Feature Ideas

It would be ideal if we could bulk add some materials from the catalog to a category without having to go all the way into each material.

This setting lets you define a custom purchase order number format for your business, but currently, it supports only one option. I believe this is a valuable feature that can help warehouses streamline the receiving process and improve organization. If we had the ability to create multiple prefixes, it would be even more effective. Prefix used is an Action taken, example: Stock = tells the warehouse to put away on a shelf Truck = Items are technician supplies Job = Items were for job-specific needs

Go to the Supplier list, pick one, and be able to see all the products we buy from them. All PO's, etc.

I can't believe this wasn't a day one request - can't even sort on the table view. When reconciling back orders for multiple products. We need to sort or search by Supplier.

We’d like to request the option to enable Dark Mode in Ply, both in the web browser and the mobile application. What We're Requesting: A toggle or setting within Ply that allows users to switch between Light Mode and Dark Mode across all platforms - mirroring what many modern SaaS platforms offer today. Ideally, this could also respect system-wide preferences, automatically adapting to the user's device settings. Why This Would Be Beneficial: For users working long hours, especially in low-light environments or at night, dark mode greatly reduces eye fatigue. This is especially helpful when reviewing long catalogs, reports, or switching between job details throughout the day. Enhanced Accessibility Dark mode can provide improved contrast and readability for users with visual impairments or light sensitivity, making Ply more inclusive. Battery Efficiency on Mobile Devices Dark mode can reduce battery usage on OLED mobile screens - an important quality-of-life improvement for techs and admins who rely heavily on mobile usage in the field. Consistency Across Tools Many of our other software tools and systems offer dark mode, so switching between them and Ply feels disjointed without it. Adding dark mode would bring Ply in line with current UX standards and expectations. Suggested Implementation Ideas: Allow users to toggle dark mode in user preferences/settings. Optionally, support auto-detection of system theme settings (light/dark). Include support for both web and mobile versions of the app. We believe this feature would significantly enhance user experience for a wide range of Ply users, from field techs using the mobile app at night to admins working across multiple tools during long days.

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).

I wish we could put UPC's in on the main catalog page instead of having to go into each item. It makes it very taxing to have to go in and do that to each individual item.

This would allow for customized inventory counts and spot checks. I.E 33% counted monthly allowing for a 100% quarterly check. It would also allow for an easier "Spot Check" by leadership, such as having a leader check 5% of an inventory location weekly for technician accuracy. This would allow these steps to stay recorded within ply for accountability and process confirmation.

When adding a part to the purchase order it would be great if in the availability column if it would simply signify if the item is already on a purchase order so that double ordering is not taking place.

Enable automatic replenishment of truck inventory from a warehouse on a recurring schedule (daily, weekly, or custom). Reduce manual work, keep truck stock at target levels, and ensure techs always have core materials on hand.

Let users track installed equipment inside Ply. Techs can create equipment from a serialized material used on a job or create it manually when needed. Equipment records show history, service activity, and materials used. When enabled, sync equipment with ServiceTitan Installed Equipment. Keep the door open for Housecall Pro and Jobber once their public equipment objects are available.

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.

Same behavior from Materials. I'd need to see the prices per supplier, and PO's.