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How Do I Use the SumoQuote Integration?
Learn how SumoQuote and JobNimbus work together to streamline the details of your projects.
After you enable the SumoQuote integration with JobNimbus:
- In your SumoQuote account, click the JobNimbus icon within the "Create new project" square, or the Create new project button → "Link to a JobNimbus job or contact".
- Search for the homeowner's name or address as it appears in JobNimbus.
- Make your selection and then click Link to this JobNimbus job or contact.
- All customer details will be pulled from JobNimbus and autofill into your new SumoQuote Project.
Once you configure and send the report to the homeowner from SumoQuote:
- All emails sent from SumoQuote to the record will be recorded under their Activity Feed in JobNimbus.
- Both sent and signed quotes will be tracked under the associated record's Documents tab in JobNimbus.
Check out this video for more details on using the integration: