Roadmap

Customers integrated with ServiceTitan want to keep tracking items as Tools in Ply (assignment to techs, job, status) while having them appear in ServiceTitan so they can be used on POs and jobs. Requested behavior: Option to sync Ply Tools to ServiceTitan as materials (or equipment) while remaining Tools in Ply, ideally controlled by an FSM setting.

Customer is integrating FieldEdge with Ply and would like purchase orders created in Ply to flow into the corresponding FieldEdge invoice, similar to the existing ServiceTitan PO sync. Today, Purchase Orders are not part of the FieldEdge integration, so purchasing costs have to be re-entered manually on the FieldEdge invoice by office staff. Requested: once a PO is paid and its parts are marked as received in Ply, push those parts and costs to the matching job (work order) invoice in FieldEdge. Benefit: saves office man hours, reduces manual re-entry errors, and keeps job costing accurate in FieldEdge.

Description Recurring Inventory Counts can currently only be set to repeat every X days. There is no way to schedule a count for a specific weekday (e.g. every Tuesday) or a specific day of the month (e.g. the 1st, or the first Monday). Repeating every 7 or 28 days keeps the same weekday, so it works as a workaround. But it can’t follow calendar-based schedules, and it is not obvious to users that it is the way to do it. Use case: A customer splits their warehouse into 4 sections and wants to count one section per week, on the same weekday, rotating all year. Today they have to create each recurring count separately and stagger the start dates by hand. Suggested behavior: In Choose Period, add options to repeat weekly on a chosen weekday, monthly on a chosen date, and monthly on the “nth weekday” (e.g. first Monday).

Description: Customers want to see who edited a material’s pricing (Cost to the Business and Cost to the Client) and when. Today, the material’s Activity tab only logs stock movements (additions, adjustments, transfers), and the Price History tab shows how costs changed over time but not which user made the change. This makes it hard to track down unexpected price changes or confirm whether they came from a manual edit, a PO reconciliation, a bulk import, or a sync. Requested: Log every Cost to the Business / Cost to the Client change in the material’s Activity tab, with the user, date and time, old and new value, and source (manual edit, bulk edit/update, Global Price Editing, PO reconciliation, FSM sync). Add filters to the Activity log: date range, change type (price or QTY), source, supplier, location, and user. Nice to have: log edits to other material details (name, description, category) the same way.

Requesting RHI Supply to be added to the "Punch-out"

Customerwants to add columns such as unit price/cost and total value to the list views inside a stock location (Materials, Tools, Equipment, Consumables tabs). Today they only see the aggregate Value in the location header (hover) and have to click into each item to see pricing. Request: a column picker on these list views so users can choose which fields to display, and have the export respect the same selected columns, so they can review and export everything from one screen instead of jumping between 5 places.

Request: The user would like to get an email reminder before each recurring Inventory Count, in addition to the push notification. Context: Today, the only reminder for inventory counts is a push notification, sent when users are assigned to a count and each time a recurring count repeats. The user runs a monthly count (end of month) and wants a reminder that doesn’t depend only on the mobile app’s push notifications, which can be missed or turned off.

Description: When ServiceTitan is connected, every technician in ST syncs to Ply as a user and automatically receives an email invitation. There’s currently no way for admins to review these users before the invite goes out. This is a problem for teams that add third-party vendors or subcontractors as technicians in ServiceTitan so they can access jobs there. Those vendors end up getting invited to Ply even though they shouldn’t have access. Requested: An admin approval step for users synced from ServiceTitan (and other FSM integrations that sync users), so invites only go out once an Owner/Admin approves them. Alternatively, a setting to sync technicians without sending the invite automatically, letting admins send it manually from Settings > Company & Billing > Team. An option to exclude specific ST technicians from syncing to Ply.

Description: Some customers buy from the same supplier using several customer account numbers, each tied to a different delivery location (for example, one account per building or site). Today a supplier record can’t store more than one account number, and delivery addresses that aren’t warehouses have to be typed manually on every PO. As a workaround, customers either create duplicate supplier records (which splits pricing and purchase history and requires placeholder emails) or build one PO template per account and enter the address by hand each time. Requested: Store multiple customer account numbers on a single supplier record, each with an optional label (e.g. building or site name). Save ship-to addresses per supplier account, without needing to create a warehouse location or link a job. When creating a PO, select the supplier account so its account number and ship-to address fill in automatically. Show the selected account number on the PO PDF and the email sent to the supplier. Benefit: keeps one clean record per supplier, avoids duplicate suppliers and placeholder emails, makes sure each order is billed to the right account and delivered to the right location, and saves manual entry on every PO.

