Connect Claude & ChatGPT to ServiceTitan

294 tools for ServiceTitan

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• add_customer_noteChanges dataAdd a note (`text`) to a customer (`customer_id`). Set `pin_to_top` to pin it, or `add_to_locations` to copy it to the customer's locations.
• add_job_appointmentChanges dataAdd another appointment to an existing job (`job_id`) with `start` and `end` in UTC, optional `technician_ids`, arrival window and `special_instructions`.
• add_job_noteChanges dataAdd a note (`text`) to a job (`job_id`); set `pin_to_top` to pin it.
• assign_techniciansChanges dataAssign one or more technicians (`technician_ids`) to an appointment (`job_appointment_id`).
• cancel_jobDeletesCancel a job by `job_id` with a `reason_id` (from list_job_cancel_reasons) and a `memo` explaining why.
• cancel_project_reasonsDeletesCancel a project (tenant). Destructive action; may require approval. API summary: Gets a list of cancel reasons for specific jobs.
• create_a_contact_relationshipChanges dataUpdate an existing contact identified by type slug. API summary: Create a contact relationship.
• create_a_new_non_job_appointmentChanges dataCreate a new project for a tenant. Required: technician id, start, duration or name. Search projects first to avoid duplicates. API summary: Create a new non-job appointment.
• create_address_contactChanges dataCreate a new contact for a address. Required: type or value. Search contacts first to avoid duplicates. API summary: Creates a contact on the location.
• create_address_messageChanges dataCreate a new message for a address. Required: text. API summary: Creates a note on the specified location.
• create_appointment_summaryChanges dataCreate a new summary for a appointment. Required: notes or technician id. API summary: Sets an appointment summary (work performed log) for the specified appointment and technician.
• create_batchVisible to othersCreate a new batch. Has effects visible outside this system.
• create_batch_budget_codes_create_budget_codes_partial_batchVisible to othersCreate a new batch. Has effects visible outside this system.
• create_booking_contactChanges dataCreate a new contact for a booking. Required: type or value. Search contacts first to avoid duplicates. API summary: Creates a contact on the specified booking for a booking provider.
• create_booking_dismissChanges dataCreate a new dismiss for a booking.
• create_booking_provider_bookingChanges dataCreate a new booking for a booking provider. Required: source, name, summary, is first time client or external id. API summary: Creates a booking for a booking provider.
• create_budget_codeChanges dataCreate a new budget code. Required: segment item ids.
• create_bulk_deleteVisible to othersCreate a new bulk delete. Required: start or end. Has effects visible outside this system. API summary: Deletes the technician shifts specified by the criteria.
• create_configurationChanges dataCreate a new configuration. Required: configuration.
• create_contactChanges dataCreate a new contact for a contact. Required: type or value. Search contacts first to avoid duplicates. API summary: Creates a new contact method.
• create_credit_memo_credit_noteChanges dataCreate a new credit note for a credit memo.
• create_customer_contactChanges dataCreate a new contact for a customer. Required: type or value. Search contacts first to avoid duplicates. API summary: Creates a contact on the customer.
• create_daily_log_documentChanges dataCreate a new document for a daily log. API summary: Attaches a file (photo, audio, video, or document) to a daily log.
• create_gps_provider_gps_pingChanges dataCreate a new gps ping for a gps provider. API summary: Creates new gps ping.
• create_invoiceChanges dataCreate a new invoice. Required: bill ids. Search invoices first to avoid duplicates. API summary: Marks multiple AP bills as exported, updating their sync status to indicate they have been exported to external systems.
• create_invoice_ap_credits_mark_as_exportedChanges dataCreate a new invoice. Search invoices first to avoid duplicates. API summary: Marks ap-credits as exported.
• create_invoice_ap_payments_mark_as_exportedChanges dataCreate a new invoice. Search invoices first to avoid duplicates. API summary: Marks ap-payments as exported.
• create_invoice_credit_memos_mark_as_exportedChanges dataCreate a new invoice. Search invoices first to avoid duplicates. API summary: mark credit memo as exported. Id = creditMemoId.
• create_invoice_deposits_mark_as_exportedChanges dataCreate a new invoice. Search invoices first to avoid duplicates. API summary: Marks deposits as exported.
• create_invoice_expense_transactions_mark_as_exportedChanges dataCreate a new invoice. Required: expense ids. Search invoices first to avoid duplicates. API summary: Marks one or more expense transactions as exported. Each ID is evaluated independently: an eligible (Posted) expense transitions to Exported….
• create_invoice_inventory_bills_mark_as_exportedChanges dataCreate a new invoice. Required: inventory bill ids. Search invoices first to avoid duplicates. API summary: mark bill as exported. Id = inventoryBillId.
• create_invoice_invoices_mark_as_exportedChanges dataCreate a new invoice. Search invoices first to avoid duplicates. API summary: mark invoice as exported. Id = invoiceId.
• create_invoice_taskChanges dataCreate a new task for a invoice. Required: template id. API summary: Creates an invoice task from a template.
• create_jobChanges dataBook a new job with `customer_id`, `location_id`, `job_type_id`, `business_unit_id`, `campaign_id`, `priority` and at least one entry in `appointments` (`start`/`end` in UTC). Copy business unit and campaign IDs from a similar existing job if you do not know them.
