The Field Request feature allows your techs to easily view their truck inventory and make requests for additional items to be added. The warehouse manager or back-office staff can then either:
Order the requested items, or
Create a picklist to replenish the truck with what’s needed. 🔄
This system makes inventory management and field operations smoother and more efficient. Let’s walk through how to use it!
⚠️ Before you start: a Field Request does not transfer material
A Field Request is a tracking tool, not a transfer. A tech can mark a request Pending, In Process, Received, or Completed, but changing that status never moves inventory or makes material show up on a job. Material only moves once a manager completes a pick list or reconciles a PO to the job or location. Keep this in mind as you read the steps below.
Video Tutorial
Steps for Techs
Techs must be assigned to a truck location in Ply before they can submit a field request. If a tech doesn't see the Field Requests tab, or their truck doesn't appear in the location dropdown, check their location assignment under Settings → Users.
➡️ Cell Phone App
Where to find it:
Open the app, go to the Field Requests tab, and tap the + icon to create a new request.
Choose your location, then tap Add Material to add materials or kits.
Select the materials or kits you'd like to add, then tap Add Variants.
Once you've selected everything you need, tap Submit.
Submit and review the final details and tap Confirm.
Done! Your field request has been successfully created.
➡️ Web/Desktop Version
Where to find it:
Go to Stock and select your location.
Select the items you want to request, then click Other options > Create a Field Request.
Enter the details and click on Continue.
Fill out the quantities and click Save.
Done! Your field request has been successfully created.
Steps for Owners / Admins
As an Owner or Admin, you can easily manage field requests created by your techs.
Where to find it:
Go to Stock → Field Requests to view all requests.
Click on the request to view its material list. From here you can:
Create a PO
Create a pick list to restock the requested items
Delete items from the list if needed
If the material is already in stock in another location: Create a pick list. A manager can see every location, not just the technician's truck. If the material exists in a warehouse but not on the truck, a pick list transfers it from the location where it's stocked to the location that requested it.
If the material isn't in stock anywhere: Create a PO (or an RFQ) directly from the Field Request. Fill in the details, the ship-to, and the supplier, then send it. Once the materials arrive, reconcile them to the technician's location or straight to the job.
Why This Matters
A technician can freely view and change the status of their own request (Pending, In Process, Received, Completed, Cancelled, etc.). This is useful for keeping track of where a request stands, but it's purely informational.
The material only lands on the job or in the location once the manager, admin, or owner completes the real transfer, in one of two ways:
A pick list that is marked as completed, or
A PO that has been reconciled to the job or location.
In short: the Field Request is the ask and the tracking. The pick list or the reconciled PO is what actually moves the material.
Watch the Video
To see the full process in action, check out this video that explains
Common Issues
Quick fixes for the most frequent field request problems.
Tech doesn't see the Field Requests tab on mobile
The tech is likely not assigned to a truck location. Go to Settings → Users, find the tech, and assign them to their truck. Once assigned, the Field Requests tab will appear automatically.
Tech's truck doesn't appear when choosing a location
Same root cause: the tech must be assigned to that specific truck in their user profile. Also confirm the truck was created as a location under Stock → Trucks. If the truck doesn't exist yet, it needs to be created first.
Admin doesn't see the request in the Field Requests queue
Check that the filter at the top of the Field Requests page is set to All or Pending, it may be filtered to a different status. Also confirm the tech successfully hit Confirm (not just Continue) on their end.
Can a tech edit or cancel a request after submitting it?
Once submitted, techs cannot edit a request. They should contact their admin to delete it and resubmit with the correct quantities. Admins can delete any request from the Field Requests queue.
Still need help? Contact Support!