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.

The Pick List PDF is auto-generated and only displays a few information like material names, quantities, barcodes.There's no way to customize what's included on the PDF. Requested functionality: Ability to include item/material images on the Pick List PDF — client's fabricators rely on visual identification rather than barcodes (Secondary) Option to customize which data fields appear on the Pick List PDF, so users can download only the info they need Use case / context: Client's fabricators don't use barcodes at all and identify materials visually. Having pictures on the pick list would let them pull items accurately without needing barcode scanning or extra lookups.

Add the ability to apply discounts when creating a Purchase Order. The client works with vendors that offer special discounts, and there's currently no way to reflect these on the PO. Use cases: Per-item discount — not all items in an order receive a discount, so they need a field at the line-item level Order-level discount — sometimes the vendor discounts the entire order, so a whole-PO discount option would also be needed Current workaround: When the PO is created and mark as Sent. Suppliers will receive an email, if they reply to the email with the invoice and the discount is applied to the items the system will capture the data and later on you can approve this changes to the PO.

The client would like a report that breaks down stock on hand into a clearer, actionable view. Currently, there is no way to distinguish between inventory that is available and inventory that is already on hold for a pick list. What the report should include: • Current stock on hand per material/location • Quantities on hold for active pick lists • Quantities expected from open/active Purchase Orders Goal: Give the client a single unified view to understand, out of what shows as on hand, what is already committed to a pick list and what is truly available, helping them avoid fulfillment conflicts and plan ahead more accurately.

The client would like the ability to view inventory lists in a predictable, alphanumeric sort order. Currently, inventory counts lists display in no recognizable pattern, making it difficult to navigate large lists efficiently.

📌 Client Use Case: A client places orders with their wholesaler over the phone. Once the order is placed, they receive an invoice via email with all the order details. Currently, they have to manually upload that invoice into Ply as a PO, which adds extra steps to their workflow. 💡 Feature Request: The client would like the ability to forward their invoice email directly to a Ply-specific email address, which would then automatically create or populate a Purchase Order in Ply with the invoice information — without any manual entry or file uploading required. ✅ Why This Matters: Many clients work with wholesalers over the phone and receive invoices via email. A dedicated forwarding email address would eliminate manual data entry, reduce errors, and make it much easier to keep purchasing records up to date in Ply — especially for clients who place frequent orders.

Add TEC as a supported supplier for Ply Punch-Out extension

Add Menards as a supported supplier in the Ply Punch-Out Chrome Extension.

The customers is requesting to Baker Distributors be added as a supported supplier in the Ply Chrome Extension

Description: Customers are requesting that Trible's (https://www.tribles.com/) be added as a supported supplier in the Ply Chrome Extension. Trible's is a leading seller of major appliance parts, carrying brands such as GE, Frigidaire, Whirlpool, Electrolux, Samsung, LG, Bosch, Maytag, Goodman, Rheem, and more. They also support online ordering with local branch pick-up. Without native extension support, users sourcing parts through Trible's are unable to take advantage of the quick-capture flow and must resort to manual material entry. Expected behavior: Users should be able to visit Trible's product pages and use the Ply Chrome Extension to add materials to their catalog or POs directly, consistent with how other supported suppliers work today.

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.

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.

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.

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.

The client is requesting a new visibility mode option that would: Show a tech only their active/current job (mirroring the "Current" ServiceTitan view) Keep the job visible through job completion (so techs can log parts) Not hide the job once the scheduled time passes (the current "Next" behavior removes jobs at their scheduled time, which breaks the parts-logging workflow) The existing options (All, Week, Day, Next) don't meet this need — "Day" had inconsistent visibility, and "Next" removes jobs too early.

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.

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.

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.

It's not uncommon for us to have POs that are over 50 lines, especially VMI orders. Currently for reconciling, the limit is 50 lines causing us to have to navigate multiple pages. This isn't the most efficient especially when the lines of the PO don't correspond with the order of the invoice when you go to reconcile (the sequence of the lines on the order change between the screen with the PO and the screen when reconciling, see attachments) Having up to 100 lines per screen would help navigation and add efficiency to the receiving process.

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.