Connect Claude & ChatGPT to ServiceTrade

378 tools for ServiceTrade

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

• add_an_item_to_a_quote_templateChanges dataCreate a new quote. Required: quote template id or quantity. Search quotes first to avoid duplicates. API summary: Add an item to a quote template.
• approve_quoteVisible to othersApprove a quote (quote id). Has effects visible outside this system.
• archive_contractVisible to othersDeactivate a contract (contract id). Has effects visible outside this system.
• archive_credentialVisible to othersDisable a credential (credential id). Has effects visible outside this system. API summary: Disable credentials.
• assign_a_role_to_a_userDeletesUpdate an existing user identified by user id 2. Destructive action; may require approval. API summary: Assign a role to a user.
• cancel_quoteDeletesCancel a quote (quote id). Destructive action; may require approval.
• create_a_change_order_line_itemChanges dataCreate a new order. Required: change order id or change action. API summary: Create a change order line item.
• create_a_custom_contact_typeChanges dataCreate a new contact. Required: name. Search contacts first to avoid duplicates. API summary: Create a custom contact type.
• create_a_new_change_order_categoryChanges dataCreate a new category. Required: change order id or change action. API summary: Create a new change order category.
• create_a_new_invoice_recurrenceChanges dataCreate a new invoice. Required: location id, contract id, description, service line id, frequency or interval. API summary: Create a new invoice recurrence.
• create_a_new_job_type_group_labelChanges dataCreate a new user. Required: job type. Search users first to avoid duplicates. API summary: Create a new job type group label.
• create_a_new_messageVisible to othersCreate a new message. Required: contact ids, mode, template or params. Has effects visible outside this system.
• create_a_new_quote_templateChanges dataCreate a new quote. Required: name. Search quotes first to avoid duplicates. API summary: Create a new quote template.
• create_a_new_task_listChanges dataCreate a new task. Required: type or name. Search tasks first to avoid duplicates. API summary: Create a new task list.
• create_a_new_userChanges dataCreate a new user. Required: username, first name, last name, password, email or company id. Search users first to avoid duplicates.
• create_a_new_user_group_labelChanges dataCreate a new user. Required: assigned user id or group label id. Search users first to avoid duplicates. API summary: Create a new user group label.
• create_a_projectChanges dataCreate a new project for a project. Search projects first to avoid duplicates. API summary: Create a project.
• create_a_project_for_a_jobChanges dataCreate a new project for a project. Search projects first to avoid duplicates. API summary: Create a project for a job.
• create_a_quote_itemChanges dataCreate a new quote. Required: quote id, quantity, price or description. Search quotes first to avoid duplicates. API summary: Create a quote item.
• create_a_user_absenceChanges dataCreate a new user. Required: user id, window start, window end or type. Search users first to avoid duplicates. API summary: Create a user absence.
• create_a_user_valueChanges dataCreate a new user. Required: user id, name or value. Search users first to avoid duplicates. API summary: Create a user value.
• create_appointmentChanges dataSchedule an appointment on a job (`job_id`) with window_start/window_end (Unix timestamps), technicians and service requests.
• create_appointment_servicerequestChanges dataCreate a new servicerequest for a appointment. Required: service request id. API summary: Add a service to an appointment.
• create_assetChanges dataCreate a new asset. Required: type, location id or properties. Search assets first to avoid duplicates. API summary: Create an asset.
• create_asset_enablegrouptaskingChanges dataCreate a new enablegrouptasking for a asset. API summary: Enable tasking for an abstract asset group.
• create_authChanges dataCreate a new auth. Required: username or password. API summary: Authenticate with credentials.
• create_batchVisible to othersCreate a new batch. Has effects visible outside this system. API summary: Batch create, update, or delete clock spans.
• create_budgetChanges dataCreate a new budget. Required: job id, status or type.
• create_budget_reviseChanges dataCreate a new revise for a budget. API summary: Revise a budget.
• create_budgetlineitemChanges dataCreate a new budgetlineitem. Required: budget id, name, cost or quantity. API summary: Create a budget line item.
• create_budgetlineitem_copytojobChanges dataCreate a new copytojob for a budgetlineitem. API summary: Copy budget line item to job item.
• create_categoryChanges dataCreate a new category. Required: budget id, lib item type or cost. API summary: Create a new budget category.
• create_clockspanChanges dataCreate a new clockspan. API summary: Create a clock span (clock-in).
• create_companyChanges dataCreate a new company. Required: name or address. Search companies first to avoid duplicates.
• create_company_brandChanges dataCreate a new brand for a company. Required: name. Search brands first to avoid duplicates.
• create_contactChanges dataCreate a contact with first and last name, email and phone, linked to a company and/or location.
• create_contractChanges dataCreate a new contract. Search contracts first to avoid duplicates. API summary: Create a contract.
• create_contract_childChanges dataCreate a new child for a contract. API summary: Create a child contract.
• create_contract_ruleChanges dataCreate a new rule for a contract. Required: type or name. API summary: Create a contract rule.
