Once you have linked your JobNimbus credentials to your SumoQuote account, learn more about how this integration can streamline your process.


How the JobNimbus integration works:

  1. Click the 'Create a New Project' button in SumoQuote.
  2. Click on the 'Link to a JobNimbus job or contact' option.
  3. Search for the homeowner's name or address.
  4. Select the homeowner's name to link your project to their contact.
  5. All customer details will be pulled from Job Nimbus and autofilled into your sumoquote Project.
  6. All emails sent from SumoQuote to this contact will be tracked in the activity feed section of Job Nimbus.
  7. Both sent and signed quotes will be tracked in the documents section of Job Nimbus for that contact.

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