Feature Ideas

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.

I’d like to suggest adding a toggle within individual jobs that allows users to clearly distinguish between materials coming from vendor receipts and materials being pulled from truck stock. Ideally, this toggle would: -Separate and label materials sourced from vendor receipts versus truck stock Show a total cost breakdown for: -Vendor-purchased materials -Truck stock materials -Allow users to quickly view or hide each category for cleaner job-level reporting This would greatly improve job cost tracking, accuracy, and visibility into how much of a job’s cost is coming from inventory already on hand versus new purchases.

rather than having all admins receive approvals for all PO's, give the ability to choose specific approvers - or assign approvals to a "finance" team member

Techs can move/use materials (via HCP job sync or direct transfer in Ply) and the stock quantities update immediately and automatically. The customer wants a way to "lock" truck stock numbers so they aren't affected until reviewed/approved, rather than having every material a tech uses at a job automatically become part of that truck's stock. Requested behavior: Add an approval step for stock transfers/movements — a tech-initiated transfer or usage would create a pending request rather than immediately updating quantities, requiring a Manager/Admin to approve it before the stock levels change.

Feature Request #1 Title: Auto-remove/deactivate catalog materials when stock reaches 0 (extend Special Order behavior to regular materials) Description: Customer: ACR Sedalia (Joe Crider, joecrider@acrsedalia.com) — HCP-integrated account. Problem: When a tech adds a material to a job in HouseCall Pro that isn't already part of their truck stock, Ply creates a new stock record for that material on the truck (via Location Response / Response Location deduction). Once the material is fully used, the stock record stays on the truck stock list at 0 quantity instead of being removed — forcing the customer to manually delete these entries. Because trucks are built from the same stock template but accumulate different "leftover" items over time via this mechanism, truck material counts diverge and the customer loses confidence in what should actually be on each van. Current workaround: Special Order items (created via PO with the "Set as special order item" toggle) already auto-deactivate/remove from inventory and catalog once consumed — but this only applies to materials created fresh through a PO as a special order line item. It cannot be applied retroactively to existing catalog materials, and doesn't cover materials that land on a truck via FSM sync. Requested behavior: Allow a "one-time use" flag (or similar) on regular catalog materials so that once a stock record hits 0 quantity — whether added manually or via FSM sync (HCP/ServiceTitan/Jobber) — it's automatically removed from that location's stock list instead of persisting indefinitely.

can we get the system to automatically deduct from truck to work order as used and when no more on truck to flag as no red because no more on truck the same goes for warehouse right now we transfer from warehouse to truck it adds to truck but not deducting as used on work order

Add the ability to bulk upload equipment, similar to the existing functionality available for materials. Currently, equipment must be added individually.

It is useful because it will give a more accurate number on the worth of inventory in the warehouse.

Currently, using the "Shared truck" sourcing strategy for multi-tech jobs requires every person assigned to the job, including assistants/helpers who are not the primary technician, to be set up as a full technician user with access to the shared truck location. This causes two problems: Assistants are treated as equal participants in the sourcing logic (tiebreaker rules, fallback behavior), even though they aren't the ones the sourcing decision should be based on. Because multiple people (tech + assistant(s)) are tied to the same shared truck, the Activity log records deductions as generic "general activity" against the location, with no way to attribute the action to the actual technician versus the assistant. Requested behavior: Introduce a distinct "Assistant" role (or a role flag), separate from "Technician," that can still be linked to a job/truck for visibility and access purposes, but is excluded from multi-tech sourcing logic entirely — it should not count as an additional assigned technician for "First technician's location," and should not be treated as a shared-truck participant for "Shared truck" sourcing or its tiebreaker/fallback rules. Why this matters: This would eliminate the root cause of non-attributable "general activity" entries under Shared truck, and would make sourcing logic more accurate for businesses that regularly staff jobs with a lead technician plus one or more assistants.

Currently, the "First technician's location" strategy under Material sourcing for multi tech jobs always sources materials from whichever technician appears first in the job's assignment list in the FSM (ServiceTitan), regardless of who actually performed or completed the work. This causes incorrect inventory attribution when the first-listed tech isn't the one who did the job, requiring manual correction after the fact. Requested behavior: Add a new sourcing strategy option, "Last technician on job," that sources materials from the technician marked as completing/closing the job at the time the job syncs to Ply, rather than from the first technician in the assignment list. This would tie material deduction to the job-completion event (and its associated actor) rather than to static job assignment order. Fallback logic: Should follow the same pattern as existing strategies, if the completing technician has no truck/location configured, fall back to the account's default sync location.

Currently there is no way to edit a material's quantity (stock) directly via the API. The Update Material endpoint (PUT /api/v1/materials/:id) only allows updating catalog-level fields (name, itemNumber, brand, manufacturer, description, serialized, active, categoryNames, tagNames), with no quantity field.

Add a "Favorites" or "Quick-Select" feature that lets technicians mark specific materials as frequently used, so they can quickly find and add them when creating a Field Request or assigning materials to a job, without scrolling or searching through the full catalog. Current behavior: Technicians must search or scroll through the entire material catalog/stock list every time they need to request or add an item, even for materials they use on nearly every job. For businesses with large catalogs (thousands of items) and high Field Request volume, this adds friction and slows techs down in the field. Requested behavior: Allow technicians (or admins, on their behalf) to mark individual materials as "Favorites." Surface a dedicated "Favorites" tab or quick-access section at the top of the material search/selection screen (mobile and web) when creating a Field Request or adding items to a job. Favorites could be personal (per technician) or standardized by admins for the whole team, depending on account preference. Why this matters: Reduces time spent searching for commonly used materials, especially for teams with large catalogs and high request volume. Reduces the risk of selecting the wrong item when scrolling long lists under time pressure in the field. Complements existing tools like Tags and filters, but offers a faster, more intuitive shortcut for the items technicians reach for daily.

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).

Can you add East Coast Metal Distributors to ply punchout? ecmdi.com