JobSnap

Create a draft invoice from an estimate (same customer, job, line items and tax rate; next INV- number; due date from the team setting / 30 days), like the app's Create invoice action. The estimate itself is left unchanged; use update_estimate to mark it accepted/completed. (Changes data.)

convert_estimate_to_invoice

Create a crew with a foreman (required, like the app), an optional name and colour, and optionally its members (same effect as set_crew_members). Put it on jobs afterwards with schedule_job. user ids from list_members. (Changes data.)

create_crew

Create a customer record (name, plus optional email, phone, address and notes) that jobs, estimates and invoices can be attached to. Check list_customers first to avoid a duplicate. (Changes data.)

create_customer

Add a piece of equipment (tool, vehicle, machine) to the team's equipment list. Starts as available unless a status is given. Optionally assign it to a member (membership id from list_members). Use set_equipment_status / assign_equipment / update_equipment to change it later. (Changes data.)

create_equipment

Create an estimate (draft unless status given). (Changes data.)

create_estimate

Build a new custom form. `fields` are in display order; types: shortAnswer, paragraph, email, phone, website, dropdown/multipleChoice (need options), checkbox, number (min/max), rating (1-5 by default), date, time, datetime, jobSelector, userSelector, equipmentSelector. Unpublished by default: set is_published true to let the crew fill it. (Changes data.)

create_form

Start a named group conversation with teammates (user_ids from list_members; the user is added automatically), optionally with a first message from the user. Returns the channel id for send_chat_message. (Changes data.)

create_group

Create an invoice (draft unless status given). (Changes data.)

create_invoice

Create a job. The site address is required and is geocoded so the job can be geofenced: run geocode_address first and pass the confirmed latitude/longitude. (Changes data.)

create_job

Add a task from the team's task list to a job (task ids from list_job_tasks → available_tasks), optionally with a quantity and job-specific name/number/unit/description. (Changes data.)

create_job_task

Save a reusable line item template. (Changes data.)

create_line_item_template

Record a material cost (manual entry, PO, bill or receipt) with line items. Submitted for approval (status pending) unless draft is true. (Changes data.)

create_material_cost

Create a note for the user (markdown body, optional todos). (Changes data.)

create_note

Add a supplier / vendor. Refuses if one with the same name exists (returns its id). Check list_suppliers first. (Changes data.)

create_supplier

Add a task to the team's catalogue. category groups tasks (reuse an existing one from list_tasks when it fits). (Changes data.)

create_task

Delete a crew. Its members stay on the team (unassigned) and their schedule entries from this crew are removed; the job's calendar blocks keep their dates but no longer have a crew. Crew ids from list_crews. (Changes data.)

delete_crew

Permanently delete a customer. Their jobs, estimates and invoices are kept but still point at the deleted customer id. Confirm with the user first. (Changes data.)

delete_customer

Permanently delete a piece of equipment from the team's list (its past usage logs stay). Confirm with the user first. (Changes data.)

delete_equipment

Permanently delete an estimate. Confirm with the user first. (Changes data.)

delete_estimate

Permanently delete an invoice. Confirm with the user first. (Changes data.)

delete_invoice

Permanently delete a job, like the job form's Delete. Only possible while nobody has logged time on it (otherwise set it inactive with update_job). Can't be undone. (Changes data.)

delete_job

Remove a task from a job (the task stays in the team's task list). (Changes data.)

delete_job_task

Delete a line item template. Existing estimates/invoices keep their copied lines. (Changes data.)

delete_line_item_template

Permanently delete a material cost / receipt. Owners, admins and managers can delete any; others only their own while draft or pending. Confirm with the user first. (Changes data.)

delete_material_cost

Delete a note you wrote or one shared with the team, with its photos and recordings. Can't be undone. (Changes data.)

delete_note

Delete a pay item and its automatic rules. It's no longer offered on shifts or as a job default; shifts that already have it keep it. Awards already given stay on reports and are never changed. (Changes data.)

delete_pay_item

Permanently delete a job photo (the file and its gallery entry). Photo id from list_job_photos. (Changes data.)

delete_photo

Permanently delete one shift entry (id from get_shifts). Refused in a locked pay period. Confirm with the user first. (Changes data.)

delete_shift

Turn down a joining request (id from list_joining_requests): the request is deleted, nobody is added. (Changes data.)

deny_joining_request

Deny a pending time-off request (id from list_time_off). The employee sees it as denied; it cannot be approved afterwards. (Changes data.)

deny_time_off

Copy an estimate (customer, job, line items, tax, notes, validity) into a new draft with the next EST- number, like the app's Duplicate action. estimate_id from list_estimates. (Changes data.)

duplicate_estimate

Copy an invoice into a new draft with the next INV- number and a fresh due date (team setting / 30 days), like the app's Duplicate action. invoice_id from list_invoices. (Changes data.)

duplicate_invoice

Timesheet for a pay period as CSV text (hours are decimal, dates YYYY-MM-DD in the team's timezone). layout 'summary' (default) matches the app's payroll export: per employee one row per job (Employee, Start date, End date, Job, Total hours[, Rounded total]), then a Rounding row and a Total row. layout 'shifts' lists every shift and absence day (Employee, Date, Type, Job, Start, End, Break minutes, Hours, Notes). Omit dates for the current pay period. The app's Excel (.xlsx) file itself isn't produced here.

export_timesheet

Full text of one search result by its id from search (e.g. job:abc, estimate:xyz, note:123). Returns { id, title, text, url, metadata }; text is markdown with line items and totals for estimates, invoices and material costs. Permissions are re-checked.

fetch

Put a copy of a file (a chat attachment's url or storage_path) into a job's Files tab, in a folder (created if new). The original stays where it is. (Changes data.)

file_to_job

Look up an address and return up to 3 matches with coordinates. Do this before creating a job and confirm the match with the user when there is more than one.

geocode_address

One customer in full: contact details, notes, their jobs, estimates and invoices (numbers, status, totals).

get_customer

One person's daily report for a day in full: per job, each answer with its field label, and whether it was submitted. Pass report_id (from list_my_daily_reports / get_daily_reports) or a date (+ user_id; default yourself). Workers can open only their own.

get_daily_report

Who filed daily reports between two dates (inclusive, max 62 days) and how often: per person, days filed (a day counts once any job entry is submitted), job entries submitted, drafts; plus active members who filed none. For one day's contents use get_daily_reports.

get_daily_report_counts

The team's daily report form: each field's id, label, type, whether it's required, and its options. Read it before submit_daily_report / update_daily_report to know the field ids.

get_daily_report_form