• create_credentialChanges dataCreate a new credential. API summary: Create new credentials.
• create_daylogChanges dataCreate a new daylog. Required: time card id or type. API summary: Create a day log.
• create_deficiencyChanges dataCreate a new deficiency. Required: asset id. API summary: Report a new deficiency.
• create_eulaChanges dataCreate a new eula. API summary: Accept the EULA.
• create_externalsyncChanges dataCreate a new externalsync. Required: entity type, entity id or system id. API summary: Create a new external sync record.
• create_externalsystemChanges dataCreate a new externalsystem. Required: name or label. API summary: Create a new external system.
• create_generateChanges dataCreate a new generate. API summary: Generate a time card.
• create_importChanges dataCreate a new import. Required: type.
• create_invoiceChanges dataCreate a new invoice. Required: type, status or customer id. API summary: Create an invoice.
• create_invoice_from_recurrencesChanges dataCreate a new invoice. Required: invoice recurrence id. API summary: Create invoice from recurrences.
• create_invoice_lineChanges dataCreate a new invoice line. Required: invoice id, quantity, price or description. API summary: Create an invoice item.
• create_invoice_productChanges dataCreate a new product for a invoice. Required: quantity. API summary: Add an item to an invoice recurrence.
• create_jobChanges dataCreate a job at a `location_id` with a job `type`, plus optional description, status, owner, customer PO and service request IDs.
• create_jobcontextChanges dataCreate a new jobcontext. API summary: Create or retrieve a job context.
• create_jobitemChanges dataCreate a new jobitem. Required: job id, name or quantity. API summary: Create a job item.
• create_libitemChanges dataCreate a new libitem. Required: name or type. Search libitems first to avoid duplicates. API summary: Create a new lib item.
• create_locationChanges dataCreate a service location for a `company_id` with a name and address.
• create_masteragreementChanges dataCreate a new masteragreement. API summary: Accept current master agreement.
• create_messageChanges dataCreate a new message. Required: entity id, entity type or content. API summary: Create a comment.
• create_multiple_day_logsChanges dataCreate a new daylog. Required: time card id or type. API summary: Create multiple day logs.
• create_multiple_user_absencesChanges dataCreate a new user. Required: user id, window start, window end or type. Search users first to avoid duplicates. API summary: Create multiple user absences.
• create_orderChanges dataCreate a new order. Required: budget id, status or type. API summary: Create a new change order.
• create_paymentChanges dataCreate a new payment. Required: invoice id, customer id, payment method, source, amount or reference number.
• create_project_clockinChanges dataCreate a new clockin for a project. API summary: Create a clock-in event.
• create_project_clockoutChanges dataCreate a new clockout for a project. API summary: Create a clock-out event.
• create_project_invoiceChanges dataCreate a new invoice for a project. Required: contract id. API summary: Create invoice from job.
• create_project_taskresponseChanges dataCreate a new taskresponse for a project. Required: task responses. API summary: Submit task responses for a job.
• create_quoteChanges dataCreate a new quote. Required: vendor id, location id, name, description, job type or service request ids. Search quotes first to avoid duplicates.
• create_quote_2Changes dataCreate a new quote for a quote. Search quotes first to avoid duplicates. API summary: Mark a quote as pending sales tax calculation.
• create_quote_3Changes dataCreate a new quote for a quote. Search quotes first to avoid duplicates. API summary: Request changes for a quote.
• create_quote_4Changes dataCreate a new quote for a quote. Search quotes first to avoid duplicates. API summary: Make changes to a quote.
• create_quote_5Changes dataCreate a new quote for a quote. Search quotes first to avoid duplicates. API summary: Record that a quote was viewed.
• create_quote_postChanges dataCreate a new quote for a quote. Search quotes first to avoid duplicates. API summary: Resubmit a quote.
• create_quote_projectChanges dataCreate a new project for a quote. Search projects first to avoid duplicates. API summary: Add quote to a job.
• create_regionChanges dataCreate a new region. Required: name or points. Search regions first to avoid duplicates.
• create_revokeChanges dataCreate a new revoke. Required: client id, client secret or refresh token. API summary: Revoke a refresh token.
• create_service_requestChanges dataCreate a service request with a description and `service_line_id`, optionally at a location, on a job or for an asset.
• create_serviceitemChanges dataCreate a new serviceitem. Required: quantity. API summary: Create a service item.
• create_servicerecurrenceChanges dataCreate a new servicerecurrence. Required: location id, description or service line id. API summary: Create a new service recurrence.
• create_servicerecurrence_eventChanges dataCreate a new event for a servicerecurrence. Required: start events or end events. API summary: Get events for a task list service recurrence.
• create_servicerecurrence_regenerateChanges dataCreate a new regenerate for a servicerecurrence. API summary: Regenerate a task list service recurrence.
• create_servicetemplateChanges dataCreate a new servicetemplate. Required: name, description or service line id. Search servicetemplates first to avoid duplicates. API summary: Create a service template.
