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Tech Job Visibility | ServiceTitan Integration

This setting controls which jobs your technicians see in their Ply app, so their view stays focused on what's actually relevant to their day.

Overview

The Tech Job Visibility setting controls which jobs your technicians can see in their Ply app. Instead of showing every assigned job all at once, you can narrow down what appears in their view based on scheduling, keeping their workday focused and reducing clutter.


Why This Matters

If a tech has dozens of jobs assigned to them over the coming weeks, seeing all of them at once can be overwhelming, and it can make it harder to find the job they're actually working on today. Adjusting Tech Job Visibility lets you tailor what each tech sees so they can focus on what's most relevant.


The Five Visibility Options

Option

What the Tech Sees

Best For

All

Every job assigned to them, regardless of when it's scheduled.

Teams whose techs need full visibility into their upcoming workload, or businesses with a small number of assigned jobs per tech.

Day

Jobs scheduled between now and the next 24 hours. Anything beyond that window won't appear.

Teams that run a tight, day-by-day operation where techs only need to focus on today's jobs.

Week

Jobs scheduled within the current week only. Jobs scheduled beyond this week won't appear.

Teams that plan on a weekly basis and want techs focused on the current week's workload.

Next

Jobs scheduled from now onwards, ordered by scheduled date (upcoming first). Past jobs won't appear.

Teams that want techs to have a clean, forward-looking view of their next job or two without distraction from completed jobs.

Current

Only the job the tech is currently working on.

Teams that want techs to see just one or few jobs at a time, with zero distraction from anything upcoming or past.


How to Change the Setting

  1. Go to Settings > Workspace > Integrations.

  2. Scroll down to the Tech Job Visibility field.

  3. Click the dropdown and select the option that best fits your workflow: All, Day, Week, Next, or Current.

  4. Select one to save your changes.

The new visibility setting will apply the next time your techs open their Ply app.


Frequently Asked Questions

Does this affect what admins or managers see?
No, Tech Job Visibility only affects the tech role. Admins, managers, and owners always have full visibility.

Can I set different visibility settings for different techs?
Not at the moment. The Tech Job Visibility setting applies to all technicians in your account. If this is something you'd like, let us know and we'll pass it along to our product team as a feature request.

If I switch from "All" to "Day", will techs lose their job history?
No, no data is lost. The setting only controls what's visible in their view, the job data itself stays in Ply.

What happens if I don't set a value?
The setting will fall back to the default (usually All), which shows techs their upcoming jobs from the current moment onwards.


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