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, select "link to a JobNimbus job or contact" from the Create new project button.
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:

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.
All emails sent from SumoQuote to the record will be recorded under their Activity Feed in JobNimbus.
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.

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