What is a Response Location?
A Response Location is the default stock location assigned to a technician or user in Ply. When a job syncs from HouseCall Pro and materials are added to the invoice, Ply uses the assigned Response Location to know where to pull those materials from.
How It Works
When a technician adds materials in HCP, those materials sync into Ply. Depending on how the Response Location is configured:
If set correctly, materials will be automatically pulled from the right location (e.g. the tech's truck)
If no Response Location is set, materials will default to a warehouse
If multiple techs are assigned to a job, the system won't know which truck to pull from, we recommend assigning only one tech per job for this automation to work correctly
How to Set the Response Location
Go to Settings → Company & Billing → Team
Locate the technician
In the "Response Location" column, select the technician's truck or stock location
Make sure the technician is also assigned to the job in Ply
Example
Sean is assigned to a job in HCP
He adds a water heater to the invoice
In Ply, Sean's Response Location is set to "Sean's Truck"
When the job syncs, Ply automatically deducts the water heater from Sean's Truck
Still need help? Contact Support!