Brand New

Spend Lens & Inventory Lens

See where every dollar goes and every material sits: break down spend by supplier and PO, spot price creep on your top materials, and investigate on stock-outs and shrinkage before they cost you a job.

Johnstone Balsan Integration

Real-time Johnstone Supply prices, right inside your Ply catalog. Order in seconds—no extra tabs, no hassle. Reach out to your CSM to get started.

FieldEdge Integration

Ply and FieldEdge now talk to each other, so your FieldEdge jobs and materials stay in sync automatically. Reach out to your CSM to get started.

FieldEdge Integration Coming Soon: Ply Pay (Limited Rollout)

We’re launching new Accounts Payable features to streamline your entire PO-to-payment workflow. Select customers can now access live business verification, invoice and receipt downloads, and built-in fee management controls.

Want to test it first? Talk to your CSM today!

Improvements

• Preferred Supplier on Estimate-Based POs

• Bulk PO Send — Per-Supplier Contacts

ServiceTitan Integration Updates

• Added Taxable and Inventory fields to FSM settings for more accurate syncing
• Equipment records now respect your "Do not add to invoice from reconcile" setting
• Faster, filterable equipment search across all your equipment units

Your feedback shapes what we build. Have ideas, questions, or need help? reach out anytime via in-app chat or email us at support@getply.com.

What's New

Margin Monitoring

Track margin performance on catalog level and see them reconciled automatically as costs change.

How to use it: Set a margin goal in workspace settings (by category, material, or catalog), then check the new Goal column next to your materials — margins auto-adjust as reconciliation runs.

Material Merge

Merge duplicate materials in your catalog into a single record -- including materials synced from ServiceTitan, Housecall Pro, and Jobber integrations. Merged materials keep their full history, with integration links intact.

How to use it: Go to your material catalog > select 1-5 materials > Select Material Merge and go through the steps to review which material details you would like to keep

3-Way Match

Now free until July 29th: let Ply catch mismatches between your invoice, PO, and receipt before they catch you.

How to use it: Follow the these steps to complete your first match

Also New

Lab Setting - Unstructured Document Upload

PO creation > “Add Item”

• Create new Items
• Search by UPC

Service Titan Integration

• Material images now syncs from Ply to Service Titan

Job updates

• Finished Jobs now shows a Start date column
• Active Jobs shows a Last Update column
• Job Notes has a higher character limit.

Sorting & Filtering

• Replenishment List Filtering by items already on a PO vs. items that still need one.

• Folder Sorting & Filtering alphabetically.

Mobile:

• Equipment scanning now recognizes equipment (not just materials/consumables),
• with label printing, location/notes visibility, bulk actions (transfer, create PO, print barcodes, delete),
• NFC tag support for Consumables and Equipment
• activity log that shows status changes as OLD → NEW.

Your feedback shapes what we build. Have ideas, questions, or need help? Reach out anytime via in-app chat or email us at support@getply.com.

What's New

Material Cost Layer

Pick a costing mode for your inventory: Last Purchase (the default, using the most recent purchase price) or Average (blending cost across your inventory layers). You can also manually edit individual cost layers when you need to make a correction.

How to use it:

1. Go to Catalog > Click on a material > new “Cost Layer” tab.
2. Choose Last Purchase or Average as the costing mode.
3. Select any layer to manually edit its cost if needed.

Rolling Replenishment now supports truck-only setups

Trucks that don't route through a warehouse can now use Rolling Replenishment directly — no warehouse step required.

How to use it:

1. Go to Stock > Automation > Rolling Replenishment
2. Set up “Destiny” as “Truck”, and leave “From empty.

Techs can now update equipment status

Tech-role users can change an equipment unit's status themselves, without needing a manager or admin to make the change.

How to use it:

1. Have a technician go to Catalog or Stock location > Equipment > Click on a unit
2. Select “Status” options

Return unused material to the warehouse

Process returns of unused material back to the warehouse directly in Ply, keeping inventory counts accurate when material comes back from a job or truck unused.

