Feature Ideas

The client is requesting a new visibility mode option that would: Show a tech only their active/current job (mirroring the "Current" ServiceTitan view) Keep the job visible through job completion (so techs can log parts) Not hide the job once the scheduled time passes (the current "Next" behavior removes jobs at their scheduled time, which breaks the parts-logging workflow) The existing options (All, Week, Day, Next) don't meet this need — "Day" had inconsistent visibility, and "Next" removes jobs too early.

Summary: Allow purchase order notes to be visible directly on the PO board view, without requiring users to click into each individual PO. Current Behavior: Notes added to a PO are only visible after clicking into the PO. There is no way to see them from the board overview. Desired Behavior: Display the PO note snippet on the board card (suggested placement: above the total cost), similar to how Job numbers are currently shown. Ideally, this would also support linking a PO to a Jobber Quote (not just a Job), so that the quote number is visible on the board before the quote is converted to a job.

Enable techs to scan a Packout (barcode/NFC), adjust quantities for items used, and post those usages to jobs/transfers. At the end of each day, Ply tallies material consumption per packout (or per truck) and generates replenishment work: internal picks from warehouse and draft POs for shortages.

When creating or editing a PO, please include a discount option in the final additional charges section, since vendors sometimes apply discounts to our purchase orders.

Currently, when Ply syncs inventory depletion to QuickBooks Online, it does so as an Inventory Adjustment. These journal entries do not carry a CustomerRef field, which means COGS lines appear as "Not Specified" when running a P&L by Customer report in QBO. The income side works correctly — the customer is attached via the invoice — but the COGS depletion entry has no customer attribution, making job-level cost reporting incomplete in QBO. Expected behavior: When a material is consumed on a job, the resulting COGS entry in QBO should carry the associated customer/job reference, enabling accurate P&L by Customer reporting. Current limitation: The QBO Inventory Adjustment API does not natively support a CustomerRef field, so this will likely require a change in how Ply syncs depletion entries (e.g., via a different transaction type that supports customer attribution). Impact: Affects customers who rely on QBO's P&L by Customer report for job costing and profitability tracking.

When an estimate in Housecall Pro, Jobber, or ServiceTitan is approved and converted to a job, Ply should automatically pull the estimate’s line items, match them to the customer’s catalog, and create a picklist or purchase order depending on workspace settings and inventory availability. Once fulfilled, the picklist and purchase order lines are pushed back to the corresponding job invoice in the FSM. All downstream records must maintain a reference to the FSM estimate and job (both IDs and human-readable numbers).

When creating a Purchase Order directly from a job in Ply, the materials are carried over correctly, but the quantities are not; they default to blank or zero, requiring the user to manually re-enter each quantity. Expected Behavior: The quantities assigned to each material on the job should automatically carry over to the corresponding line items when a PO is created from that job; mirroring the same logic already applied to materials. Why This Matters: This gap adds unnecessary manual work, especially for teams managing jobs with multiple line items. Having quantities auto-populate would significantly speed up the PO creation workflow and reduce the risk of ordering errors.

This is being requested because there are customers who need to use the same barcode for a single item, and that item must exist across multiple locations — all sharing that same barcode. Proposed solution: "Same barcode across locations" toggle — A toggle that, when enabled, keeps the barcode in sync across all locations where that material exists, or allows the user to select specific locations to apply it to.

Currently, every time a Purchase Order is received and reconciled in Ply, the business cost of the material in the catalog is automatically updated based on the last purchasing cost. There is no way to disable this behavior. We'd like the ability to lock or disable automatic business cost updates triggered by PO reconciliation, so that business costs in the catalog can only be updated manually by the user. This would give businesses more control over their pricing and avoid unintended cost changes driven by fluctuating PO prices. Use case: Customer wants to maintain stable business costs in their catalog and only update them intentionally, without PO reconciliation overwriting them automatically.

Add webhook support to the Ply API so that expense events can be pushed to external systems in real time, eliminating the need for scheduled polling.

Why This Is Useful The current process for receiving materials in the PLY app is cumbersome, especially when shipments arrive in multiple parts. Users must mark the purchase order as partially received and then reconcile each item to a job or location manually. A better approach would allow users to quickly record what was received and, once all materials have arrived, reconcile the entire purchase order in one simple step. Furthermore, if the purchase order contains a Job #, reconciling to that job should be a quick option. Who Would Benefit Warehouse staff and managers who handle deliveries and reconcile purchase orders. This improvement would make it easier to achieve the end goal of reconciling the material that was ordered to the correct job, without unnecessary steps or complexity. How It Should Work Allow users to easily record what material arrived against the purchase order at the time of delivery. Support partial receiving without requiring immediate reconciliation of each item to a job or location. When the full order arrives, provide a simple way to reconcile everything without extra searching or steps, leveraging the existing PO-job link.

I would love to see a Report added to the Reports section that helps us better understand all of the things we are purchasing using POs.

"PO Templates" feature that allows users to create and save reusable PO drafts permanently for frequent or recurring purchases.

Please add this category of item use for recall work when an item become defective.