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.
What You'll Learn in This Guide
How to create a Purchase Order (PO) from a replenishment list
How to move the PO through different stages
How to sync that PO with ServiceTitan
How to reconcile received items back into your stock location
Ply → ServiceTitan → Accounting
Step 1: Create a Purchase Order from a Replenishment List
Go to Stock in Ply and select your stock location.
2.Go to Replenishment List tab.
3. Select the item(s) you want to replenish.
4. Click Create Purchase Order.
5. Fill in the PO details:
PO Number (or let Ply assign one)
Assignee
Ship-to location
Required-by date
Associated Job (optional)
Contact name
Supplier
Adjust quantities and unit costs as needed.
6. Click Create & Send Purchase Order to send it to the supplier.
Step 2: Sync the Purchase Order to ServiceTitan
Go to the Purchase Orders tab in Ply.
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).
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)
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.
Step 3: Batch Transfer to Accounting (Optional)
If you have accounting software like QuickBooks Online or Sage connected to ServiceTitan, you can now batch-transfer the synced PO from ServiceTitan to your accounting system.
Step 4: Reconcile or unreconcile the PO in Ply
In Ply, go back to Purchase Orders and locate the synced PO.
Drag it to the Received stage and click Change Status.
Click Reconcile.
4. Select the destination (e.g. your default warehouse or a job).
5. Click Confirm in the top-right corner.
The items will now be added to your stock.
Now you also have the option to unreconcile the PO in Ply, you will have to click in the three dots and select the option:
Step 5: Verify the Reconciliation
Go to your stock location (e.g. “Default Warehouse”).
Open the Activity tab.
You’ll see the reconciled item listed with the reason “PO Reconciled,” along with purchase price and a link back to the PO.
4. Click the ServiceTitan logo to reopen the synced PO in ServiceTitan.
That’s it!
You’ve now successfully created, synced, and reconciled a Purchase Order between Ply and ServiceTitan. If you have any questions, feel free to reach out to our support team, we’re here to help.
Video Tutorial
Still need help? Contact Support!
Questions about the Ply → ServiceTitan PO sync? We're happy to help with setup and troubleshooting.