How Does My Beacon Integration Work With My JobNimbus Products & Services?

Products from Beacon's catalog will be automatically added to JobNimbus when they are imported through templates or manually linked

Adding products to Estimates or Material Orders:

• Navigate to a Contact or Job.
• Open the Financials tab and add either an Estimate or Material Order.

• Type the product name in the line item field.

• "Search Supplier Catalog" to find additional options.
  
  
• Selecting an option from the menu will automatically add the product to your JobNimbus Products & Services.

Adding products in Products & Services:

• Access Settings by clicking on the Profile Icon or your initials located in the top right corner.

• Within the Settings menu on the left, open the Products & Services tab.
• Select Add Product or service and select.
• Select Add from Supplier.
• Choose "Beacon Roofing Supply" from the dropdown menu.
• Type in the name of the product.
• Save.
  
  

To edit an existing product and link it to 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, open the Products & Services tab.
• Click Edit next to your Product.
• Select Link with supplier.
  
  

• Choose Beacon Roofing Supply from the "Choose Supplier" dropdown menu.
  • If you cannot locate the item in the catalog, update the product's name in JobNimbus.

• Save.