Roadmap

Customers occasionally end up with two (or more) separate POs that they'd like to combine into a single PO — most commonly when a purchase was accidentally split, or when they want to consolidate multiple draft/pending orders to the same supplier before sending. There is currently no way to merge POs in Ply; the only workaround is manually re-adding line items from one PO into another via "Add Items," then cancelling the duplicate. Allow users to select two or more existing POs (same supplier only, since a PO is tied to a single vendor) and merge them into one consolidated PO — combining line items, quantities, and totals, and archiving/cancelling the source POs automatically once merged.

Customers have no self-service way to identify materials that remain assigned to a Finished Job but were never transferred back to their originating warehouse or truck. This is especially relevant for reusable/non-consumed items (e.g., storage bins, tools, or other returnable materials) that techs pull for a job and forget to transfer back once the job is closed. Proposed Solution: Add a filterable view/report (could live under Reports or as a new filter on the Jobs tab) that surfaces: Material name / item code Category or material type (to filter by things like "Bin") Job # / Job name Job status = Finished Quantity still attached to the job Date the job was marked Finished Origin location (warehouse/truck it was pulled from) This would let admins periodically audit and recover materials — especially reusable, non-consumed items — left on closed jobs.

Problem: Clients who receive a discount from their supplier on a Purchase Order have no reliable way to reflect that discount on the PO itself. Current behavior: There is currently no way to add a discount line to a PO that affects pricing. The only workarounds are: Marking the PO as Sent so the supplier can reply to the email with an invoice reflecting the discount, which the system then captures and the client can approve into the PO. Adding the discounted price into the PO's notes section, which is visible but does not affect the actual pricing shown on the PO. Requested behavior: Allow users to add a discount line item directly to a PO (either as a flat amount or percentage) that adjusts the PO's total pricing accordingly, without needing to rely on the supplier replying to the PO email with an invoice.

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)

Materials added to a job/work order in Ply do not sync over to FieldEdge. Currently, job-level sync only works in one direction (FieldEdge → Ply), which creates confusion for clients who expect materials added on either side to reflect on both platforms. Requested Behavior:Enable bi-directional sync at the job level, so materials added to a job in Ply also sync over to FieldEdge (not just Materials/Categories).

Problem: Clients whose purchasing process runs primarily through RFQs, some of which are completed and paid outside of Ply rather than converted into POs, are not able to get an accurate view of their total spend with a supplier using Spend Lens. Current behavior: Spend Lens data is based on POs. If an RFQ is converted into a PO within Ply, the resulting spend is captured accurately. However, if an RFQ is completed/paid outside Ply and never converted into a Ply PO, that spend is not reflected in Spend Lens at all. Requested behavior: Allow RFQs that are completed outside Ply to be accounted for in Spend Lens, so suppliers' total spend reflects all purchasing activity, not just what went through a Ply PO.

Problem: Users want a way to clear completed pick lists off their active board without the risk of them being reopened. Currently, pick lists cannot be moved from Completed to Archived at all, since archiving implies the ability to unarchive later. Current behavior: Unarchiving a pick list returns it to its original status (the very first status it ever had, e.g. Need Refill or Ready to be Assembled), not the status it held before archiving. If a completed pick list were archived and later unarchived, it would come back as active and could be picked a second time, double-deducting inventory. To prevent this, archiving completed pick lists is currently disabled entirely. Requested behavior: Add a new terminal "Closed" (or similarly named) column/status specifically for completed pick lists. Pick lists moved into Closed would not carry any unarchive/restore logic there would be nothing to "undo" back to a previous status, removing the root cause of the inventory double-deduction risk. This gives users a way to declutter their Completed column permanently and safely, without touching the existing Archived logic used for other statuses.

There is currently no notification type (email, push, or otherwise) tied to a Pick List changing status.

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.

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"

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

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.

Its a little odd to have rolling replenishment feature not operate under the same logic as the "replenishment list" tab on the truck/warehouse. Rolling replenishment - Only triggers when BELOW min Replenishment List - Triggers when at min We would have to revamp our min/max entirely to use rolling replenishment, which by nature seems like a feature designed to automate the manual nature of the replenishment list. Also not conducive to items we want to have 0 min 1 max on for something we only use once in a while.

When Rolling Replenishment generates a Purchase Order, the PO card view does not display which truck/location the replenishment was triggered from. Currently, this truck/location detail is only visible in the picklist name (per existing Rolling Replenishment behavior), not in the PO card view itself. Customer manages rolling replenishment across multiple locations/trucks and needs to quickly identify which truck each PO relates to when reviewing multiple POs in the card view. Without this, they have to open each PO individually to confirm its source, which is slowing down their replenishment management workflow. Requested behavior: Display the originating truck/location name directly on the PO card view for POs generated via Rolling Replenishment (similar to how it's already surfaced in the picklist naming convention).

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.

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.

"PO Templates" feature that allows users to create and save reusable PO drafts permanently for frequent or recurring purchases.

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.

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.

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

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).

I need the ability to add notes to transfers when making transfers on mobile, currently you can only add notes on the computer.

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.

When adding a part to the purchase order it would be great if in the availability column if it would simply signify if the item is already on a purchase order so that double ordering is not taking place.

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.

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.

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.

Currently, the pick list print out wastes so much space on the paper. For page 1, it makes sense to have the title, date info, QR code (such a great idea btw) and destination. In my opinion, these are not necessary for the rest of the pages as it eats up way too much real estate, especially on large pick orders. I think the only thing that should be consistent across all pages should be the project name.