In Ply, you can easily assign technicians or any other users in your account to specific jobs, ensuring that tasks are properly managed and tracked. Follow the steps below to get started!
How to Assign a Technician to a Job?
1️⃣ Go to the Jobs Section
Open the Ply app or web version.
Navigate to the Jobs tab.
2️⃣ Select the Job You Want to Assign
Click on the desired job and then go to the three dots > Edit:
3️⃣ Assign a Technician
Locate the Assign technicians field.
Click on it and select the technician from the list of available users.
You can also assign multiple techs to the same job.
If 2+ technicians are assigned, Ply can't determine which truck to pull materials from, and inventory falls back to the default warehouse instead of the correct truck. See How Inventory Location Response works in Ply and Understanding Response Locations, we recommend assigning only one technician per job for accurate inventory deduction.
4️⃣ Save the Info
Confirm your selection and save the changes.
💡 Not sure what a specific user can or can't do? You can always check the Users Permissions guide for a full breakdown of what each role (Owner/Admin, Manager, Member, Technician) has access to across Ply.
Using an Integration (ServiceTitan, HouseCall Pro, or FieldEdge)?
HouseCall Pro: technicians assigned to jobs in HCP are automatically assigned in Ply as well. See Connecting HouseCall Pro to Ply for the First Time!.
ServiceTitan: Ply can match inventory to technician trucks using the "Use Tech Trucks as Default Location" setting, which matches by user email address across both systems. See Integrating ServiceTitan with Ply.
FieldEdge: technician linking is not part of the integration yet; it's planned for a future update. See FieldEdge + Ply: How the Integration Works.
Still need help? Contact Support!