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How to Sync Purchase Orders from Ply to ServiceTitan

Create a PO in Ply, push it to ServiceTitan with one click, reconcile received materials, and optionally batch-transfer to your accounting software; all connected.

Ply’s Purchase Order integration with ServiceTitan allows you to create POs in Ply and sync them directly into ServiceTitan’s Purchase Order module. This saves time, reduces manual data entry, and ensures accurate tracking across platforms.

To sync a PO from Ply to ServiceTitan, you have 2 options: do it manually, or let the auto sync handle it.


Here's the step-by-step for a manual sync

  1. Go to the Purchase Orders tab in Ply.

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2. Find and open the PO you just created.

3. Click Create Purchase Order in ServiceTitan (or you may see this in the top-right corner or a dropdown).

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4. A modal will appear where you’ll enter:

  • Supplier run

  • Business unit

  • Inventory location

  • Order date

  • Technician impact (optional)

  • Commission, tax, or shipping info (if applicable)

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5. Click Create.

The PO is now synced to ServiceTitan. A ServiceTitan logo will appear next to the PO in Ply. Clicking it will open the PO directly in ServiceTitan.


Want Ply to automatically send POs to ServiceTitan? Follow the steps here.

  1. Go to your Settings

  2. Workspace

  3. Integrations

  4. Scroll down untill you see the "PO auto sending" toggle.

  5. Turn it on

  6. Fill in the details


  7. Save the changes.

Once you've completed this setup, POs created in Ply will automatically be sent to ServiceTitan.

Keep in mind:

  • POs created in Ply will sync to ServiceTitan, but POs created in ServiceTitan will not come over to Ply due to a current API limitation on ServiceTitan's side.

  • Any updates made on either side will be reflected on the other in real time.

  • Deletions are not synced. To delete a PO from both systems, you'll need to delete it from each one separately, deleting it in one place will not remove it from the other.


Video Tutorial - Manual Sync


Still need help? Contact Support!

Questions about the Ply → ServiceTitan PO sync? We're happy to help with setup and troubleshooting.


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