JobNimbus

Set Up JobNimbus

Integrate your JobNimbus account with SumoQuote to access customer data within SumoQuote. JobNimbus is a contractor CRM and project management tool. Learn more here.

Set Up Steps

  1. Log-in to your SumoQuote account.
  2. Click on the Configuration tab.
  3. Go to Integrations.
  4. Click on the JobNimbus icon under available apps.
  5. Click the Read the Instructions link.
  6. In JobNimbus, select Settings / API.
  7. Create a new API key in JobNimbus with any name.
  8. In SumoQuote, return to the JobNimbus integration and click I have an API Key.
  9. Paste your API key from JobNimbus and click Submit.
  10. Set up any automations you require by following the steps here.

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You're Done!

Your JobNimbus account is now connected to SumoQuote.

Using JobNimbus with SumoQuote

Using JobNimbus in SumoQuote

  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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