• create_tagChanges dataCreate a new tag. Search tags first to avoid duplicates. API summary: Create a tag or attach to an entity.
• create_taskChanges dataCreate a new task. Required: task list id, name, input type or frequency category. Search tasks first to avoid duplicates.
• create_taxgroupChanges dataCreate a new taxgroup. Required: code, name or state. Search taxgroups first to avoid duplicates. API summary: Create a new tax group.
• create_termChanges dataCreate a new term. Required: name or content. API summary: Create new terms.
• create_timecardChanges dataCreate a new timecard. Required: status, type or start date. API summary: Create a time card.
• create_timecard_messageChanges dataCreate a new message for a timecard. Required: content or visibility. API summary: Create a time card comment.
• create_timecard_shareChanges dataCreate a new share for a timecard. Required: user ids. API summary: Share a time card.
• create_userChanges dataCreate a new user. Required: hex code. Search users first to avoid duplicates. API summary: Create a new group label.
• create_user_postChanges dataCreate a new user for a user. Required: window start, window end or type. Search users first to avoid duplicates. API summary: Create a user absence.
• create_userinfoChanges dataCreate a new userinfo. Required: id token or access token. API summary: Authenticate with OAuth tokens.
• create_warehouseChanges dataCreate a new warehouse. Required: name.
• create_webhookDeletesCreate a new webhook. Required: hook url. Destructive action; may require approval.
• delete_a_change_order_categoryDeletesPermanently delete a category by category id. Destructive action; may require approval. API summary: Delete a change order category.
• delete_a_change_order_line_itemDeletesPermanently delete a order by order id. Destructive action; may require approval. API summary: Delete a change order line item.
• delete_a_job_type_group_labelDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Delete a job type group label.
• delete_a_quote_templateDeletesPermanently delete a quote by quote id. Destructive action; may require approval. API summary: Delete a quote template.
• delete_a_quote_template_itemDeletesPermanently delete a quote by quote id. Destructive action; may require approval. API summary: Delete a quote template item.
• delete_a_user_absenceDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Delete a user absence.
• delete_a_user_group_labelDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Delete a user group label.
• delete_a_user_valueDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Delete a user value.
• delete_addressDeletesPermanently delete a address by address id. Destructive action; may require approval. API summary: Delete a location.
• delete_appointmentDeletesPermanently delete a appointment by appointment id. Destructive action; may require approval. API summary: Delete an appointment.
• delete_assetDeletesPermanently delete a asset by asset id. Destructive action; may require approval. API summary: Delete an asset.
• delete_authsMoves moneyPermanently delete a auth. Financial or irreversible action; may require approval. API summary: End session.
• delete_budgetlineitemDeletesPermanently delete a budgetlineitem by budgetlineitem id. Destructive action; may require approval. API summary: Delete a budget line item.
• delete_categoryDeletesPermanently delete a category by category id. Destructive action; may require approval. API summary: Delete a budget category.
• delete_clockDeletesPermanently delete a clock by clock id. Destructive action; may require approval. API summary: Delete a clock event.
• delete_clockspanDeletesPermanently delete a clockspan by clockspan id. Destructive action; may require approval. API summary: Delete a clock span.
• delete_companyDeletesPermanently delete a company by company id. Destructive action; may require approval.
• delete_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Delete a custom contact type.
• delete_contact_addressDeletesPermanently delete a address by address id. Destructive action; may require approval. API summary: Remove contact from a location.
• delete_contact_companyDeletesPermanently delete a company by company id. Destructive action; may require approval. API summary: Remove contact from a company.
• delete_contract_ruleDeletesPermanently delete a rule by rule id. Destructive action; may require approval. API summary: Delete a contract rule.
• delete_daylogDeletesPermanently delete a daylog by daylog id. Destructive action; may require approval. API summary: Delete a day log.
• delete_deficiencyDeletesPermanently delete a deficiency by deficiency id. Destructive action; may require approval.
• delete_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete an attachment.
• delete_importDeletesPermanently delete a import by import id. Destructive action; may require approval. API summary: Delete an import.
• delete_invoice_lineDeletesPermanently delete a invoice line by invoice line id. Destructive action; may require approval. API summary: Delete an invoice item.
• delete_invoice_productDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Delete an invoice recurrence item.
• delete_jobcontextDeletesPermanently delete a jobcontext by jobcontext id. Destructive action; may require approval. API summary: Delete a job context.
• delete_jobitemDeletesPermanently delete a jobitem by jobitem id. Destructive action; may require approval. API summary: Delete a job item.
• delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete a comment.
• delete_orderDeletesPermanently delete a order by order id. Destructive action; may require approval. API summary: Delete a change order.
• delete_quoteDeletesPermanently delete a quote by quote id. Destructive action; may require approval. API summary: Delete a quote item.
• delete_regionDeletesPermanently delete a region by region id. Destructive action; may require approval.
