In this guide, you'll learn how to easily connect your HouseCall Pro account with Ply. With this integration, you can sync your catalog, suppliers, jobs, and more directly within the…

Integrating HouseCall Pro to Ply for the First Time!

Curious what data flows between HouseCall Pro (HCP) and Ply, and in which direction? Here's a full breakdown.

HouseCall Pro + Ply: What Syncs?

In this article, we will show you all the settings for this integration and how they work!

HouseCall Pro Integration Settings

If your business uses HouseCall Pro's parent/child account structure, here's what's supported today and how to make sure Ply connects to the right account.

Connecting Ply with HouseCall Pro Parent & Child Accounts

Keep your Ply catalog organized by understanding how categories sync from HouseCall Pro

Managing Categories & Subcategories | HouseCall Pro Integration

Track individual units by serial number and sync them straight through to HouseCall Pro. Here's what needs to be in place, the step-by-step process, and answers to common questions.

Serial Numbers on Jobs | HouseCall Pro Integration

Turn approved estimates into POs or Picklists directly in Ply.

Estimates | Housecall Pro Integration

How Jobs Work, Material Deductions & Troubleshooting | HouseCall Pro Integration

This error appears during PO reconciliation when a material is assigned to a parent category instead of a leaf (deepest) category.

Common Error: When Receiving a Purchase Order (HouseCall Pro Users)

Materials cannot be created in a category that has subcategories

Common Error: "Materials cannot be created in a category that has subcategories"

If you're seeing a permission-related error when trying to create materials in the Ply catalog or reconcile purchase orders, and this is connected to your Housecall Pro (HCP) integration, this…

Common Error: "You don't have permissions to create materials in HCP"

If your techs log in to Ply and don’t see the jobs they’re assigned to in Housecall Pro, it’s usually because their user isn’t synced between the two platforms. Here’s…

Why Aren’t Housecall Pro Jobs Showing Up for My Techs in Ply?

Learn how to integrate your HouseCall Pro Account and other data to get the most out of Ply.

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