List tickets with optional filters. Returns paginated results.

Get a single ticket by ID with full details

Create a new ticket. Requires customer_id and subject at minimum. Note: line_items cannot be added inline during creation -- use tickets_add_line_item after the ticket is created.

Update an existing ticket. Only provided fields will be changed.

DELETE a ticket permanently. This action cannot be undone. The user MUST confirm before executing this.

Get all comments on a ticket

Add a comment to a ticket. Three comment modes: (1) Email reply: hidden=false, do_not_email=false sends email to customer. (2) Public note: hidden=false, do_not_email=true is visible on portal/invoice but no email sent. (3) Private note: hidden=true, do_not_email=true is tech-only and invisible to customer. Note: subject is REQUIRED or the API returns 422.

Add a line item (product/service charge) to a ticket. Note: name and description are REQUIRED even when using product_id (unlike invoices/estimates which auto-fill from catalog).

Remove a line item from a ticket. The user MUST confirm before executing this.

Update a line item on a ticket

Add a timer entry to a ticket for time tracking. Note: start_at is REQUIRED (API returns 422 without it). duration_minutes auto-calculates end_time from start_at.

Update a timer entry on a ticket

Delete a timer entry from a ticket. The user MUST confirm.

Charge a timer entry on a ticket (convert to billable line item)

Attach a file to a ticket via URL

Delete an attachment from a ticket. The user MUST confirm.

Generate a printable PDF for a ticket

Get ticket system settings

List ticket comments across multiple tickets as a flat paginated feed (distinct from tickets_get_comments which is scoped to one ticket). Sorted by ticket_id ASC, created_at DESC. Scope via ticket_search_id, ticket_id, customer_id, contact_id, user_id, status, mine, or date filters. comment_created_after/before filter at the comment level; the other date filters operate on the parent ticket.

List Ticket Blueprints available for ticket creation (hidden ones are excluded). Returns id, name, role, and children_count for each blueprint.

Create tickets from a Blueprint -- spawns the parent ticket and any child tickets defined by the blueprint, all assigned to the given customer. Returns { ticket_id, child_ticket_ids }.

List customers with optional filters. Returns paginated results.

Get a single customer by ID with full details

Create a new customer. Note: phone and mobile fields auto-create entries in the phones sub-resource.

Update an existing customer. Only provided fields will be changed.

DELETE a customer permanently. The user MUST confirm before executing.

Get the most recently created customers

Autocomplete search for customers by name or business

List phone numbers for a customer

Add a phone number to a customer

Update a phone number for a customer

Delete a phone number from a customer. The user MUST confirm.

List customer assets with optional filters. Returns paginated results.

Get a single asset by ID with full details

Create a new customer asset. Note: asset_type_name must match an existing type in the account. Custom properties on create are IGNORED -- set them via assets_update after creation.

Update an existing asset. Use this to set asset properties (hdd, manufacturer, model, os, cpu_name, ram, last_boot) after creation, as properties on create are ignored. Pass policy_folder_id to move the asset to a same-customer policy folder (see policies_list_folders).

Get patch information for an asset (available OS/software patches)

Get the paginated list of software applications installed on an asset. Returns name, vendor, version, and installed_at (falls back to first-seen date when no explicit install date is recorded).

Get chat information for assets by IDs

List contacts with optional filters

Get a single contact by ID

Create a new contact for a customer

Update an existing contact

DELETE a contact permanently. The user MUST confirm.

List invoices with optional filters

Get a single invoice by ID

Create a new invoice. Note: line_items in the create body are IGNORED by the API -- add line items via invoices_add_line_item after creation.

Update an existing invoice

DELETE an invoice permanently. The user MUST confirm.

Get the ticket associated with an invoice

Generate a printable PDF for an invoice

Email an invoice to the customer

Add a line item to an invoice. When using product_id, only product_id + quantity are needed -- the API auto-fills name, cost, and price from the product catalog.

Update a line item on an invoice

Delete a line item from an invoice. The user MUST confirm.

List estimates with optional filters

Get a single estimate by ID

Create a new estimate. Note: line_items array in the create body is IGNORED by the API -- add line items via estimates_add_line_item after creation.

Update an existing estimate

DELETE an estimate permanently. The user MUST confirm.

Generate a printable PDF for an estimate

Email an estimate to the customer

Convert an estimate to an invoice

Add a line item to an estimate. When using product_id, only product_id + quantity are needed -- the API auto-fills name, cost, and price from the product catalog.

Update a line item on an estimate

Delete a line item from an estimate. The user MUST confirm.

List appointments with optional date range filter

Get a single appointment by ID

Create a new appointment. When possible, link to a ticket via ticket_id -- this auto-populates the description with ticket details and the location from the customer address.

Update an existing appointment

DELETE an appointment. The user MUST confirm.

List appointment types

Get an appointment type by ID

Create a new appointment type. Note: location_type is REQUIRED (API returns 422 without it). Integer value where 0 = 'customer'.

Update an appointment type

DELETE an appointment type. The user MUST confirm.

List products/inventory items

Get a product by ID

Create a new product. Note: products have no DELETE endpoint -- use products_update with disabled=true instead. Custom properties on create may be ignored -- set via products_update after creation.

Update a product

Look up a product by barcode/UPC

List product categories

Add images to a product

Delete an image from a product. The user MUST confirm.

Update product quantity at a location

List serial numbers for a product

Create a serial number for a product

Update a product serial

Attach serial numbers to a line item

List SKUs for a product

Create a SKU for a product

Update a product SKU

List payments

Get a single payment by ID

Record a payment. Use apply_payments to distribute a payment across multiple invoices.

List available payment methods

List stored payment profiles for a customer

Get a payment profile by ID

Create a stored payment profile for a customer

Update a payment profile