Integration Overview

HouseCall Pro + Ply Integration

Inventory management for your field service business

HouseCall Pro ↔ Ply

Seamless sync between your field operations and inventory

Sync Control

You Control the Sync

Complete control over how and when your data syncs.

  • 1Scheduled auto sync every 1-30 minutes
  • 2Manual sync available anytime with one click
  • 3Optional sync of items to HCP invoice
  • 4Customize what data syncs in settings
HouseCall Pro Sync Settings
Sync materials
Sync jobs
Sync users
Sync to invoice (optional)
See It In Action

Watch the Sync Happen

Data flows automatically between HouseCall Pro and Ply

Syncing...
8
Jobs Today
156
Materials Synced
5
Techs Active
  • ✓ Job #1842 synced from HouseCall Pro
  • ✓ 12 materials added to catalog
  • ✓ Tech assignments updated
  • Syncing invoice line items...

What You're Seeing

Numbers update as data syncs

Activity log shows each sync event

Progress bar tracks completion

All automatic - no manual work

Sync Frequency

Automatic: Every 1-30 minutes

Manual: Anytime with one click

The Difference

Manual Tracking vs. Automatic Sync

✗
Before: Manual Tracking
Time to update inventory
~20 minutes
Tracking errors
15% error rate
Lost parts
$1,800/month
✓
After: Ply Integration
Time to sync inventory
< 5 seconds
Tracking errors
0%
Parts tracked
100%
Time saved per day
1.5+ hours
How Data Transforms

Field Mapping: HCP → Ply

See exactly how your data translates between systems

HouseCall Pro Ply
Job ID
#1842		 → Job ID
JOB-1842
Pro (Technician)
John Davis		 → Assigned User
John Davis
Line Item
Water Heater 50gal		 → Material
WH-50GAL
Invoice Total
$2,450.00		 → Job Total
$2,450.00

Data transforms automatically - no manual mapping required

HouseCall Pro + Ply

What's Connected Today

Live integrations between HouseCall Pro and Ply

HouseCall Pro → Jobs Sync → Ply Live
HouseCall Pro → Materials to Catalog → Ply Live
HouseCall Pro → Users / Technicians → Ply Live
HouseCall Pro ↔ Assigned Users to Jobs ↔ Ply Live
HouseCall Pro ← Invoice Line Items (Optional) ← Ply Live
HouseCall Pro ↔ Quantity Subtraction ↔ Ply Live

Unique Feature

Optional Invoice Sync: Choose whether to sync items to HouseCall Pro invoices - you're in control!

Sync Frequency

Scheduled sync every 1-30 minutes based on your business size

Coming Soon

In-Progress Integrations

Features currently in development

HouseCall Pro ↔ Bidirectional Pricebook Sync ↔ Ply In Progress

What This Means

Soon, materials created in Ply will automatically sync back to your HouseCall Pro pricebook, creating a true two-way integration.

How It Works

Jobs Sync Flow

Jobs created in HouseCall Pro automatically appear in Ply

HouseCall Pro
Job Created
Ply
From HouseCall Pro
  • Job number & details
  • Customer information
  • Scheduled date/time
  • Assigned technician
In Ply
  • Job appears in dashboard
  • Materials can be assigned
  • Inventory tracked per job
  • Tech sees job in mobile app
⚡ < 5 seconds Last synced: Just now Auto-syncs every 1-30 min
How It Works

Material & Invoice Sync

Materials used in jobs sync to HCP invoices (when enabled)

Ply
Material Used
HCP Invoice
When Tech Uses Material
  • Scan or select material in Ply
  • Material deducted from truck
  • Added to job in Ply
  • Optionally syncs to HCP
Result
  • Invoice auto-populated
  • Inventory updated
  • No double entry
  • Accurate billing

You Control This

Invoice sync is optional - toggle it on or off based on your workflow preference.

Complete Picture

How Everything Connects

Ply adds inventory management to your HouseCall Pro workflow

HouseCall Pro
↓ ↑
Jobs Techs Invoices Materials
Ply
↓
Catalog Trucks Warehouse Purchasing
Your Inventory

What Ply Adds

Full inventory management

Warehouse & truck tracking

Barcode scanning

Purchase order management

Replenishment automation

Ideal For

Industry: HVAC, Plumbing, Electrical

Size: Growing service businesses

🔧
Use Case

HVAC Service Company

Customer: 8-tech HVAC company managing truck inventory

1Job created in HouseCall Pro
2Job syncs to Ply automatically
3Tech sees job in Ply mobile app
4Tech uses parts, scans barcode
5Inventory deducted from truck
6Parts added to HCP invoice (optional)
7Replenishment list auto-generated
8Truck restocked at warehouse

Benefits

  • No more lost parts
  • Accurate truck inventory
  • Faster invoicing
  • Auto replenishment

Result

Reduced parts loss by 40% and saved 2 hours/day on inventory tracking

🔩
Use Case

Plumbing Company

Customer: 5-tech plumbing company with central warehouse

1Emergency call comes in to HCP
2Dispatcher assigns tech in HCP
3Tech checks truck stock in Ply app
4Uses water heater, scans it out
5Material syncs to HCP invoice
6Customer pays via HCP
7Ply creates PO to restock

Benefits

  • Know what's on each truck
  • Never miss billing a part
  • Automatic reordering
  • Real-time visibility

Result

Increased revenue 8% by capturing all parts used on jobs

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