Set up your account for the SRS integration

Overview

In the roofing industry, effective supply chain capabilities are essential for maximizing efficiency and profitability. Our new SRS integration provides immediate access to the supplier's product catalog and tailored pricing for customers, allowing you to add a wide range of items and item variants to your pricebook. Roofing contractors can access suppliers' catalogs, allowing them to browse thousands of items and variants, add them to their pricebook, and receive daily automated pricing updates. Accessing detailed product descriptions and images enables them to create accurate and visually compelling proposals with ease.

Things to know

• You can only add roofing catalog items to your pricebook. Currently, there is no way to map the catalog to existing pricebook items.

• Improve your inventory management by automating the import of supplier catalog items. Upload your purchasing history to your ServiceTitan pricebook.

• The default setting for item updates is Manual. For guidance on enabling and customizing automatic updates, see Update your pricebook with Pricebook Connect.

• The pricebook for roofing integrations is specifically for materials only. After adding, you can find the items in the Materials tab of your pricebook, where you can access their Material Variations. For more information, see Manage supplier catalog material variations in ServiceTitan.

• The day after you add items to your pricebook, you can view costs for base SKU items (which include variant SKU items) or for variant SKU items only.

• If you are an invoiced customer with SRS, you can set up the integration with a copy of a recent invoice, please have one handy. If you are not an invoiced customer with SRS, you can still utilize the integration. Simply call one of their locations and ask for an Account Number and an Integration Key.

• You can set a default Unit of Measurement (UoM) for all SRS items that have been added from the SRS catalog to ServiceTitan.

Connect your account in Vendor Integrations

Configure Vendor Integrations to link your ServiceTitan account with your SRS account.

To connect your account:

1. Go to the top and click Settings  .

2. In the side panel, click Integrations > Vendor Integrations.

3. In the Vendor Integrations screen that opens, click Full Procurement. 

4. Select SRS.

5. Follow the steps on the Integration Setup screen that opens. For more, see Integration Setup.

Integration Setup

Step 1 – Link Vendors

1. In the Link Vendors section, select SRS as a vendor.         

   Note: Vendors available to be linked must be replenishment vendors and must not be used on other activated integrations. Filter results using the Show only replenishment vendors toggle or set vendors as replenishment in settings. For more, see Set up vendors.

2. Review the information and click Next.

Step 2 – Verify SRS Distribution Account Number

1. In the Are you an existing customer? section, specify your status.        

   1. Click Yes if you're an existing customer.                 

      1. Enter the SRS Distribution Account Number you received to help verify you as their customer.                        

         Note: Ensure to capitalize your Account Number.

      2. Provide your SRS Distribution Invoice Number.

      3. Select your Invoice Date.

      4. Fill out the Invoice Billed Amount.

   2. Click No if you're a new customer.                 

      1. Enter the SRS Distribution Account Number you received to help verify you as their customer.                        

         Note: Ensure to capitalize your Account Number.

      2. Enter your SRS Distribution Integration Key.                        

         Note: Copy your Integration Key exactly as it appears in RoofHub. You can find it by logging into RoofHub and navigating to Integrations.

                              

2. When finished, click Next.

Step 3 – Map Account

1. Click Manage Accounts to select branch and job accounts to map to the correct business units. 

2. On the Manage accounts pop-up that opens, select the accounts you want to use for populating costs in Pricebook, then click Save.        

   Note: You can identify your main branch and job account as #1.

        

3. For each account, assign the appropriate Business Units.        

   Tip: Use the search box to find specific branch and job accounts.

4. Select a Primary account as the default for purchases.        

   Note: ServiceTitan uses the primary account for retrieving customer-specific costs, catalog filtering and populating default PO fields; other accounts can be mapped to display additional costs from non-primary branches in the pricebook.

5. When finished, click Activate.

Activating the vendor integration stores the mapping between ServiceTitan and your supplier. This ensures all supplier subaccounts are referenced throughout the Supply Chain process.

This mapping also determines the item costs in estimates. When the Business Unit is selected as the data type, ServiceTitan can also use the mapping to apply region-specific pricing. As a result, estimates reflect the pricing from the specific vendor store branch linked to the business unit, which is especially useful for businesses operating across multiple regions.

Parent and variant item costs in your pricebook

There are two reasons you may see $0 costs for certain items in your pricebook:

• Generic materials (parent items) with color options (variants):        

  • In SRS's catalog, generic materials have a $0 cost because the actual costs are assigned to their specific color options.
    Example: GAF Timberline, a generic material, appears with a $0 cost, while its specific color variant, such as GAF Timberline Weathered Wood, has an assigned cost.
    Best practice: If you include a generic material in an estimate (for example, when a homeowner has not yet selected a color), manually set the cost for that item in your Pricebook.

• Items unavailable at selected branches:        

  • Any item (including color variants) that isn't stocked at your chosen branches also appears with a $0 cost.
    Best practice: Deactivate these items when found.

Map SRS branches for accurate pricing

To retrieve item pricing from different SRS branches, you must correctly map your account to the appropriate branch during setup. This ensures accurate pricing for items purchased from multiple branches or unavailable at your Primary branch. ServiceTitan will use the mapped branch to determine item costs, improving estimate accuracy for contractors with region-specific pricing agreements.

Note: Incorrect mapping may result in missing prices if you select a branch that doesn't carry your items or result in receiving retail pricing instead of your negotiated rates.

Choose the right Branch and Job account

Each SRS branch may have multiple job accounts assigned to your business, including a main job account and possibly others for specific projects (for example, special pricing for a large development).
Best practice: Map to the main job account, typically ending in "_1.

If you operate in a single region and buy from one branch:

• Map your Roofing Sales business unit to the main SRS branch and job account. Set this account as Primary.

If you operate in a single region and buy from multiple branches:

• Map your main Roofing Sales business unit to the primary SRS branch and job account. Set this account as Primary.

• Map at least one business unit to the secondary SRS branch and job account from which you want to get pricing.        

  Note: This feature currently allows for mapping multiple business units to one branch, but not one business unit to multiple branches.

If your business operates out of multiple locations, each buying from different branches:

• Create separate business units for each location.

• Map each Roofing Sales – Location business unit to the main SRS branch and job account for that location.

• Set your primary branch as the SRS branch and job account of your headquarters or your main purchasing location.

Want to learn more?

• See SRS Distribution purchasing workflows

• See Check real-time availability and pricing of PO items

• See Set up multiple account integrations in a single vendor's system