• create_leadChanges dataCreate a lead with a `summary`, `campaign_id` and either a `follow_up_date` or `call_reason_id`, plus the caller's name, phone, email and address or an existing `customer_id`/`location_id`.
• create_lead_2Changes dataCreate a new lead for a lead. Required: dismissing reason id. API summary: Dismisses a lead specified by ID.
• create_lead_follow_upChanges dataCreate a new follow up for a lead. Required: follow up date. API summary: Creates a follow-up.
• create_lead_leads_submit_lead_formVisible to othersCreate a new lead. Required: name. Has effects visible outside this system. API summary: Submits a lead form.
• create_lead_messageChanges dataCreate a new message for a lead. Required: text. API summary: Creates a note on the specified lead.
• create_partialChanges dataCreate a new partial. Required: segments.
• create_projectChanges dataCreate a new project for a project. Required: equipment ids. Search projects first to avoid duplicates. API summary: Attaches one or more equipment items to the specified job. Returns the updated list of all attached equipment IDs.
• create_project_message_projects_create_noteChanges dataCreate a new message for a project. Required: text. API summary: Creates a note on the specified project.
• create_tenant_accountChanges dataCreate a new account for a tenant. API summary: Creates a new General Ledger account.
• create_tenant_addressChanges dataCreate a new address for a tenant. Required: name, address or customer id. Search addresses first to avoid duplicates. API summary: Creates a new location.
• create_tenant_arrival_windowChanges dataCreate a new arrival window for a tenant. Required: start, duration or business unit ids.
• create_tenant_booking_provider_tagChanges dataCreate a new booking provider tag for a tenant. Required: tag name or description. Search booking provider tags first to avoid duplicates. API summary: Create a booking provider tag.
• create_tenant_capacityChanges dataCreate a new capacity for a tenant. Required: starts on or after, ends on or before or skill based availability.
• create_tenant_companyChanges dataCreate a new company for a tenant. Required: weekdays, saturday or sunday.
• create_tenant_contactChanges dataCreate a new contact for a tenant. Search contacts first to avoid duplicates. API summary: Creates a new contact.
• create_tenant_customerChanges dataCreate a new customer for a tenant. Required: name, locations or address. Search customers first to avoid duplicates. API summary: Creates a New Customer.
• create_tenant_invoiceChanges dataCreate a new invoice for a tenant. Required: adjustment to id. Search invoices first to avoid duplicates. API summary: create adjustment invoice.
• create_tenant_journal_entryChanges dataCreate a new journal entry for a tenant. Required: status or version id. Search journal entries first to avoid duplicates. API summary: Creates a new journal entry record, automatically marks it as external.
• create_tenant_project_job_types_createChanges dataCreate a new project for a tenant. Required: name. Search projects first to avoid duplicates. API summary: Creates a job type.
• create_tenant_project_projects_createChanges dataCreate a new project for a tenant. Required: location id. Search projects first to avoid duplicates. API summary: Creates a New Project.
• create_tenant_proposal_templateChanges dataCreate a new proposal template for a tenant. Required: name, proposal type id or estimate assignments. API summary: Creates a new proposal template.
• create_tenant_quoteChanges dataCreate a new quote for a tenant.
• create_tenant_quote_estimate_templates_createChanges dataCreate a new quote for a tenant. Required: name, internal name, mode or items. API summary: Creates a new estimate template.
• create_tenant_teamChanges dataCreate a new team for a tenant. Required: active. API summary: Creates new team.
• create_tenant_technician_shiftChanges dataCreate a new technician shift for a tenant. Required: technician ids, shift type, title, start, end or repeat type. API summary: Creates new Technician Shift.
• create_tenant_technician_skillChanges dataCreate a new technician skill for a tenant. Required: technician id, name or active. API summary: Creates a new skill and assigns it to a technician.
• create_tenant_zoneChanges dataCreate a new zone for a tenant. API summary: Creates a new zone.
• delete_addressDeletesPermanently delete a address by address type id. Destructive action; may require approval. API summary: Removes a Tag from a Location.
• delete_address_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Removes a contact from a location.
• delete_address_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Deletes a note on the specified location.
• delete_appointment_confirmationsMoves moneyPermanently delete a confirmation by appointment id. Financial or irreversible action; may require approval. API summary: Removes a confirmation to the specified appointment.
• delete_appointment_holdsMoves moneyPermanently delete a hold by appointment id. Financial or irreversible action; may require approval. API summary: Removes hold from the appointment.
• delete_booking_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Removes a contact from a booking for a booking provider.
• delete_contactDeletesPermanently delete a contact by contact id 2. Destructive action; may require approval. API summary: Deletes a contact method.
• delete_contact_contacts_delete_contact_relationshipDeletesPermanently delete a contact by type slug. Destructive action; may require approval. API summary: Removes a relationship from a contact.
• delete_customerDeletesPermanently delete a customer by customer type id. Destructive action; may require approval. API summary: Removes a Tag from a Customer.
• delete_customer_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Removes a contact from a customer.
• delete_customer_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Deletes a note on the specified customer.
• delete_daily_log_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Removes an attachment from a daily log.
• delete_invoice_productDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: delete invoice item.
• delete_projectDeletesPermanently delete a project by project id. Destructive action; may require approval. API summary: Detaches a single equipment item from the specified job. Returns 204 No Content on success; 404 if the equipment is not attached to the job.
