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:

  1. 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".

  2. Search for the homeowner's name or address as it appears in JobNimbus.
  3. Make your selection and then click Link to this JobNimbus job or contact.

  4. 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: