - This section can be utilized to include any terms or instructions related to the estimate that the customer or insurer may need to review.
Section Title - Add a title for your section, such as "Roofing Tear Off" or "Materials and Labor".
Items - Add upgrades or items to expand the job scope. Choose from linked items in your price list or manually create fixed priced items.
Deposit - Some jobs may require a down payment or deposit in order for work to begin. The terms of the requested deposit can be detailed in this section.
Signers - Up to four signers can be added when the estimate is being created, no updates are needed while creating the Layout as these details will be added when you are with your customer.
Footer Notes - This section can be used if additional details need to be conveyed to your customer when they sign the estimate.

Terms and Conditions

To update Terms and Conditions, you must do so within a Layout.
You can choose to make a page mandatory for customer acknowledgment during the signing process by toggling the option on..
Terms and Conditions can be typed into the document builder or uploaded as PDFs from your device.

Warranty
1. Warranty details - Just like with Terms and Conditions, editing a Warranty can only be done within a Layout. If you want to include a warranty for your work, this is where you can detail the terms of the warranty. You can use font editing and text tokens to easily incorporate details from your Contact/Job directly into the warranty information.
2. Thank you note - You can also include a personalized thank you note to show appreciation for your customer's business on the warranty page. Utilize font editing and text tokens to make the thank you note more personal.
3. Signature - Include a professional signature on the warranty page by uploading an image of the signature along with the name and title of the warranty issuer for a polished finish.
Add Custom Pages
1. Title - When organizing your custom pages, it's helpful to give each one a distinct name for easy reference and tracking.
2. Customer acknowledgement - Custom pages can be designated as mandatory for customer acknowledgment during the signing process, prompting the customer to acknowledge the page when signing.
3. Page Type -
  1. Sales PDFs - If you have previously uploaded PDFs to your account, you can conveniently choose files from your stored library of company documents.
  2. Single use PDF - You can easily add these files by dragging and dropping them from documents stored on your device.
    1. Create impressive pages through Canva for free using this video tutorial and our prebuilt document templates!
  3. Text Page - Utilize the document builder to craft a personalized document that can be saved for this Layout's use and also stored for future projects.