HouseCall Pro Integration Settings

Access all settings from Settings → Workspace → Integrations → HouseCall Pro.

You must select one warehouse in Ply where all Pricebook materials from HCP will be sent. This is required by the HCP API and must be a warehouse location.

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.

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:

Receive Materials from FSM Invoice When enabled, materials added to jobs in HCP will automatically be sent to Ply. Disable this if you only want to manage material movement from Ply's side.

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.

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.