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Hey Ply users!
The longest days of the year are here, but with these new Ply updates, your workdays might just feel a little shorter. We’ve rolled out faster ways to submit requests, sync with your tools, and manage POs, all designed to save you time where it counts.
Here’s what’s new in Ply.
Housecall Pro Job Inputs
Track materials directly from Ply
Techs can now pull materials from any warehouse or truck into Housecall Pro jobs. Items added flow straight into job costing, keeping your financials accurate and aligned.
Invoice Syncing Made Easy
Add materials to a Housecall Pro invoice and Ply automatically matches them to your catalog and pricing. No double entry, no missing info.
Field Request v2
Submit and manage from the field
Techs can now create, edit, and track material requests from iOS or Android. Requests stay tied to the job or quote they came from, so nothing gets lost.
One-click conversions
Managers can review and instantly convert requests into RFQs, pick lists, or POs, improving speed and traceability.
→ Learn How to Use Field Requests
Quickbooks Online Integration (POs, RFQs, Inventory)
Sync your purchase orders and item-level updates (create, edit, delete) with QuickBooks Online in real time. Supports multiple Ply catalogs and keeps your accounting tight.
New PO Creation Flow
Say goodbye to multiple steps! Ply’s new PO view lets you create, review, and send purchase orders in one streamlined screen. Prefer the old version? You can still access it anytime.
Sync POs w/ ServiceTitan Integration
You can now manage all your purchasing in Ply and sync orders downstream into ServiceTitan automatically. This keeps everything connected between your warehouse, back office, and job costing tools.
Other Notable Features:
- Bulk-select items in the replenishment list.
- Split one PO across multiple location reconciliations.
- Batch transfer Housecall Pro integration.
- Improved post scanning UI.
- PO Kanban management.
- Reconcile POs with sonsumables.
- Multi-factor authentication.
- New inventory usage report.
- Lots of UI improvements!
What Are We Working On?
Our goal is to continue to deliver the best possible tools for you and your organization, which is why we’re always working on new functionality.
Stay tuned for:
- Sage Intacct Integration
- Custom Alerts
- Material Returns
- Smart Suppliers
- Supplier Comparison
- Voice Ordering
- Supplier Integrations
So, what do you think? Have we been tackling some of the upgrades you were hoping for? We’d love to hear from you, so send us your feedback.
Need help, training, or additional support for your audits? We have several service packages to help you get the most out of Ply and reach your goals. You can also sign up to one of our weekly webinars here.
Stay Organized.
