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
- Log-in to your SumoQuote account.
- Click on Configurations.
- Go to Integrations.
- Click on the JobProgress icon under available apps.
- Enter your JobProgress credentials.
- Return to the main SumoQuote page.
Your JobProgress account is now connected to SumoQuote.
- Click the 'Create a New Project' button in SumoQuote.
- Click on the 'Link to a JobProgress job' option.
- Search for the project name or address.
- Select the project you want to link to.
- All customer details will be pulled from Job Progress and autofilled into your sumoquote Project.
- All emails sent from SumoQuote to this contact will be tracked in the activity feed section of Job Progress.
- Both sent and signed quotes will be tracked in the estimating section section of Job Progress for that Job.
Updated 12 months ago