How to use it:

1. Open the job or truck the material is coming from.
2. Select the unused material and choose Return to Warehouse.
3. Confirm the quantity being returned.

Redesigned Purchase Order details page

The Purchase Order details page has a cleaner layout, making it easier to scan items, costs, and status at a glance.

How to use it: Open any Purchase Order to see the new layout.

Improvements

• Suppliers now see the destination location on Purchase Orders — the location field is populated on the Supplier's PO view.
• Rolling Replenishment pick lists now include type descriptions.
• Consistent Equipment transfer experience — "Transfer to Job" now matches "Transfer to Location."
• Equipment status changes show before-and-after values in the activity log.
• New filter added to the inventory availability API.
• Improved Jobber sync reliability — Ply now handles additional Jobber webhook events.

Bug Fixes

• Fixed an issue where the active tab would unexpectedly switch when adding a new purchase.
• Cost layer records are now correctly removed after a PO is unreconciled.
• Fixed Landed Cost % being recalculated incorrectly between partial PO reconciliations.
• Fixed "Ship To" location showing empty in the supplier email when the destination is a truck.
• Removed unused custom fields from print and export forms.
• Assigning equipment to a job via status change now correctly logs an assignment activity.
• Equipment unit names are now clickable and link to their equipment page from Job view.
• Equipment type now displays correctly in Job view.
• Change Status modal no longer allows selecting replacement units from archived locations.
• Equipment units from deleted locations no longer appear in Catalog Unit / Replacement Unit lists.
• Users with restricted Price Locking permissions can no longer view or edit Business Cost in Cost Layers.
• Cost Layers now refresh automatically after changing the Cost Calculation Mode.
• Fixed ServiceTitan cost sync issues where cost overrides could be incorrectly replaced or not restored.
• Fixed outdated QBO values temporarily overwriting manually added cost layers.
• Fixed a spacing issue on the Variance Reporting page.
• Stock Overview widget now returns counts scoped correctly for Tech and Member roles.
• Resolved a collection of minor UI issues across the app.
• Fixed client-facing invoice prices being altered on ServiceTitan service jobs.
• Fixed a material cost overwrite issue on synced jobs.
• Fixed an error creating vendors in ServiceTitan for certain Purchase Orders.
• Fixed barcodes changing or being deleted unexpectedly.
• Fixed Rolling Replenishment generating full Purchase Orders instead of pick lists.
• Fixed pick lists printing materials only, leaving out kits.
• Pick List PDFs now preserve item order to match the web view.
• Fixed Rolling Replenishment creating duplicate orders for received-but-unreconciled and manually created POs.
• Tech users can no longer view serial numbers for equipment at locations they aren't assigned to.
• Fixed equipment count always showing 0 for archived locations.
• Equipment names are now clickable in the Purchase Order items list.
• Fixed bulk delete only removing equipment from the current page when a selection spanned multiple pages.
• Fixed missing details on manually deleted equipment activity, missing serial numbers on "Reverted Equipment" activity, incorrect usage counts, and incorrect activity labels.
• Fixed equipment pictures not displaying in the Transfer to Location modal.

What's New

Equipment management ✨You can now manage equipment directly in Ply — track it, purchase it, allocate it to jobs, and sync it with your field service management system (ServiceTitan). Equipment is treated as its own category alongside materials, so your team has a full picture of what's on each truck and job.

Where to find it: In Catalog, Stock > Locations, and Jobs

Set a PO name prefix for Rolling Replenishment POs ✨POs created through Rolling Replenishment now support a configurable name prefix, so POs for different purposes are easy to identify in your PO list.

How to use it: Set up PO prefixes on Setting > Procurement > PO Prefixes.

Then go to Stock > Automation > Add or Edit Configuration > Config PO Format for Rolling Replenishment Picklist or Purchase Orders.