• delete_project_cancellationDeletesPermanently delete a project by job id. Destructive action; may require approval. API summary: Removes cancellation from a job.
• delete_projectsMoves moneyPermanently delete a project by job id. Financial or irreversible action; may require approval. API summary: Detaches one or more equipment items from the specified job. Returns 204 No Content on success.
• delete_quote_productDeletesPermanently delete a product by product id. Destructive action; may require approval.
• delete_tenant_appointmentDeletesPermanently delete a appointment by appointment id. Destructive action; may require approval. API summary: Deletes appointment with specified id.
• delete_tenant_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Deletes a contact.
• delete_tenant_journal_entryDeletesPermanently delete a journal entry by journal entry id. Destructive action; may require approval. API summary: Deletes journal entry, supports only for external journal entry records.
• delete_tenant_projectDeletesPermanently delete a project by project id. Destructive action; may require approval. API summary: Delete non-job appointment.
• delete_tenant_proposal_templateDeletesPermanently delete a proposal template by proposal template id. Destructive action; may require approval. API summary: Deactivates a proposal template. The template is not deleted and can be reactivated via PATCH.
• delete_tenant_quoteDeletesPermanently delete a quote by quote id. Destructive action; may require approval. API summary: Deactivates an estimate template.
• delete_tenant_tagsMoves moneyPermanently delete a tag by tenant. Financial or irreversible action; may require approval. API summary: Remove multiple tags to more than 1 customer.
• delete_tenant_teamDeletesPermanently delete a team by team id. Destructive action; may require approval. API summary: Delete team.
• delete_tenant_technician_shiftDeletesPermanently delete a technician shift by technician shift id. Destructive action; may require approval. API summary: Deletes the specified technician shift.
• delete_tenant_technician_skillDeletesPermanently delete a technician skill by technician skill id. Destructive action; may require approval. API summary: Deletes a technician skill association.
• delete_tenant_zoneDeletesPermanently delete a zone by zone id. Destructive action; may require approval. API summary: Deletes a zone.
• detach_appointment_assignment_techniciansChanges dataUnassign a appointment assignment (tenant). API summary: Unassigns the list of technicians from the appointment.
• export_addressesExport addresses. API summary: Provides export feed for locations.
• export_appointment_assignmentsExport appointment assignments. API summary: Provides export feed for appointment assignments.
• export_appointmentsExport appointments. API summary: Provides export feed for appointments.
• export_bookingsExport bookings. API summary: Provides export feed for bookings.
• export_contactsExport contacts. API summary: Provides export feed for customer contacts.
• export_contacts_export_contacts_locations_contactsExport contacts. API summary: Provides export feed for locations contacts.
• export_customersExport customers. API summary: Provides export feed for customers.
• export_invoice_linesExport invoice lines. API summary: Provides export feed for invoice items.
• export_invoicesExport invoices. API summary: Provides export feed for invoices.
• export_invoices_export_inventory_billsExport invoices. API summary: Provides export feed for inventory bills.
• export_job_canceled_logsExport job canceled logs. API summary: Provides export feed for job canceled logs.
• export_job_historiesExport job histories. API summary: Provides export feed for job status history.
• export_leadsExport leads. API summary: Provides export feed for leads.
• export_messagesExport messages. API summary: Provides export feed for job notes.
• export_messages_export_project_notesExport messages. API summary: Provides export feed for project notes.
• export_paymentsExport payments. API summary: Provides export feed for payments.
• export_projectsExport projects. API summary: Provides export feed for jobs.
• export_projects_export_projectsExport projects. API summary: Provides export feed for projects.
• export_quotesExport quotes. API summary: Provides export feed for estimates (legacy endpoint).
• get_appointmentGet one appointment by `appointment_id`, with its start and end times, arrival window, status and job.
• get_booked_log_for_the_specified_jobList projects for a project. API summary: Get booked log for the specified job.
• get_booking_provider_bookingGet one booking for a booking provider by booking id. API summary: Gets a booking by ID for a booking provider.
• get_contactGet one contact for a contact by contact id 2. API summary: Gets a contact method specified by ID.
• get_contact_contact_preferences_get_contact_method_preferenceGet one contact for a contact by contact name. API summary: Gets a contact preference specified by preference name.
• get_contact_contacts_get_by_relationship_idGet one contact by contact id. Results are paginated. API summary: Gets a list of contacts for a specified relationship ID.
• get_customerGet one customer by `customer_id`, including address, balance, type and flags such as do-not-service.
• get_daily_log_documentGet one document for a daily log by document id. API summary: Gets the content of a daily log attachment.
• get_estimateGet one estimate by `quote_id` (the estimate ID), with its line items, totals and status.
• get_jobGet one job by `project_id` (the job ID), with its status, customer, location, job type, business unit, campaign and summary.
• get_leadGet one lead by `lead_id`, with its summary, contact details, status and follow-up date.
• get_locationGet one service location by `address_id` (the location ID), including its address and customer.
• get_payment_statusChanges dataGet the current status of a payment by tenant. API summary: Updates payment status.
• get_project_daily_logGet one daily log for a project by daily log id. API summary: Gets a daily log by ID.
• get_tenant_accountGet one account for a tenant by account id. API summary: Retrieves single General Ledger account by account id.
