Feature Ideas

Request: Customer needs a PO number to be available at the moment a PO is created, before any materials/line items are added. In their workflow, techs go to the supply house first and need a PO number to give them on the spot — they don't yet know which materials they'll be purchasing. The current PO Number Format setting (Settings > Procurement > Purchasing Settings) only generates a number once the PO already has content, which doesn't fit this use case. As a workaround, if they create the PO first and later attach the packing slip, the packing slip is saved as a plain attachment and the AI/OCR does not extract data from it — data extraction only works when the packing slip is used to create the PO from scratch. Customer suggested allowing a placeholder/dummy line item to be added just to generate the PO number, while still allowing the AI to extract full data from an uploaded packing slip image afterward (instead of it becoming a plain attachment).

Summary: Add an option to reopen a job that has been marked as finished, allowing users to move it back to active status. Current Behavior: When a user clicks the 3-dot menu on a job, they have the option to "Finish Job." Once confirmed, the job is moved to the finished jobs list with no way to reverse this action if it was done by mistake. Requested Behavior: Allow users (Admin or Owners) to reopen a finished job and move it back to active status directly from the app, without needing to contact support.

Problem: When a Purchase Order is sent, the sending user/team receives a copy of the email confirming it went out. RFQs don't have this same behavior. Current Behavior: When an RFQ is sent to a supplier, only the supplier receives the email (with PDF attachment). The Ply user who sent the RFQ does not get a copy, so they have no email-based confirmation or record that it went out. Requested Behavior: Send a copy of the RFQ email (or a notification) to the sender/relevant Ply user when an RFQ is submitted to a supplier, mirroring the existing PO behavior.

WHY THIS IDEA IS USEFUL Eliminates repetitive work by allowing teams to reuse predefined material lists for common job types instead of rebuilding orders item-by-item. Reduces ordering errors and missed materials by standardizing the items typically required for repeatable jobs. Speeds up material ordering by replacing catalog searching and folder navigation with preloaded, job-specific templates. Bridges the gap between planning and execution by aligning office-created material standards with what technicians actually need in the field. Replaces external spreadsheets and Word documents with a native, system-of-record workflow inside PLY. WHO WOULD BENEFIT Office / operations teams Faster creation of supplier orders for repeatable jobs and multi-unit projects Easier quantity adjustments per unit or per phase Less reliance on tribal knowledge or external reference documents Field technicians Job-specific material lists that load instantly based on service typeFaster material sheets with fewer missed itemsReduced time spent searching the catalog during or after site visits Company owners and managers More consistent material standards across jobsBetter cost control and predictabilityImproved efficiency across both office and field workflows HOW IT SHOULD WORK Users can create reusable Job Templates (tick sheets) using items from the existing PLY catalog.Each template contains predefined items with default quantities, which can be edited at any time.Templates can be applied to a job by office staff or field technicians, depending on the workflow.Once applied, users can adjust quantities, add or remove items, and include optional or upgrade materials.The finalized list can be submitted directly for ordering through PLY using Purchase Orders, or used to generate pick lists for material already in stock at a warehouse location.The same templates should be accessible to both office and field users to ensure consistency and speed.

Ability to control which users receive Field Request notifications, instead of all Managers and Admins receiving them by default.

Picklist printouts currently span multiple pages, which creates friction for teams using printed picklists in the field or warehouse. A condensed print layout option would reduce the number of pages generated per picklist, making printouts more practical for daily use. This is especially relevant for high-volume operations managing large job queues.

Ability to be notified when a purchase order is created and whenever its status changes.

We are utilizing the Field Requests function to place material restock or orders for our construction side of our plumbing business. I do not want to convert these into materials as these are non-sellable items that we use to get the job done. Things like glove refill, mc tank refills, replenish for solder, are crucial things for us to make sure our techs keep on the job site and keep working.

Problem: The Replenishment List for a specific location shows pending POs for all locations, not just the selected one. Current Behavior: When viewing a location's Replenishment List, each item displays pending POs across all locations combined. Requested Behavior: Add location filtering for pending POs to the Spend Lens report, so users can see only the POs relevant to the location they're viewing. Business Impact: Multi-location clients can't tell what's actually incoming for the location they're reviewing, making it harder to plan orders and assess stock levels accurately. Client (Jason) specifically flagged this as we agreed this could be a good fit for the Spend Lens report.

Add a "Favorites" or "Quick-Select" feature that lets technicians mark specific materials as frequently used, so they can quickly find and add them when creating a Field Request or assigning materials to a job, without scrolling or searching through the full catalog. Current behavior: Technicians must search or scroll through the entire material catalog/stock list every time they need to request or add an item, even for materials they use on nearly every job. For businesses with large catalogs (thousands of items) and high Field Request volume, this adds friction and slows techs down in the field. Requested behavior: Allow technicians (or admins, on their behalf) to mark individual materials as "Favorites." Surface a dedicated "Favorites" tab or quick-access section at the top of the material search/selection screen (mobile and web) when creating a Field Request or adding items to a job. Favorites could be personal (per technician) or standardized by admins for the whole team, depending on account preference. Why this matters: Reduces time spent searching for commonly used materials, especially for teams with large catalogs and high request volume. Reduces the risk of selecting the wrong item when scrolling long lists under time pressure in the field. Complements existing tools like Tags and filters, but offers a faster, more intuitive shortcut for the items technicians reach for daily.

Request: When printing a pick list, the printed version does not preserve the same item order shown in the web/computer view. The client expects the printed pick list to match the order displayed on the PDF screen.

POs auto-generated by Rolling Replenishment currently have no way to be sorted or grouped for review. Items appear in whatever order they were added/pulled in, which makes it hard for teams to scan and verify a PO, especially when it contains many materials across different categories. Requested capability: Ability to sort PO line items by part number (ascending), and/or Ability to group PO line items by catalog category, ideally with sorting by part number within each category group