JobProgress

Learn about how our integration with JobProgress can speed up your quoting process and save you time.

 

How the JobProgress integration works:

  1. Click the 'Create a New Project' button in SumoQuote.
  2. Click on the 'Link to a JobProgress job' option.
  3. Search for the project name or address.
  4. Select the project you want to link to.
  5. All customer details will be pulled from Job Progress 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 Progress.
  7. Both sent and signed quotes will be tracked in the estimating section section of Job Progress for that Job.

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