Feature Ideas

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.

Indicate if purchase orders have already exist/been sent for the materials on replenishment screen to avoid duplicating orders before they have been recieved, similar to the field requests functionality.

Currently, ply tracks material inventory, but it lacks a dedicated space to record regulatory requirements like permits. This makes it difficult to see the "Total Cost to Complete" for a job in one place. We are currently forced to track permit numbers and fees in external spreadsheets or notes, which can be easily overlooked during invoicing or audits. How it should work: New Tab/Section: Add a "Permits & Compliance" section within each Job or Project file. Data Fields: Include specific fields for: Permit Type/Number: (e.g., Electrical, Plumbing, Structural, etc.). Issuing Authority: (The city or county). Permit Cost: A dollar amount field that feeds into the total Job Cost. Expiration Date: With a simple status indicator (Current/Expired). Document Upload: A place to attach a PDF/Photo of the physical permit for office staff to reference.

Currently, the system automatically creates new supplier profiles during the PO upload process if an exact match isn't found. This leads to two primary issues: the creation of duplicate records for existing vendors and the generation of "ghost" suppliers from unrecognized data. How it should work: Validation Check: Upon uploading a PO, the system should cross-reference the supplier name against our existing master list in PLY. Null-Action Default: If the system does not recognize the supplier, it should leave the field blank (or flag it for manual review) rather than automatically creating a new entry. User Prompt: Ideally, the system should alert the user: "Supplier not recognized. Select existing supplier or leave blank?"

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).

Currently it just shows that "Employee moved Po # 123 from draft to sent" I would like to see it also say something like "PO 123 was emailed to vendor@vendorsupply.com by Employee". This way if there is a delay, I can ensure that if I call or email a vendor about the PO, they actually got the email.

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.

We routinely have multiple techs performing work on a single job and need the ability to add parts that are linked back to their trucks inventory.

Having a dedicated area to set a delivery time/window would be beneficial so my suppliers know exactly when I expect the materials to be delivered. If that window cannot be met, it would be good for the supplier to be able to directly edit the time window that CAN be met for clear communication. We have had issues with delivering from suppliers to the job site where it was unclear when it was supposed to be there. Currently I use the comments or notes section to add that but those are easily missed.

Right now, we can only include Name, Variation Image, and Location Position. I want to have the ability to include the Item Number on these labels as well.