• get_tenant_arrival_windowGet one arrival window for a tenant by arrival window id.
• get_tenant_bookingGet one booking for a tenant by booking id. API summary: Gets a booking by ID.
• get_tenant_booking_provider_tagGet one booking provider tag for a tenant by booking provider tag id. API summary: Gets a single booking provider tag by ID.
• get_tenant_contactGet one contact for a tenant by contact id. API summary: Gets a contact specified by ID.
• get_tenant_invoiceGet one invoice for a tenant by bill id. API summary: Returns a single AP bill by its unique identifier with complete details including items, expense items, and associated metadata.
• get_tenant_journal_entryGet one journal entry for a tenant by journal entry id. API summary: Gets a journal entry by ID.
• get_tenant_paymentGet one payment for a tenant by expense id. API summary: Returns a single expense transaction by its unique identifier.
• get_tenant_payment_payment_terms_get_payment_term_modelGet one payment for a tenant by payment id. API summary: Gets Payment Term.
• get_tenant_payment_payment_types_getGet one payment for a tenant by payment id. API summary: Gets payment type specified by ID.
• get_tenant_project_job_types_getGet one project for a tenant by project id. API summary: Gets a job type by ID.
• get_tenant_project_non_job_appointments_getGet one project for a tenant by project id.
• get_tenant_project_project_statuses_getGet one project for a tenant by project id. API summary: Gets a project status by ID.
• get_tenant_project_project_sub_statuses_getGet one project for a tenant by project id. API summary: Gets a project sub status by ID.
• get_tenant_project_project_types_getGet one project for a tenant by project id. API summary: Gets a project type by ID.
• get_tenant_project_projects_getGet one project for a tenant by project id. API summary: Gets a project by ID.
• get_tenant_proposal_templateGet one proposal template for a tenant by proposal template id. API summary: Gets a single proposal template by ID.
• get_tenant_quote_estimate_templates_get_by_idGet one quote for a tenant by quote id. API summary: Gets a single estimate template by ID.
• get_tenant_supplierGet one supplier for a tenant by supplier id. API summary: Returns a single Remittance Vendor by its unique identifier with complete details including items, expense items, and associated metadata.
• get_tenant_teamGet one team for a tenant by team id. API summary: Gets a specific team.
• get_tenant_technician_shiftGet one technician shift for a tenant by technician shift id. API summary: Gets a specific technician shift.
• get_tenant_technician_skillGet one technician skill for a tenant by technician skill id. API summary: Gets a specific technician skill.
• get_tenant_zoneGet one zone for a tenant by zone id. API summary: Gets a specific zone.
• list_accountsList accounts. API summary: Retrieves the tenant's well-known General Ledger accounts (CreditCardPayable, UncategorizedExpense), resolved by the authoritative default-a….
• list_accounts_gl_accounts_get_type_listList accounts. Optional filters: ids, names, active, created before, created on or after or modified before. Results are paginated. API summary: Retrieves General Ledger account types that match the given criteria.
• list_address_contactsList contacts for a address. Optional filters: include total. Results are paginated. API summary: Gets a list of contacts for the specified location.
• list_address_messagesList messages for a address. Optional filters: include total, created before, created on or after, modified before or modified on or after. Results are paginated. API summary: Gets a list of notes on the specified location.
• list_address_preferredtechniciansList preferredtechnicians for a address.
• list_appointment_assignmentsList which technicians are assigned to appointments, filtered by `job_id` or `appointment_ids`. Also a way to find technician IDs.
• list_bank_deposit_paymentsList payments for a bank deposit. Optional filters: include total. Results are paginated. API summary: Gets a paginated list of transactions.
• list_booking_contactsList contacts for a booking. Optional filters: include total. Results are paginated. API summary: Get a list of contacts for a booking.
• list_booking_contacts_bookings_get_contact_list2List contacts for a booking. Optional filters: include total. Results are paginated. API summary: Get a list of contacts for a booking for a booking provider.
• list_booking_provider_bookingsList bookings for a booking provider. Optional filters: ids, include total, created before, created on or after, modified before or modified on or after. Results are paginated. API summary: Gets a list of bookings for a booking provider.
• list_budget_codesList budget codes. Optional filters: budget code ids, segment ids, segment item ids or include total. Results are paginated.
• list_configurationsList configurations.
• list_contactsList contacts for a contact. Optional filters: reference id, type, value, created before, created on or after or modified before. Results are paginated. API summary: Gets a list of contact methods for a specified contact ID.
• list_contacts_contact_preferences_get_contact_method_preferencesList contacts for a contact. API summary: Gets a list of contact preferences for a specified contact method ID.
• list_contacts_contacts_get_contact_relationship_listList contacts for a contact. Optional filters: related entity id, type slug, type name, created before, created on or after or include total. Results are paginated. API summary: Gets a list of contact relationships.
• list_contacts_contacts_get_preference_metadata_listList contacts. API summary: Gets a list of preferences metadata.
• list_contacts_customers_get_modified_contacts_listList contacts. Optional filters: include total, modified before, modified on or after, customer ids, created before or created on or after. Results are paginated. API summary: Gets a list of contacts for a specific modified-on date range or by their Customer IDs.
