How to Integrate HouseCallPro with Ply 🛠️🚀

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 more—directly within the platform. Ready to streamline your workflow? Watch the tutorial now! 🎥👇

Key Features of the HouseCallPro Integration 🔄

Optional Sync Materials to Invoices 📑

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 🧰

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 📦

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 👨‍🔧

All technicians from HouseCallPro will be automatically registered in Ply once the integration is set up. This makes managing your team and resources super easy—no manual entry needed!

In Progress - Bidirectional Sync with HouseCallPro Pricebook 🔄📚

We’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.

HouseCallPro - Optional Sync of Items to FSM Invoice 📑

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.

Here’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.

“Response Location” in Ply

In Ply, a Response Location is the default stock location assigned to a technician or user. When a job syncs from Housecall Pro and materials are added to the invoice, Ply uses the assigned Response Location to know where to pull the materials from.

When technicians add materials in HCP, those materials sync into Ply. If the Response Location is set correctly:

✅ Materials will be automatically pulled from the correct location (e.g. tech’s truck)

❌ If no Response Location is set, materials will default to a warehouse.

⚠️ If multiple techs are assigned to a job, the system won’t know which truck to pull from, if you’re using response location we recommend assigning only one tech per job for this automation to work correctly.

⚙️ How to Set the Response Location in Ply

To assign a Response Location to a technician:

Go to Settings > Manage Users

Locate the technician (e.g., Sean)

In the “Response Location” column, select the technician’s truck or stock location

Make sure the technician is assigned to the job in Ply

📌 Example

Sean is assigned to a job in HCP

He adds a water heater to the invoice

In Ply, Sean’s Response Location is set to “Sean’s Truck”

✅ → When the job syncs, Ply deducts the water heater from Sean’s Truck

🧯 Common Issues to Avoid

No response location set → Materials may pull from a default warehouse

Multiple techs assigned → Ply won’t know which location to use