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