Release: Backdating PO, Auto-Send POs to ServiceTitan by Status, Call/Text Field Request, Serial Number in Pick Lists, and More!

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 .