• delete_serviceitemDeletesPermanently delete a serviceitem by serviceitem id. Destructive action; may require approval. API summary: Delete a service item.
• delete_servicetemplateDeletesPermanently delete a servicetemplate by servicetemplate id. Destructive action; may require approval. API summary: Delete a service template.
• delete_tagsMoves moneyPermanently delete a tag. Financial or irreversible action; may require approval. API summary: Remove or delete a tag.
• delete_taxgroupDeletesPermanently delete a taxgroup by taxgroup id. Destructive action; may require approval. API summary: Delete a tax group.
• delete_termDeletesPermanently delete a term by term id. Destructive action; may require approval. API summary: Delete terms.
• delete_timecardDeletesPermanently delete a timecard by timecard id. Destructive action; may require approval. API summary: Delete a time card.
• delete_timecard_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete a time card comment.
• delete_userDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Delete a group label.
• delete_webhookDeletesPermanently delete a webhook by webhook id. Destructive action; may require approval.
• get_a_projectGet one project for a project by project id. API summary: Get a project.
• get_a_single_change_order_categoryGet one category by category id. API summary: Get a single change order category.
• get_a_single_change_order_line_itemGet one order by order id. API summary: Get a single change order line item.
• get_a_single_invoice_recurrenceGet one invoice by invoice id. API summary: Get a single invoice recurrence.
• get_a_single_job_type_group_labelGet one user by user id. API summary: Get a single job type group label.
• get_a_single_library_taskGet one task by task id. API summary: Get a single library task.
• get_a_single_library_task_listGet one task by task id. API summary: Get a single library task list.
• get_a_single_quote_itemGet one quote by quote id. API summary: Get a single quote item.
• get_a_single_quote_requestGet one quote by quote id. API summary: Get a single quote request.
• get_a_single_quote_template_itemGet one quote by quote id. API summary: Get a single quote template item.
• get_a_single_taskGet one task by task id. API summary: Get a single task.
• get_a_single_task_instanceGet one task by task id. API summary: Get a single task instance.
• get_a_single_task_listGet one task by task id. API summary: Get a single task list.
• get_a_single_user_absenceGet one user by user id. API summary: Get a single user absence.
• get_a_single_user_group_labelGet one user by user id. API summary: Get a single user group label.
• get_a_single_user_valueGet one user by user id. API summary: Get a single user value.
• get_accountGet one account by account id. API summary: Get a single account.
• get_account_settingsList accounts. API summary: Get account settings.
• get_appointmentGet one appointment by `appointment_id` with its time window, technicians and service requests.
• get_assetGet one asset by `asset_id`.
• get_assetdefinitionGet one assetdefinition by assetdefinition id. API summary: Get a single asset definition.
• get_budgetGet one budget by budget id. API summary: Get a single budget.
• get_budgetlineitemGet one budgetlineitem by budgetlineitem id. API summary: Get a single budget line item.
• get_categoryGet one category by category id. API summary: Get a single budget category.
• get_clockGet one clock by clock id. API summary: Get a single clock event.
• get_clockspanGet one clockspan by clockspan id. API summary: Get a clock span by ID.
• get_companyGet one company by `company_id`.
• get_company_brandGet one brand for a company by brand id. API summary: Get a single brand for a company.
• get_contactGet one contact by `contact_id`.
• get_contractGet one contract by contract id. API summary: Get a single contract.
• get_contract_ruleGet one rule for a contract by rule id. API summary: Get a single contract rule.
• get_credentialGet one credential by credential id. API summary: Get a single set of credentials.
• get_daylogGet one daylog by daylog id. API summary: Retrieve a single day log.
• get_deficiencyGet one deficiency by deficiency id. API summary: Get a single deficiency.
• get_deficiencyreportGet one deficiencyreport by deficiencyreport id. API summary: Get a single deficiency report.
• get_documentGet one document by document id. API summary: Get a single attachment.
• get_entityfilterGet one entityfilter by entityfilter id. API summary: Get an entity filter.
• get_external_id_for_a_specific_systemGet one externalid by system name. API summary: Get external ID for a specific system.
• get_externalidGet one externalid by entity id. API summary: Get all external IDs for an entity.
• get_externalid_getGet one externalid by external value. API summary: Look up entity by external ID.
• get_externalsyncGet one externalsync by externalsync id. API summary: Get a single external sync record.
• get_externalsystemGet one externalsystem by externalsystem id. API summary: Get a single external system.
• get_importGet one import by import id. API summary: Get a single import.
• get_invoiceGet one invoice by `invoice_id` with line items and totals.
• get_invoice_lineGet one invoice line by invoice line id. API summary: Get a single invoice item.
• get_invoice_productGet one product for a invoice by product id. API summary: Get a single invoice recurrence item.
• get_jobGet one job by `project_id`, with its location, customer, status, appointments and service requests.
• get_jobcontextGet one jobcontext by jobcontext id. API summary: Get a single job context.
• get_jobitemGet one jobitem by jobitem id. API summary: Get a job item.
