How to connect your Beacon account with your Roofr platform

Overview

Integrating your Beacon account with Roofer allows you to streamline your material ordering process. This guide walks you through the steps to quickly set up the integration and configure your branch preferences.

Prefer a video? Check out our tutorial here:
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Setting up your Beacon integration

Step 1: Navigate to Settings

Click on Settings at the top of your Roofer dashboard.

Step 2: Access the Integrations tab

In the Settings menu, navigate to the Integrations tab and select Connect.

Step 3: Log into your Beacon account

You'll be redirected to the Beacon login page. Enter your email address and password, then click Sign in.

Step 4: Select your Beacon branches

After logging in, you'll be directed to a page where you can choose which Beacon branches to integrate with Roofer.

• If you order from multiple branches, we recommend selecting the top 2-3 branches you use most frequently.
• Click Select next to the branches you want to integrate.

Step 5: Add branch contact information

Each branch must have a designated branch contact to receive material orders.

• Click Add branch contact and fill in the required details.
• You can also choose a default branch for convenience.
• Adjustments can be made later on a case-by-case basis.

Step 6: Save and confirm setup

Click Save to finalize your integration settings. If you receive a confirmation notice, your Beacon integration is successfully set up.

Step 7: Next steps

You can now choose to return to the Integrations page or start setting up your material catalog.

Tips for success

• Choose the branches you order from the most to optimize your workflow.
• Ensure all branch contacts are set up correctly to avoid issues with order processing.
• You can update your integration settings anytime through the Settings menu.

FAQs

Can I change my selected branches later?

Yes! You can always adjust your branch selection in the Integrations tab.

Why do I need a branch contact?

A branch contact is required to ensure your material orders are sent to the correct location.

What happens after I complete the integration?

Once integrated, you can start setting up your Roofer catalog and place orders using your Beacon pricing.

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