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

      How do I Enable the JobNimbus Integration with SRS Distribution?

      Enable the SRS Integration by toggling the Feature on through JobNimbus 3rd Party Features.

      Take a look at this helpful training video!

      To enable SRS Roofing Products:

      1. Click on your Profile Icon or initials in the top right corner.

      2. Select Settings from the drop-down menu.

      3. Within the Settings menu on the left, open the ⛟ Suppliers tab.

      4. Click "Connect Account."
        Screenshot 2023-08-14 at 4.55.56 PM

      5. Input your Customer Code, a recent invoice number, and Invoice date. 

        SRS – Figma 2023-10-10 at 12.29.58 PM

      6. Select "Validate".
      7. If you do not have an Invoice, select the blue "Don't have an invoice?" link shown below

        Screenshot 2024-06-14 at 2.12.40 PM
      8.  Enter your Customer Code and Integration key

        Screenshot 2024-06-14 at 2.13.14 PM
        1. To find your integration key, open another tab and go to your RoofHub account. Then select the "More" drop down at the top of your page

          Screenshot 2024-06-14 at 2.14.00 PM
        2. Once there, copy the Integration Key and input it into the corresponding field on your Account Validation window in JobNimbus

          Screenshot 2024-06-14 at 2.14.16 PM

      Note: Invoice date must be older than 2 days in order for the account validation to work.