Update material prices from accepted invoice matches in 3WM ✨When you accept a match in Three-Way Match, you can now update the material's catalog price to match what you actually paid — no need to go edit it separately.

How to use it: After reviewing match > At Accept Match, there's a "Update Material Prices" toggle" which, once toggled on, the invoice price for this match will update the material business price.

Filter Purchase Orders by location type ✨The Purchase Orders list now has a Location Type filter — quickly narrow down to Truck, Warehouse, or Job orders.

Filter Purchase Orders by creator ✨See only your own orders, or filter to a specific team member's POs.

Field Request cards show item count ✨Field Request cards now show the number of items requested instead of individual quantities, for a faster at-a-glance read.

Improvements & Bug Fixes

• Location value breakdown restored — The hover-over on Locations showing value split by materials, kits, consumables, and tools is back after being removed during a recent redesign.
• Add Items to Job — tab selections no longer lost — Switching between the Materials and Kits tabs when adding items to a job no longer clears your selections.
• Scrollbar overlapping quantity values — Fixed a display issue where the scrollbar sat too close to quantity values, making them hard to read.
• Items added to a closed PO now reconcile correctly — Items added to an already-reconciled PO via the three-dot menu are now properly included in reconciliation.
• RFQ creator email hidden — The creator's email address no longer appears on the RFQ details page.
• AI PO from file — first upload failure fixed — Uploading a file to create a PO now works reliably on the first attempt.

iOS

• Min/Max quantities on Label PrintSet minimum and maximum quantity thresholds directly on the Label Print screen — no more switching screens to look up par levels.

• Edit Profile screenUpdate your name and contact details from a new dedicated Edit Profile screen in the app.

• Landed Cost on Purchase OrdersAdd landed costs — freight, duties, tariffs, handling fees — to POs at the line-item level. Set default rules for all suppliers or supplier-specific rules for more precise tracking. Configured from the new Landed Cost settings page in Settings.

Stop overpaying on invoices.

Ply now automatically compares your PO, invoice, and delivery receipt - flagging anything that doesn't add up before it gets approved.

This is a paid add-on. Add it to your plan here → 3-Way Match

What's New:

Landed Cost ✨ 

You can now track additional costs — like freight, duties, and handling fees — directly on purchase orders, so your inventory valuations reflect the true cost of goods and your customer invoices cover the full material costs. Configure landed cost fields when creating or editing a PO, and costs are automatically allocated to inventory on receiving.

How to do it: Go to Settings > Procurements > Purchasing > Landed Cost Settings > Enable Landed Costs and fill out their default amounts. Then create PO and see the landed cost fields pre-populate on the lower left hand corner.

Material sourcing for Multi Tech Jobs ✨ 

Ply now supports sourcing materials across multiple technicians on a job, giving dispatchers and procurement teams more flexibility in how materials are assigned and fulfilled.

How to do it: Go to Settings > Workspaces > Integrations > FSM > ST > Scroll to “Material sourcing for multi tech jobs” > Choose the option that works best for your workflow.

Serial numbers from Material Transfers Map to the HCP Material Description ✨

Material serial number data is now captured and stored as part of the Housecall Pro job material description for job invoice/ input, giving customers better visibility into installed equipment.

How to do it: Select a material with serial number for transfer to a HCP job on Ply > serial number will show up as part of the material's description on the corresponding HCP job.

Other items:

• Ply now supports Australian states and territories. Address fields throughout the app include the full list of AU states and territories.

• Fixed an inventory count issue where starting a count with a Custom List would silently fall back to showing all locations, causing counts to be broader than intended. Custom Lists now stay scoped correctly throughout the count.

✨ This release requires mobile app update✨

What's New

Decimal Units for PO (e.g., inches) ✨

Materials can now be purchased and received in decimal quantities (e.g., 2.5 inches, 0.75 ft). Previously only whole units were supported.

