{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/a32ff0680d1e4bc4ba2c6ea0f81c86ea\" frameborder=\"0\" width=\"1454\" height=\"1090\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1090,"width":1454,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1090,"thumbnail_width":1454,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/a32ff0680d1e4bc4ba2c6ea0f81c86ea-c1100000c42e132c.gif","duration":489.598,"title":"How Ply Estimate Pipeline Works With ServiceTitan","description":"This Loom explains how the Estimate Pipeline on Ply works after estimates are created and approved in ServiceTitan. First, estimates are disabled by default, so you enable Estimate Pipeline under Settings, Workspace, Integrations, then set the default action (create a PO, draft PO, or create a PO from pick list) and configure stock check locations. On the ServiceTitan side, estimates appear in Ply only if the estimate is marked as sold, and materials sync to the job only after a PO is received and reconciled or a pick list is completed. In Ply’s procurement estimate pipeline, you sync or search for the estimate, map each material to existing catalog items to avoid duplicates, and either create a PO or create a pick list if stock is available."}