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.

Ability to display the ServiceTitan PO number (instead of or in addition to the Ply PO number) on PO emails sent to vendors. Currently, vendors are using the Ply PO# on their end instead of the ST PO#, causing confusion. Workaround provided: Hide Ply PO Number toggle under Settings > Procurement. Feature request: allow the ST PO# to be shown on the vendor-facing PO email.

The company name, address, and phone number on Purchase Orders appear jumbled and hard to read. When a logo and QR code are present, the contact information on the right-hand side gets cramped and disorganized. It would be great to have better control over the layout of the PO header — for example, allowing the company info to be better spaced or repositioned so it displays cleanly alongside the logo and QR code.

Currently, when creating a new Inventory Count, users can only add materials one by one via the Custom List. There's no way to import or copy the materials from a previously completed count into a new one. Requested feature: Allow users to import/copy the material list from an existing count when setting up a new one — either via a template or an import option — to avoid manual re-entry. Use case: A customer with 25+ materials in a recurring daily count has to re-enter each material manually every time they create a new count, which is time-consuming and prone to errors.

Summary: Suppliers who receive a PO email have no instructions explaining that they can download the PDF, edit the pricing, and reply to the email to automatically update the PO in Ply. Why it matters: During a customer interaction, the user (Matt) noticed a PO with the "Contains Updates" status and was confused about how the supplier submitted the changes. After confirming with the Tech team, we verified that the workflow works — however, there are no instructions in the PO email guiding suppliers on how to do this. This creates confusion and makes it harder for customers to educate their vendors. Suggested improvement: Add clear instructions to the PO email notification sent to suppliers.

Currently, the suffix field in Settings > Procurement > PO Number Formats only supports static text. We'd like the ability to use a dynamic variable that automatically populates the current date (e.g., MM-DD-YY) as the suffix whenever a new Purchase Order is created — without needing to manually update the field each time

This would be useful to quickly find folders and to have everything properly organized.

Customer requested a single, all-encompassing inventory report showing: materials moved, destination (job/location), who moved the items, quantity, and total items moved. Existing reports only show partial information. A custom report combining the Movement Report + Usage Report would be needed to fulfill this request.

Issue: When editing a Purchase Order in Ply, line items are reshuffled into a different order each time. This is not isolated to a single PO — it occurs across all POs upon editing. Impact: This makes it very difficult to track and reconcile items, especially when working on large POs that require careful line-by-line review. Steps to Reproduce: Open any existing PO in Ply Make an edit Observe that line items are reordered/reshuffled Expected Behavior: Line items should retain their original order after edits are made.

Feature Request: A customer has inquired about the ability for Ply to automatically initiate a field request when a new job with materials attached is booked in ServiceTitan. Current Behavior: At the moment, there is no native function in Ply that detects a new ServiceTitan job with materials and automatically triggers a field request. The existing ST integration supports two-way material syncing between platforms, but does not include automated field request creation based on job booking events. Desired Behavior: When a new job is booked in ServiceTitan and that job has materials attached, Ply should automatically generate a field request so the warehouse team is immediately notified and can begin preparing or fulfilling those materials ahead of the job. Why This Matters: This would significantly improve workflow efficiency by eliminating the need for manual field request creation after a job is booked. It would help warehouse teams stay ahead of demand and reduce delays in material fulfillment for upcoming jobs. This was a direct customer request and represents a meaningful gap in the current ST integration workflow. Happy to provide more context if needed.

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"

add job to PO column. I am on the Table view and I wish I could see the job on that

Add pricing to inventory results to see how much dollars amount of inventory differences

Summary We frequently create Non‑Stock miscellaneous items in PLY and mark them using the “Special Order Item” toggle. However, there is currently no way to filter or search for items that have this toggle enabled. As a result, locating these items requires manually scrolling through the entire catalog, which can contain 4,000+ items, making it extremely time‑consuming and prone to missed items. Requested Enhancement Add a Filter option within the PLY Material/Item list that allows users to filter specifically by items that have the “Special Order Item” toggle selected/activated. Why This Matters Prevents errors: If the toggle is turned on accidentally, there is currently no efficient way to identify and correct it. Saves significant time: Instead of manually reviewing thousands of items, users could instantly isolate Special Order items. Improves catalog management: Makes it easier to audit, adjust, or remove the Special Order designation at any time. Supports purchasing and warehouse workflows: Provides clear visibility into which items are treated as Special Orders.

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.

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.

Requesting that the Supplier name be displayed in the PO list tied to each job. Currently, when viewing a job and its associated POs, there is no supplier column visible, making it harder to quickly identify which PO belongs to which supplier.

Could we please add a feature that will show what items we have in each PO at a glance when looking at supplier PO's or on our PO list. Currently, we have to click through every PO to find which one had what item. Or search through the stock and find it in the activities under the item, but that is a long process.

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.

Please add this category of item use for recall work when an item become defective.

We currently operate with 9 warehouse personnel creating POs. Can a filter be added to view who created a PO initially? This will also help manage and view workload for warehouse personnel and the amount of POs being created by each employee.

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).

Ply now supports sourcing materials across multiple technicians on a job, giving dispatchers and procurement teams more flexibility in how materials are assigned and fulfilled. How to do it: Go to Settings > Workspaces > Integrations > FSM > ST > Scroll to “Material sourcing for multi tech jobs” > Choose the option that works best for your workflow.

User can now configure Ply to sync materials from your field service management system only when a job or work order reaches a specific status. Set your preferred trigger status in Settings.

A new toggle in Accounting Settings lets you automatically create a QBO bill when a purchase order is received. You can also add an item description field on POs that flows through to the bill in QBO.

Edits made to a purchase order in Ply are now synced back to the corresponding record in ServiceTitan, keeping both systems in sync without manual updates.

When creating a purchase order, you can now select Kits in addition to individual materials. Kits are expanded to their component materials on the PO.

The rolling replenishment picklist should be generated off of the min/max for a particular item just like the replenishment tab. Currently there is only the option for Usage/Min/Max. Once an item reaches it's minimum quantity it should automatically be added to the RR list and bring it up to the Max quantity, for example if an items Min/Max is set to 5/10 once it hits 5 it should generate a list that you need 5 of that item. Currently the Min/Max option in the RR will generate a list but it will not bring it up to the maximum

At times, shipping costs are billed from a separate vendor, however when reconciling the PO, as the shipping costs do not match the initial invoice, the cost for shipping is not properly included in the item cost. Having a accounting tab that would allow one to allocate shipping costs to one or more PO (to then be reconciled in QBO) would be super helpful. This shipping cost should be added to the item costs proportionately.

Support multiple suppliers per item, with the option to manually designate a default vendor even when it is not the lowest-priced option - Even if smart supplier is turned on.

We are in the setting up phase and would save valuable time.