Onboarding guide: SRS Supply Chain Integration for ServiceTitan customers

Overview

In the roofing industry, effective supply chain capabilities are essential for maximizing efficiency and profitability. Connect with your SRS account to get immediate access to the SRS's product catalog, configure your pricebook, and streamline procurement with efficient supply chain workflows.

Things to know

• Improve your inventory management by automating the import of supplier catalog items. Upload your purchasing history (this is your Roofhub template, not your Purchase History) to your ServiceTitan Pricebook. Contact your SRS branch rep to get your RoofHub templates customized to your purchase history so that ServiceTitan can pull those items into your pricebook.

• In ServiceTitan, the Purchase History for SRS refers to RoofHub templates—not to ServiceTitan's standard Purchase History.

• 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 new items or mapping existing items between your pricebook and vendor product catalog, you can find the items in the Materials tab of your pricebook, where you can access their Material Variations. For more, see Manage supplier catalog material variations in ServiceTitan.

• You can view costs for base SKU items (which include variant SKU items) or for variant SKU items only. If the selected primary branch/ job account used in the account mapping process has costs, then you will be able to view costs for the base SKUs and/or variant SKU items in Pricebook Connect prior to adding/mapping them into your pricebook. Otherwise, you can retrieve costs the day after you add items to your pricebook.

• We are setting a default Unit of Measurement (UoM) based on SRS that cannot be modified in ServiceTitan.

Step 1: Map your ServiceTitan account with your supplier accounts

After requesting an integration with SRS and having the integration configured for your account, log in to ServiceTitan to activate the integration.

1. Go to the top toolbar 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 Distribution, click Add Account and follow the steps on the Integration Setup screen:

Link Vendors

1. Select and link Replenishment vendors for integration. 

2. Review the information and click Next.
   For more details on how to create a replenishment vendor, see Set up vendors.

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.

      2. Provide your SRS Distribution Invoice Number including any leading 0s and/or hyphenated endings, for example 001234-56.

      3. Fill out your Invoice Date or the Invoice Billed Amount. 

   2. Click No if you're a new customer and enter your SRS Distribution Account Number and Integration Key only.                

      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. If you don't have access to Roof Hub, reach out to your branch representative for assistance.

                              

2. When finished, click Next.

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 a specific branch.

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

   Note: ServiceTitan uses the mapped branches for catalog filtering and to pre-populate PO fields; other accounts contribute costs and items.

5. When finished, click Activate.

Activating the vendor integration stores the mapping between ServiceTitan and your supplier.

Step 2: Set up your pricebook

After activation, add SRS Distribution catalog items to your ServiceTitan Pricebook to view costs, add to estimates, and create POs. This is important as it allows you to view costs, add items to estimates on mobile, and create POs. There are several ways you can set up your Pricebook:

Option 1: Upload Purchase History

Note: This refers to your RoofHub templates, not your standard Purchase History in ServiceTitan.

1. Go to the navigation bar and click Pricebook.

2. In the side menu, click Pricebook Connect > Catalogs.

3. Select the SRS Distribution catalog and click Upload Purchase History.

4. Follow the steps in Upload Purchasing History from Roofing Vendors to upload your RoofHub templates.

Option 2: Add Net New Items

1. Go to Pricebook > Pricebook Connect > Catalogs, select SRS catalog and view categories.        

   Note: When regionality filtering is enabled, the Catalog screen displays only items available from integrated supplier branches set in the vendor account setup. To update the branches, click Items are filtered based on selected branches.

        

2. In the Categories section that opens, select a category.        

   Tip: You can also use the search bar to search the catalog by item name or code.

            

   Tip: You can add the category to your ServiceTitan pricebook by clicking Add to Pricebook.

3. In the new section that opens, hover over a category subitem and click Show Details to open a pop-up with additional information and images. 

4. On the Material Details screen that opens, click Variants to view material variations.  For more, see Manage supplier catalog material variations in ServiceTitan.        

   Note: A parent item includes general product details, such as manufacturer and name. A variant refers to a specific version of the item, such as a particular size or color. For example, parent: GAF Grand Sequoia Shingles, variant: GAF Grand Sequoia Shingles - Autumn Brown.

5. Click Select item to select it and add it to Pricebook.

6. When finished, click Add to Pricebook. 

Step 3: Manage your pricebook

During the mapping process, you can map your SRS pricing (i.e. costs) for all items downloaded from the SRS catalogs. For more, see View vendor costs from provider catalogs.

After items are mapped or added from SRS's catalog to your pricebook, vendor cost pricing updates flow through Pricebook > Pricebook Connect > Updates for you to apply. Prices are updated nightly and won't be immediately available.

