---
title: How Do I Use the SumoQuote Integration?
description: Learn how SumoQuote and JobNimbus work together to streamline the details of your projects.
---

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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](https://support.jobnimbus.com/how-do-i-enable-the-jobnimbus-integration-with-sumoquote?hsLang=en) the SumoQuote integration with JobNimbus:

1. In your SumoQuote account, select "**link to a JobNimbus job or contact**"from the**Create new project** button.
   
   ![SumoQuote - SumoQuote 2024-02-14 at 7.48.54 PM](https://support.jobnimbus.com/hs-fs/hubfs/SumoQuote%20-%20SumoQuote%202024-02-14%20at%207.48.54%20PM.jpg?width=655&height=365&name=SumoQuote%20-%20SumoQuote%202024-02-14%20at%207.48.54%20PM.jpg)
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**.
   
   ![](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202022-11-21%20at%201-21-42%20PM-png.png?width=442&height=585&name=Screenshot%202022-11-21%20at%201-21-42%20PM-png.png)
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:

- This integration enables automatic synchronization of the estimate's line items with the associated JobNimbus record. As a result, you can then simply to convert the synced estimate into various [financial documents](https://support.jobnimbus.com/getting-started-with-jobnimbus-financials?hsLang=en).
  
  ![Job #1060 Robert Paulson - Repair JobNimbus 2024-02-14 at 8.38.16 PM](https://support.jobnimbus.com/hs-fs/hubfs/Job%20%231060%20Robert%20Paulson%20-%20Repair%20JobNimbus%202024-02-14%20at%208.38.16%20PM.jpg?width=688&height=93&name=Job%20%231060%20Robert%20Paulson%20-%20Repair%20JobNimbus%202024-02-14%20at%208.38.16%20PM.jpg)
- All emails sent from SumoQuote to the record will be recorded under their **Activity Feed** in JobNimbus.
  
  ![Job #1060 Robert Paulson - Repair JobNimbus 2024-02-14 at 8.33.18 PM](https://support.jobnimbus.com/hs-fs/hubfs/Job%20%231060%20Robert%20Paulson%20-%20Repair%20JobNimbus%202024-02-14%20at%208.33.18%20PM.jpg?width=655&height=228&name=Job%20%231060%20Robert%20Paulson%20-%20Repair%20JobNimbus%202024-02-14%20at%208.33.18%20PM.jpg)
- Both **sent** and **signed** quotes will be logged in the Documents tab of the associated record in JobNimbus, along with a PDF document of the **synced** line items.

**Note**: Additional Markups and Taxes will not sync over from SumoQuote to JobNimbus in the line item sync. We suggest adding additional markups as a hidden section so the Line items sync over as normal. For taxes, this should also be added as a line item and calculated manually.

- ![Job #1060 Robert Paulson - Repair JobNimbus 2024-02-14 at 8.44.22 PM](https://support.jobnimbus.com/hs-fs/hubfs/Job%20%231060%20Robert%20Paulson%20-%20Repair%20JobNimbus%202024-02-14%20at%208.44.22%20PM.jpg?width=655&height=472&name=Job%20%231060%20Robert%20Paulson%20-%20Repair%20JobNimbus%202024-02-14%20at%208.44.22%20PM.jpg)

**Check out this video for more details on using the integration:**

<iframe width="560" height="315" src="https://www.youtube.com/embed/YlzMpEUzsnE?si=qEbJY0oVo7PjkrO-" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

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