Video Tutorial:
Overview
Ply's Purchase Order integration with ServiceTitan enables bidirectional syncing between both platforms. You can create POs in Ply and sync them to ServiceTitan, and POs created in ServiceTitan will automatically sync back to Ply. This saves time, reduces manual data entry, and keeps tracking accurate across both platforms.
Additionally, when you print a PO, you have control over which PO numbers appear on the document, show both the Ply and ServiceTitan numbers, or display only the ServiceTitan number using the "Hide Ply PO Number" setting.
You have two ways to sync a PO from Ply to ServiceTitan:
Manually, one PO at a time
Automatically, via the PO auto sending setting
Heads Up: Deletions don't sync to remove a PO from both systems; delete it separately in each one.
Option 1: Manual Sync (Ply to ServiceTitan)
Go to the Purchase Orders tab in Ply.
Find and open the PO you just created.
Click Create Purchase Order in ServiceTitan (this may appear in the top-right corner or in a dropdown menu).
In the modal that appears, fill in:
Supplier run
Business unit
Inventory location
Order date
Technician impact (optional)
Commission, tax, or shipping info (if applicable)
5. Click Create.
Once created, the PO is synced to ServiceTitan. A ServiceTitan logo will appear next to the PO in Ply clicking it opens the PO directly in ServiceTitan.
Option 2: Automatic Sync (Ply to ServiceTitan)
Want Ply to automatically send new POs to ServiceTitan without the manual step above? Set up auto sending once, and it'll apply going forward.
Go to Settings > Workspace > Integrations.
Scroll down to the PO auto sending toggle.
Turn it ON.
Fill in the details:
Save the changes.
Once saved, all new POs created in Ply will automatically be sent to ServiceTitan, no manual click needed.
⚠️ Note: Make sure you've saved your entered data. Without saving, the auto-send setting won't be updated.
ServiceTitan to Ply Sync
Purchase Orders created in ServiceTitan can sync back to Ply aswell. If you need to trigger the sync:
Go to Procurement > Purchasing > ServiceTitan Icon
Click Sync Only Purchase Orders from ServiceTitan
The POs will appear in Ply with all details from ServiceTitan
Both the Ply PO number and the ServiceTitan PO number will be included by default.
Hide Ply PO Number Setting
When you print a Purchase Order, both the Ply PO number and the ServiceTitan PO number appear by default. You can change this behavior using the "Hide Ply PO Number" setting to control which numbers display on your printed PDFs.
Where to Find It
Go to Settings > Workspace > Procurement
Look for "Hide Ply PO Number"
Toggle it ON or OFF based on your preference
How It Works
When "Hide Ply PO Number" is ON:
Only the ServiceTitan PO number appears on printed PDFs
The Ply PO number is hidden
Use this when you want ServiceTitan to be your single source of truth for PO numbers
When "Hide Ply PO Number" is OFF (Default):
Both numbers appear on printed PDFs (Ply PO number + ServiceTitan PO number)
Helpful for reconciliation and tracking across both systems
Keep in Mind
POs sync bidirectionally between Ply and ServiceTitan
Updates made on either side reflect on the other in real time
Deletions are not synced, delete the PO in each system separately if you need it removed from both
Still need help? Contact Support!