Integration Overview

ServiceTitan + Ply Integration

Powerful bidirectional inventory sync for field service businesses

ServiceTitan ↔ Ply

Full two-way sync between your FSM and inventory management

Sync Control

Complete Sync Control

Powerful configuration options for your integration.

  • 1Scheduled auto sync every 5-20 minutes
  • 2Active sync hours: 6AM - 6PM EST
  • 3Bidirectional control (ST → Ply or both ways)
  • 4Choose default location for materials
ServiceTitan Integration Settings
Sync Pricebook → Ply
Sync Ply → Pricebook
Set materials to warehouse
Use tech truck as default
See It In Action

Watch the Sync Happen

Data flows bidirectionally between ServiceTitan and Ply

Syncing with ST...
24
Jobs Today
847
Materials Synced
12
Techs Active
  • ✓ Pricebook synced from ServiceTitan
  • ✓ Invoice #4521 materials updated
  • ✓ PO #892 synced with vendors
  • Syncing location inventory...

What You're Seeing

Bidirectional data sync

Invoice line items update both ways

PO and vendor sync included

Pictures sync from ST

Sync Schedule

Frequency: Every 5-20 minutes

Hours: 6AM - 6PM EST

The Difference

ST Inventory Module vs. Ply

●
ST Inventory Module
Barcode scanning
Partial
Analytics depth
Basic
Professional services
None
✓
Ply Integration
Barcode scanning
Full mobile-first
Analytics depth
Full tracking
Professional services
Dedicated team
What Ply adds
Mobile-First Inventory + Auto Pricebook Updates
How Data Transforms

Field Mapping: ST ↔ Ply

See exactly how your data translates between systems

ServiceTitan Ply
Pricebook Item
Water Heater 50gal		 ↔ Catalog Material
WH-50GAL
Invoice Line Item
Parts: $450.00		 ↔ Job Material
$450.00
Inventory Location
Truck #3		 ↔ Location
Truck #3
Vendor
Ferguson Supply		 ↔ Supplier
Ferguson Supply

Bidirectional Sync Changes in either system sync automatically

ServiceTitan + Ply

What's Connected Today

Live integrations between ServiceTitan and Ply

ServiceTitan ↔ Material Pricebook ↔ Ply Live
ServiceTitan → Jobs Sync → Ply Live
ServiceTitan ↔ Invoice Materials ↔ Ply Live
ServiceTitan ↔ Inventory Locations ↔ Ply Live
ServiceTitan → Users / Technicians → Ply Live
ServiceTitan → Pictures → Ply Live
ServiceTitan ↔ Purchase Orders ↔ Ply Live
ServiceTitan ↔ Vendors / Suppliers ↔ Ply Live

Key Advantage

Full Bidirectional: Most data syncs both ways - edit in either system!

Sync Frequency

Scheduled sync every 5-20 minutes during business hours (6AM-6PM EST)

Coming Soon

In-Progress Integrations

Features currently in development

ServiceTitan → Estimate to Picklists/PO → Ply In Progress
ServiceTitan ↔ Custom Fields ↔ Ply In Progress
ServiceTitan ↔ Category Sync ↔ Ply In Progress
ServiceTitan ↔ Return Support ↔ Ply In Progress

What This Means

Soon you'll be able to automatically create picklists and POs from estimates, sync custom fields for richer data, and handle returns seamlessly.

How It Works

Jobs & Invoice Sync Flow

Bidirectional sync between job materials and invoices

ServiceTitan
Invoice ↔ Job
Ply
From ServiceTitan
  • Job created with tech
  • Materials added to invoice
  • Parts pulled from truck
  • Invoice totals update
In Ply
  • Job appears automatically
  • Materials sync to job
  • Inventory deducted from truck
  • Changes sync back to ST
Bidirectional ⚡ 5-20 min sync Last synced: Just now
How It Works

Purchase Order & Vendor Sync

Manage purchasing in Ply, sync to ServiceTitan

Ply
PO Created
ServiceTitan
In Ply
  • Create RFQ from low stock
  • Convert to Purchase Order
  • Select vendor/supplier
  • Track delivery status
Synced to ST
  • PO appears in ServiceTitan
  • Vendors synced automatically
  • Receiving updates inventory
  • Cost tracking integrated

Purchasing Power

Create POs in Ply with supplier integration, and watch them sync to ServiceTitan for complete financial visibility.

Complete Picture

How Everything Connects

Ply extends ServiceTitan with powerful inventory management

ServiceTitan
↓ ↑
Jobs Invoices Pricebook POs Vendors
Ply
↓
Catalog Trucks Warehouse Scanning Analytics
Complete Inventory Control

What Ply Adds

Mobile-first barcode scanning

Deep analytics & tracking

Automated pricebook updates

Multi-location management

Professional services support

Alternative To

ST's built-in inventory module - more powerful, more flexible, same data sync.

🔧
Use Case

Large HVAC Operation

Customer: 25-tech HVAC company with warehouse + trucks

1Dispatcher creates job in ServiceTitan
2Job syncs to Ply automatically
3Tech uses parts, scans in Ply app
4Parts added to ST invoice automatically
5Truck inventory updated in real-time
6Low stock triggers PO creation
7PO syncs to ST with vendor info
8Receiving updates both systems

Benefits

  • Full visibility across 25 trucks
  • No missed billable parts
  • Automated purchasing
  • PO integration with vendors

Result

Saved $45K/year in lost parts and reduced admin time by 15 hours/week

⚡
Use Case

Electrical Contractor

Customer: 15-tech electrical company needing pricebook accuracy

1Material prices update from suppliers
2Ply catalog updates automatically
3Changes sync to ST Pricebook
4Tech creates estimate with current prices
5Job completes, invoice accurate
6Margins protected automatically

Benefits

  • Always-accurate pricing
  • Protected profit margins
  • No manual pricebook updates
  • Real-time cost visibility

Result

Maintained margins during 12% material cost increase - saved $38K in potential losses

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