BoltWright

Returns the immutable correction history of one of the signed-in person's time entries, including actor, reason, effective time and received time.

get_field_time_history

Returns one authorized Field visit with site access notes, hazards, holds, work instructions, equipment, recent service, open findings and saved captures. Technicians can read assigned work; authorized managers can read shop visits. The work date may differ from the scheduled date.

get_field_visit

Returns the signed-in person's handoff and the crew's progress at a visit. needs_update means recorded activity needs another handoff update; working means an active timer. mine.revision identifies the current handoff revision; absent handoffs have revision zero. Handoffs and shared visit completion are separate records.

get_field_work

Returns the signed-in person's handoff progress across accessible visits over an inclusive organization-local range of up to 93 days. Includes recorded activity, handoffs and any active timer; untouched assignments are absent. These reminders do not establish completed work or complete evidence. Hours and captures reach the office independently of handoff.

get_field_work_overview

Returns an inventory item's identity, stock balances and revisions by location, reserved and available quantities, active job or quote holds, and paged immutable movement history. Revision zero means stock has not been recorded. Truncation flags identify additional history or holds.

get_inventory_item

Returns a truck or kit's target contents, recorded stock, refill deficits and source-shop shortages. A null source_location_id returns contents without source-shop availability. A physical kit return does not itself change stock.

get_inventory_kit

Returns paged stock holds with their job or quote owner, remaining quantity, expiry and location-level on-hand, reserved and shortage totals. Supports active, closed or all holds and optional item, location, job and quote filters. Page zero is newest; has_more indicates another page.

get_inventory_reservations

Returns one invoice's customer, site, line items, totals, balance, due date, status and delivery history.

get_invoice

Returns an invoice's approved copy, exact decimal line items, correction proposals and correction receipts.

get_invoice_corrections

Returns a Jobber or BoltWright job by job number, including customer, site, instructions, visit notes, equipment count and attributed crew closeout answers. Authorized managers also receive billing lines with provenance and quoted, billing and extras totals before tax. Enterprise work-order records have a separate search surface.

get_job

Returns a job's invoiced revenue before tax, labor hours and cost by person, expenses, priced line-item costs, write-offs, profit and margin. Includes explicit gaps such as missing invoices, unpriced hours, unreviewed receipts and unfinished work.

get_job_costing

Returns one maintenance agreement's terms, scope, seasonal windows and obligations, including each obligation's ID, due window and status.

get_maintenance_agreement

Returns one day's ordered Field stops with customer, site, work, scheduled time, arrival and completion state, and next stop. mine is the signed-in person's route; shop is available to authorized managers. A null scope uses the person's role-based default.

get_my_field_schedule

Returns saved action receipts and pending approvals for a conversation bound to this connection. Reading status neither starts a turn nor supersedes its pending approval.

get_operation_status

Returns whether a complete historical whole-shop comparison is available for a requested date, with source timestamps and an explicit unavailable reason when no complete historical snapshot exists.

get_operations_comparison

Returns a bounded shop snapshot combining one day's schedule and crew state with current findings, quotes, invoices, receivables and closeouts. Truncation flags indicate incomplete totals or lists. The non-schedule records are current, not historical as of the requested schedule date.

get_operations_snapshot

Returns a compact, server-ranked queue of owner priorities across service requests, dispatch, receivables, closeouts, findings and quote follow-up. Items have stable handles and business keys. Visit counts cover schedule_date; undated work and older closeouts are separate backlogs. Completeness flags describe each bounded source.

get_owner_work_queue

Returns shop profitability for a period grouped by technician, customer, site or month, with totals, median payment time and least-profitable invoiced jobs. Jobs are selected by work date. Technician revenue and shared costs are allocated by recorded hours. Administrator access is required; technician grouping also requires pay access.

get_profitability

Returns one quote's customer, site, line items, totals, document and customer status, delivery history, latest decision, revision and customer-document identity.