• list_contacts_locations_get_locations_contacts_listList contacts. Optional filters: include total, modified before, modified on or after, location ids, created before or created on or after. Results are paginated. API summary: Gets a list of contacts for a specific ModifiedOn date range, CreatedOn date range or by their Location IDs.
• list_credit_memo_productsList products for a credit memo. Optional filters: active, business unit ids, created before, created on or after, sort or include total. Results are paginated.
• list_customer_contactsList the phone numbers and email addresses stored on a customer (`customer_id`).
• list_customer_messagesList messages for a customer. Optional filters: include total, created before, created on or after, modified before or modified on or after. Results are paginated. API summary: Gets a list of notes for a customer.
• list_estimatesList estimates, filtered by `job_id`, `job_number`, `project_id`, `location_id`, `status`, sold dates or totals.
• list_hold_reasonsList hold reasons. Optional filters: ids. API summary: Gets a list of hold reasons for specific jobs.
• list_inventoriesList inventories. Optional filters: ids, batch id, batch number, bill number, business unit ids or custom field fields. Results are paginated.
• list_invoice_tasksList tasks for a invoice. Optional filters: include total. Results are paginated.
• list_job_cancel_reasonsList the job cancel reasons set up in ServiceTitan. Use it to get the `reason_id` for cancelling a job.
• list_job_notesList the notes on a job (`job_id`).
• list_job_typesList job types (for example repair or maintenance) with their IDs, filtered by `name` or `active`. Use it to pick the `job_type_id` for a new job.
• list_journal_entriesList journal entries for a journal entry. Optional filters: include total. Results are paginated. API summary: Gets a list of journal entry items aggregated by account and business unit.
• list_journal_entries_journal_entries_get_detailsList journal entries for a journal entry. Optional filters: include total. Results are paginated. API summary: Gets a list of journal entry items aggregated by account, business unit, transaction and pricebook item.
• list_lead_messagesList messages for a lead. Optional filters: include total, created before, created on or after, modified before or modified on or after. Results are paginated. API summary: Gets notes for a lead.
• list_leadsList leads, filtered by `status`, `customer_id`, `lead_phone`, `lead_customer_name` or created dates.
• list_matchesList matches. Optional filters: codes.
• list_matches_budget_codes_match_project_budget_codesList matches. Optional filters: codes.
• list_paymentsList customer payments, filtered by `customer_id`, `applied_to_invoice_ids`, paid dates (`paid_on_after`, `paid_on_before`) or totals.
• list_product_childrenList children for a product. Optional filters: include total or include children. Results are paginated.
• list_product_children_budget_codes_list_project_segment_item_chiList children for a product. Optional filters: include total or include children. Results are paginated.
• list_productsList products. Optional filters: estimate id, ids, active, created before, created on or after or modified before. Results are paginated.
• list_products_credit_memos_get_credit_memos_items_listList products. Optional filters: credit memo ids, active, business unit ids, created before, created on or after or sort. Results are paginated.
• list_project_budget_codesList budget codes for a project. Optional filters: budget code ids, segment ids, segment item ids or include total. Results are paginated.
• list_project_daily_logsList daily logs for a project. Optional filters: date from, date to or include total. Results are paginated. API summary: Gets a list of daily logs for the specified project.
• list_project_messages_projects_get_notesList messages for a project. Optional filters: include total. Results are paginated. API summary: Gets a list of notes on the specified project.
• list_project_segmentsList segments for a project. Optional filters: include total. Results are paginated.
• list_projectsList projects for a project. API summary: Gets the list of equipment IDs attached to the specified job.
• list_projects_jobs_get_historyList projects for a project. API summary: Gets a list of history entries for the specified job.
• list_projects_jobs_get_job_canceled_logsList projects for a project. Optional filters: include total. Results are paginated. API summary: Get a list of cancelled logs for the specified job.
• list_quotesList quotes. Optional filters: from or include recent changes. API summary: Provides export feed for estimates.
• list_quotes_estimates_status_get_estimate_status_changesList quotes for a quote. API summary: Get estimate status change details along with UTC timestamp.
• list_segment_productsList products for a segment. Optional filters: include total or include children. Results are paginated.
• list_segment_products_budget_codes_list_project_segment_itemsList products for a segment. Optional filters: include total or include children. Results are paginated.
• list_segmentsList segments. Optional filters: include total. Results are paginated.
• list_tenant_accountsList accounts for a tenant. Optional filters: ids, names, numbers, types, subtypes or description. Results are paginated. API summary: Retrieves General Ledger accounts that match the given criteria.
• list_tenant_ap_creditsList ap credits for a tenant. Optional filters: ids, include total, created before, created on or after, modified before or modified on or after. Results are paginated. API summary: Gets a paginated list of ap credits.
• list_tenant_arrival_windowsList arrival windows for a tenant. Optional filters: include total, created before, created on or after or active. Results are paginated.
• list_tenant_bank_depositsList bank deposits for a tenant. Optional filters: ids, modified before, modified on or after, created before, created on or after or deposit date before. Results are paginated. API summary: Gets a paginated list of deposits.
• list_tenant_bookingsList bookings for a tenant. Optional filters: ids, include total, created before, created on or after, modified before or modified on or after. Results are paginated. API summary: Gets a list of bookings.
• list_tenant_companiesList companies for a tenant. API summary: Gets the business hours.
