Step 1: Navigating to Integrations within Ply
- Go to the settings in the lower left of your Ply account
- Look for the "Integrations" tab within your settings
- Then, click on Connect Field Service Management (FSM) to begin integrations
- Connect your FSM by clicking on the ‘Connect Now’ button
- Choose HouseCall Pro to begin the integration process.
Step 2: Navigating to Integrations within Ply
- Obtain the HouseCall Pro password by following the steps below: