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๐Ÿ”— Connecting HouseCall Pro to Ply for the First Time!

Find here a video tutorial on how to integrate Ply with your HouseCall Pro account.

How to Integrate HouseCallPro with Ply ๐Ÿ› ๏ธ๐Ÿš€

Welcome to our video tutorial series! In this guide, you'll learn how to easily connect your HouseCallPro account with Ply. With this powerful integration, you can effortlessly sync your catalog, suppliers, jobs, and much moreโ€”directly within the platform. Ready to streamline your workflow? Watch the tutorial now! ๐ŸŽฅ๐Ÿ‘‡

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Key Features of the HouseCallPro Integration ๐Ÿ”„

  • Optional Sync Materials to Invoices ๐Ÿ“‘
    • Sync materials to invoices in HouseCallPro with ease. This optional feature ensures your materials and invoicing stay perfectly aligned across both platforms, reducing errors and saving you time.

  • Seamless Job Sync ๐Ÿงฐ
    • Any jobs created in HouseCallPro will automatically sync to Ply, keeping all your job details up to date. Plus, technicians assigned to jobs in HCP will be assigned in Ply as well, ensuring everyone knows exactly where they need to be.

  • Automatic Material Sync to Ply Catalog ๐Ÿ“ฆ
    • When materials are added to jobs in HouseCallPro, they will be automatically created in the Ply catalog, ensuring your materials list stays current and well-organized.

  • Effortless User Sync ๐Ÿ‘จโ€๐Ÿ”ง
    • All technicians from HouseCallPro will be automatically registered in Ply once the integration is set up. This makes managing your team and resources super easyโ€”no manual entry needed!

  • In Progress - Bidirectional Sync with HouseCallPro Pricebook ๐Ÿ”„๐Ÿ“š
    • Weโ€™re working on rolling out full bidirectional sync with the HouseCallPro Pricebook. This will allow for seamless material and pricing synchronization across both platforms, so your pricing and material lists stay updated in real-time.

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HouseCallPro - Optional Sync of Items to FSM Invoice ๐Ÿ“‘

With the optional sync feature, you have the flexibility to choose whether to sync materials to the FSM invoice in HouseCallPro. By default, this option is unchecked.

Hereโ€™s how it looks on the web version:

  • Sync items to the invoice: Not automatically checked.
  • You can choose to enable it based on your preferences and business needs.

This feature gives you full control over when and how materials are synced to the invoice, helping you keep your invoicing process streamlined and customized to your workflow.

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