Integration Overview
ServiceTitan + Sage Integration
Connected inventory from field to finance
ServiceTitan
→
Ply
→
Sage
How your field operations and accounting connect through Ply
Sync Control
You Control the Sync
Businesses have complete control over integration syncing.
- 1Businesses have complete control over integration syncing
- 2Syncing automatically happens every 5-20 minutes depending on size of business
- 3Can be triggered manually at any time
- 4FSM settings allow further customization of your integration
All data
Only jobs
Only materials
Only equipment
Only vendors
Only technicians
See It In Action
Watch the Sync Happen
Data flows automatically between your systems in real-time
- ✓ Job #4521 synced from ServiceTitan
- ✓ PO #892 sent to Sage
- ✓ 24 materials updated in catalog
- ✓ Warehouse stock levels refreshed
- Syncing technician assignments...
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 5-20 minutes
Manual: Anytime with one click
The Difference
Manual Entry vs. Automatic Sync
Time saved per day
2+ hours
How Data Transforms
Field Mapping: ST → Ply → Sage
See exactly how your data translates between systems
| ServiceTitan |
|
Ply |
|
Sage |
Job Number
#4521 |
→ |
Job ID
JOB-4521 |
→ |
Project Code
PRJ-4521 |
Technician
Mike Smith |
→ |
Assigned To
Mike Smith |
→ |
Employee
MSMITH |
Material
CARRIER-24ACC |
→ |
SKU
CARRIER-24ACC |
→ |
Item Code
INV-24ACC |
Vendor
ABC Supply |
→ |
Supplier
ABC Supply |
→ |
Vendor ID
VEND-ABC |
Data transforms automatically - no manual mapping required
ServiceTitan + Ply
What's Connected Today
Live integrations between ServiceTitan and Ply
ServiceTitan
↔
Job + Tech Assignment Details
↔
Ply
Live
ServiceTitan
→
Invoice Material Line Items
→
Ply
Live
ServiceTitan
↔
RFQ to PO Creation
↔
Ply
Live
ServiceTitan
↔
Pricebook to Catalog
↔
Ply
Live
ServiceTitan
↔
Ply PO to ST PO
↔
Ply
Live
ServiceTitan
↔
Vendors / Suppliers
↔
Ply
Live
ServiceTitan
↔
Location Sync + Deduction
↔
Ply
Live
Coming Soon
In-Progress Integrations
Features currently in development or recently completed
ServiceTitan
→
Estimate to Picklists/PO
→
Ply
In Progress
ServiceTitan
↔
Custom Fields
↔
Ply
Completed
ServiceTitan
↔
Category Sync
↔
Ply
Completed
ServiceTitan
←
Return Support
←
Ply
In Progress
How It Works
Job + Tech Assignment Sync
Bidirectional sync keeps job data aligned across both systems
ServiceTitan
Job Data
Ply
From ServiceTitan
- Job number & details
- Tech assignment
- Schedule & location
- Customer info
From Ply
- Material usage updates
- Inventory deductions
- PO attachments
- Job costing data
⚡ < 5 seconds
Last synced: Just now
Auto-syncs every 5-20 min
How It Works
Pricebook ↔ Catalog Sync
Keep your materials catalog in sync with ServiceTitan pricebook
ST Pricebook
Materials & Pricing
Ply Catalog
Synced Data
- SKU / Part numbers
- Descriptions
- Pricing tiers
- Categories
Benefits
- Single source of truth
- No manual updates
- Consistent pricing
- Accurate estimates
⚡ < 5 seconds
Last synced: Just now
Changes propagate automatically
How It Works
Purchase Order Flow
Create POs in Ply and keep ServiceTitan in sync
Ply
PO Created
ServiceTitan
Ply
ST PO Linked
ServiceTitan
Process
- RFQ created in Ply
- Converted to PO
- Auto-synced to ST
- Status updates flow back
Includes
- Line items & quantities
- Vendor information
- Job assignment
- Delivery details
⚡ < 5 seconds
Last synced: Just now
Sage Integration
How Sage Integration
Works Today
Two-way sync between Ply and Sage for unified inventory and accounting
Inventory
Real-time visibility
Analytics
Unified reporting
Complete Ecosystem
How Everything Connects
Ply sits at the center, connecting your field operations to your financial systems
ServiceTitan
↓ ↑
Jobs
Techs
Pricebook
Invoices
