Field Service Cloud Workflows

Read a bounded cross-functional recap for one authorized jobsite and at most 31 inclusive days, including service, work, forms, irrigation and materials when available. Use for a dated jobsite overview. Highlights and follow-up context are capped and are not a complete task history or historical period-end backlog.

get_property_recap

Resolve one jobsite and read reporting totals, recorded visits, task evidence and planned service dates for the supplied period of at most 31 inclusive days. Use to prepare a jobsite operations summary. Each child has its own availability and pagination; overlapping records are not additional work.

get_property_operations_summary

Read a retrospective operations review for one current authorized manager portfolio and an explicit inclusive period of at most 31 days. Use to compare scheduled coverage, recorded work, attention items and established upcoming commitments. Returns bounded evidence and availability indicators; current saved states are not period-end snapshots.

get_operations_review

Resolve the selected current manager portfolio and return a retrospective operations-review evidence envelope for an explicit inclusive period of at most 31 days. Use when preparing an internal manager review of completed work, attention items and established upcoming commitments. Child availability and limits qualify the returned evidence.

get_manager_operations_review

Resolve one jobsite and read monthly context, recap, created/completed/updated task sets and submitted form answers for the supplied period. Use to assemble a monthly client report. Task sets overlap and require task-ID deduplication; each child has independent availability and paging, and attachment metadata is not image content.

get_monthly_client_report_evidence

Read a bounded manager morning brief for an explicit, user-confirmed local calendar date. Use for a dated briefing with the optional authorized manager selector. Returns the dated briefing evidence and child availability; the result is not a server-current capture.

get_morning_brief_for_date

Read a combined operating summary for one authorized jobsite, customer or crew and inclusive period. Use for work counts, service coverage, labor and exception summaries with source-module availability. Summaries are bounded and do not include complete individual task histories.

get_reporting_summary

Read bounded pesticide application records and saved reporting state for an authorized dated scope. Use for recorded treatments and reporting follow-up. Returned state does not establish regulatory acceptance or certify current compliance.

get_pesticide_data

Read saved material-use records for one authorized jobsite and inclusive period, including item, quantity, unit and available employee or crew attribution. Use for material-use questions. Details are paginated; the whole-scope summary repeats on each page and is not additive across pages.

get_inventory_use_data

Read paginated recorded crew visits and service records requiring review for an authorized scope and inclusive date range. Use to examine visit history and scheduled stops without matching records. Returned activity and review arrays may overlap; an unmatched stop does not establish missed service.

get_service_activity

Retrieve original image content and metadata for selected, permission-visible attachment IDs. Use when a saved photo must be inspected or included in a report. Returns supported images and per-item availability; it does not retrieve arbitrary external URLs, analyze photos or create report files.

get_attachments

Read reporting totals and service-review counts for one authorized jobsite, customer or crew and inclusive period. Use for aggregate recorded visits, labor and coverage questions. Module availability qualifies the totals; review counts do not establish missed service or its cause.

get_reporting_rollups

Read permission-visible submitted form and inspection responses for a dated scope, optionally including saved answers. Use to examine recorded findings, scores and form categories. Results are paginated; a missing score is unknown, and form-response drafts are not supported.

get_form_data

Read saved tasks, descriptions, checklists, attachment metadata, estimate scope and items used. Use dated filters for a task list, exact taskId for full detail independent of dates, or the supported current-open jobsite query. Dated ranges cover at most 31 inclusive days; lists are paginated. Saved status and billing state do not prove work completion.

get_task_data

Return the authenticated company's current jobsite dropdown values and labels for the workspace. This app-only operation accepts no tenant or jobsite selector and does not change permissions.

get_jobsite_select_list

Return the authenticated company's existing manager dropdown candidates for the workspace. This app-only operation accepts no tenant or manager selector and does not expand the selected manager's crew scope.

get_manager_select_list

Retrieve selected authorized photos for display inside the workspace. This app-only operation delivers image bytes in private component metadata. It does not analyze images or generate report files.

get_workspace_photo_previews

Open the workspace for reviewing an authorized manager portfolio or individual jobsite and preparing monthly client or internal operations reports. Use when the user wants the interactive Operations, Property or report editor. Opening the interface itself reads no business records and creates no files.

open_field_service_cloud_workspace

Resolve one jobsite and read bounded reporting totals plus recorded-visit and service-review evidence for the supplied period of at most 31 inclusive days. Use to check recorded service against scheduled coverage. An unmatched stop or unavailable drilldown does not certify missed or completed work.

verify_property_service

Display proposed monthly client or internal operations report content in the workspace editor. Use with the exact workspace selection, reporting scope, selected source records, photo captions and separate office notes. Preserves supplied edits and selections; it does not generate, approve or send Word or PDF files.

review_report_content