What is multi-tech sourcing?
Multi-tech sourcing is a setting that controls where Ply pulls inventory from when two or more technicians are assigned to the same job, and each has a different truck or location. You choose a strategy once, and Ply applies it automatically every time a multi-tech job syncs.
How to configure it
Go to Settings and open Workspace > Integrations tab.
Select your FSM connection (e.g. Housecall Pro, Jobber, or ServiceTitan).
Scroll to Material sourcing for multi tech jobs.
4. Choose a strategy from the dropdown. See the options below to help you decide.
5. Save your changes.
Admin only: This setting is only visible to users with an Admin role or higher.
Available strategies
Default sync location: Materials always come from your business's default sync location, regardless of who's on the job. Best for businesses with a central warehouse.
Shared truck: Materials come from a truck that all assigned technicians share. If more than one shared truck is found, a tiebreaker rule decides. If no shared truck exists, Ply falls back to the default sync location.
First technician's location: Materials come from the first technician's truck. If they don't have one set, Ply tries the next tech. If no tech has a valid location, it falls back to the default sync location.
Common questions
Can I change this setting after the initial setup?
Yes. You can update it at any time under Settings → Integrations → your FSM connection → Material sourcing for multi tech jobs.
What happens if Ply can't find a matching location?
Ply always falls back to your default sync location. Make sure one is configured, if it's missing or archived, syncing will fail.
Where can I see which location was used for a job?
Open the material and go to the Activity tab. Each entry shows a badge with the strategy used and the location it pulled from.
We reconnected our FSM and the setting went back to default.
This is expected. A fresh connection re-runs the setup wizard with the default strategy pre-selected. Just re-pick your preferred strategy during the wizard or update it in Settings afterward.
Still need help? Contact Support!