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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:
✨ This release requires mobile app update✨
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.
✨ This release requires a mobile app update✨
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.
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.
PO & RFQ
FSM
Rolling Pick list
Reports
Others
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”.
RFQ
PO
Job List
Tool
Purchase Orders
Inventory & Stock
Field Requests
Notifications & Users
Questions or feedback? Reach out to Ply Support team via the Buddy Chat or email support@getply.com .
This release is packed with features you've been asking for - from flexible purchase order numbering to better visibility into active POs across your workflow.
Multiple PO Number Formats
Configure up to 5 purchase order number formats for different departments. When creating a PO, simply select the format that fits.
How to use it: Go to Settings > Procurements tab > scroll to PO Number Formats
See Active POs While Building Orders
No more guessing if an item already has an active purchase order. You'll now see active PO status right on the item as you're selecting it during PO creation - and in the Replenishment tab too.
How to use it: Browse items in any Purchase Order - active PO indicators appear automatically. Check the Replenishment tab to see active POs per item.
QuickBooks Online Consumable Sync
Consumables now sync to QuickBooks Online. Previously only materials and tools were supported - now your full inventory flows through. No extra setup needed if QBO is already connected.
File Attachments on Materials
Upload PDFs and reference files directly to a material - perfect for spec sheets, installation guides, or troubleshooting documents your team needs in the field.
How to use it: Open any Material > look for the Files section to upload documents
Serial Numbers During Transfers
Add serial numbers during inventory transfers, so items that need tracking don't slip through the cracks.
How to use it: Start a Transfer and add serial numbers directly in the transfer flow
Notification Controls by Location
Get more granular control over which notifications you receive by enabling or disabling them per location.
How to use it: Go to your Notification Settings and configure preferences per location
ServiceTitan: Focused Tech View
Technicians using the ServiceTitan integration now see only items for their current job - no more scrolling through unrelated inventory.
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.
Export Your Full Catalog (Including Consumables): You can now export your entire catalog—consumables included—to Excel. Perfect for reporting, audits, or sharing with your team.
Create Purchase Orders from Rolling Replenishment: You can now create a Purchase Order directly from your Rolling Replenishment settings for mins/usage/max settings
Filter Purchase Orders by Location: Find POs faster by filtering them by warehouse or truck location.
Custom Location Types: Create your own location types beyond the defaults. Organize warehouses, trucks, and storage areas the way your business works.
Bulk Delete Material Categories: Clean up your catalog faster by deleting multiple material categories at once.
Sort POs Alphabetically: Purchase Orders can now be sorted by name or warehouse position, making it easier to find what you need.
iOS
Android
Web
We've made stability and performance improvements across all platforms:
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.
If you've been on the fence about using Purchase Orders, now's the time to give them a shot. We've completely redesigned the PO creation experience to be faster, smarter, and a whole lot easier to use, whether you're sending one order or managing dozens.
Progress Tracker & Quick Navigation
A new section indicator in the upper-right corner shows you exactly where you are in the PO creation process. Sections light up as you complete them, and you can click on any section to jump directly to it, no more endless scrolling.
💾 Unsaved Draft Mode
Accidentally close the tab? No problem. PO creation now auto-saves your progress locally in your browser. When you return, you'll be prompted to restore your draft right where you left off.
📋 Sticky Order Summary Panel
A new Order Summary module follows you as you scroll, keeping a live view of your item count, ship-to info, selected supplier, subtotal, tax, and total always within reach. Collapse it when you don't need it, expand it when you do.
📦 Smarter Delivery & Pickup Handling
Selecting Will Call / Pickup now automatically removes the delivery address fields, keeping the form clean and relevant. When a supplier is selected, their address pre-fills automatically on the PO PDF.
⚠️ Inline Validation
Missing a required field? Instead of a generic error, Ply will now scroll you directly to the incomplete section so you can fix it fast and keep moving.
🎨 Refreshed Layout & Redesigned Modules
We've cleaned up spacing and reorganized key elements throughout the form and including the Requested Items section, Additional Charges module, and the Supplier selection area ,giving you more room to work and a cleaner overall experience.
⌨️ Keyboard Shortcuts
Power users, this one's for you:
Purchase Orders are the backbone of a tight procurement process. With Ply's PO flow, you can:
This redesign makes it easier than ever to get started. Give it a try and create your first PO here.
Highlights
New Features
Improvements
Bug Fixes
As always, please let us know how we're doing by chatting with us or contacting support@getply.com. If you have a feature request you can also add it to our ideas board here!