CurbsideOps

Who booked in the same dates one year earlier and has not booked since. Pass THIS year’s window and the tool looks a year back: for “who booked last November and hasn’t come back”, pass from 2026-11-01 to 2026-11-30 (or 90d for the last 90 days). Each customer or organization comes with its category, last event date, number of events and revenue in that earlier window, and whether a phone or email is on file (yes or no), highest revenue first. Pair with get_customer_history for detail and create_follow_up to plan the call; nothing here contacts anyone. Read only.

get_rebooking_opportunities

Drafts the lead's proposal the way the Leads page does: priced by CurbsideOps from the brand's pricing and the lead's quote, never by you. A lead has one proposal; asking again returns the existing one. Returns the total, deposit, lines and a link to review or edit it in CurbsideOps. Nothing is sent: sending is prepare_send_proposal, then send_proposal.

create_proposal_draft

Asks CurbsideOps to draft a reply to a customer text or DM, using the business’s own prices, packages and answers, and saves it on the conversation for the person to review. NOTHING is sent. Uses AI credits. Pass `guidance` only with what the person told you to say.

draft_text_reply

Highlights a menu item as featured on the menu (featured: true) or removes the highlight (featured: false). This changes the CurbsideOps menu (the public menu page and proposals), not Square.

set_menu_item_featured

Open flags: things CurbsideOps stopped on instead of guessing (a deleted booking with money on it, an overdue deposit, a calendar change that failed), each with what is at stake and a link to decide it. Read only.

get_flags

Promises to get back to someone (call, text, email) that are overdue, due today, or due in the next 7 days, with the note the operator wrote, the customer name when the follow-up is tied to a customer record, and a link. Read only.

get_followups

The givebacks the business owes schools and other organizations from event sales: in a period, how much was owed, paid, still outstanding and overdue, by beneficiary, organization or month, and the ones still owed with their due date and days overdue. For people who track givebacks. Read only.

get_givebacks

How leads turned into bookings in a period: leads received, booked, lost and still open, the conversion rate, the same by source (website form, phone, text, email, ...), why leads were lost, the median time to first response and to booking, and proposals sent, viewed and accepted. Needs the Professional plan. Read only.

get_funnel

The whole lead pipeline, not only new leads: every stage (new, qualified, quoted, booked, lost) or one of them, with the count and quoted value per stage, and the leads themselves sorted by newest, event date, value or longest waiting. Each lead has its stage, brand, source, when it came in and moved, the quoted amount, a link, and for leads that did not come in by email the customer name, event date, place, guest count and the budget the customer stated. Never includes phone numbers or email addresses. Read only.

get_leads

Starts CurbsideOps making a social post (image and caption) for an upcoming booking, using the brand's own photos and style. It takes a few minutes and spends AI credits; the draft then waits for approval in Telegram and in Post Drafts (get_marketing_drafts), and nothing is published. At most 10 posts and remakes a day from one assistant, 20 for the business.

generate_marketing_post

Moves a text or DM conversation out of the open list, when the person says nothing more is needed. A new message from the customer reopens it. Nothing is sent.

mark_conversation_handled

Marks a flag as handled, the same as Done on the Flags page (it can be undone there). Only when the person says they dealt with it; the decision itself is theirs.

mark_flag_done

Marks a follow-up as done, after the person says they followed up. Nothing is sent to anyone.

complete_follow_up

Closes a lead as lost, the way the Lost column does, with the reason the person gives. It can be reopened in CurbsideOps, the history stays, and nothing is sent to the customer. Reasons: customer_other_vendor (Went with another vendor), customer_price (Price / budget), customer_event_off (Event cancelled or postponed), customer_no_response (Stopped responding), customer_changed_plans (Changed plans / no longer needed), we_no_availability (No availability (date taken)), we_out_of_area (Outside our service area), we_too_small (Headcount too small), we_too_large (Headcount too large), we_not_a_fit (Not a fit for us), not_real (Spam / not a real lead), other (Other). Leads are never deleted from here; deleting stays in CurbsideOps.

