Roadmap

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.

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.

Most times a PO is created by Technicians in the field, they need to generate the PO number at the time of the order for the Supplier to create an order in their systems, but the technician won't have the order information to utilize the AI powered edits to make the PO accurate with items and pricing until AFTER they place the order with the vendor and receive a receipt. Currently, Ply sends the PO to QuickBooks as soon as the PO is created and any edits done in Ply after that original sync do not update QuickBooks, which greatly hinders the usefulness of the AI powered edits (especially when technicians do not upload pictures of the receipts or when the Supplier doesn't include pricing on the receipt). If the generated PO doesn't sync and export to QuickBooks until after the reconciliation of the PO in Ply, it would allow for edits to happen in Ply whenever needed (including adding items to the PO and updating all the prices) until the final reconciliation, which ends editing in Ply anyway. Then you wouldn't have to duplicate anything in QuickBooks that was already edited in Ply and your accounting department will be much more efficient; the AI Powered editing feature will actually be useful.

I have a Dymo LabelWriter 450 that would like to be able to use.

Add a timer to the block when an inventory count is in the active column and has started. Add total time in the finished section when it is completed by the technician so we can see how long each inventory takesCurrently on the app there is no way to generate a picklist from the replenishment list, the only options are to create and RFQ/Purchase order. Adding an option on the app to create a picklist would also be helpful

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).

Provide Ops/Purchasing a single place to (1) see upcoming material demand from jobs, (2) compare it to on-hand & in-flight, and (3) create POs/picks with minimal clicks. Over time, learn from actuals to refine forecasts.

It would be very helpful to have a way for techs to submit a request for a product(s) that does not exist in the catalog with information about the preferred vendor, url for products, etc. that would mitigate the need for external request forms and allow for complete transparency and easy sourcing.

We use Trello as the warehouse’s single source of truth. All jobs, deliveries, replenishments, and material requests are submitted to the board, and the team uses it to see and complete the work for each day. Now we have that + Field Requests to monitor. If we can have Field Requests as an event option, I can create a zap in Zapier to add Field Request to my Trello board, increasing visibility for my team and ensuring nothing gets missed.

I would like to see the prices for all the material i select with a total. This would be great when doing estimates. Example: As a tech in the field i need to get all my material list priced before job is sold. On every job we give 3 options so we have 3 different material list for our options. Once we get our material and hours we can price the estimate. As of right now the tech can make a field request but cant see any pricing so the plat form is useless to us if we cant see pricing.(We can see the price of one material item at a time) A bonus feature would to be able to save material list so if estimate is approve we could reorder of a click of a button. How we do this now on another website is we select all the material to our shopping cart write down the total. Then do this 2 more times to get a total of 3 options. Now we have a material pricing and we add it to our time to the job to give the price for our job. once an option is sold we can order material.

Adding a section in the Field Requests to request tools would be a very helpful feature. Our plumber's often need expensive and specialized tools temporarily on the job site. This would help speed up the field requests and make our delivery routes smoother.

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.

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.

It would be great to have the option to view the activity for a single material item within a specific location (truck). For example, the truck has 1000 ft of wire, and Tech uses the wire for different jobs. we can track the life span for the wire.

Please add an update to edit category names, currently you can not edit the name but have to delete the whole category and add a new one

We would like to have the ability to sort the items in our inventory counts to assist with efficiency when counting.

For those that are integrated with ServiceTitan or something similar, every job created (Sales, Service, Warranty, etc) shows up on the Jobs list, completely muddying the Jobs section with jobs that at that point contain no inventory. We have a hundred sales opportunites a day. I need to go through all that to see a job in which my warehouse needs to pull material? There should be a way to sort or diferentiate between the different job types.

I need the ability to add notes to transfers when making transfers on mobile, currently you can only add notes on the computer.

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.

Currently, the pick list print out wastes so much space on the paper. For page 1, it makes sense to have the title, date info, QR code (such a great idea btw) and destination. In my opinion, these are not necessary for the rest of the pages as it eats up way too much real estate, especially on large pick orders. I think the only thing that should be consistent across all pages should be the project name.

It would allow for accurate copying of picklists while maintaining the ability to readily transpose from paper forms. Currently, picklists reverse order each time they are copied.

