Complete Integration

HouseCall Pro + Ply + QuickBooks

Field operations to accounting in one connected workflow

HouseCall Pro → Ply

→ QuickBooks

Jobs → Inventory → Financials - all automated

The Ecosystem

Three Systems, One Workflow

Ply connects your field operations to your accounting

HouseCall Pro
Field Operations

↔

Jobs Techs Invoices

Inventory Hub

↔

POs Bills Vendors

QuickBooks
Accounting

What Each System Does

HCP: Manages jobs, techs, scheduling

Ply: Tracks inventory, creates POs

QBO: Handles books, bills, payments

The Result

Data flows from job creation to payment without manual entry. One action updates all three systems.

HouseCall Pro + Ply

Field Operations Integration

What syncs between HouseCall Pro and Ply

HCP → Jobs Sync → Ply

Live

HCP → Materials to Catalog → Ply

Live

HCP → Users / Technicians → Ply

Live

HCP ← Invoice Line Items (Optional) ← Ply

Live

HCP ↔ Quantity Subtraction ↔ Ply

Live

Sync Frequency

Scheduled auto sync every 1-30 minutes

Key Feature

Optional Invoice Sync: Choose whether materials added in Ply sync to HCP invoices.

Ply + QuickBooks Online

Financial Integration

What syncs between Ply and QuickBooks

→ Purchase Orders → QBO Live

↔ Invoices ↔ QBO Live

↔ Bills ↔ QBO Live

↔ Vendors ↔ QBO Live

↔ Customers ↔ QBO Live

Sync Method

Webhooks: Near real-time updates

Key Benefit

POs created from inventory needs flow directly to accounting - no double entry.

End-to-End Flow

Job to Payment in Action

Watch data flow through all three systems

HouseCall Pro

Job + Materials

Ply

PO + Cost

QuickBooks

Step by Step

Job created in HouseCall Pro

Job appears in Ply with tech assigned

Tech uses materials, inventory updates

Low stock triggers PO in Ply

PO syncs to QuickBooks instantly

Bill arrives, matches to PO

Why This Matters

Zero manual data entry
No missed billable materials
Accurate COGS automatically
Clean books at month-end

🔧

Use Case

HVAC Service Company

Customer: 8-tech HVAC company with HCP + QuickBooks

1Emergency AC call in HCPHCP

2Job syncs to PlyPly

3Tech diagnoses, needs capacitorHCP

4Scans part from truck in PlyPly

5Inventory deducted from truckPly

6Part added to HCP invoiceHCP

7Customer pays in HCPHCP

8Low stock triggers POPly

9PO appears in QuickBooksQBO

10Bill matches, payment trackedQBO

Benefits

Complete job-to-payment tracking
Accurate truck inventory
Auto-generated POs
Books stay current

Result

Saved 15 hours/month on admin work and reduced parts shrinkage by 35%

🔩

Use Case

Plumbing Company

Customer: 12-tech plumbing company needing financial visibility

1Multiple jobs dispatched daily via HCPHCP

2All jobs appear in Ply for trackingPly

3Techs use materials, scan outPly

4Materials sync to HCP invoicesHCP

5Weekly: Ply creates bulk POPly

6PO syncs to QuickBooksQBO

7Supplier invoices match to POsQBO

8Month-end: books already reconciledQBO

Benefits

All parts billed correctly
Purchasing under control
No month-end scramble
True job costing

Result

Increased billable parts capture by 22% and cut bookkeeping time in half

The Impact

What You Gain

Benefits of the complete integration

1No duplicate data entry - ever
2Jobs flow to inventory automatically
3POs appear in QuickBooks instantly
4Bills match with one click
5Month-end closes in minutes

Time Saved

Daily: 30+ min on data entry
Weekly: 2+ hours on purchasing
Monthly: 5+ hours on reconciliation

Error Reduction

Zero transcription errors between systems. Data enters once and flows everywhere.

Getting Started

Simple Setup

Connect all three systems in minutes

1Connect HouseCall Pro to Ply

2Connect QuickBooks to Ply

3Configure sync preferences

4Start working - data flows automatically

What You Need

Active HouseCall Pro account

Active QuickBooks Online account

Ply subscription

Support

Our team helps with setup, data migration, and training to ensure success.