This integration ensures Roofr automatically syncs with the latest SRS pricing, so you never worry about manually updating prices or sending proposals with outdated material costs.
Prerequisites:
A SRS Supply account
A Roof Hub account
What you’ll find on this page:
Ordered most of your frequently used items in the last 180 days?
How to Connect your SRS Account with Roofr
1) Enter your credentials
In the Integrations section of your Roofr Dashboard:
Click Connect on SRS Distribution
Enter your Roof Hub Account number and Integration Key (not your email)
Click Connect
💡 Your Roof Hub Account number can be found on your Roof Hub account home page and at the top of your SRS invoice
💡 Your Integration Key can be found in the Integrations section of your Roof Hub account
2) Confirm your Account and Branches
Select the account you wish to connect and click Next
Choose the branches you want accessible in your integrated pricing and click Confirm
3) Add Branch Contact Information
Click Add branch contact on each selected branch
💡 Every branch must have a contact before you can save the supplier. Branch contacts can be found in your previous invoices or in the ‘Locations’ section of your Roof Hub account.
Add branch contact name and at least one contact method (phone or email)
Click Save
How to Integrate your Roofr Catalog Pricing with SRS
💡Just starting to create your Roofr Catalog? Use Roofr Jumpstart to import a curated list of common items to your Roofr catalog with supplier prices included.
Add and connect a single line item
Click Add item
Select SRS as your supplier catalog
Type the item name or SRS item code in the search bar
Roofr will search for a matching item across the entire SRS catalog
Choose the correct product from the SRS catalog
After selecting the item, Roofr will gather pricing from all branches you’ve set up in your SRS integration
💡 Ensure that SRS is selected as the ‘Source’ in the pre-tax costs column on the line item to view
Connect all the existing items in your catalog:
Use the Roofr connection widget
Click Connect remaining items
Select SRS in the supplier drop-down
Check that each item is connecting to the correct product in the SRS catalog
Confirm individually or click Confirm all
Click Save
Add items via CSV:
Download the Roofr Catalog CSV template
Click Manage Catalog then, Download CSV
Add SRS SKUs
Open the CSV file
Add the SRS Distribution Item Numbers (SKU) numbers for selected items the column labeled srs_sku
Re-Upload the CSV
In your Roofr Catalog, click Manage Catalog then Upload Catalog
Select Update existing catalog items
Upload your updated CSV file to complete the setup
How to Use SRS Integrated Pricing in your Roofr Proposals
1) Create a Roofr Template
Add the integrated items that you would like to use to a Roofr template
Learn how to create a Roofr template HERE
Click Use Template and select the measurement you would like to use for this proposal
💡 You can also add integrated items to an already existing proposal
2) Use Supplier Pricing
In the Supplier Settings of your created proposal, select the Supplier catalog and Branch location you want to use for this proposal
Click Save
How to send a Material Order with SRS pricing
1) Create Material Order
From a Job card with a draft or won proposal using SRS integrated items;
Click +Material Order and select the proposal you want to create the order from
Click Continue
Review your material items and click Continue
2) Edit Material Order
Select your branch location from the dropdown menu (if not already selected)
💡When pulling the material order from a proposal with integrated items, the order is locked to that supplier
Check Connect to link any remaining items with SRS (if applicable)
Edit your material order as needed
💡Learn more about Roofr material orders HERE
3) Send Material Order
Click Finalize order
Click Place Order to send your request directly to your SRS branch
💡 You will receive a confirmation number when placing the order and via email. You can use this to reference your order in your Roof Hub order history
💡 Roofr automatically updates order status on the material order and emails the job assignee when suppliers send updates
What's Next?