How to do it: When creating a PO, simply enter a decimal quantity as material quantity.

Kit Selection on Create PO ✨

When creating a purchase order, you can now select Kits in addition to individual materials. Kits are expanded to their component materials on the PO.

How to do it: Create PO > Select “Add More Items” > Select Kits

Sync PO Edits to ServiceTitan ✨

Edits made to a purchase order in Ply are now synced back to the corresponding record in ServiceTitan, keeping both systems in sync without manual updates.

How to do it: Once a Ply PO has copy created in Service Titan PO, the update will also be synced to Service Titan PO.

QuickBooks Online: Bill Creation on PO Received ✨

A new toggle in Accounting Settings lets you automatically create a QBO bill when a purchase order is received. You can also add an item description field on POs that flows through to the bill in QBO.

How to do it: Go to Settings > Workspace > Integration > Accounting > QBO > Look for “Automatically create a Bill in QuickBooks when a Purchase Order is received”

FSM Status-Based Material Sync ✨

You can now configure Ply to sync materials from your field service management system only when a job or work order reaches a specific status. Set your preferred trigger status in Settings.

How to do it: Go to Settings > Workspace > integration > FSM > Job Status To Sync Item > Save.

Fixes

• "Partially Received" PO status now does not close the PO in QuickBooks and blocking further receiving.
• Sending a PO to multiple supplier email addresses now working correctly.
• PO and RFQ serial number flow now has proper error messages.
• When syncing PO to QBO, item descriptions, purchaser info,, and notes now sync correctly to their own fields.
• Smart supplier POs, Draft List, and Inventory History Report decimal rounding error now fixed.

• PO with a "Required By" date in the past now sync correctly to ServiceTitan and are now longer blocked from creation.
• Kit transfer requests now correctly sync alongside material transfers, with matching checkbox behavior in the UI.

• Rolling pick list now excludes items not in warehouse from being automatically added.

• Movement report missing material consumption entries.
• Inventory History Report running totals in the "At Time Of" view now calculating correctly.
• Multi-month PDF Report timeout error now fixed.

• Material Details now correctly hides archived locations.
• Material Catalog now correctly shows archived locations.

Improvements

• Inventory Count Sortable Material List (on Web)
• PO List Status Sorting
• Faster Location Search

✨ This release requires a mobile app update✨

What's New

Decimal Units for PO (e.g., inches) ✨

Materials can now be purchased and received in decimal quantities (e.g., 2.5 inches, 0.75 ft). Previously only whole units were supported.

How to do it: When creating a PO, simply enter a decimal quantity as material quantity.

Kit Selection on Create PO ✨

When creating a purchase order, you can now select Kits in addition to individual materials. Kits are expanded to their component materials on the PO.

How to do it: Create PO > Select “Add More Items” > Select Kits

Sync PO Edits to ServiceTitan ✨

Edits made to a purchase order in Ply are now synced back to the corresponding record in ServiceTitan, keeping both systems in sync without manual updates.

How to do it: Once a Ply PO has copy created in Service Titan PO, the update will also be synced to Service Titan PO.

QuickBooks Online: Bill Creation on PO Received ✨

A new toggle in Accounting Settings lets you automatically create a QBO bill when a purchase order is received. You can also add an item description field on POs that flows through to the bill in QBO.

How to do it: Go to Settings > Workspace > Integration > Accounting > QBO > Look for “Automatically create a Bill in QuickBooks when a Purchase Order is received”

FSM Status-Based Material Sync ✨

You can now configure Ply to sync materials from your field service management system only when a job or work order reaches a specific status. Set your preferred trigger status in Settings.

How to do it: Go to Settings > Workspace > integration > FSM > Job Status To Sync Item > Save.