• get_libitemGet one libitem by libitem id. API summary: Get a single lib item.
• get_locationGet one service location by `address_id` with its address, company and contacts.
• get_messageGet one message by message id. API summary: Get a single comment.
• get_orderGet one order by order id. API summary: Get a single change order.
• get_paymentGet one payment by payment id. API summary: Get a single payment.
• get_project_clockinGet one clockin for a project by clockin id. API summary: Get a specific clock-in event.
• get_project_clockoutGet one clockout for a project by clockout id. API summary: Get a specific clock-out event.
• get_project_detailsGet one project for a project by project id. API summary: Get project details.
• get_quoteGet one quote by `quote_id` with its items, totals and status.
• get_regionGet one region by region id. API summary: Get a single region.
• get_roleGet one role by role id. API summary: Retrieve a single role.
• get_service_requestGet one service request by `servicerequest_id`.
• get_serviceitemGet one serviceitem by serviceitem id. API summary: Get a single service item.
• get_servicelineGet one serviceline by serviceline id. API summary: Get a single service line.
• get_servicerecurrenceGet one servicerecurrence by servicerecurrence id. API summary: Retrieve a single service recurrence.
• get_servicetemplateGet one servicetemplate by servicetemplate id. API summary: Retrieve a single service template.
• get_tagGet one tag by tag id. API summary: Get a single tag.
• get_taskGet one task by task id. API summary: Retrieve a single activity.
• get_taxgroupGet one taxgroup by taxgroup id. API summary: Get a single tax group.
• get_termGet one term by term id. API summary: Retrieve a single set of terms.
• get_timecardGet one timecard by timecard id. API summary: Retrieve a single time card.
• get_timecard_messageGet one message for a timecard by message id. API summary: Retrieve a single time card comment.
• get_userGet one user by user id. API summary: Get a single group label.
• get_warehouseGet one warehouse by warehouse id. API summary: Retrieve a single warehouse.
• get_webhookGet one webhook by webhook id. API summary: Retrieve a single webhook.
• list_absences_for_a_specific_userList users for a user. API summary: List absences for a specific user.
• list_accountsList accounts.
• list_all_contact_typesSearch contacts by search, counts, is generic or sort order. Use this to find existing contacts before creating a new contact. API summary: List all contact types.
• list_all_invoice_recurrencesList invoices. Optional filters: next invoice after, next invoice before, customer id, location id, office id or contract id. API summary: List all invoice recurrences.
• list_all_payment_termsList payments. API summary: List all payment terms.
• list_all_quote_requestsList quotes. Optional filters: location id, vendor id, quote status or status. API summary: List all quote requests.
• list_all_quote_templatesSearch quotes by name or company ids. Use this to find existing quotes before creating a new quote. API summary: List all quote templates.
• list_all_tasksList tasks. Optional filters: task list id, reference number, asset id or status. API summary: List all tasks.
• list_all_user_group_labelsList users. Optional filters: group label id, group label type, group label name, group label hex code, assigned user id or assigned user name. API summary: List all user group labels.
• list_appointmentsList appointments, filtered by job, technician, status, customer, location or time window.
• list_assetdefinitionsList assetdefinitions. Optional filters: active, current, updated after, updated before or include task list templates. API summary: List all asset definitions.
• list_authsList auths. API summary: Get current session.
• list_budgetlineitemsList budgetlineitems. Optional filters: budget id or reference number. API summary: List budget line items.
• list_budgetsList budgets. Optional filters: job id, reference number, status, is current, is latest or owner id.
• list_categoriesList categories. Optional filters: budget id or reference number. API summary: List budget categories.
• list_change_order_categoriesList categories. Optional filters: change order id or reference number. API summary: List change order categories.
• list_change_order_line_itemsList orders. Optional filters: change order id or reference number. API summary: List change order line items.
• list_clocksList clocks. Optional filters: user id, user ids, start time, end time, source or activity. API summary: List clock events.
• list_clockspansList clockspans. Optional filters: user id, user ids, start in time, end in time, in source or out source. API summary: List clock spans.
• list_configsList configs. API summary: Get the authenticated user's configuration.
• list_contract_rulesList rules for a contract. Optional filters: type, inherit, flatview, lib item name, lib item ids or created after. API summary: List contract rules for a contract.
• list_contractrulesList contractrules. Optional filters: type, lib item name, lib item ids, created after, created before or updated after. API summary: List contract rules by date range.
• list_credentialsList credentials. API summary: List all credentials.
• list_daylogsList daylogs. Optional filters: day log id, time card id, user id, type, time card type or status. API summary: List all day logs.
• list_deficienciesList deficiencies found on assets, filtered by location, asset, status, severity or job.
• list_deficiencyreportsList deficiencyreports. Optional filters: deficiency id. API summary: List deficiency reports for a deficiency.
• list_document_thumbnailsList thumbnails for a document. API summary: Get thumbnail URLs for an attachment.
