Using Beacon in the New Sales Experience
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How Do I Use the Beacon Integration in the New Sales Expereince?

Once you have enabled the integration, it's time to start using it.

On This Page

Note: Your Contacts or Jobs must have a valid property address entered for the integration to function properly.


Creating an Estimate with Beacon

  • Navigate to a Contact or Job.
  • Select the Financials tab.
  • Click Create Estimate.
  • Select the Connect Supplier button at the top right of the Estimate page.
  • Select Beacon Roofing Supply from the Supplier dropdown menu, the desired Branch from the Branch dropdown, and the Account from the Account dropdown.
      • If you have imported any templates, select one from the Use Template dropdown menu.
    • To Add items, start typing in a product name in the Item text field.

    • An item will display a default price when entered, which is the median price of the item options available.
      • This will update to the item's actual price once a specific item option has been selected.
    • Once you have added the desired items, you can move on to building the rest of your Estimate.

    Converting an Estimate to a Material Order

    • On the Financials tab under the Job, select the three dots next to the Estimate you want to convert.
    • Hover over Convert to.
    • Select Material Order.
    • You will then be taken to the Create Material Order screen.
    • Make any changes you would like to make by updating the information in the Line Items.
    • Set the Delivery Address, the Requested Delivery Date and Time, and the Shipping Method.
    • Click Place Order in the top right corner.
    • Confirm your Order by clicking Yes.

    Tips:

    • A successful order will take you to a preview of the Material Order and in the Activity show you a Status of Order Received.
    • Once the order is placed, you will receive a confirmation email from Beacon with the details. The chosen Material Order delivery date will the display on your Calendar within JobNimbus.