Jobs sync bidirectionally every 1-2 hours. Status, technicians, and line items stay in sync.
HCP technicians sync to Ply as users. Name, email, and employee ID transfer automatically.
HCP pricebook syncs to Ply materials. SKU, price, category, and tax settings included.
Materials on Ply jobs sync back to HCP as invoice line items.
Products sync bidirectionally via webhook. Create in either system and changes reflect instantly.
Purchase Orders
Real-time
Full PO lifecycle syncs both ways. Draft, open, receive, and close—all reflected in QBO.
Ply vendors auto-create in QBO when referenced on POs. No manual setup needed.
Chart of accounts pulls from QBO for categorization. Required during initial setup.