Access all settings from Settings → Workspace → Integrations → Field Service Management (FSM) → Housecall Pro.
Default Location
You must select one location in Ply where all Pricebook materials from HCP will be sent. This is required by the HCP API and must be a warehouse location. (check this)
Invoice Settings
Sync Materials to Invoice by Default: When enabled, every material transferred from Ply to a job will automatically sync to the HCP invoice and appear as a line item on the customer's bill. If disabled, you'll need to manually check "Sync to Invoice" each time.
Taxable by Default: When enabled, materials transferred to a job will automatically be marked as taxable on the invoice
Pricebook Settings
Enable Pricebook Sync: Enables a two-way sync, materials and categories created in one platform automatically appear in the other. This should almost always be enabled.
Sync Material Deletion: When enabled, materials deleted in Ply will also be deleted in HCP. Use with caution. Note: edits made in HCP will always sync to Ply regardless of this setting.
Job Inputs vs. Line Items
| Line Items | Job Inputs |
Appear on customer invoice? | ✅ Yes | ❌ No |
Affect job price? | ✅ Yes | ❌ No |
Used for? | Billing the customer | Internal cost tracking only |
Use Job Inputs when you sell services at a flat rate and don't want individual materials showing up on the customer's bill, but still want to track what was used internally.
To send materials as Job Inputs from Ply to HCP, both toggles must be enabled:
Sync Job Inputs: enables the Job Input sync between Ply and HCP
Send Materials as Job Input: makes all material transfers from Ply go to HCP as Job Inputs instead of Line Items
Job Settings
Add PO Link to Job Notes: When a PO is created in Ply and linked to a job, the PO number will automatically be added to the private notes of that job in HCP.
Add Shipping Cost to Job: Controls whether the shipping cost added when creating a PO in Ply also gets added to the linked job in HCP.
Ignore Jobs Created Before a Certain Date
By default, Ply syncs any Housecall Pro job that gets updated, even if it was originally created years ago. If you want to prevent old jobs from syncing into Ply (and having materials pulled into them unexpectedly), you can set a cutoff date.
How it works: Any job created before the date you set will be ignored by the integration and won't sync into Ply going forward.
Where to find it: Settings > Workspace > Integrations > HouseCall Pro > Ignore Jobs Created Before
⚠️ This setting only affects future syncs. It won't undo any transfers that already happened on old jobs before the setting was turned on.
Material Sourcing for Multi-Tech Jobs
⚠️For the full breakdown of how Location Response works across single-tech vs. multi-tech jobs, see Understanding Location Response for Integrations.
Receive Materials from Housecall Pro Jobs
When enabled, materials added in the Housecall Pro Job will automatically appear in the corresponding Ply Job. If disabled, materials created or updated in Housecall Pro will not sync back to Ply.
Items Not Stocked on the Truck
Defines what Ply does when a material is added to a job in Housecall Pro, but the assigned technician doesn't have that item in their truck in Ply.
Add it to the technician's truck: Ply adds the material to the technician's truck, and from then on it appears in that truck's stock list.
Pull it from the default location: Ply takes the material from your default location instead.
Example. A technician is assigned to a job, and someone adds a water heater to that job in Housecall Pro. The technician doesn't have a water heater on their truck in Ply. With the first option, Ply adds the water heater to their truck. With the second, Ply pulls it from your default location.
💡 This setting only applies to materials added from Housecall Pro. To make sure materials sync from HCP jobs into Ply, keep Receive Materials from Housecall Pro Jobs enabled.
Sync Items Only When Specific Job Status Reached
When enabled, items will only be synced to FSM when the job reaches a specific status. This allows for more control over when items are sent to FSM, ensuring they're only synced at the appropriate stage of the job process.
Job Status to Sync Items: choose the status that should trigger the sync (e.g., "In progress")
Estimate Pipeline
When an estimate or quote is approved in your FSM, Ply can automatically route its materials to a Pick List (pull from stock) or a Draft Purchase Order (order from suppliers). Approved estimates always appear in Purchasing > Estimate Pipeline for review.
Default action on approval: choose whether approval creates a Draft Purchase Order or a Pick List
Preferred supplier: pre-filled as the supplier when an estimate creates a Draft Purchase Order, you can still change it at confirm time
Stock-check locations: the locations that count toward "in stock" when deciding Pick List vs. Purchase Order suggestions. Leave empty to check every location.
See related article: Estimates | Housecall Pro Integration for more details.
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