You can Manually update items or enable Auto updates in Pricebook Connect > Updates section.

1. On the Updates screen, click the Provider dropdown and select the catalog you want to view updates for.

2. Click Auto   to manage update settings.

3. Select Auto Update for fields you want to update automatically and click Save to apply changes.        

   Tip: We recommend turning on Auto Update for costs to ensure accurate and up-to-date information. This would auto update costs for materials.

        

You can view automatic and manual updates/dismissals in the History Log. For more, see Update your pricebook with Pricebook Connect.

Step 4: Manage your purchase orders (POs)

After mapping your catalog and tracking updates, you can create purchase orders and take full advantage of supply chain workflows. With the SRS Distribution vendor select, some roofing-specific custom fields appear that are specific to the vendor.

Custom fields for SRS integration

Roofing-specific custom fields are dynamically added to purchase orders when you select SRS Distribution from the Vendor dropdown, enabling precise selection of job accounts, delivery types, and times for accurate supplier transactions. These fields become visible when creating a purchase order once the Supplier Branch is selected.

• SRS Job Account: Allows you to select the job account from a predefined list. Displays the name of the job account with its corresponding number.        

  Note: The SRS additional field results are determined by the Supplier Branch selection. If a non-primary branch is selected, the job accounts in the Job Account dropdown update to reflect only the accounts linked to that specific branch.

• Delivery Type: Specifies the method of receiving items, such as Roof Load, Ground Drop, etc.

• Delivery Target: Specifies preferred delivery time windows, such as Morning, Afternoon, or Anytime.        

  Note: If you choose Vendor Counter Pickup, the Delivery Target becomes N/A, as the technician picks up parts directly from the vendor and creates the PO on-site, disabling the dropdown. Selecting Vendor Counter Pickup changes Delivery Target options to 15-minute intervals, based on the business hours of the Supplier Branch selected.

• Custom Fields: This field populates automatically once you select an SRS item. It lets you select a specific item variant for the purchase order instead of the general material. For more, see Manage supplier catalog material variations in ServiceTitan.

For more, see SRS Distribution purchasing workflows.

Create and send POs electronically

1. Go to the Inventory or Purchasing tab > Purchase Orders.

2. Click Create New and fill out the purchase order details. 

3. First enter your Order Details.         

   Note: When you select SRS Distribution as the Vendor, specific custom fields appear such as SRS Job Account, Delivery Type, Delivery Target. For more, see Custom fields for SRS integration.

4. Then, enter your Location details. 

5. Finally, enter your PO Dates. If needed, you can fill out the Optional Fields. 

6. After filling out the purchase order details, select items from the Item list and add to the PO. 

7. After you're done, click Send as Electronic Delivery. 

ServiceTitan verifies if the quantities and cost match with SRS's at the given branch. You can then click Review Stock Levels, to see if the quantities of the items on the purchase order are available at the branch from SRS.

For more, see Create and send POs electronically.

Add items from Catalog to PO

Add catalog items directly to purchase orders and optionally map or save them to your pricebook.

1. On the Create Purchase Order screen, select the vendor that is linked to the SRS integration as the Vendor and add line items with vendor part numbers.

2. In the Item List table, click Select an item > Vendor Catalog. 

3. Click the arrow next to the item you selected from the Vendor Catalog.

4. On the Item Details page, click Add to Purchase Order, and then click Save when finished.

Note: When adding a catalog item to your PO, you can also add it to your pricebook or map it to an existing pricebook item. For more, see Search and add vendor catalog items directly to your PO.

Check real-time availability and pricing of PO items

1. On the Create Purchase Order screen, select the vendor that is linked to the SRS integration as the Vendor and add line items with vendor part numbers.

2. Click Check Vendor Inventory to verify stock levels and pricing. If quantity and pricing match, you'll receive a confirmation.

3. Click Review Stock Levels if needed. 

For more, see Check real-time availability and pricing of PO items.

Select your vendor branch to check availability

1. On the Create Purchase Order screen, select the vendor that is linked to the SRS integration as the Vendor and if applicable update the Supplier Branch.

2. Complete the required fields and click Check Vendor Inventory to verify stock levels.

3. Click View and Resolve to check any discrepancies to review branch card details and make necessary adjustments. 

Note: For items that require line item review by your SRS branch, you can see the following message: "Item code not found and unknown availability." This means the item goes through a line item review at the branch level.

After resolving discrepancies and making adjustments, submit the purchase order electronically; your SRS branch representative reviews and adjusts the item in Agility.

For more, see Select a vendor branch to check availability.

Additional resources

• For assistance reach out to your Success Manager or Onboarder.

• Visit ServiceTitan Academy and enroll in Roofing: Supply Chain Integration.