Using Beacon in the New Sales Experience
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      3. Using Beacon in the New Sales Experience

      How Do I Enable the JobNimbus Integration With Beacon Roofing Products?

      Enable Beacon through the Suppliers tab in Settings.

      To Enable Beacon:

      • Click on your Profile Icon or initials in the top right corner
      • Select Settings from the drop-down menu
      • Within the Settings menu on the left, select the Suppliers tab


      • JobNimbus will then direct you to the Suppliers list. Click "Update Connection".

      • Input your Beacon PRO+ account login credentials when prompted
      • Next, import your Templates into JobNimbus. This will automatically sync your Beacon Products with JobNimbus.
      • The button will turn grey and the text will change to "Import Started" to indicate that your templates are in the process of importing to JobNimbus.

      Note: In general, imports take under 3 minutes to complete. The button will remain in the "Import Started" state until you leave the page. You do not need to stay on this page during the import as it will continue to work in the background.

      Tips:

      • The Material Order feature in JobNimbus will automatically be enabled when you connect with Beacon.
      • The Cost for your Beacon Products will automatically update in real-time when creating an Estimate or Material Order. However, please note that the Price column will display the initial Cost of the Product when it was first synced to your JobNimbus account. We understand that you have the freedom to set your own prices for your customers, so you will need to manually update the Price column to reflect the amount you wish to charge.