• list_tenant_credit_notesList credit notes for a tenant. Optional filters: active, ids, business unit ids, applied to invoice ids, applied to reference number or date before. Results are paginated.
• list_tenant_invoicesList invoices for a tenant. Optional filters: ids, batch id, batch number, bill number, business unit ids or custom field fields. Results are paginated. API summary: Returns a paginated list of AP bills with detailed item information, filtering capabilities, and associated metadata.
• list_tenant_invoices_inventory_bills_get_listList invoices for a tenant. Optional filters: ids, batch id, batch number, bill number, business unit ids or custom field fields. Results are paginated.
• list_tenant_paymentsList payments for a tenant. Optional filters: ids, include total, created before, created on or after, modified before or modified on or after. Results are paginated.
• list_tenant_payments_payment_terms_get_listList payments for a tenant. Optional filters: ids, created before, created on or after, modified before, modified on or after or include total. Results are paginated. API summary: Gets a list of payment terms.
• list_tenant_payments_payment_types_get_listList payments for a tenant. Optional filters: ids, active, created before, created on or after or include total. Results are paginated. API summary: Gets a list of payment types.
• list_tenant_projects_job_hold_reasons_getList projects for a tenant. Optional filters: include total, active, created before, created on or after, modified before or modified on or after. Results are paginated. API summary: Gets a list of job hold reasons.
• list_tenant_projects_non_job_appointments_get_listList projects for a tenant. Optional filters: technician id, starts on or after, starts on or before, timesheet code id, active only or show on technician schedule. Results are paginated. API summary: Gets a list of non-job appointments.
• list_tenant_projects_project_types_get_listList projects for a tenant. Optional filters: include total. Results are paginated. API summary: Gets a list of project types.
• list_tenant_proposal_templatesList proposal templates for a tenant. Optional filters: active, proposal type id, modified before, modified on or after or include total. Results are paginated. API summary: Gets a list of proposal templates.
• list_tenant_proposal_typesList proposal types for a tenant. Optional filters: active.
• list_tenant_quotes_estimate_templates_getList quotes for a tenant. Optional filters: active, modified before, modified on or after or include total. Results are paginated. API summary: Gets a paginated list of estimate templates.
• list_tenant_suppliersList suppliers for a tenant. Optional filters: ids, active, created before, created on or after, modified before or modified on or after. Results are paginated. API summary: Returns a paginated list of Remittance Vendors with detailed item information, filtering capabilities, and associated metadata.
• list_tenant_tax_zonesList tax zones for a tenant. Optional filters: ids, active, include total, created before, created on or after or modified before. Results are paginated. API summary: Get a list of tax zones and their rates.
• list_tenant_teamsList teams for a tenant. Optional filters: include total, include inactive, created on or after, created before, modified on or after or modified before. Results are paginated. API summary: Gets a list of teams.
• list_tenant_technician_shiftsList technician shifts for a tenant. Optional filters: starts on or after, ends on or before, shift type, technician id, title contains or note contains. Results are paginated. API summary: Gets a list of technician shifts.
• list_tenant_technician_skillsList technician skills for a tenant. Optional filters: technician id, include total, active, created before, created on or after or modified before. Results are paginated. API summary: Gets a list of technician skills.
• list_tenant_technician_trackingsList technician trackings for a tenant. Optional filters: technician id or appointment id.
• list_tenant_zonesList zones for a tenant. Optional filters: include total, created on or after, created before, modified on or after, modified before or active. Results are paginated. API summary: Gets a list of zones.
• reschedule_appointmentVisible to othersReschedule an appointment (`appointment_id`) to a new `start`/`end` (UTC), optionally with a new arrival window.
• search_appointmentsSearch appointments by `job_id`, `customer_id`, `technician_id`, `status` (Scheduled, Dispatched, Working, Hold, Done, Canceled) or start date range (`starts_on_or_after`, `starts_before`).
• search_contactsSearch contacts by contact id, reference id, type, value, created before or created on or after. Use this to find existing contacts before creating a new contact. Results are paginated. API summary: Search for contact methods.
• search_customersSearch customers by `name`, `phone`, `street`, `city`, `zip`, `active` or created/modified dates. Use this to find a customer's ID before other lookups.
• search_customers_2Search customers by include total, name, created before, created on or after, modified before or modified on or after. Use this to find existing customers before creating a new customer. Results are paginated. API summary: Gets a list of custom field types available for customers.
• search_customers_ap_bills_get_custom_field_typesSearch customers by include total, name, created before, created on or after, modified before or modified on or after. Use this to find existing customers before creating a new customer. Results are paginated. API summary: Returns a paginated list of filtered custom field types available for AP bills.
• search_customers_ap_credits_get_custom_field_typesSearch customers by include total, name, created before, created on or after, modified before or modified on or after. Use this to find existing customers before creating a new customer. Results are paginated. API summary: Returns a paginated list of filtered custom field types available for AP credits.
• search_customers_ap_payments_get_custom_field_typesSearch customers by include total, name, created before, created on or after, modified before or modified on or after. Use this to find existing customers before creating a new customer. Results are paginated. API summary: Returns a paginated list of filtered custom field types available for AP payments.
