Roadmap

When exporting to an excel, be able to choose supplier pricing as well. This will be easier for my suppliers to update pricing.

Many suppliers progress-invoice: they bill for each shipment as it goes out instead of waiting until the whole order is delivered. Right now, Ply only creates a QuickBooks bill automatically when a PO is fully received. Partial receipts don't generate a bill, so any shipment billed before the PO is complete has to be entered manually in QuickBooks. Example: a supplier ships 1 of 6 parts on a PO and invoices for that one part right away. The remaining 5 parts may not arrive for weeks. The bill for the first part needs to exist in QuickBooks now so it can be paid on time, but Ply won't create it until the PO is fully received. Requested behavior: When a PO is partially received and reconciled in Ply, create a QuickBooks bill for just the quantities reconciled in that receipt. Allow multiple bills to be linked to the same PO, one per partial receipt, until the PO is fully received. Keep the PO open in QuickBooks until all quantities are received and billed. Make it optional via a setting (for example, "Create a bill on each partial receipt"), so companies that prefer one bill per PO keep the current behavior. Why it matters: Without this, teams working with progress-invoicing suppliers have to duplicate work between Ply and QuickBooks for almost every PO, which defeats the purpose of the integration. This affects any business whose suppliers ship and invoice in multiple batches.

The supplier details page only lists linked Materials. Equipment items that have that supplier under Prices & Suppliers don't appear there. The customer is linking supplier part #s and costs across both Materials and Equipment and expects to see everything tied to a supplier in one place.

Customer s testing tool check-out and check-in with a Tech account on iOS 1.8.10 (build 870), with View and Transfer permission on the warehouse. Techs can already use Assign to Me and Unassign Me from any location's Tools tab. But when they scan a tool's barcode, the View Tool screen only shows details, Print Barcode, and Write NFC tag, with no option to assign. To check a tool out by scanning, the tech has to scan, Add to List, open the list, move it to their truck, save, then go to the truck's Tools tab and tap Assign to Me. Checking it back in means reversing all of those steps. The request is to add Assign to Me and Unassign Me to the scanner's View Tool screen for the Tech role, so a tool can be checked out and back in with a single scan. A nice-to-have would be a combined "check out to my truck" action that transfers and assigns in one step. This matters because the customer already put barcodes on their tools expecting scan-based check-out, and it's part of what they're evaluating before rolling Ply out to their techs.

Customer organizes materials in Catalog folders so his team can find items quickly. Today, the only way to use folders for purchasing is Catalog > folder > select items > Create PO, which always creates a new PO. There's no way to use folders to add items to a PO that's already open. Requested: From a Catalog folder, allow selecting items and appending them to an existing open/draft PO (e.g., an "Add to existing PO" option in the bulk action bar, with a PO picker). Inside a PO, allow browsing or filtering by folder in the Add More Items flow, not only searching by item name or UPC.

A customer (Mike) wants to group existing folders under a new parent folder, e.g. move "1/2" Fittings" and "3/4" Fittings" into a new "Fittings" folder. Current behavior: the folder ··· menu only has Rename Folder and Delete Folder. The only workaround is to create new subfolders inside the parent, move all materials over manually, and delete the old folders. Request: add a "Move folder" option so customers can reorganize without rebuilding their folder structure.

Ability to include the item's serial number field as an option when printing barcodes from Ply.

Request: Add the ability to filter/tag products on rolling replenishment orders so that only items relevant to the vendor the order is being placed with are included. Currently, all products can appear on the order regardless of vendor relevance, requiring manual cleanup. Suggested solution: A tag or filter option tied to vendor that automatically excludes non-relevant products from the rolling replenishment order. Current workaround: Setting the automatic PO to stay in draft (not auto-send), so the customer can manually edit/remove irrelevant items before sending.

Customer is requesting the ability to sync fleet trucks with FieldEdge work orders when adding materials. Currently, when materials are added to a work order in FieldEdge, Ply always pulls from the default warehouse rather than from the specific technician's truck.

Implement automatic image transfer functionality from City Electric, similar to how it currently works with SupplyHouse.com.

