How Do I Link My Beacon Templates With JobNimbus?

This article details how to use Beacon in the Legacy Sales experience. For steps to use Beacon in the New Sales Experience, click here.

When you import your Beacon PRO+ Templates into JobNimbus, they will be available in JobNimbus to use for your Estimates and Material Orders.

To get started:

Log into Beacon PRO+
Select the Templates tab
You will see any existing Beacon PRO+ Templates here:

If you don't have any Templates in your Beacon PRO+ account, you can create new ones:

Select the Add New Template button
Name the Template
Select Create Template
Type in a product to add in "Add Products to Template"
Select Add to Template
Select Save All

To import your Beacon PRO+ Templates into JobNimbus:

Log into your JobNimbus account
Click on your profile icon or initials in the top right corner
Select Settings from the drop-down menu
Within the left-hand Settings menu, open the Beacon Tab
Select Import Beacon Pro + Templates
Create a Material Order or Estimate to see the available Templates

You can import 15 Beacon Templates into JobNimbus. The last 15 are imported from Beacon, no matter which accounts they are linked to.

If you already have Saved Estimate or Material Order Templates in JobNimbus, you can select "Link with supplier" on each JobNimbus product inside the Template, to link it with a Beacon product.