Call or Text to Create a Field Request — No App Needed
With AI Field Requests, technicians can text or call a dedicated phone number to request materials, and Ply’s AI will automatically create a Field Request for the office to fulfill. It’s a hands-free, fast, and flexible way for techs to stay stocked while on the job — and it works alongside your existing in-app Field Request workflow.
This feature is currently in beta. To get started, reach out to your Customer Success Manager or email support@getply.com to get your account feature-flagged.
🛠️ Step 1: Generate a Ply Phone Number for Your Business
Once your account is enabled:
- Go to Settings > Company and Billing
- Scroll to the Business Information section
- Click Create Ply Phone Number
This creates a dedicated phone number for your company. Techs will use this number to call or text material requests.
📲 Step 2: Technicians Add Their Phone Number
Each technician must register their mobile number to use the AI Field Request feature:
- Go to Settings > Profile
- Click Create Phone Number
- Enter their mobile number
- Accept the messaging agreement
- Click Continue
This whitelists the technician’s phone number and gives them access to text or call the company’s Ply number. If the number isn’t registered, the request won’t go through and they’ll receive an automated message instead.
📦 Step 3: Making a Request via Text or Call
Once the technician's number is on file, they can:
- Text the Ply phone number with the items they need
- Or call and speak their request out loud
Ply’s AI agent processes the message, matches the request to the correct technician and truck (based on their phone number and assignment in Ply), and creates a Field Request in your workspace — just like one created manually.
🧑💼 Step 4: Review and Fulfill the Field Request
In the office, AI-created Field Requests appear in the Field Requests tab alongside any others. Admins or managers can:
- Review the request details
- View the AI Conversation History to see what the technician said
- Match or edit materials as needed if names were unclear or phrased differently
Once the request is reviewed, it can be fulfilled like any standard field request:
- Create a Pick List if the materials are in stock
- Create a Purchase Order if any items need to be ordered
📝 Things to Know
- Each business has one Ply phone number for AI Field Requests
- Technicians must register their phone numbers under their own Ply accounts
- Requests are matched to the technician's assigned truck using the number on file
- Unregistered numbers won't go through and will receive an automated error message
- AI-created Field Requests behave exactly like manual ones — they can be edited, fulfilled, and tracked normally
- This feature works alongside in-app requests — techs can still use the Ply interface when needed
Want to unlock AI Field Requests for your team?
Reach out to your Customer Success Manager or contact support@getply.com. We’ll get your account set up and your techs ready to go.