ServiceTitan + Ply Integration
ServiceTitan
+
Legend
→To Ply
←From Ply
↔Both Ways
✗No Sync
How It Works
Jobs Sync Scheduled
Jobs sync on your configured schedule. Full status, assignments, materials, and notes included.
Materials + Images Scheduled
Products AND images sync bidirectionally. ST is the only FSM with full image support.
Invoices Scheduled
Invoice line items, quantities, prices, and status sync both ways between ST and Ply.
Purchase Orders Scheduled
Full PO lifecycle from draft to closed. Vendor data syncs alongside orders.
Technicians Scheduled
ST technicians convert to Ply users. Names, roles, and assignments flow automatically.
GL Accounts Setup
Chart of accounts required for proper categorization. Maps ST accounts to Ply.
ServiceTitan
↔
Scheduled
ServiceTitan
Ply
Jobs
↔
Jobsℹ️
Materials + Images
↔
Materials + Imagesℹ️
Invoices
↔
Invoicesℹ️
Purchase Orders
↔
Purchase Ordersℹ️
Vendors/Suppliers
↔
Vendorsℹ️
Technicians
→
Usersℹ️
Equipment
→
Equipmentℹ️
GL Accounts
→
GL Mappingℹ️
Business Units
→
Locationsℹ️
✗ Does Not Sync
Full Customer Profile
Memberships
Payments
Sync Settings
Sync Type
Scheduled
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GL Mapping
Required
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Bidir Jobs
On
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Multi-Tenant
Supported
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Add to Warehouse
Toggle
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Tech Truck
Alternative
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Material Deletion
Toggle
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Invoice Materials
Default On
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Click any row for details