What types of data is synced and requested through Ply?

Project-Related Data:

• Job Details: Information about specific jobs, including job names, descriptions, customer details, and scheduled dates.

• Project Status: Updates on the progress and current status of projects.

Financial Data:

• Pricing Information: Cost details for materials and services.

• Invoices and Payments: Records of invoices generated, payments made and received, and due dates for accounts payable and receivable.

• Credit Information: Data used for underwriting and credit checks, often sourced through banking integrations.

Inventory Data:

• Stock Levels: Current inventory levels in warehouses and on trucks.

• Material Usage: Information on how materials are being used within various jobs.

• Replenishment Needs: Data regarding inventory that needs to be reordered.

Supplier Data:

• Vendor Lists: Information on suppliers, including contact details and performance metrics.

• Bid Details: Specifics of bids from suppliers for various RFQs.

User and Account Data:

• User Permissions and Roles: Details about the users, their roles within the platform, and what they are authorized to do.

• Account Settings: Preferences and settings for each business account, which could include notification preferences and other customizable features.

Order and Procurement Data:

• RFQs: Details of all requests for quotes, including specifications and requirements.

• Purchase Orders: Information on orders placed, pending orders, and historical order data.

Syncing with FSM and Accounting Software:

• API Data: Data exchanged through API keys for integrations with FSM tools.

• Financial Transactions: Synced financial records from accounting platforms like QuickBooks, Xero, or FreshBooks.