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Ply
Feature

Field requests from anywhere, any device

Empower technicians to request materials from anywhere — via the mobile app, SMS, voice, or AI chat — and track fulfillment in real-time. Five priority levels and six status states keep every request organized.

App, SMS, voice & AI chat5 priority levelsReal-time tracking
Field request workflow

How it works

Field Requests in Ply follows a clear, structured workflow.

1

Request

Technicians submit material requests via their preferred method — mobile app, SMS, voice, or AI chat. Specify materials, quantities, priority, location, and delivery preferences.

2

Process

Warehouse staff receive the request with priority-based notifications. Requests can convert to Purchase Orders, Pick Lists, or RFQs with bulk conversion support.

3

Fulfill

Per-item quantity tracking monitors requested, received, and pending amounts. Partial fulfillment keeps jobs operational while remaining items are sourced.

4

Complete

All requested items are received and delivered. Inventory updates automatically and fulfillment data feeds into analytics for performance tracking.

Key benefits

Voice and AI input

Hands-free request creation using natural language processing. Ply matches spoken or typed descriptions to catalog items with clarification when needed.

Five priority levels

Low, Medium, High, Urgent, and Contact Me. Color-coded urgency levels with configurable defaults so critical requests get immediate attention.

Convert to actions

Transform requests into Purchase Orders, Pick Lists, or RFQs with a single click. Bulk conversion support handles multiple requests at once.

Partial fulfillment

When not everything is available immediately, partial fulfillment delivers what is in stock while remaining items continue processing. Jobs keep moving.

Unrecognized material handling

When a tech requests something not in the catalog, it gets flagged for manual review and potential catalog addition — keeping your item database growing.

Core capabilities

Multiple input methods

Mobile app, SMS, voice, AI chat, and phone call. Technicians use whatever method is fastest in the field.

Material selection

Full catalog search, barcode scanning, and unrecognized item entry with AI-assisted matching to existing catalog items.

Fulfillment tracking

Per-item quantity tracking with requested, received, and pending amounts. Activity logs and linked document history for full visibility.

Role-based configuration

Configurable by role — Tech, Manager, and Admin — with location tracking that supports job and truck-based fulfillment workflows.

Works with your existing tools

ServiceTitanJobberHousecall ProQuickBooks OnlineSage Intacct

Ready to see Field Requests in action?

Book a demo and see how Ply helps trades businesses streamline field requests and take control of their inventory.