mark_lead_lost

Marks a menu item sold out (available: false) or back on the menu (available: true). Guests see it at once. This changes the CurbsideOps menu (the public menu page and proposals), not Square.

set_menu_item_availability

Marks an add-on (a topping, flavor or extra) sold out or available again. Guests see it at once. This changes the CurbsideOps menu (the public menu page and proposals), not Square.

set_menu_addon_availability

Social post drafts CurbsideOps made: by default the ones waiting for a decision, or every recent one. Each has its draftId, brand, state (waiting, queued, published, failed), the caption and image, the campaign it belongs to and when that is planned, and a link. A draft made for an event from another calendar shows only its state and link. Read only.

get_marketing_drafts

The active menus with every item (and its itemId), its price, and whether it is available, sold out, featured or a special; with includeAddons, the add-ons too (each with its addonId, extra price and availability). Read only.

get_menu

Open event invoices and how late they are: the total still owed and overdue, the aging buckets, and each invoice with its customer, number, event date, amount, paid, still owed, due date and days overdue, most overdue first. For the owner and managers with finance access; needs the Professional plan. Read only.

get_receivables

How much of a period’s business came from first-time customers and how much from customers who booked before: customers, events and revenue for each, with the change against the period before. Read only.

get_new_vs_returning

Leads waiting on the business, newest first: where each came from, its brand, when it arrived, how many booking details are still missing, and for leads that did not come in by email the customer name, event date, place and guest count. Each has a link. Never includes phone numbers or email addresses. Read only.

get_new_leads

Sellable open time over up to 7 days: for each day, how many trucks are active and working, and the gaps on trucks already out where another booking fits with almost no extra driving (truck, open from and until, sellable minutes with travel and prep already taken out). A truck with nothing booked that day counts as free but is not listed as a gap. From the Intelligent Dispatcher; not every plan has it. Pair with get_rebooking_opportunities to find who could fill a gap. Read only.

get_open_dates

The business’s permits and licenses: type, where it applies, issuing agency, number, brand and truck, when it was issued and expires, how many days are left, and its status. By default the ones expiring in the next 90 days or already expired. Read only.

get_permits

What guests paid in advance through Pre-Pay Orders pages in a period, by page or by month: orders, item sales, tips, gross, refunds and average order, the best-selling items, how much was paid forward as gifts, and page views with the share that ordered. Only for businesses using Pre-Pay Orders on the Professional plan. Read only.

get_prepay_sales

Prepares booking a lead (the Book it button): returns a preview of what goes on the calendar plus a confirmationId. The booking uses the details on the lead; to change the date, time or place, call update_lead first. Refuses a lead that is lost, already booked, or missing a booking detail (and names it). Nothing changes until confirm_booking runs with the id, after the person approves the preview.

prepare_booking

Prepares a price change for a menu item (itemId, new price) or the extra charge of an add-on (addonId, new extra price), and returns a preview with the old and new price plus a confirmationId. Nothing changes until confirm_menu_price_change runs with that id, after the person approves the preview. This changes the CurbsideOps menu (the public menu page and proposals), not Square.

prepare_menu_price_change

Prepares a reply to a customer text or DM and returns a preview (who it goes to, how, and the exact words, with warnings if it quotes a price CurbsideOps has no record of or promises a booking that is not booked) plus a confirmationId. Pass `text` with the reply the person approved, or `useDraft: true` to send the draft CurbsideOps wrote with draft_text_reply. Nothing is sent until send_text_reply runs with the id, after the person approves the preview.

prepare_text_reply

Prepares publishing a post draft to the brand's connected social accounts: returns a preview (the caption and image, and when it goes out) plus a confirmationId. A draft picked for a campaign post goes out at the campaign's planned time unless publishNow is true; a draft the campaign did not pick is refused. Nothing is published until publish_post runs with the id, after the person approves the preview.

