Bucket CRM

Add a note to a customer's record, attributed to you.

add_customer_note

Mark a task done, attributed to you. Requires the version from get_task. This is the only status change available.

complete_task

Create a customer or prospect. Provide a name or a company; the address is looked up and placed on the map. Returns the new id and version.

create_customer

Create a task: type (call, follow_up, delivery, other, or service_order with a service order id), optional customer, priority, notes, assignee, and due date. A bare date means all day; a timestamp means a specific time and requires an assignee. Only dispatchers can assign to others.

create_task

Get one customer or prospect: contact details, address book, map location and territories, custom fields, equipment, recent notes, and the version needed for updates.

get_customer

Get one task with its schedule, assignee, customer context, and the version needed for updates.

get_task

List tasks you can see: your own, or the whole field crew's if you are a dispatcher. Filter by status, assignee, customer, due dates, or backlog. Up to 50 per page.

list_tasks

Put a task on the schedule at a specific start time with a duration of 15 to 480 minutes, optionally changing the assignee. Requires the version from get_task.

reschedule_task

Search this dealership's customers and prospects by name, company, phone, address, or contact name. Returns up to 20 matches; narrow the query if the limit is reached.

search_customers

Change fields on a customer. Only the fields you pass change; pass an empty string to clear one. Requires the version from get_customer; if someone else changed the record first, the update is refused.

update_customer