POs
Ply
↓ ↑
POs
Items
Vendors
Warehouses
Stock
Sage
Single Source of Truth
Eliminates redundant data entry
Aligns procurement and accounting
Keeps inventory unified across field and office
Ideal For
Industry: HVAC, Plumbing, Electrical, Construction
Size: Mid-market ($5-50M revenue)
Pricing: $65-$75 per location/month
Sage + Ply
What Syncs with Sage
Bi-directional integration keeps both systems in sync
Ply
→
Purchase Orders
→
Sage
Ply
↔
Suppliers ↔ Vendors
↔
Sage
Ply
↔
Materials ↔ Items
↔
Sage
Ply
←
Details ← Warehouse Items
←
Sage
Ply
↔
Locations ↔ Warehouses
↔
Sage
Key Benefits
- Purchase Documents sync automatically
- Clean vendor management across systems
- Consistent inventory tracking
- Stock levels always current
- Bi-directional location sync
How It Works
Purchase Order → Sage
POs created in Ply automatically sync to Sage as Purchase Documents
Ply PO
Auto-sync
Sage Purchase Doc
What Syncs
- PO number & date
- Line items & quantities
- Vendor information
- Pricing & totals
Result in Sage
- Purchase Document created
- Vendor linked
- Ready for receiving
- Financial tracking enabled
⚡ < 5 seconds
Last synced: Just now
No double-entry needed
How It Works
Materials ↔ Items Sync
Keep inventory items consistent between Ply and Sage
Ply Materials
Item Data
Sage Items
Synced Fields
- SKU / Part numbers
- Description
- Unit of measure
- Cost & pricing
Benefits
- Single item master
- Accurate costing
- Consistent reporting
- No manual reconciliation
⚡ < 5 seconds
Last synced: Just now
Items appear in both systems
How It Works
Warehouse ↔ Location Sync
Bidirectional sync keeps locations aligned
Sage Warehouses
Locations & Stock
Ply Locations
From Sage
- Warehouse list
- Stock levels
- Item availability
- Auto-imports to Ply
From Ply
- New locations (manual)
- Stock adjustments
- Inventory movements
- Creates warehouse in Sage
⚡ < 5 seconds
Last synced: Just now
Bidirectional sync
Customer: HVAC contractor with multiple warehouse locations
1Tech creates field request in Ply
2Back office turns field request into PO
3PO is synced with Sage
4Supplier provides quote
5Ply ingests data to display changes
6PO changes are accepted by business
7Ply PO updated → Sage PO updated
8Pricebook updated → Materials reconciled
9Sage warehouse updated with asset changes
Benefits
- Eliminates manual data entry
- Reduces missed charges
- Speeds up reconciliation
Need Addressed
Minimize double entry and sync inventory with financial systems
Customer: Plumbing company with van-based field teams
1Tech uses material for job, scans material
2Material is added to job
3Material deduction added to replenishment list
4Material added to FSM (Housecall Pro, Jobber, ST)
5Back office creates PO from replenishment list
6PO is synced with Sage
7Materials arrive at warehouse from supplier
8Material is reconciled to warehouse
9Material added to replenish tech's truck
10Asset adjustment in Sage
Benefits
- Reduces lost parts
- Improves reorder accuracy
- Aligns financial records with field activity
Need Addressed
Real-time inventory visibility across mobile crews
Customer: Electrical subcontractor handling multiple active projects
1Project requires sourcing from multiple vendors
2PM creates RFQ, sends to multiple suppliers
3RFQ bid is accepted for project materials
4Project materials arrive onsite
5Material attribution to job on reconciliation
6Location is updated in Sage
7Pick list generated from Ply warehouse
8Materials picked by warehouse (Sage)
9Sage warehouse updated → Replenishment list created
Benefits
- Better job costing accuracy
- Faster project closeout
- Tighter coordination between operations and finance
Need Addressed
Allocate and track materials per project while managing purchasing centrally