Description: When an integrated supplier ships a different item than the one ordered, there’s currently no way to reflect that on the original PO. Once the order is confirmed by the supplier, Edit is disabled and the status can’t be rolled back. The only option is to mark the original line as “No Materials” and handle the substitute outside the PO. Customers would like to replace the ordered line with the item that actually arrived (or add it as a new line) during receiving. That way the PO, stock and cost match what was physically delivered, and the substitute can be returned through Returns if needed, since Returns requires the item to be on the PO and reconciled to a location.

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.

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 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.

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.

Issue: Currently there is no option to be able to add the Jobber visit title to the "Job Name Template" in PLY. PLY only pulls information from the overall job title which makes it difficult to distinguish individual visits inside a single job as they are titled the same in PLY. Suggested Idea: Give the "Job Name Template" in PLY the option to use the Visit Title in Jobber Benefit of Idea: Jobs with multiple visits where different services happen in each visit, need a clear way to distinguish each job entry in PLY. When a job requires different materials to be added to each visit it can be difficult to know which entry to select if they are all titled the same. It is critical for material to be added to the correct visit in Jobber for invoicing accuracy on long term, multi visit jobs where different services happen in each visit.

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.

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.

: 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?

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

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.

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

Description: When a kit is already assigned to one or more locations, Edit Kit Contents only shows materials that also exist in those locations. Any material not set up there doesn’t appear in the search, so it can’t be added to the kit. This is confusing because the kit creation flow (Add Item > Add Kit) asks for the location before materials are added, so customers have no way to anticipate the restriction. The current workaround is to go to Catalog, add the material to each of the kit’s locations, then edit the kit again. Requested behavior: let users add any active catalog material to a kit. If the material isn’t in one of the kit’s locations, either add it there automatically (with zero stock) or show a prompt offering to do so.

Ply Item Numbers sync to the HCP price book as the Part number, but they don’t appear on job or invoice line items, so customers have to add them manually in HCP. Request: include the Item Number on HCP job line items when materials are added from Ply (as Part number, or in the line item description if that field isn’t available).

The Ply - HCP integration now offers users flexibility in receiving customer information from HCP to Ply. These are the customer info you can choose to have on your Ply account: Customer nameCustomer addressPhone numberCustomer prices/ sell prices Please check them out and let us know if you have any questions.

This would help our office staff and technicians quickly identify which job the equipment or materials belong to. When there multiple jobs that require similar items, having the job number clearly visible would help prevent POs from being mixed up, delivered to the wrong location, or assigned to the wrong job.

Users can now go to Catalog > Bulk Edit > Select materials to Bulk ActivateBulk DeactivateBulk mark materials as serialized

I get an email every time I create a PO using the file upload. Can I turn this off?

Description: On large POs where the supplier only ships one or two items, users have to set every other line to 0 one by one during reconciliation. Request: add a bulk action in the reconcile screen to set the received quantity to 0 for all lines (or selected lines), so users only enter quantities for what actually arrived.

Description: When reconciling the remaining quantity on a partially received PO, clicking “Add to Stock” shows the previous location as a locked row. Users then have to click “Add Location” to get an editable row and select the location again. Request: when clicking “Add to Stock”, open an editable row right away, pre-filled with the last location used for that material on the PO. This would remove a repeated step for every line on large orders.

Problem When reordering low stock materials, users can’t see the vendor for many items in the Replenishment List. The list only recognizes suppliers that have a UPC, so materials with a supplier set up with only a cost don’t show their vendor in the expanded details or in the supplier filter. To build one PO per vendor, users have to open each material individually to check its vendor, which is slow when working with many parts. The customer (Roy) shared that he’s done this job across several companies using different systems, and a replenishment list should show at a glance what needs ordering and from whom. Current Behavior In Warehouse > Replenishment List, users can filter by Low Stock, filter out materials already on a PO, and search by material name (e.g., “JDL”). When expanding an item with the arrow to see more details, the supplier only appears if the material has a supplier UPC. The supplier filter works the same way: it only returns materials that have a supplier with a UPC. If a material has a supplier assigned with only a cost and no UPC, the Replenishment List doesn’t pick up that supplier at all. It doesn’t show in the expanded details or in the filter results, so the user has to open each material to see its supplier. Example: Roy had 29 low stock items in Bay 1&2, 21 already on 4 POs. After filtering, he got the 8 remaining parts, but still couldn’t see their suppliers without opening each one. Requested Behavior Main request: Show the supplier name for every material in the Replenishment List whenever a supplier is assigned, including suppliers set up with only a cost and no UPC. This is the key piece users need to group items and build one PO per supplier without opening each material. Make the supplier filter include all materials with an assigned supplier, whether or not that supplier has a UPC, so all parts from the same supplier can be grouped and added to a single PO.

Currently, neither the desktop nor mobile app provide the option to input Min/Max levels when adding a material to a location. Instead, after adding an item to a location, we have to go back into each individual item to input min/max info. Doing this with over 4,000 items isn't very efficient as we continue to setup more warehouses in Ply.