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New This Week: Material Merge, Margin Monitoring & More

New Feature
Improvement
Announcement

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.

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