Overview
By default, items are synced into Ply as soon as a job is created in Jobber. The Sync Items Only When Specific Job Status Reached setting lets you delay that sync until the job reaches a specific status you choose giving you more control over when materials show up on the Ply side of things.
How to Configure It
Go to Settings → Integrations in Ply.
Locate the Sync Items Only When Specific Job Status Reached toggle. This is disabled by default.
Switch the toggle to enable it.
Use the Job Status to Sync Items dropdown to select the Jobber status you want to use as the threshold. Available options include:
Job Status | Description |
Active | Job is currently active/in progress |
Today | Job is scheduled for today |
Upcoming | Job is scheduled for a future date |
Late | Job is past its scheduled date and not completed |
Expiring within 30 days | Job is set to expire within the next 30 days |
Unscheduled | Job has not yet been scheduled |
On hold | Job is paused/on hold |
Action required | Job requires action before proceeding |
Click Save Changes.
⚠️ Until a job in Jobber reaches the selected status, its line items and expenses will not sync to the corresponding job in Ply.
Why This Matters
Without this setting, items sync into Ply as soon as a job is created in Jobber even if the job isn't confirmed, scheduled, or ready to move forward. This can lead to premature material deductions or inaccurate job costing.
By selecting a specific status threshold, you ensure materials only sync once the job has reached a stage that makes sense for your workflow (for example, waiting until a job is Active rather than syncing the moment it's created as Unscheduled).
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