Fielmo

Append a new general note to an existing Fielmo customer without changing previous notes. First find the correct customer ID with search_customers; ask for clarification if several match. Show the note and customer to the user before calling. This does not write visit notes.

Append a note to a specific Fielmo visit while preserving previous visit notes. First identify the exact visit with list_jobs or get_customer_profile and show the visit and note to the user. This is separate from general customer notes.

Check Fielmo work hours, an existing customer's strict visit restrictions, and other visits for a proposed date and exact local time. Supply customer_id when known. Use before creating or rescheduling a visit. It detects fixed-time overlaps and saved-route overlaps; flexible visits and travel still require route review. A 07:00 request outside an 08:00 workday is unavailable, not silently moved to 08:00.

Create a one-time visit for an existing customer. Always check_appointment_availability first. For an agreed hour, supply exact_start_time in the workspace timezone; never shift it to work hours without user approval. Outside-hours and fixed conflicts are rejected. If same_day_review_required, show the other visits and obtain explicit user approval before retrying with accept_same_day_visits=true. Date-only visits remain unconfirmed. Travel and flexible visits need route review.

Create a Fielmo customer and geocode the address. Show the details first and ask whether the user wants to confirm the map pin now or later. If confirmed after preview_customer_address, supply its confirmation_token. If skipped or the map tool is unavailable, omit the token; the coordinates are saved with the address pending confirmation in Fielmo, and you must remind the user to review it there. Never invent a date, price or frequency. A first visit with a date but no confirmed time remains unconfirmed. A possible_duplicate result means no customer was created.

Results follow the current workspace permissions; agents see only assigned records and no revenue. Find customers in the authenticated user's Fielmo account who have not had a completed visit within a specified number of days. Use when the user asks who to follow up with or who has been inactive.

Results follow the current workspace permissions; agents see only assigned records and no revenue. Get the notes for a specific customer in the authenticated user's Fielmo account, including profile notes and visit notes from past appointments. Use when the user asks what was written about a customer or what happened in past visits.

Results follow the current workspace permissions; agents see only assigned records and no revenue. Get the full profile of a specific customer in the authenticated user's Fielmo account, including recent jobs, last visit date, and notes. Use after search_customers to get details about a specific customer.

Results follow the current workspace permissions; agents see only assigned records and no revenue. Get the ordered list of jobs scheduled for a specific day for the authenticated user in Fielmo. For a visual day agenda with a map and scheduling alerts, use list_jobs instead.

Results follow the current workspace permissions; agents see only assigned records and no revenue. Get a summary of the authenticated user's week in Fielmo, including total jobs scheduled, completed, estimated revenue, and top customers. Use when the user asks how their week looks or about weekly income.