We shipped a focused set of updates this week to improve integrations, make field requests more predictable, and give you better visibility over supplier emails and serial numbers.

✅ Highlights

• HCP employee sync redesigned, sync logic is more reliable for employee records in Housecall Pro

• Field Requests FIFO reconcile, requested materials are reconciled and transferred in first in

• PDF download from notifications in app, save supplier quotes

• View sent supplier emails on the PO page

🔧 Other enhancements and fixes

• Filter Purchase Orders by supplier in the PO list

• Find duplicate serial numbers across all locations for the same material

• Expanded serial number uniqueness validation to all business locations

Where to find these features

• HCP sync settings: Integrations then Housecall Pro in Settings

• Field Requests reconcile: open a Field Request or PO then use Reconcile to see FIFO behavior

• Notification PDFs: Notifications center on web and mobile

• Sent supplier emails and PO filters: Purchase Orders page, open a PO to view sent messages

We updated reconciliation and price controls, added UPC search and kit support in field requests, and improved PO cancellation notifications, along with several sync and UI refinements.

✅ Major

• Input client price during reconciliation: when reconciling a PO you can now enter the client price directly, so job billing and margin calculations match what you actually charge.
• Price lock settings rework: price lock permissions have been reorganized, making it clearer who can view and who can edit material prices across the catalog and transfers.
• UPC search filter: add UPC as an optional search filter when looking up materials, so you can find supplier items faster.
• Kits allowed in field requests: techs can now add entire kits to field requests, making it easier to request grouped parts from the field.
• Vendor cancellation emails for pending approvals: when a PO is canceled while it is pending approval, the vendor will receive a cancellation email so suppliers are kept in the loop.

🛠️ Other enhancements and fixes

• Improved job syncing for all FSM integrations, so job and material data stay more consistent
• Bin locations now sort alphabetically rather than numerically, making physical location lookups simpler for many warehouses
• PO chat optimizations to reduce noise and improve message delivery
• Returns can no longer use a return date earlier than the PO received date, preventing accidental backdating
• Additional settings redesign for easier navigation and clearer controls
• Prefix matching when importing items from Sage to improve catalog matches
• Various FSM specific improvements for more reliable integrations

If you want a walkthrough, or to enable any of these features for your account, reply here or contact support@getply.com. We appreciate your feedback and testing.

In this weeks we shipped updates that make returns, replenishment lists, and bulk catalog edits faster and more accurate so your team can track items and manage inventory with less hassle.

✅ Major

• Bulk upload update to mass update material data - this can be found within the catalog under the three dots
• Ability to reconcile materials with serial numbers in returns
• Filter materials in replenishment lists
• Sending POs will now include all recipients on one email

🔧 Minor

• Pre-fill shipping data during PO creation
• Added hyperlinks in material descriptions
• Sort by position in inventory cycle counts

• Kit's image is now copied when user copies kit
• Add ability to edit company logo in business settings

Other

• Lots of UI refreshes including catalog and settings
• Integration fixes and bugs across all integrations

We really appreciate your feedback and ideas to improve Ply!