Fixes

1. "Partially Received" PO status now does not close the PO in QuickBooks and blocking further receiving.
2. Sending a PO to multiple supplier email addresses now working correctly.
3. PO and RFQ serial number flow now has proper error messages.
4. When syncing PO to QBO, item descriptions, purchaser info,, and notes now sync correctly to their own fields.
5. Smart supplier POs, Draft List, and Inventory History Report decimal rounding error now fixed.
6. PO with a "Required By" date in the past now sync correctly to ServiceTitan and are now longer blocked from creation.
7. Kit transfer requests now correctly sync alongside material transfers, with matching checkbox behavior in the UI.
8. Rolling pick list now excludes items not in warehouse from being automatically added.
9. Movement report missing material consumption entries.
10. Inventory History Report running totals in the "At Time Of" view now calculating correctly.
11. Multi-month PDF Report timeout error now fixed.
12. Material Details now correctly hides archived locations.
13. Material Catalog now correctly shows archived locations.

Improvements

• Inventory Count Sortable Material List (on Web)
• PO List Status Sorting
• Faster Location Search

Decimal Units for PO (e.g., inches) ✨

Materials can now be purchased and received in decimal quantities (e.g., 2.5 inches, 0.75 ft). Previously only whole units were supported. Please make sure to update your apps!

How to do it: When creating a PO, simply enter a decimal quantity as material quantity.

Kit Selection on Create PO ✨

When creating a purchase order, you can now select Kits in addition to individual materials. Kits are expanded to their component materials on the PO.

How to do it: Create PO > Select “Add More Items” > Select Kits

Sync PO Edits to ServiceTitan ✨

Edits made to a purchase order in Ply are now synced back to the corresponding record in ServiceTitan, keeping both systems in sync without manual updates.

How to do it: Once a Ply PO has copy created in Service Titan PO, the update will also be synced to Service Titan PO.

QuickBooks Online: Bill Creation on PO Received ✨

A new toggle in Accounting Settings lets you automatically create a QBO bill when a purchase order is received. You can also add an item description field on POs that flows through to the bill in QBO.

How to do it: Go to Settings > Workspace > Integration > Accounting > QBO > Look for “Automatically create a Bill in QuickBooks when a Purchase Order is received”

FSM Status-Based Material Sync ✨

You can now configure Ply to sync materials from your field service management system only when a job or work order reaches a specific status. Set your preferred trigger status in Settings.

How to do it: Go to Settings > Workspace > integration > FSM > Job Status To Sync Item > Save.

Fixes

PO & RFQ

• "Partially Received" PO status now does not close the PO in QuickBooks and blocking further receiving.
• Sending a PO to multiple supplier email addresses now working correctly.
• PO and RFQ serial number flow now has proper error messages.
• When syncing PO to QBO, item descriptions, purchaser info,, and notes now sync correctly to their own fields.
• Smart supplier POs, Draft List, and Inventory History Report decimal rounding error now fixed.

FSM

• PO with a "Required By" date in the past now sync correctly to ServiceTitan and are now longer blocked from creation.
• Kit transfer requests now correctly sync alongside material transfers, with matching checkbox behavior in the UI.

Rolling Pick list

• Rolling pick list now excludes items not in warehouse from being automatically added.

Reports

• Movement report missing material consumption entries.
• Inventory History Report running totals in the "At Time Of" view now calculating correctly.
• Multi-month PDF Report timeout error now fixed.

Others

• Material Details now correctly hides archived locations.
• Material Catalog now correctly shows archived locations.

Improvements

• Inventory Count Sortable Material List (on Web)
• PO List Status Sorting
• Faster Location Search

New Features

Web

Set a Custom "Created At" Date on Purchase Orders ✨

You can now manually set the creation date and time on a PO — useful when you're backdating a PO or correcting a record.

How to use it: During “Create a PO”, select a “Date Created” date from the past.

Auto-Send POs to ServiceTitan by Status ✨

A new ServiceTitan integration setting lets you automatically push a Purchase Order to ServiceTitan when it reaches a specific status — no manual sync required.

