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Using JobNimbus
How Does My Beacon Integration Work With My JobNimbus Products & Services?
JobNimbus will add products from Beacon's catalog that are imported through templates or manually linked.
In the examples below, you will see linked products and un-linked products. The products with the Beacon icon are linked to Beacon's product catalog.
To find products while creating an Estimate or Material Order:
- Navigate to a Contact or Job
- Open the Financials tab
- Add an Estimate or Material Order
- Type the product name in the line item field
![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Jul-22-2024-08-29-54-2144-PM.png?width=588&height=376&name=image-png-Jul-22-2024-08-29-54-2144-PM.png)
To find your products in Products & Services:
- 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
- Select +Add Product or service
- Select Add from Supplier
- Choose "Beacon Roofing Supply" from the "Choose Supplier" 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
The items must be linked with Beacon for orders to be successfully placed.