enrutar

Create an estimate as a draft. It is never sent to the customer: someone reviews and sends it from enrutar.

create_estimate

Create a job. Nobody outside your team is notified.

create_job

Create the job for an accepted estimate, with its customer, address, contact and lines. Only accepted estimates: the assistant never accepts estimates, and nothing is sent to the customer.

create_job_from_estimate

Change a customer. Only the fields you pass change. The customer is not contacted.

update_customer

Change a draft estimate; only the fields you pass change. A sent estimate is never modified: the change creates a new draft version. Accepted and canceled estimates cannot be changed.

update_estimate

Change a job. Only the fields you pass change; it never moves the job to another board, archives or cancels it, and never messages the customer.

update_job

Schedule a visit for a job. It is created pending confirmation and the customer is not notified; someone confirms it in enrutar.

create_visit

Reschedule a pending or confirmed visit or change its technicians. Moving a confirmed visit to another time returns it to pending confirmation; the customer is not notified.

update_visit

A technician's visits for one day, in route order (including visits assigned to their teams).

get_technician_schedule

A customer with phones, emails, addresses and recent jobs.

get_customer

Active employees (technicians and office staff) and teams, with the ids used to assign jobs and visits.

list_employees

Job and customer tags with their ids.

list_tags

All hours logged on a job per technician, and the materials its work reports record.

get_job_time_summary

The organization's tax rates; the default one applies to estimate lines without a rate.

list_tax_rates

A work report with the work performed, materials, hours and signature.

get_work_report

An estimate in its latest version: lines, taxes, totals, status, customer, linked job and latest comments.

get_estimate

Workday records (registro de jornada) per person and day: clock in, clock out, breaks and time worked. Only for users with full access. Never includes locations or devices.

search_workdays

The boards you can see with their statuses, and the custom fields jobs have (ids for creating and changing jobs).

list_boards

A job with its customer, assignees, visits and latest comments.

get_job

A visit with its job, customer, address and technicians.

get_visit