Video Tutorial:
Integration Settings Overview
Your ServiceTitan account must be connected under Settings > Workspace > Integrations before these settings become available. Once your credentials are connected, you’ll see several settings that control how the platforms sync.
Invoice Settings
Setting | What It Does |
Send materials to FSM Invoice | When enabled, materials added to the Ply Job automatically appear in the FSM Invoice. If disabled, materials from that job won't be sent or reflected in the FSM Invoice. |
↳ Mark materials from reconciled PO as syncable | When enabled, materials added to a job from a reconciled PO are marked as syncable. If disabled, those materials won't be syncable. |
Receive materials from FSM Invoice | When enabled, materials added in the FSM Invoice automatically appear in the corresponding Ply Job. If disabled, materials created or updated in FSM won't sync back to Ply. |
Require technician & inventory location for invoice items
When enabled, materials added to a job automatically include the location ID the materials were transferred from, plus the technician ID, on the invoice.
You'll also set your Income Account, Asset Account, and Expense Account here, these determine how material transactions are categorized in your accounting.
Set Materials to Warehouse (Sync Materials to Location)
Enable Sync materials to location if you want materials created in Ply or ServiceTitan to automatically sync to a default location. Once enabled, choose which location to synchronize your data to under Choose a location to synchronize your data.
💡 If disabled, materials won't be tied to a specific default location for syncing purposes.
Use Tech's Truck as Default Location
Enabled: Ply matches inventory to technician trucks based on the user's email address (it must match in both systems). Materials will be assigned to the technician's truck inventory by default.
Disabled: Inventory syncing by technician account is turned off, and data stays within Ply only.
⚠️ Note: If an item is transferred from a tech truck in ServiceTitan, this setting controls whether that movement is also reflected in Ply.
Delete Materials
If enabled, any material deleted in Ply will automatically be deactivated in ServiceTitan. If disabled, deleting a material in Ply won't affect its status in ServiceTitan.
Multi Tenant Integration
Toggle this on if your ServiceTitan account manages multiple tenants and you need Ply to support multi-tenant syncing. See Multi-Tenant for ServiceTitan: How it Works with Ply for full setup details.
Cost Relations
Determines which ServiceTitan price fields Ply reads for business cost and client cost.
Tech Job Visibility
Controls which jobs are visible to technicians in the field (e.g., All jobs, or a filtered subset). Adjust this based on how much job visibility your team wants technicians to have. See Tech Job Visibility for full details.
Material Sourcing for Multi Tech Jobs
Choose how Ply selects the inventory location when multiple technicians are assigned to the same job.
See Understanding Location Response for Integrations to understand better the Material Sourcing for Multi Tech Jobs setting.
PO Auto Sending
Enable Enable the PO auto sending if you want purchase orders to send automatically once created, rather than requiring manual send.
⚠️ Note: Make sure you've saved your entered data without saving, this setting won't be updated.
Sync Items Only When Specific Job Status Reached
When enabled, items will only sync to FSM once the job reaches a specific status you define. This gives you more control over exactly when materials are sent to ServiceTitan, rather than syncing as soon as they're added.
Estimate Pipeline
When an estimate is approved in your FSM, Ply can automatically route its materials to a Pick List (pull from stock) or a Draft Purchase Order (order from suppliers). Approved estimates always appear under Purchasing > Estimate Pipeline for review.
Setting | Description |
Default action on approval | Choose whether an approved estimate creates a Draft Purchase Order or routes to a Pick List. |
Estimate price source | Which ServiceTitan price is read as the unit cost of each estimate line (e.g., Unit price). Changing this applies to newly synced estimates, use Sync to recalculate estimates already in the pipeline. |
Materials only | Only material line items from the estimate are routed. Equipment, labor, and other line items are ignored (equipment as a catalog item syncs independently of estimates, see Creating Equipment in Ply) |
Preferred supplier | Prefilled as the supplier when an estimate creates a Draft Purchase Order. Can still be changed at confirm time. |
Stock-check locations | Locations that count toward "in stock" when deciding Pick List vs. Purchase Order suggestions. Leave empty to check every location. |
See related article: Estimates | ServiceTitan Integration
Still need help? Contact Support!