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.

Right now, even when filtering, all columns are still shown, and our team only uses a few of them in practice. For example, we don’t use an approval process, don’t track payment status by month, and don’t rely on the “paid” column, but they’re always visible. Being able to show or hide specific columns would make the Purchase Orders view much cleaner and easier to work with, and would help us focus only on the data that’s relevant to our workflow.

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

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.

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.

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

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.

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.

In integrations to QuickBooks, there are currently four available accounts: Inventory, Income, AP, and Expense. There needs to be a fifth account to handle Shrinkage. Inventory is the main asset being tracked in Ply and the off-setting accounts to Inventory are: 1) Income to record sales revenue when items are sold 2) A/P to track vendor bills and payables and 3) COGS expense account to track cost of goods sold inventory. Ply allows inventory counts to be performed to adjust inventory levels (essential in any warehouse), but does not have a corresponding adjustment account (such as Shrinkage). Lumping all changes in inventory levels (and the values those levels represent) to COGS is wrong according to Generally Accepted Accounting Principles (GAAP) because there is no way to differentiate between the company selling a product and someone stealing or breaking the product.

Under the Activity tab, it would be helpful to see more information about RFQs in the early stages—for example, the date it was sent, the suppliers it was sent to, and the materials requested. Some of this info shows up after a quote is accepted, but none of my RFQs in the Open Requests or Requests with Bids sections display any details in Activity. Having this info readily available would make following up with suppliers much easier.

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.

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

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 really need to be able to create a draft pick list for job being bid out. If we get the job, the warehouse knows what the estimator needs for the job and can move it directly into the ordering/picking queue. We also need to be able to see the TOTAL business cost of the items in the draft pick list so that estimating can use Ply to help them with quote development.

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.

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.

Enable businesses to automatically calculate and update client-facing prices by applying markup rules on top of business cost. Markup rules should be configurable globally, by category/supplier, and on an individual material level, with clear precedence and overrides.

ADD THE ABILITY TO CHECK BOXES FOR TECHNICIANS THAT PERFORM SERVICE/INSTALL/DRAINS ETC SO THAT ON THE BACK END WHEN OFFICE CHANGES BUSINESS UNIT TYPE FOR BOOK KEEPING TECHNICIAN OESNT LOSE THE ABILITY TO ADD MATERIAL FROM HIS TRUCK BECAUSE HE IS BUSINESS UNIT SERVICE INSTEAD OF BUSINESS UNIT INSTALLER

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.

Ability to replace Ply's Logo on Product Labels

Allow technicians to create Field Requests for Kits, the same way we currently can with materials and consumables.

Description: It’s currently not possible to select a serial number directly when creating a picklist. Customer need: They want to choose the serial number at the moment of creating the picklist, so the S/N is correctly sent to the Job (and then to Jobber). Context: The front office creates the picklists, and the warehouse fulfills them. Because of this workflow, the customer cannot use regular transfers as a workaround.

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.

Give Ops a one-click “rush delivery” option when materials are needed at a jobsite, truck, or truck ↔ truck swap, and the warehouse or normal supplier lead time won’t cut it. Primary business goal: keep technicians focused on completing jobs, not shopping.

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

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