get_quote

Returns the tracked findings linked to a repair visit, with equipment and building context, recommendation, severity, source, quote, status, decision note and revision. not_linked contains other findings on those units that are outside this repair's scope.

get_repair_findings

Returns visits matching a schedule-move description, along with conflicts, ambiguity, source freshness and record-level schedule authority. Imported source-owned visits remain read-only until ownership is explicitly transferred.

get_schedule_move_context

Returns a service request's contact, summary, phone or chat transcript, website answers, handoff attempts, customer and site matches, promises, status and updated_at. Accepts a request ID or its phone-call ID.

get_service_desk_call

Returns the shop's regional tax defaults and revision. Administrator access is required. Defaults affect new drafts; existing documents retain their recorded tax policy.

get_shop_sales_tax

Returns one site's standing access and hazard notes, customer-wide notes, latest access outcomes, service hold, buildings, equipment and latest distinct job instructions. Buildings are optional and equipment may be unassigned.

get_site

Returns changes to one site's or customer's standing access and hazard notes, newest first, with actor, time, source and before-and-after text.

get_site_notes_history

Returns recorded crew hours over a date range, including person totals and entry counts. A person filter includes entry dates, times, activity, job and site. Running timers count through the response time. Pay rates and labor costs are excluded.

get_team_hours

Returns one technician's roster status, current and upcoming time away, profile version and upcoming assignments. It does not change account access.

get_team_schedule_status

Returns current attention analysis for an exact work-order attention ID, including classification, evidence, missing facts, owner, next action, freshness, write authority and attention version. It does not modify the external work order.

get_work_order_attention

Returns recent open visits with recorded hours and crew handoff states, field evidence, missing items, reminder history and potential customer thank-you recipients. Includes held thank-yous, reopened-visit context and BoltWright-finished visits still open in Jobber. Recorded hours alone do not complete a visit.

get_worked_not_closed

Returns completed jobs grouped by closeout state: needs_you for drafts ready for review, drafting for jobs awaiting evidence, sent, or all. Older items are an imported or historical backlog rather than today's work.

list_closeout_queue

Returns up to 20 invoices, newest first, optionally filtered by draft, approved, sent, paid, void, overdue or all. Approved invoices are locked but not necessarily sent. Overdue invoices are sent, past due and have an outstanding balance.

list_invoices

Returns maintenance agreements with customer, status, term and counts of promised, generated, completed and overdue visits.

list_maintenance_agreements

Returns up to 20 quotes, newest first, optionally filtered by draft, approved, sent, awaiting_decision, accepted, declined or all. Approved quotes are locked but not necessarily sent.

list_quotes

Returns service requests from phone, website chat or website forms, including contact, request, urgency, human handoff, owner and conversion state. active is the open queue; history includes finished requests. Each row includes a request ID and updated_at; phone requests also include call_id.

list_service_desk_calls

Previews moving equipment to another site without changing records. Returns source and destination customer and site, affected units and blocked, check or informational consequences. Open findings follow equipment; historical reports remain with their jobs. Cross-customer commitments and incompatible agreement coverage may block a move.

preview_equipment_move

Returns the complete current customer report with revision, equipment entries, findings, closeout readiness, remaining fixes and signature-request status.

read_service_report

Ranks technicians for a visit using availability, schedule conflicts, workload, location and required skills. Returns a recommendation with reasons, alternatives and exclusions. It does not assign a crew or change the schedule.

recommend_crew

Searches synced customers, sites, equipment, reports and notes by text and optional record type. Work orders and jobs have a separate search surface with richer job records.

search_data

Searches stock by SKU, size, type or name and returns full identities, base units, locations, recorded quantities, reservations and available quantities. An empty query lists all items and locations. An optional trade filter can exclude untagged items; an unknown trade is ignored with a note. Search matches alone do not establish stock absence or physical shelf counts.

search_inventory

Searches synced jobs and work orders by customer, site, description, equipment, technician, time, work-order number or external source reference. Returns bounded, rich candidates and a has_more flag. A true has_more means the query needs narrower filters for a complete candidate set.

search_work_orders