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What is Solo?
Solo is a CRM tool with a specific focus on solar customers that offers an easy way to create and send well-designed, interactive proposals.
This one-way integration creates a Contact in JobNimbus when you add a new customer in Solo. The Solo customer and the JobNimbus Contact will be linked using the Solo customer's ID for easy reference.
Additionally, you can send Solo proposals to JobNimbus, which will sync certain line items to a new Estimate.
To create an account with Solo, click here to book a demo or call 385-396-7459 to speak with a member of their sales team.
If you already have a Solo account, check out this article for steps on how to enable the integration.