• search_customers_credit_memos_get_custom_field_typesSearch customers by include total, name, created before, created on or after, modified before or modified on or after. Use this to find existing customers before creating a new customer. Results are paginated. API summary: Returns a paginated list of filtered custom field types available for credit memos.
• search_customers_expense_transactions_get_custom_field_typesSearch customers by include total, name, created before, created on or after, modified before or modified on or after. Use this to find existing customers before creating a new customer. Results are paginated. API summary: Returns a paginated list of custom-field type definitions available for expense transactions.
• search_customers_inventory_bills_get_custom_field_typesSearch customers by include total, name, created before, created on or after, modified before or modified on or after. Use this to find existing customers before creating a new customer. Results are paginated. API summary: Returns a paginated list of filtered custom field types available for inventory bills.
• search_customers_invoices_get_custom_field_typesSearch customers by include total, name, created before, created on or after, modified before or modified on or after. Use this to find existing customers before creating a new customer. Results are paginated. API summary: Returns a paginated list of filtered custom field types available for invoices.
• search_customers_jobs_get_custom_field_typesSearch customers by include total, name, created before, created on or after, modified before or modified on or after. Use this to find existing customers before creating a new customer. Results are paginated. API summary: Returns a list of custom field types available for jobs.
• search_customers_locations_get_custom_field_typesSearch customers by include total, name, created before, created on or after, modified before or modified on or after. Use this to find existing customers before creating a new customer. Results are paginated. API summary: Gets a list of custom field types available for locations.
• search_customers_payments_get_custom_field_typesSearch customers by include total, name, created before, created on or after, modified before or modified on or after. Use this to find existing customers before creating a new customer. Results are paginated. API summary: Returns a paginated list of filtered custom field types available for payments.
• search_customers_projects_get_custom_field_typesSearch customers by include total, name, created before, created on or after, modified before or modified on or after. Use this to find existing customers before creating a new customer. Results are paginated. API summary: Returns a list of custom field types available for projects.
• search_invoicesSearch customer invoices by `customer_id`, `job_id`, `job_number`, `number`, invoice date, due date or balance. Use `ids` to fetch specific invoices.
• search_jobsSearch jobs by `customer_id`, `location_id`, `number`, `job_status` (Scheduled, Dispatched, InProgress, Hold, Completed, Canceled), `technician_id`, appointment dates or created/completed dates.
• search_locationsSearch service locations (the addresses where work is done) by `customer_id`, `name`, `street`, `city`, `zip` or `active`. Use it to find the `location_id` needed for new jobs.
• search_tenant_booking_provider_tagsSearch booking provider tags for a tenant by name, ids, include total, created before, created on or after or modified before. Use this to find existing booking provider tags before creating a new booking provider tag. Results are paginated. API summary: Gets a list of booking provider tags.
• search_tenant_contactsSearch contacts for a tenant by name, title, reference id, is archived, created before or created on or after. Use this to find existing contacts before creating a new contact. Results are paginated. API summary: Gets a list of contacts.
• search_tenant_journal_entriesSearch journal entries for a tenant by ids, exported from, exported to, posted from, posted to or modified before. Use this to find existing journal entries before creating a new journal entry. Results are paginated. API summary: Gets a list of journal entries.
• search_tenant_paymentsSearch payments for a tenant by ids, batch id, batch number, number, job number or vendor name. Use this to find existing payments before creating a new payment. Results are paginated. API summary: Returns a paginated list of expense transactions matching the filter criteria.
• search_tenant_projects_project_statuses_get_listSearch projects for a tenant by name, ids, include total, sort, created before or created on or after. Use this to find existing projects before creating a new project. Results are paginated. API summary: Gets a list of project statuses.
• search_tenant_projects_project_sub_statuses_get_listSearch projects for a tenant by name, status id, ids, include total, sort or created before. Use this to find existing projects before creating a new project. Results are paginated. API summary: Gets a list of project sub statuses.
• search_tenant_projects_projects_get_listSearch projects for a tenant by ids, number, customer id, location id, project type id or invoice id. Use this to find existing projects before creating a new project. Results are paginated. API summary: Gets a list of projects.
• submit_journal_entryVisible to othersSync a journal entry (journal entry id). Has effects visible outside this system. API summary: Updates a journal entry sync state.
• update_a_job_typeChanges dataUpdate an existing project identified by project id. Only the fields you pass are changed. API summary: Update a job type.
• update_a_projectChanges dataUpdate an existing project identified by project id. Only the fields you pass are changed. API summary: Update a project.
• update_addressChanges dataUpdate an existing address identified by address type id. API summary: Adds a Tag to a Location.
• update_address_contactChanges dataUpdate an existing contact identified by contact id. Only the fields you pass are changed. API summary: Updates a contact on the location.
• update_address_preferredtechnicianChanges dataUpdate an existing preferredtechnician identified by preferred technician id.
• update_an_existing_non_job_appointmentChanges dataUpdate an existing project identified by project id. API summary: Update an existing non-job appointment.
• update_appointment_confirmationsVisible to othersUpdate an existing confirmation identified by appointment id. Has effects visible outside this system. API summary: Adds a confirmation to the specified appointment.
• update_appointment_holdsVisible to othersUpdate an existing hold identified by appointment id. Has effects visible outside this system. API summary: Puts the appointment on hold.
• update_appointment_special_instructionsVisible to othersUpdate an existing special instruction identified by appointment id. Has effects visible outside this system. API summary: Updates special instructions for the specified appointment.
