How to Use your Beacon integration: An End-to-End Guide

To set up your Beacon integration successfully, follow these four steps:

1. Set up your supplier.
2. Organize your catalog.
3. Create proposals with integrated Beacon pricing.
4. Order materials directly through Roofr.

Let’s break it all down step by step!

Setting Up Your Supplier

Step 1- First things first: connect your Beacon account with Roofr.

This step authorizes Roofr to access your Beacon account and allows you to specify which branches we’ll pull pricing from, along with key contact information for your branch.

💡 Pro Tip: Get those branch details right! It’ll make your sure your team gets the most accurate pricing for your estimates.

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🎥 Watch the video walkthrough

📚 Read more about setting up your supplier.

Step 2 - Setting Up Your Catalog

Now that your Beacon account is connected, it’s time to link your Roofr catalog items to Beacon’s material pricing.

Here’s how:

• Link each line item individually in your Roofr Catalog
• Or go the speedy route by uploading a CSV with your Beacon SKUs and bulk-connect your items.

Once everything’s synced, you can start using these updated prices in your proposals. You can sleep soundly knowing Roofr will automatically update your prices every night. 🌙✨

🎥 Watch the video walkthrough

📚 Read more about setting up your catalog.

Step 3 - Creating Proposals with Beacon’s Integrated Pricing

This is where the magic happens! When creating a proposal, attach your supplier to pull supplier-specific pricing. Don’t forget to choose the branch location pricing you’d like to use.

💡 Default Setting Alert: No supplier is attached automatically, so be sure to update your proposal settings!

🎥 Watch the video walkthrough

📚 Read more about creating proposals with Beacon pricing.

Step 4 - Sending Material Orders to Beacon

Now, you can send a material order directly to your Beacon branch rep.

Here's how:

• You can either go to a signed proposal and click the three dots at the end and click "Convert to material order" OR go to Material Orders and build one from scratch.
• Then, adjust the materials in the order as needed, either adding, adjusting or deleting any items.
• Fill in the delivery details and then click Finalize Order to send off your material order!

🎥 Watch the video walkthrough

📚 Read more about creating material order with Beacon pricing.

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That’s it! You’re now equipped to set up your Beacon integration like a pro. Time to save time, streamline your processes, and let Roofr do the heavy lifting for you. 💪

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