prepare_publish_post

Prepares emailing a proposal to the customer: returns a preview (recipient name and masked email, version, total, deposit) plus a confirmationId. The email comes from the brand's Gmail and carries the Review & Accept link. A proposal drafted by AI must be approved in CurbsideOps first. Pass acceptSenderWarning: true only when send_proposal reported a sender warning and the person said to send anyway. Nothing is sent until send_proposal runs with the id, after the person approves the preview.

prepare_send_proposal

Proposals by status (draft, sent, accepted, declined, expired, cancelled), most recently changed first: each with its brand, customer, event date, version, total, deposit, when it was sent and when it expires, and a link. A proposal made from a lead that came in by email shows only its status, money and link. Read only.

get_proposals

Organizations near a brand that are not customers yet, found by CurbsideOps’ prospect search (school directories, map listings, local events) and ranked for what the brand sells: each with its kind (school, office, church, ...), city and ZIP, website, a few facts (enrollment, rating), why it fits, a suggested approach and its score. Status open (new and saved), saved, or already made a lead. Suggestions only: nothing contacts them. To work one, create a lead with create_lead. Read only.

get_prospects

Publishes the post prepared by prepare_publish_post to the brand's connected social accounts, exactly as previewed. It is public once out. Only after the person approved the preview.

publish_post

Remakes a post draft, optionally with the person's changes in their own words ("bigger logo", "show the truck at night"). The new version arrives as a new draft in a few minutes and spends AI credits; for a campaign post it is added as a choice the person picks in CurbsideOps. Counts toward the 10 a day.

regenerate_marketing_post

Sales for any period grouped one way: by brand, month, week, day, weekday, start hour, customer, organization, person, organization category, event ZIP, city or state, truck, package, pricing arrangement or payment method. Each group has revenue, money collected, tips, events, customers and average per event; with compare, the same figures for the period before or the same period last year and the change. Some groupings need a higher plan. Quote the dollar figures exactly as given. Read only.

get_sales_breakdown

Sales for a period (today, this week, last month, year to date, ...): revenue, money collected, tips, number of events and customers, the change against the period before, new and returning customers, revenue by brand, top customers, bookings ahead and money still owed on open invoices. Quote the dollar figures exactly as given. Read only.

get_sales_summary

Finds customers in the CRM. People: by name or organization, sorted by lifetime revenue, most recently changed, or name; each with their organization, stage, lifetime revenue, number of events, last event date and whether they can be emailed or texted (yes or no). Organizations: schools, churches, offices and so on, by name or category, with category, city, state and number of contacts. Gives the customerId or orgId for get_customer_history. Never includes phone numbers, emails or addresses. Read only.

search_customers

Starts CurbsideOps' prospect search for a brand: it looks through school directories, map listings and local events around the brand's area for organizations that fit what the brand sells, and ranks them. It takes a few minutes and spends AI credits; read the results with get_prospects afterwards. Nothing contacts anyone. At most 2 searches a day from one assistant, 3 for the business.

run_prospect_search

Lists the events the business worked in any period, one row per sale, from CurbsideOps’ own sales records (so bookings from every calendar are included): date and weekday, brand, customer or organization and its category, package, truck, city and ZIP, status, revenue, money collected and tips, plus the period’s totals. Use from and to for exact windows such as 2025-10-01 to 2025-10-31; page with offset. The event name is shown only for bookings made in CurbsideOps, and there are never phone numbers, emails or street addresses. Quote the dollar figures exactly as given. Read only.

search_sales_records

Emails the proposal prepared by prepare_send_proposal to the customer, exactly as previewed. It cannot be unsent. Only after the person approved the preview.

send_proposal

Sends a reply prepared by prepare_text_reply, exactly as previewed, to that conversation’s customer. It cannot be unsent. Only after the person approved the preview.

send_text_reply