• update_arrival_window_activatedsVisible to othersUpdate an existing activated identified by arrival window id. Has effects visible outside this system.
• update_booking_contactChanges dataUpdate an existing contact identified by contact id. Only the fields you pass are changed. API summary: Updates a single booking contact for a booking provider.
• update_booking_provider_bookingChanges dataUpdate an existing booking identified by booking id. Only the fields you pass are changed. API summary: Updates a booking for a booking provider.
• update_contactChanges dataUpdate an existing contact identified by contact id 2. Only the fields you pass are changed. API summary: Updates a contact method.
• update_contact_contact_preferences_update_contact_method_prefereChanges dataUpdate an existing contact identified by contact name. Only the fields you pass are changed. API summary: Updates a contact preference.
• update_customerChanges dataUpdate a customer by `customer_id`: name, type (residential or commercial), active flag, do-not-mail/do-not-service, payment term or custom fields. Only the fields you pass change.
• update_customer_2Changes dataUpdate an existing customer identified by customer type id. API summary: Adds a Tag to a Customer.
• update_customer_contactChanges dataUpdate an existing contact identified by contact id. Only the fields you pass are changed. API summary: Updates a contact on the customer.
• update_customersVisible to othersUpdate an existing customer identified by tenant. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates custom field values on multiple AP bills.
• update_invoice_productsVisible to othersUpdate an existing product identified by invoice id. Only the fields you pass are changed. Has effects visible outside this system. API summary: update invoice items.
• update_invoice_taskChanges dataUpdate an existing task identified by task id. Only the fields you pass are changed. API summary: Updates an invoice task.
• update_jobChanges dataUpdate a job by `project_id` (the job ID): summary, priority, job type, business unit, campaign, customer PO or custom fields. Only the fields you pass change.
• update_projectChanges dataUpdate an existing project identified by job id. API summary: Attaches Job to the specified project.
• update_project_daily_logChanges dataUpdate an existing daily log identified by date. Only the fields you pass are changed. API summary: Creates or updates a daily log for the specified project/date, applying whichever fields are present in the request body.
• update_project_projects_detach_jobChanges dataUpdate an existing project identified by job id. API summary: Detaches Job from the project.
• update_quote_dismissesVisible to othersUpdate an existing dismiss identified by estimate id. Has effects visible outside this system.
• update_quote_productsVisible to othersUpdate an existing product identified by estimate id. Has effects visible outside this system.
• update_quote_unsellsVisible to othersUpdate an existing unsell identified by estimate id. Has effects visible outside this system.
• update_quotesVisible to othersUpdate an existing quote identified by estimate id. Has effects visible outside this system.
• update_tenant_accountChanges dataUpdate an existing account identified by account id. Only the fields you pass are changed. API summary: Updates General Ledger account.
• update_tenant_addressChanges dataUpdate an existing address identified by address id. Only the fields you pass are changed. API summary: Updates a location.
• update_tenant_arrival_windowChanges dataUpdate an existing arrival window identified by arrival window id.
• update_tenant_booking_provider_tagChanges dataUpdate an existing booking provider tag identified by booking provider tag id. Only the fields you pass are changed. API summary: Update a booking provider tag.
• update_tenant_contactChanges dataUpdate an existing contact identified by contact id. Only the fields you pass are changed. API summary: Updates a contact.
• update_tenant_credit_noteChanges dataUpdate an existing credit note identified by credit note id. Only the fields you pass are changed.
• update_tenant_invoiceChanges dataUpdate an existing invoice identified by invoice id. Only the fields you pass are changed. API summary: update invoice.
• update_tenant_journal_entryChanges dataUpdate an existing journal entry identified by journal entry id. Only the fields you pass are changed. API summary: Updates a journal entry.
• update_tenant_leadChanges dataUpdate an existing lead identified by lead id. Only the fields you pass are changed. API summary: Updates a lead.
• update_tenant_paymentChanges dataUpdate an existing payment identified by payment id. Only the fields you pass are changed. API summary: Updates specified payment in "patch" mode.
• update_tenant_proposal_templateChanges dataUpdate an existing proposal template identified by proposal template id. Only the fields you pass are changed. API summary: Updates an existing proposal template. Only provided fields are changed; omitted fields are left unchanged.
• update_tenant_quoteChanges dataUpdate an existing quote identified by quote id.
• update_tenant_quote_estimate_templates_updateChanges dataUpdate an existing quote identified by quote id. Only the fields you pass are changed. API summary: Updates an existing estimate template.
• update_tenant_tagsVisible to othersUpdate an existing tag identified by tenant. Has effects visible outside this system. API summary: Add multiple tags to more than 1 customer.
• update_tenant_technician_shiftChanges dataUpdate an existing technician shift identified by technician shift id. Only the fields you pass are changed. API summary: Updates Technician Shift.
• update_tenant_technician_skillsVisible to othersUpdate an existing technician skill identified by tenant. Only the fields you pass are changed. Has effects visible outside this system. API summary: Assigns or replaces skills on a technician. Returns the updated status and complete list of all technician skills after the operation.
• update_tenant_zoneChanges dataUpdate an existing zone identified by zone id. Only the fields you pass are changed. API summary: Updates an existing zone.

Questions