Keep every job properly staffed and tracked with this quick guide.

Assigning a Technician or User to a Job in Ply

Picklist - A tool in Ply's Stock module that manages the movement of materials, kits, and consumables between locations or to job sites.

How to Create and Print a Pick List in Ply

Learn how Ply tracks who created and completed a job, so you always know who did what and when.

Job Activity: Seeing Who Created and Finished a Job

Assign technicians and materials to a Job and prepare pick lists for the field.

Setting Up Jobs

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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