APLHABETICAL PO list by naming convention or position in truck would allow for streamlined receival of large orders (200+) So when a vendor hands me a box of 200-500+ items I can sort through them quickly instead of having to jump around in the pages of the Purchase order.

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.

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.

Our Product is on term payments - and QuickBooks syncs with the date we enter in Ply - this forces the invoices to go to Overdue when the materials are picked up Friday - but inventory/accounting staff can't enter it in until Monday, Tuesday, Wednesday god forbid - there is fiddle faddling around in QB to get the due dates to line up with the Invoice copies. If you sync the PO again - your invoice due dates get reset. It can cause problems over 4-5 POs in the same week for the same vendor. (I would like to be able to take a week off work - and catch up when I am back).

We’d like to request the ability to use bulk edit mode within the Consumables tab of both the Catalog and Warehouse/Truck tabs - similar to how bulk editing currently works for materials. At the moment, any updates to consumables - such as adjusting pricing, editing tags, assigning barcodes, or updating other attributes must be completed one item at a time. This process can be especially time-consuming and inefficient for teams managing large catalogs or updating consumables across multiple stock locations. Adding bulk edit functionality would allow users to make these updates in a spreadsheet-style view, enabling fast, accurate, and consistent edits across multiple items. This would significantly streamline workflows for warehouse managers, inventory coordinators, and anyone responsible for maintaining catalog data. It would also help prevent data discrepancies and reduce human error that can occur during manual, one-by-one edits. Ultimately, this feature would: Greatly improve inventory and catalog management for consumables. Reduce manual workload and save time. Ensure data consistency across locations. Bring functional parity between the way materials and consumables are managed in Ply. This addition would be a meaningful quality-of-life improvement for any team using consumables at scale.

Smaller cycle counts (10%) for techs for every two-three weeks, this will allow them to tackle a smaller portion of their inventory and perhaps make it less of a burden. A 10% cycle count every two-three weeks could cover near 200% or over 200% count ensuring accurate numbers all year. 25% cycle count for a technician in the field who has over 500 skus allows for over an hour of cycle count time. We would like to get the time down to a more convenient time for our producing techs.

A serial number shouldn't be able to be in two different locations at the same time. A transfer shouldn't be allowed if the serial number already exists in that location. Serial Numbers are unique. This validation will prevent user errors.

Enable Ply users to connect their Ply instance with third-party accounting and FSM platforms via Zapier, allowing automated syncing and CRUD operations for core entities such as jobs, materials, purchase orders, and users. This empowers trade business owners to streamline workflows, eliminate duplicate data entry, and integrate Ply with their existing operational stack. Zapier actions will be: Jobs Triggers (from Ply): New Job Created, Job Updated, Job Deleted Actions (into Ply): Create Job, Update Job, Delete Job, Get Job by IDMaterials for now without quantities, i will look whether I accomplish that in time Triggers: New Material Added, Material Updated, Material Deleted Actions: Create Material, Update Material, Delete Material, Get Material by SKU or IDPurchase Orders Triggers: New Purchase Order Created, PO Updated, PO Status Changed (e.g., Approved, Received) Actions: Create Purchase Order, Update PO, Change PO Status, Delete POUsers Triggers: New User Added, User Profile Updated Actions: Add User, Update User Role/Info, Deactivate User

With a vendor managed inventory, depending on the relationship to the company, a inventory specialist could scan items as he pulled them and loaded them in to bins and create a PO in Ply when he is finished, this would take labor away from the limited manpower of smaller VMI's and increase productivity, streamline parts pulling and reduce redundancies in ordering.

I would like for my technicians to have the option to be able to expand the images while in the Field Requests section of Ply. Most other sections allow the user to expand those images (very helpful on mobile) and it would be incredibly helpful in Field Requests.

Add multiple contacts for different vendors

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.

Being able to see larger pictures of products during cycle counts to ensure products are correct

having the rolling picklist generate the list based off of set minimums for either the warehouse or fleet vehicles, right now the list starts generating even when a single item is pulled or used. For example if one of my fleet vehicles has 10 pvc coupling fittings on his truck and he uses 1, it will generate a list for that 1 item. Now If my minimum replenishment amount for that item is 5 and the replenishment list is based off the minimum amount, when that truck gets to 5 it will add it to the list. Just an idea that I have been thinking about