When auto-sync to ServiceTitan is enabled, customers can only set one default Business Unit, which doesn't work for companies that route POs to multiple BUs (e.g. Cardinal, HL, C&D). Current workaround is to turn off auto-sync and manually select the BU each time. Request: Add a dynamic Business Unit selection field at the time of PO creation, visible only when the customer is linked to ServiceTitan. When auto-sync is enabled and the PO is reconciled, it should auto-send to the selected BU. Confirmed by Darion, Anabel, and Andrii as the right approach.

When creating a Purchase Order directly from a job in Ply, the materials are carried over correctly, but the quantities are not; they default to blank or zero, requiring the user to manually re-enter each quantity. Expected Behavior: The quantities assigned to each material on the job should automatically carry over to the corresponding line items when a PO is created from that job; mirroring the same logic already applied to materials. Why This Matters: This gap adds unnecessary manual work, especially for teams managing jobs with multiple line items. Having quantities auto-populate would significantly speed up the PO creation workflow and reduce the risk of ordering errors.

When creating or editing a PO, please include a discount option in the final additional charges section, since vendors sometimes apply discounts to our purchase orders.

Customer is requesting the ability to manually trigger a sync for Purchase Orders between Ply and ServiceTitan, rather than waiting for the automatic background sync which can take up to 15-20 minutes.

Edit a Category i think speaks for itself! We are in the electrical world and some of our products are abbreviated eg: In wire and cable category we have a sub category of "SOOW" (type of cable) we have to enter "S O O W" to stop it auto correcting to "Soow"

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.

I’m requesting a report in Ply that shows total inventory value across all stock locations, with support for both current inventory value and historical value by date. Right now, inventory valuation reporting is limited to one stock location at a time. To get an “all locations” total, I have to either manually add each location’s total business cost, or export each location’s report to Excel, combine the files, and sum the totals - which is time-consuming and increases the risk of errors. What I’d like to see: A report (or filter option) to aggregate all stock locations into a single total Ability to select a specific date to view the total inventory value as of that date (historical snapshot) A clear Total Business Cost value at the workspace level (all locations combined) Optional export (Excel/CSV) of the aggregated total This would make inventory valuation much faster for accounting, month-end close, and audits.

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.

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.

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

Ability to create a template and have the option to add items without requiring a quantity — ideally defaulting to zero — so items can be added to the template and quantities adjusted later as needed. This avoids accidentally ordering an item with a quantity of 1 that wasn't actually needed. Also, being able to edit a PO template to rearrange the order of the items in it.

Add an option to change the mobile app language to Spanish.

Lock the items that are "stocked" on fleet vehicles. Single use items should go from warehouse to job without it becoming a new item on a fleet location. Currently I have to delete these items before I can hit the replenishment button.

C&D Industrial Maintenance needs several additional data points in the Spend Lens report to support their PO tracking and reporting workflows. The current report is missing key fields they rely on for internal accounting and job tracking. Current Behavior: No PO owner field is included. No Job number column. No ship-to location column (warehouse or jobsite). No Service Titan PO# column. Requested Behavior: Add the following columns to the Spend Lens report: PO owner Job number (when available) Ship-to location (warehouse or jobsite) Service Titan PO# (when available)

When sending an RFQ to a supplier, the system only sends the request to that supplier's primary contact and email. If a supplier has multiple contacts (e.g., a general contact, an AP/accounting contact, or a specific department), there's no way to choose which one(s) should receive the RFQ. When sending an RFQ, allow the user to select the supplier's primary contact (unchanged) and choose one or more additional associated contacts to send the RFQ to without modifying the supplier's stored primary contact record.

Problem: When an item's quantity doesn't change during a cycle count, no activity log entry is created for it. This means there's no way to see who counted or verified that item not for the client, and not for our side once the count has been initiated. Current Behavior: Only the user assigned to the inventory count can change the qty. However, once the count is initiated, the user assigned to the count isn't visible Requested Behavior: Display which user counted each item directly on the inventory count page (in case several users were assigned to do the task), regardless of whether the quantity changed. This would give the client visibility into count activity without relying on activity log entries tied to quantity changes.

