JobProgress

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

Set Up JobProgress

Set Up Steps

1. Log-in to your SumoQuote account.
2. Click on Configurations.
3. Go to Integrations.
4. Click on the JobProgress icon under available apps.
5. Enter your JobProgress credentials.
6. Return to the main SumoQuote page.

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You're Done

Your JobProgress account is now connected to SumoQuote.

Using JobProgress

Using JobProgress

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.