How the sync works
Ply matches each user with their Housecall Pro employee profile using their email address.
For a tech’s jobs to show up in Ply, the email on their Ply user has to be exactly the same as the one on their Housecall Pro profile. If the emails don’t match, Ply can’t tell which jobs belong to that tech, so nothing will show up for them.
Step 1: Check which users are synced
In Ply, go to Settings > Company > Manage Users (direct link).
Look for the Housecall Pro sync status on each user.
Any tech who isn’t showing as synced won’t see their Housecall Pro jobs in Ply.
Step 2: Make the emails match
Check the email each tech uses in Ply. You can find it on the same Manage Users page.
Log in to Housecall Pro as an admin and go to your users or employees section.
Update each tech’s email so it’s exactly the same as in Ply.
Tip: watch out for small differences like typos, extra spaces, or a personal email in one platform and a work email in the other. They need to be an exact match.
Step 3: Check that it worked
Once the emails match, the techs will sync and their assigned jobs will show up in Ply automatically.
Avoid assigning techs manually in Ply
If a tech isn’t synced, assigning them to a job by hand in Ply isn’t the fix. It can also mess with their assignment in Housecall Pro. Fixing the email match is the way to go.
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