: The customer uses WEX as their dispatching, flat rate pricing, billing, and invoicing platform. They manage flat rate price books for service, plumbing, and electrical crews where each part or fitting has a specific labor time associated — including tiered labor time (e.g. 37 min for the first fitting, 10-15 min for each additional add-on fitting), similar to how Profit Rhino works. All billing and invoicing is handled in WEX. Currently there is no way to connect material usage in Ply to WEX line items, which would require manual re-entry and defeats the purpose of the integration. Requested functionality: Ability to select a material in Ply and push it directly as a line item into WEX with the associated labor time Support for tiered labor time per material (initial task time vs. add-on task time for the same fitting) Ply to act as the inventory layer while WEX handles billing and dispatching The customer is currently using Ply purely for inventory management and is waiting on this integration to fully connect both workflows.

Our technicians need the ability to save field requests as drafts so they can add materials throughout the day before final submission. Currently, technicians either: Submit a new field request after each job (resulting in multiple requests per day per technician), or Edit submitted requests while they remain in “pending” status However, the second option is not reliable because our team processes field requests quickly, meaning requests often move out of “pending” before technicians can make updates. We have considered a workaround where technicians leave a note in the field request asking our team to keep a request in “pending” while they continue adding materials. With over 100 technicians, this approach is difficult to track and inefficient for our team. Requested Solution: The ability to save field requests as drafts to allows technicians to: Create and update a field request throughout the day before it's sent out Submit the request only when it is complete This would reduce the number of requests submitted, improve accuracy, and streamline workflows for both technicians and our internal warehouse team.

Under Job Costing in Service Titan, is there a way for the PO's that go through Ply, to appear as a purchase order in Service Titan?

You can now set a second email address just for inbound supplier invoices. Purchasing keeps its custom domain inbox, Accounts Payable gets its own, and 3-way match reads the invoices from the second one. Owners, Admins and Managers can edit the address; Techs and Members can see it. How to use it: Go to Settings > Automation › Three Way Match > Inbound Invoice Parsing. Enter the address suppliers should send invoices to. The hint below the field shows the domain to use. Leave it empty to keep using your sending address, exactly as before.

Our new smart min/max can now help forecast your location demand by calculating optimal stock levels based on a target two-week lead time. Whether you have years of transaction history or are launching a new material, our advanced algorithms recommend precise min/ max thresholds—helping your team automatically prevent unexpected stock outs while keeping your holding costs lean. How to use it: Go to Settings > Stock > Automations > Demand Forecast

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).

Currently, the Activity tab within a job only shows users who transferred or added materials to the job. We’d like to be able to see who created the job and who marked it as finished.

Company logo branding (uploaded via Settings > Company & Billing > Company tab) currently applies to Purchase Order PDFs and other account documents but does not carry over to RFQ share PDFs/links sent to suppliers. Requesting this be revisited: customers expect their own branding on RFQ documents shared with suppliers (as they get with POs), and the current inconsistency creates a mismatched, unprofessional experience for suppliers who receive an RFQ from a customer but see the Ply logo (or no logo) instead of the customer's own.

Customer is unable to submit a Rolling Replenishment because their account is not set up with a warehouse, only 3 trucks. The current flow requires materials to be pulled from a warehouse, which blocks truck-only accounts from using this feature entirely.

Request: Clients need a higher character limit in the Notes field on Jobs. The current limit of 255 characters is insufficient for detailed job documentation.

When a technician attempts to add their phone number from mobile to use the AI Field Request feature, there is no option to do so. This can only be done from the web version.

Currently, every time a Purchase Order is received and reconciled in Ply, the business cost of the material in the catalog is automatically updated based on the last purchasing cost. There is no way to disable this behavior. We'd like the ability to lock or disable automatic business cost updates triggered by PO reconciliation, so that business costs in the catalog can only be updated manually by the user. This would give businesses more control over their pricing and avoid unintended cost changes driven by fluctuating PO prices. Use case: Customer wants to maintain stable business costs in their catalog and only update them intentionally, without PO reconciliation overwriting them automatically.

1- Currently the searching Purchase Orders function is broken. Entering a PO number into the search often results in zero hits returned. Without a reliable search feature, we are forced to scroll through all Purchase orders and/or use filters to narrow down the number of POs to look through. 2- When filtering Purchase Orders - the list of vendors is in no discernable order. This causes extra time and effort to find the vendor you're looking for. If the list of Vendors was alphabetical this would be a time saver.