• list_documentsList documents. Optional filters: entity id, entity type, purpose id, include related entities, created after or created before. API summary: List attachments for an entity.
• list_eulasList eulas. API summary: Get EULA status.
• list_externalsyncsList externalsyncs. Optional filters: status, entity type, entity id or is current. API summary: List all external sync records.
• list_externalsystemsList externalsystems. API summary: List all external systems.
• list_historiesList histories. Optional filters: entity id or entity type. API summary: List history events for an entity.
• list_invoice_linesList invoice lines. Optional filters: invoice id. API summary: List invoice items.
• list_invoice_productsList products for a invoice. API summary: List invoice recurrence items.
• list_invoicesList invoices, filtered by customer, location, job, status, paid/sent state or dates.
• list_jobcontextsList jobcontexts. API summary: List all job contexts.
• list_jobitemsList jobitems. Optional filters: job id, job office id, tech id, created before, created after or updated before. API summary: List job items.
• list_library_tasksList tasks. Optional filters: library task list id or status. API summary: List library tasks.
• list_masteragreementsList masteragreements. API summary: Get current master agreement status.
• list_messagesList messages. Optional filters: entity type, entity id, visibility, author id, include related entities or created after. API summary: List comments.
• list_ordersList orders. Optional filters: budget id, baseline budget id or status. API summary: List change orders.
• list_paymentsList payments. Optional filters: invoice id, customer id, transaction date before, transaction date after or sort. API summary: List all payments.
• list_project_clockeventsList clockevents for a project. Optional filters: appointment id or paired. API summary: List all clock events for a job.
• list_project_clockinsList clockins for a project. Optional filters: appointment id or paired. API summary: List clock-in events for a job.
• list_project_clockoutsList clockouts for a project. Optional filters: appointment id or paired. API summary: List clock-out events for a job.
• list_quote_template_itemsList quotes. Optional filters: quote template id. API summary: List quote template items.
• list_quotesList quotes. Optional filters: quote id. API summary: List quote items.
• list_rolesList roles. Optional filters: user id or activity.
• list_roles_assigned_to_a_userList users for a user. API summary: List roles assigned to a user.
• list_service_linesList service lines (the trades you service, such as sprinklers or HVAC). Needed to create service requests.
• list_service_requestsList service requests (the work to be done), filtered by location, job, status, service line or time window.
• list_serviceitemsList serviceitems. Optional filters: service request id, service recurrence id or service template id. API summary: List service items.
• list_servicerecurrencesList servicerecurrences. Optional filters: location ids, asset ids, description, service line ids, office ids or preferred tech ids. API summary: List all service recurrences.
• list_task_instancesList tasks. Optional filters: task list id, task id, reference number, service request id, job id or asset id. API summary: List task instances.
• list_task_listsSearch tasks by type, status, asset definition ids, asset definition ids intersect, asset id or asset ids. Use this to find existing tasks before creating a new task. API summary: List task lists.
• list_tasksList tasks. API summary: List all activities.
• list_taxratesList taxrates. Optional filters: postal code or location id. API summary: Look up tax rates.
• list_termsList terms. API summary: List all terms.
• list_time_card_historyList histories. Optional filters: time card id, user action, user action id, user id, office id or start date before. API summary: List time card history.
• list_timecard_messagesList messages for a timecard. Optional filters: comment id, author id or visibility. API summary: List time card comments.
• list_timecardsList timecards. Optional filters: time card id, user id, type, status, start date or start date before. API summary: List all time cards.
• list_user_absencesList users. Optional filters: user id, type, window begins before, window begins after, window ends before or window ends after. API summary: List user absences.
• list_user_tasksList tasks for a user. API summary: List user activities.
• list_user_valuesList users. Optional filters: user id. API summary: List user values.
• list_userinfosList userinfos. API summary: Get credential info for current token.
• list_usersList users (technicians, sales people, office staff), searchable by name and filterable by role.
• list_users_2List users. Optional filters: job type, group label id or group label hex code. API summary: List all job type group labels.
• list_warehousesList warehouses. Optional filters: office id, status, created before, created after, updated before or updated after. API summary: List all warehouses.
• list_webhooksList webhooks. API summary: List all webhooks.
• merge_contact_typesVisible to othersMerge a contact (contacttype id). Has effects visible outside this system. API summary: Merge contact types.
• reject_quoteVisible to othersReject a quote (quote id). Has effects visible outside this system.
• remove_a_role_from_a_userDeletesPermanently delete a user by user id 2. Destructive action; may require approval. API summary: Remove a role from a user.
• reopen_a_quoteVisible to othersReopen a quote (quote id). Has effects visible outside this system.
• restore_credentialChanges dataEnable a credential (credential id). API summary: Enable credentials.
• retrieve_a_single_messageGet one message by message id. API summary: Retrieve a single message.
• retrieve_a_single_payment_termsGet one payment by payment id. API summary: Retrieve a single payment terms.
• retrieve_a_single_quote_templateGet one quote by quote id. API summary: Retrieve a single quote template.
