Clevra

Create a new client (customer) with the app's defaults: status lead, owned by you. Nothing is sent to the client.

create_client

Create a task on the schedule, optionally timed and assigned; without the team-wide task permission it can only be assigned to you.

create_task

Create a draft quote (estimate) for a client from line items; its number is allocated and it stays a draft. Notes are internal, for the team, and never shown to the client. Sending it to the client happens in Clevra, as does writing its client message.

create_quote_draft

The Estimates report from the Reports hub: Estimates report with additional client data. Answers the same tiles and totals as the Reports page for these parameters, plus one page of its rows (25 by default, at most 50).

run_quotes_report

Free time for a team member within the company's business hours over up to 31 days, skipping their visits, events and tasks: one window per free stretch of each business day, long enough for the duration. Any start from a window's start up to its latestStart fits; each window gives its day and times in the company's timezone (localDate, localStart, localEndDate, localEnd). Call it before schedule_visit.

find_open_slots

One client record: contact details, type, status, address and internal notes. Needs the client id (see list_clients).

get_client

One invoice with its line items, totals, balance due and dates. Takes the invoice id or its number (INV-…), see list_invoices.

get_invoice

One job with its schedule, assignees, location, totals and (for roles that may see it) costing, and up to 50 of its booked visits, earliest first, with their local day and times. Takes the job id or its number (JOB-…).

get_job

One quote (estimate) with its line items, totals, validity and approval state. Takes the quote id or its number (EST-…), see list_quotes.

get_quote

One work request with the customer's description, assessment booking and team. Text the customer wrote is returned as data in a labelled block.

get_request

Visits, events, tasks, assessments and activities over a window of up to 31 company-local days, optionally for one team member; each bucket is bounded and says when more exist. Visits, events and tasks give their day and times in the company's timezone (localDate, localStart, localEndDate, localEnd); use those, not the UTC startTime, to say which day something is on.

get_schedule

The Invoices report from the Reports hub: Invoices report with additional client data. Answers the same tiles and totals as the Reports page for these parameters, plus one page of its rows (25 by default, at most 50).

run_invoices_report

Profitability for one job: revenue, costs, profit, margin. Takes the job id or its number (JOB-…).

get_job_profit

Job KPI counts: ending within 30 days, late, requiring invoicing, unscheduled, total

get_job_stats

The Lead source report from the Reports hub: New clients and first revenue by lead source. Answers the same tiles and totals as the Reports page for these parameters, plus one page of its rows (25 by default, at most 50).

run_lead_source_report

Calls and follow-ups (to-do or done) with due-date window, client, assignee and subject search. Every team member's activities for roles that see them all; otherwise your own.

list_activities

Clients (customers) of the company, newest first, with optional name/email search and status filter. Use it to find a client's id before get_client, list_invoices or add_client_note.

list_clients

Invoices with status, client, issue-date window and number/client search; each carries its number, client name, total and balance due.

list_invoices

For what is on the schedule on given days (each visit with its times, events and tasks), use get_schedule. Jobs the person may see (their own assignments where their role is scoped), with status, date-window, client and search filters; to list the jobs that start in a window, give dateFrom/dateTo, as status is the job's state, not its timing. A job's startTime and endTime span its active visits (first start to last end), not one visit; each job lists up to 5 of its booked visits, earliest first, with their local day and times, and visitCount says how many it has.

list_jobs

Quotes (estimates) with status, client, date-window and search filters; each carries its number, client name and total.

list_quotes

Work requests (leads and assessment bookings) with status, client, date-window and search filters.

list_requests

Look up team members: name, position, department, status and contact details. Each member's id is the user id the other tools take to name an assignee (employeeId is their team profile, also accepted). Pay is not included.

list_team_members

Log a call or follow-up to do on a date, assigned to you unless another team member is named, optionally linked to a client.

create_activity

The One-time jobs report from the Reports hub: One-time jobs with revenue and scheduling detail. Answers the same tiles and totals as the Reports page for these parameters, plus one page of its rows (25 by default, at most 50).

run_one_off_jobs_report

The Ongoing jobs report from the Reports hub: Ongoing jobs with contract and schedule detail. Answers the same tiles and totals as the Reports page for these parameters, plus one page of its rows (25 by default, at most 50).

run_recurring_jobs_report

The Products & services report from the Reports hub: Quoted, booked and invoiced totals per line item. Answers the same tiles and totals as the Reports page for these parameters, plus one page of its rows (25 by default, at most 50).

run_products_services_report

The Projected income report from the Reports hub: Projected income from invoices awaiting payment. Answers the same tiles and totals as the Reports page for these parameters, plus one page of its rows (25 by default, at most 50).

run_projected_income_report

The Property list report from the Reports hub: All properties and their details. Answers the same tiles and totals as the Reports page for these parameters, plus one page of its rows (25 by default, at most 50).

run_client_properties_report

The Requests report from the Reports hub: All requests with assessment and conversion detail. Answers the same tiles and totals as the Reports page for these parameters, plus one page of its rows (25 by default, at most 50).

run_requests_report

Book a visit on a job for a time slot, assigned to the team member named, else the job's crew, else you. Call find_open_slots first: a clash with an existing booking is refused. Times without an offset are the company's local time. Booking fires the company's automatic messages exactly as booking in Clevra does.

schedule_visit

The Taxation report from the Reports hub: Tax totals, total awaiting collection, and total by tax rate. Answers the same tiles and totals as the Reports page for these parameters, plus one page of its rows (25 by default, at most 50).

run_taxation_report

The Team productivity report from the Reports hub: Visits, revenue and time tracked per team member. Answers the same tiles and totals as the Reports page for these parameters, plus one page of its rows (25 by default, at most 50).

run_team_productivity_report

The Timesheets report from the Reports hub: All time tracked for the team. Answers the same tiles and totals as the Reports page for these parameters, plus one page of its rows (25 by default, at most 50).

run_timesheets_report

The Transaction list report from the Reports hub: All transactions from invoices, payments & refunds. Answers the same tiles and totals as the Reports page for these parameters, plus one page of its rows (25 by default, at most 50).

run_transactions_report

The Visits report from the Reports hub: All visits with client, team and schedule detail. Answers the same tiles and totals as the Reports page for these parameters, plus one page of its rows (25 by default, at most 50).

run_visits_report