How to use it: Go to Settings > Workspace > Integrations > FSM > Service Titan > Scroll down to "PO auto sending" > Turn on "Enable" > Select your type, business unit, inventory location, and PO status to auto send.

QuickBooks: Deletions Now Sync ✨

When you delete a material or consumable in Ply, that deletion now syncs to QuickBooks automatically. A new Accounting setting gives you control over this behavior.

SMS & Voice Notifications for Field Requests ✨

Technicians can now receive field request alerts via SMS or voice call — not just push notifications. Once it’s set up, technician can now call or text a Ply Phone Number to let us know what materials they need from the field, and that message will be converted into a Field Request for your warehouse team to pick out or order.

How to use it: On admin account > Settings > Company & Billing > Create a Phone number > Set up a Ply Phone number.

Then, on your technician’s account > Settings > Profile > Create Phone Number > Enter technician’s phone number.

Serial Numbers in Pick Lists ✨

When fulfilling a pick list, you can now select specific serial numbers for tracked items. No more guesswork about which unit was pulled.

How to use it: Open a pick list > Select material > Tap the material to choose the specific serial number to assign.

Search & Filters on Inventory Count Board ✨

The Inventory Count (Cycle Counts) board now has search and filters, so you can quickly find the count you need without scrolling through the full list.

How to use it: Go to Stock > Inventory Count > Filter button is next to Search bar.

Export Consumables from Stock ✨

You can now export your consumables directly from Stock to Excel — the same export you rely on for materials is now available for consumables too.

How to use it: Go to Stock > Location > Select Consumables > On the right hand side, click on “…” > Select “Export All Consumables”.

iOS v1.7.5 Updates:

RFQ

• Convert RFQs to Purchase Orders ✨
• The RFQ list now supports extending dates, editing fulfillment info, archiving, and deleting RFQs.

PO

• Ability to add Tools to a PO
• Archive & Unarchive POs
• POs can now be edited regardless of status, with smart guardrails:

Job List

• The Job list now supports flexible time filters (Date Range, Current, 1 Day, 1 Week, 1 Month) and sorting options.

Tool

• Tool Activity and Tool UDP info are now available from the iOS app.

Android v2.3.1 Updates:

• Videos are now supported in Purchase Order chat threads on Android, and PDF files can be downloaded directly in the app.
• A scan sensitivity button has been added to all camera screens, so you can tune barcode scanning to your environment.
• Service M8 integration is now available on Android.

Bug Fixes

Web

Purchase Orders

• Custom fields were missing from catalog exports
• Shipping cost was incorrectly reset to zero after toggling certain settings
• Could not create a PO using materials added via Smart Suppliers
• App crashed when opening a PO draft created with Smart Suppliers
• File upload failed during PO creation
• Misaligned fields in PO Details
• PO price including tax could not be updated
• Negative tax values could be entered via the percentage slider
• A newly created supplier didn't appear immediately in the PO dropdown
• Navigation button from the Reconciliation screen directly to the related Purchase Order

Inventory & Stock

• Rolling PO settings (replenishment strategy changes) weren't saving correctly
• Duplicated tool activity records appeared after PO reconciliation
• Tools from Kits were incorrectly added to PO item lists
• Activity records in Consumable Details were showing errors

Field Requests

• Status counters didn't update after applying filters
• Blank modal appeared when tapping "Back" from Field Request creation on the Location page

Notifications & Users

• Archived technicians were still receiving notifications
• Phone number displayed incorrectly when the field was empty

IOS

• Material variants from Ferguson weren't recognized when creating a PO via a Field Request
• Ship To validation was incorrectly required for pickup orders
• Kits were syncing to HCP invoices even when sync was disabled
• Tool detail screen scrolling issues

Android

• App crashed when saving a label template
• Dashboard crash on Material Usage graph with decimal data

Questions or feedback? Reach out to Ply Support team via the Buddy Chat or email support@getply.com .