Where Can I Set a Default Branch For SRS?

Save time when creating Estimates and Material Orders in JobNimbus by easily setting your preferred SRS Branch as the default option.

To set a default branch for SRS Distribution:

  • Click on your Profile icon or initials located in the top right corner of the page.
  • From the drop-down menu, select Settings.
  •  Within the Settings menu, navigate to the Suppliers tab.
  • Click on Configure Settings.

Here, you can update the Default Branch and Default Account. These settings will be displayed as the defaults when creating Estimates and Material orders.

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  • In order to set a Default Branch or Default Account, it is important to ensure that your account with Roof Hub has been validated.
  • You can still access and update any Branch or Account as necessary on the Estimate and Material Order creation screen.