• retrieve_a_single_userGet one user by user id. API summary: Retrieve a single user.
• search_assetsSearch assets (equipment) by name, type, location, job or status.
• search_brandsSearch brands by name. Use this to find existing brands before creating a new brand. API summary: List all brands.
• search_companiesSearch companies (customers and vendors) by name, city, state, status or reference number.
• search_company_brandsSearch brands for a company by name. Use this to find existing brands before creating a new brand. API summary: List brands for a company.
• search_contactsSearch contacts by name/email text, company or location.
• search_contractsSearch contracts by job id, vendor id, contractor id, customer id, contractee id or parent id. Use this to find existing contracts before creating a new contract. API summary: List contracts.
• search_entityfiltersSearch entityfilters by name or type. Use this to find existing entityfilters before creating a new entityfilter. API summary: List all entity filters.
• search_jobsSearch jobs by number, name, status, type, customer, location, technician, due date or schedule date, among many filters.
• search_libitemsSearch libitems by search, code, has code, name, type or company ids. Use this to find existing libitems before creating a new libitem. API summary: List all lib items.
• search_locationsSearch service locations (customer sites) by name, company, status or reference number.
• search_quotesSearch quotes by customer, location, job, status, sales person or date.
• search_regionsSearch regions by name, office ids or contains. Use this to find existing regions before creating a new region. API summary: List all regions.
• search_servicetemplatesSearch servicetemplates by name. Use this to find existing servicetemplates before creating a new servicetemplate. API summary: List all service templates.
• search_tagsSearch tags by entity id, entity type, name, exact name or counts. Use this to find existing tags before creating a new tag. API summary: List all tags.
• search_tasksSearch tasks by asset definition ids, search name, status or type. Use this to find existing tasks before creating a new task. API summary: List library task lists.
• search_taxgroupsSearch taxgroups by code, name, search, state, postal code or exclude tax group id. Use this to find existing taxgroups before creating a new taxgroup. API summary: List all tax groups.
• search_usersSearch users by type, name or hex code. Use this to find existing users before creating a new user. API summary: List all group labels.
• send_messageVisible to othersSend a message (message id). Has effects visible outside this system. API summary: Send an existing message.
• submit_addressVisible to othersMerge a address (location id). Has effects visible outside this system. API summary: Merge a location into another.
• submit_companyVisible to othersMerge a company (company id). Has effects visible outside this system. API summary: Merge a company into another.
• submit_contactVisible to othersMerge a contact (contact id). Has effects visible outside this system. API summary: Merge a contact into another.
• submit_contractVisible to othersCopy a contract (contract id). Has effects visible outside this system.
• submit_quoteVisible to othersSubmit a quote (quote id). Has effects visible outside this system.
• submit_quote_copyVisible to othersCopy a quote (quote id). Has effects visible outside this system.
• submit_tagVisible to othersMerge a tag (tag id). Has effects visible outside this system. API summary: Merge tags.
• submit_taskVisible to othersCopy a task (librarytasklist id). Has effects visible outside this system. API summary: Copy a library task list to your account.
• submit_task_copyVisible to othersCopy a task (tasklist id). Has effects visible outside this system. API summary: Copy a task list template.
• update_a_change_order_categoryChanges dataUpdate an existing category identified by category id. API summary: Update a change order category.
• update_a_change_order_line_itemChanges dataUpdate an existing order identified by order id. API summary: Update a change order line item.
• update_a_job_s_projectChanges dataUpdate an existing project identified by project id. API summary: Update a job's project.
• update_a_quote_itemChanges dataUpdate an existing quote identified by quote id. API summary: Update a quote item.
• update_a_quote_templateChanges dataUpdate an existing quote identified by quote id. API summary: Update a quote template.
• update_a_quote_template_itemChanges dataUpdate an existing quote identified by quote id. API summary: Update a quote template item.
• update_a_task_instanceChanges dataUpdate an existing task identified by task id. API summary: Update a task instance.
• update_a_task_listChanges dataUpdate an existing task identified by task id. API summary: Update a task list.
• update_a_userChanges dataUpdate an existing user identified by user id. API summary: Update a user.
• update_a_user_absenceChanges dataUpdate an existing user identified by user id. API summary: Update a user absence.
• update_a_user_valueChanges dataUpdate an existing user identified by user id. API summary: Update a user value.
• update_accountChanges dataUpdate an existing account identified by account id. API summary: Update an account setting.
• update_an_invoice_recurrenceChanges dataUpdate an existing invoice identified by invoice id. API summary: Update an invoice recurrence.
• update_appointmentChanges dataUpdate an appointment by `appointment_id`: time window, technicians, status or released flag.
• update_appointment_servicerequestChanges dataUpdate an existing servicerequest identified by servicerequest id. API summary: Update a service on an appointment.
• update_assetChanges dataUpdate an existing asset identified by asset id. API summary: Update an asset.
• update_budgetChanges dataUpdate an existing budget identified by budget id. API summary: Update a budget.
