Verify Fieldwork credentials. Run this first if other tools fail.

Calls GET /v3.1/profile. On success returns a small redacted profile summary.

Answer: "How many customers do I have?", "What's my customer count?"

Counts every customer in Fieldwork and breaks down by status. Prefer this over search_customers for total-count questions.

Answer: "How much product was used?", "What chemicals did we use this month?"

Totals logged material/chemical usage from completed jobs.

Args: days: Look back this many days ending today (default 30). Ignored if start_date set. start_date: Optional YYYY-MM-DD range start. end_date: Optional YYYY-MM-DD range end (default today). material_name: Optional filter, e.g. "Alpine" or "Taurus".

Answer: "How is business doing?", "How many jobs did we finish this month?"

Plain-English operations snapshot (jobs completed, cancelled, production value).

Answer: "What's on the schedule?", "How many jobs this week?"

Work-order overview for a date range (default 7 days).

Answer: "Do I have a customer named ___?", "Find customer Smith"

Search customers by name or other Fieldwork search text.

Answer: "Who owes me money?", "What invoices are unpaid?", "How's my AR?"

Totals open invoice balances and lists top customers by amount due.

Answer: "How much money did we make?", "What's our revenue this month?"

Financial summary snapshot for a date range.

Answer: "Who are my technicians?", "Who's on my team?", "What routes do I have?"

Lists technicians, office users, and service routes (no secrets).

Answer: "How are my routes doing?", "Which route is busiest?"

Jobs (and completions) per service route for a date range.

Answer: "Who did the most jobs?", "Who's my top technician?"

Ranks technicians/routes by completed jobs for a date range.

Answer: "What products do we carry?", "What chemicals are in our catalog?"

Lists materials/products configured in Fieldwork.

Search Fieldwork customers.

Args: query: Free-text search (name, email, account bits — whatever Fieldwork indexes). page: Page number (default 1). per_page: Page size (default 25; keep modest). start_date: Optional YYYY-MM-DD (or MM/DD/YYYY) lower bound. end_date: Optional YYYY-MM-DD (or MM/DD/YYYY) upper bound. customer_status: Optional status filter. postal_code: Optional postal/ZIP filter. updated_after: Optional updated-after date (YYYY-MM-DD or ISO-8601).

Fetch one customer by ID.

Find a customer by phone number.

List notes on a customer (read-only).

List materials/chemicals in the Fieldwork catalog (name, EPA #, etc.).

List service types configured in Fieldwork.

List service routes (technician routes).

Search work orders / service appointments.

Prefer passing start_date and end_date (YYYY-MM-DD) to keep results small.

Fetch one work order. plain=True uses Fieldwork's show_plain endpoint.

Fetch the service report for a work order (often includes treatment details).

List unit records for a work order.

This is the main read path for material usage: usages are nested on unit records in Fieldwork's API (there is no standalone material-usages index).

Search invoices.

Fetch one invoice by ID.

List calendar work orders for a date range (YYYY-MM-DD).

Operations summary report for a date range (ISO dates, e.g. 2026-01-01).

Financial summary report for a date range (ISO dates, e.g. 2026-01-01).