Get all jobs scheduled for today, including assigned technicians.

Search jobs with flexible filters: status, customer, address, contact, category, source, dates, job/PO number.

Get complete details for a single job by internal ID or display number, including techs, tasks, notes, charges, and visit history.

Get all jobs for a customer by name, sorted by most recent first. Use search_customers first to find the exact name.

Create a new service job. Requires an exact customer name, category, and status.

Search for customers by name, contact name, phone, email, address, city, or zip/postal code. Returns matching customer records.

Get a single customer's full record by internal ID, including contacts, locations, and custom fields.

Create a new customer record. Contacts/locations can't be set here — Service Fusion publishes no item schema for those fields; add them via the web UI instead. A 403 response means these credentials lack permission to create customers, and the same web UI must be used.

Search estimates with filters: status, customer, contact, address, category, source, PO number, dates.

Get complete details for a single estimate by internal ID, including line items, techs, notes, and payments.

Create a new estimate. Requires an exact customer name and category.

List invoices, sorted and paginated. NOTE: Service Fusion's /invoices endpoint documents no server-side filters — customer_name, if provided, is applied as a client-side substring match against the fetched page, not a server-side query.

Get a single invoice's full record by internal ID.

List calendar tasks (reminders/appointments tied to users, customers, jobs, or estimates), sorted and paginated. NOTE: Service Fusion's /calendar-tasks endpoint documents no server-side filters — use the returned users_id/customers_id/jobs_id/estimates_id fields to correlate manually.

Get a single calendar task's full record by internal ID, including its repeat rule if any.

Get equipment records for a customer (type, make, model, serial, warranty, custom fields). Requires customer_id or customer_name. Optionally fetch a single record via equipment_id.

List all technicians. Returns names, contact info, and role flags. Cached 30 minutes.

Get a single technician's full record by internal ID.

List all available job categories (e.g., 'Commercial Service', 'Residential Install'). Use these values when creating jobs/estimates or filtering by category. Cached 30 minutes.

List all available job statuses. Useful for knowing valid status values when filtering or creating jobs. Cached 30 minutes.

List all available lead sources. Use these values when creating jobs, estimates, or customers. Cached 30 minutes.

List all available payment types (e.g., credit card, check, cash). Use these values for the payment_type field on create_job, create_customer, or create_estimate. Cached 30 minutes.

Get the currently authenticated user's info. Useful for verifying API connectivity and credentials.

Look up the Service Fusion API reference. Sections: index, jobs, customers, estimates, invoices, calendar-tasks, techs, equipment, job-categories, job-statuses, sources, payment-types, data-types, authentication, known-issues, me, full. Each named section returns only the primary list/create endpoint doc for that resource — related sub-resource endpoints (e.g. /jobs/{job-id}) are not included. Use section='full' if you need sub-resource or {id}-endpoint detail.