• update_budgetlineitemChanges dataUpdate an existing budgetlineitem identified by budgetlineitem id. API summary: Update a budget line item.
• update_categoryChanges dataUpdate an existing category identified by category id. API summary: Update a budget category.
• update_clockChanges dataUpdate an existing clock identified by clock id. API summary: Update a clock event.
• update_clockspanChanges dataUpdate an existing clockspan identified by clockspan id. API summary: Update a clock span (typically clock-out).
• update_companyChanges dataUpdate an existing company identified by company id. API summary: Update a company.
• update_company_brandChanges dataUpdate an existing brand identified by brand id. API summary: Update a brand for a company.
• update_contactChanges dataUpdate a contact by `contact_id`: name, email, phone, type or linked company and locations.
• update_contact_addressChanges dataUpdate an existing address identified by address id. API summary: Assign contact to a location.
• update_contact_companyChanges dataUpdate an existing company identified by company id. API summary: Assign contact to a company.
• update_contactsVisible to othersUpdate an existing contact. Has effects visible outside this system. API summary: Update a custom contact type.
• update_contractChanges dataUpdate an existing contract identified by contract id. API summary: Update a contract.
• update_contract_ruleChanges dataUpdate an existing rule identified by rule id. API summary: Update a contract rule.
• update_credentialChanges dataUpdate an existing credential identified by credential id. API summary: Update credentials.
• update_credential_rotatesVisible to othersUpdate an existing rotate identified by credential id. Has effects visible outside this system. API summary: Rotate client secret.
• update_daylogChanges dataUpdate an existing daylog identified by daylog id. API summary: Update a day log.
• update_daylogsVisible to othersUpdate an existing daylog. Has effects visible outside this system. API summary: Update multiple day logs.
• update_deficiencyChanges dataUpdate an existing deficiency identified by deficiency id.
• update_documentChanges dataUpdate an existing document identified by document id. API summary: Update an attachment.
• update_externalidChanges dataUpdate an existing externalid identified by system name. API summary: Update external ID for an entity.
• update_externalsyncChanges dataUpdate an existing externalsync identified by externalsync id. API summary: Update an external sync record.
• update_externalsystemChanges dataUpdate an existing externalsystem identified by externalsystem id. API summary: Update an external system.
• update_invoiceChanges dataUpdate an existing invoice identified by invoice id. API summary: Update an invoice.
• update_invoice_lineChanges dataUpdate an existing invoice line identified by invoice line id. API summary: Update an invoice item.
• update_invoice_productChanges dataUpdate an existing product identified by product id. API summary: Update an invoice recurrence item.
• update_jobChanges dataUpdate a job by `project_id`: status, type, description, owner, customer PO, percent complete or assigned office.
• update_jobitemChanges dataUpdate an existing jobitem identified by jobitem id. API summary: Update a job item.
• update_libitemChanges dataUpdate an existing libitem identified by libitem id. API summary: Update a lib item.
• update_locationChanges dataUpdate a service location by `address_id`: name, address, phone, email or status.
• update_messageChanges dataUpdate an existing message identified by message id. API summary: Update a comment.
• update_orderChanges dataUpdate an existing order identified by order id. API summary: Update a change order.
• update_paymentChanges dataUpdate an existing payment identified by payment id. API summary: Update a payment.
• update_quoteChanges dataUpdate an existing quote identified by quote id. API summary: Update a quote.
• update_regionChanges dataUpdate an existing region identified by region id. API summary: Update a region.
• update_serviceitemChanges dataUpdate an existing serviceitem identified by serviceitem id. API summary: Update a service item.
• update_servicerecurrenceChanges dataUpdate an existing servicerecurrence identified by servicerecurrence id. API summary: Update a service recurrence.
• update_servicerequestChanges dataUpdate an existing servicerequest identified by servicerequest id. API summary: Update a service request.
• update_servicetemplateChanges dataUpdate an existing servicetemplate identified by servicetemplate id. API summary: Update a service template.
• update_tagChanges dataUpdate an existing tag identified by tag id. API summary: Rename a tag.
• update_taskChanges dataUpdate an existing task identified by task id. API summary: Update a task.
• update_taxgroupChanges dataUpdate an existing taxgroup identified by taxgroup id. API summary: Update a tax group.
• update_termChanges dataUpdate an existing term identified by term id. API summary: Update existing terms.
• update_timecardChanges dataUpdate an existing timecard identified by timecard id. API summary: Update a time card.
• update_timecard_messageChanges dataUpdate an existing message identified by message id. API summary: Update a time card comment.
• update_userChanges dataUpdate an existing user identified by user id. API summary: Update a group label.
• update_usersVisible to othersUpdate an existing user. Has effects visible outside this system. API summary: Update multiple user absences.
• update_warehouseChanges dataUpdate an existing warehouse identified by warehouse id.
• update_webhookDeletesUpdate an existing webhook identified by webhook id. Destructive action; may require approval. API summary: Update a webhook.

Questions