Welcome to Ply's ServiceTitan Integration! 🔄

In this video tutorials, we’ll show you how to seamlessly connect your ServiceTitan (ST) account with Ply! This integration makes it easy to import your catalog, suppliers, jobs, and much more directly into Ply. 🛠️🚀

⚙️ Integration Settings Overview

Once your credentials are connected, you’ll see several settings that control how the platforms sync:

📦 Set Materials to Warehouse

Enable this if you want materials created in Ply or ServiceTitan to be automatically assigned to a default warehouse.

🔁 Enable Job Material Bi-Directional Sync

When enabled, materials added to a job in Ply will also appear on the corresponding job/invoice in ServiceTitan, and vice versa.

Disable if you want to track inventory only in Ply without syncing back to ServiceTitan.

🚚 Use Tech Trucks as Default Location

Enable this to let Ply match inventory to technician trucks based on the user's email address (it must match in both systems).

Disabling this will prevent syncing inventory by technician account and will keep the data within Ply only.

💡 Note: If an item is transferred from a tech truck in ServiceTitan, this setting controls whether that movement is also reflected in Ply.

🔄 Adjusting Settings Later

If you're an existing user and want to update your integration settings:

Go to Settings > FSM Settings.