Using SRS in the New Sales Experience
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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" beneath the SRS option.
    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.