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Ply

by Ply Inc.

AI-powered purchasing for HVAC contractors

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About This Product

AI-driven procurement and inventory management platform for HVAC contractors that automates purchasing decisions, reduces manual order entry, and optimizes parts procurement workflows. Aims to eliminate inefficiencies in the HVAC supply chain by intelligently managing vendor relationships and purchase timing for field service operations.

Capabilities

How this product is delivered and what's included out of the box.

Mobile app
Available
Free trial
No
Free tier
No
Public API
Yes
Deployment
Cloud

AI Approach

AI-Powered

Major features are AI-driven. Several core workflows are powered by AI models that materially change the day-to-day experience.

Trust & Privacy

Each statement below was extracted directly from the vendor's privacy policy or terms of service. Click "source" to read it in context.

Data export available on request

"you have certain rights under applicable data protection laws. These may include the right (i) to request access and obtain a copy of your personal information, (ii) to request rectification or erasure; (iii) to restrict the processing of your personal information; (iv) if applicable, to data portability; and (v) not to be subject to automated decision-making."
Confidence: high Source

Primary policy document: https://getply.com/privacy-policy

FSH Score Breakdown

Ease of Use
6.5
Features
7.0
Support
6.0
Value
4.0
Integrations
8.0
AI Capabilities
6.5

Customer Reviews

Features

67 features confirmed across 15categories· Showing confirmed capabilities only

Platform & Customization18features

Keyword SearchPartial keyword search for materialsApproval ManagementCustom FieldsCustom FieldsCustom TemplatesMaterial TemplatesMulti-LocationThird-Party IntegrationBi-Directional Jobber IntegrationBi-directional Jobber IntegrationAttach Manual J and Design Reports to ServiceTitan Customer Records
Show 10 more
Back Office Data SyncAudit TrailComplete scan audit trail with device, location, time, and user attributionTwo-Factor AuthenticationMulti-factor authenticationBiometric App LockUnit ConversionCustom units of measureDispatch Or FSM Software IntegrationServiceTitan price book integrationCustom API AccessAPI AccessJob Management Platform IntegrationAcculynx IntegrationReal-Time Sync of Field Data and Financial DataPasscode ManagementBio-metric Login

Inventory Management13features

Auto Generate Serial and Lot NumbersSerialized Materials TrackingAutomatic Inventory ReplenishmentRolling ReplenishmentBarcode CreationBarcode management with CODE_128 format support and validation rulesParts And Materials Purchasingstreamlined purchasingMin/Max Auto ReplenishmentAutomated truck replenishment with min/max thresholdsBarcode ScanningSupplier Catalog IntegrationSupplier integrationsDuplicate Barcode Detection with Per-Location ValidationDuplicate barcode detection with per-location validation
Show 5 more
Purchase Order AutomationSend and receive POs directly to and from suppliersInventory TransferMulti-direction inventory transfersMin/Max Inventory Levelssmart min/max levelsAudit And Cycle CountsMulti-Warehouse Stock Management

Accounting Integration7features

Real Time Job Costing Tracking Across Multiple Projects and EntitiesMaterial consumption tracking with job costingAccounting IntegrationReconciliationAI Bill ScanningAutomated Three-Way Matching3-way invoice matchingAuto Expense CategorizationBank ServicesAccounts ReceivableAccounts receivable and payable tracking

Invoicing & Payments5features

InvoicingPricing And Commissionsvendor price comparisonsConsumer FinancingNet terms financingPrice BookVendor price comparisonsPricebook Builder

Estimating & Quoting4features

Quoting & EstimatesRFQ ManagementAutomated Estimating and Proposal ProcessesAutomated RFQsBid ComparisonsSmart RFQs with mixed bidsBidding and ProcurementAutomated RFQs

Reporting & Analytics4features

AnalyticsReportingInventory ReportingCentralized DashboardPricing Detail Reporting

Mobile & Field Tools4features

NFC TaggingNFC TaggingOffline Mobile Data CollectionOffline mobile access for field techniciansLabel GenerationBluetooth PrintingBarcode Printing (Mobile)

Scheduling & Dispatch2features

Work OrdersField RequestsProject ManagementJob and project detail synchronization

Fleet & GPS Management2features

Mixed Fleet VisibilityFleet-wide truck inventory visibilityTruck Registration with Vehicle Details and Technician AssignmentsTruck registration with technician assignment

Equipment & Asset Management2features

Asset ManagementTool/Asset ManagementAlerts

AI & Automation2features

Automation RulesAI AutomationAI Field Auto-Fill

Customer Communication1feature

NotificationsNotifications

Technician Management1feature

Face RecognitionBiometric login

CRM & Sales1feature

Dedicated Success ManagerDedicated customer success manager

Training & Education1feature

Mobile-Friendly LearningMobile-friendly scanning

Integrations 8 across 4 categories

Field Service 4
AccuLynx

Acculynx

Housecall Pro

Housecall Pro

Jobber

Jobber

ServiceTitan

ServiceTitan

Accounting 2
QuickBooks Online

QuickBooks Online

Sage Intacct

Sage Intacct

eCommerce 1
Ferguson

Ferguson

Data & Automation 1
Zapier

Zapier

Pricing

Quote Only high confidence
Tier Monthly Annual Unit
Starter
Inventory + PO Management, Unlimited Users, RFQ Management, Fleet Stock, Service Titan Integration
-- -- None
Plus
AI Automation, Smart RFQs, PO Approval, Supplier Integrations, Quickbooks Online Integration
-- -- None
Enterprise
API Access, MFA, SOC2, Unlimited Stock Locations (inquire)
-- -- None
Enterprise
Custom pricing for franchises and multi-location businesses; stock locations inquire.
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