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Manages Housecall Pro customers, leads, estimates, jobs, schedules, dispatch assignments, employees, invoices, notes, and service price books.
도구
입력 스키마
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'required': ['job_id', 'content'], 'properties': {'job_id': {'type': 'string', 'minLength': 1, 'description': 'The job id.'}, 'content': {'type': 'string', 'minLength': 1, 'description': 'The note text.'}}}
입력 스키마
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'properties': {'tags': {'type': 'array', 'items': {'type': 'string'}, 'description': 'Tag names.'}, 'email': {'type': 'string'}, 'notes': {'type': 'string'}, 'company': {'type': 'string', 'description': "The customer's company name."}, 'addresses': {'type': 'array', 'items': {'type': 'object', 'properties': {'zip': {'type': 'string'}, 'city': {'type': 'string'}, 'state': {'type': 'string'}, 'street': {'type': 'string'}, 'country': {'type': 'string'}, 'street_line_2': {'type': 'string'}}}, 'description': 'Addresses to create with the customer.'}, 'last_name': {'type': 'string'}, 'first_name': {'type': 'string'}, 'home_number': {'type': 'string'}, 'lead_source': {'type': 'string'}, 'work_number': {'type': 'string'}, 'mobile_number': {'type': 'string'}, 'notifications_enabled': {'type': 'boolean', 'description': 'Whether the customer receives notifications.'}}}
입력 스키마
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'required': ['customer_id', 'street', 'city', 'state', 'zip', 'country'], 'properties': {'zip': {'type': 'string', 'minLength': 1}, 'city': {'type': 'string', 'minLength': 1}, 'state': {'type': 'string', 'minLength': 1}, 'street': {'type': 'string', 'minLength': 1}, 'country': {'type': 'string', 'minLength': 1, 'description': 'Country, e.g. US.'}, 'customer_id': {'type': 'string', 'minLength': 1, 'description': 'The customer id.'}, 'street_line_2': {'type': 'string'}}}
입력 스키마
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'required': ['customer_id'], 'properties': {'note': {'type': 'string'}, 'address': {'type': 'object', 'properties': {'zip': {'type': 'string'}, 'city': {'type': 'string'}, 'state': {'type': 'string'}, 'street': {'type': 'string'}, 'country': {'type': 'string'}, 'street_line_2': {'type': 'string'}}, 'description': 'A new address, if no address_id.'}, 'message': {'type': 'string', 'description': 'Message to the customer.'}, 'options': {'type': 'array', 'items': {'type': 'object', 'properties': {'name': {'type': 'string', 'description': "Option name, e.g. 'Standard repair'."}, 'tags': {'type': 'array', 'items': {'type': 'string'}}, 'line_items': {'type': 'array', 'items': {'type': 'object', 'required': ['name'], 'properties': {'name': {'type': 'string', 'minLength': 1, 'description': 'Line item name.'}, 'quantity': {'type': 'number', 'description': 'Quantity; up to two decimal places.'}, 'unit_cost': {'type': 'number', 'description': 'Direct cost of one unit to the company, in CENTS (job costing).'}, 'unit_price': {'type': 'number', 'description': 'Selling price of one unit, in CENTS.'}, 'description': {'type': 'string'}}}}}}, 'description': "The estimate's options."}, 'schedule': {'type': 'object', 'properties': {'end_time': {'type': 'string', 'description': 'ISO-8601 end.'}, 'start_time': {'type': 'string', 'description': 'ISO-8601 start.'}, 'notify_customer': {'type': 'boolean'}, 'arrival_window_in_minutes': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}}, 'description': 'When the estimate visit is scheduled.'}, 'address_id': {'type': 'string', 'description': 'An existing address of the customer.'}, 'customer_id': {'type': 'string', 'minLength': 1, 'description': 'The customer id.'}, 'job_type_id': {'type': 'string', 'description': 'From housecall_list_job_types.'}, 'lead_source': {'type': 'string'}, 'estimate_number': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991, 'description': "Must be unique across the company's estimates; auto-assigned if omitted."}, 'business_unit_id': {'type': 'string'}, 'assigned_employee_ids': {'type': 'array', 'items': {'type': 'string'}}}}
입력 스키마
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'required': ['customer_id', 'address_id'], 'properties': {'tags': {'type': 'array', 'items': {'type': 'string'}, 'description': 'Tag names.'}, 'notes': {'type': 'string'}, 'schedule': {'type': 'object', 'properties': {'anytime': {'type': 'boolean', 'description': 'Schedule for any time during the day.'}, 'scheduled_end': {'type': 'string', 'description': 'ISO-8601 end.'}, 'arrival_window': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991, 'description': 'Arrival window in minutes.'}, 'scheduled_start': {'type': 'string', 'description': 'ISO-8601 start, e.g. 2026-03-23T15:30:00.'}, 'anytime_start_date': {'type': 'string', 'description': 'YYYY-MM-DD; required when anytime is true.'}}}, 'address_id': {'type': 'string', 'minLength': 1, 'description': 'The customer address id.'}, 'line_items': {'type': 'array', 'items': {'type': 'object', 'required': ['name'], 'properties': {'name': {'type': 'string', 'minLength': 1, 'description': 'Line item name.'}, 'quantity': {'type': 'number', 'description': 'Quantity; up to two decimal places.'}, 'unit_cost': {'type': 'number', 'description': 'Direct cost of one unit to the company, in CENTS (job costing).'}, 'unit_price': {'type': 'number', 'description': 'Selling price of one unit, in CENTS.'}, 'description': {'type': 'string'}}}}, 'customer_id': {'type': 'string', 'minLength': 1, 'description': 'The customer id.'}, 'job_type_id': {'type': 'string', 'description': 'From housecall_list_job_types.'}, 'lead_source': {'type': 'string'}, 'invoice_number': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991, 'description': "Must be unique across the company's jobs; auto-assigned if omitted."}, 'business_unit_id': {'type': 'string'}, 'assigned_employee_ids': {'type': 'array', 'items': {'type': 'string'}, 'description': 'Employees to assign.'}}}
입력 스키마
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'properties': {'note': {'type': 'string'}, 'tags': {'type': 'array', 'items': {'type': 'string'}}, 'address': {'type': 'object', 'properties': {'zip': {'type': 'string'}, 'city': {'type': 'string'}, 'state': {'type': 'string'}, 'street': {'type': 'string'}, 'country': {'type': 'string'}, 'street_line_2': {'type': 'string'}}, 'description': 'A new address, if no address_id.'}, 'customer': {'type': 'object', 'properties': {'tags': {'type': 'array', 'items': {'type': 'string'}}, 'email': {'type': 'string'}, 'notes': {'type': 'string'}, 'company': {'type': 'string'}, 'addresses': {'type': 'array', 'items': {'type': 'object', 'properties': {'zip': {'type': 'string'}, 'city': {'type': 'string'}, 'state': {'type': 'string'}, 'street': {'type': 'string'}, 'country': {'type': 'string'}, 'street_line_2': {'type': 'string'}}}}, 'last_name': {'type': 'string'}, 'first_name': {'type': 'string'}, 'home_number': {'type': 'string'}, 'lead_source': {'type': 'string'}, 'work_number': {'type': 'string'}, 'mobile_number': {'type': 'string'}, 'notifications_enabled': {'type': 'boolean'}}, 'description': 'A new customer to create with the lead. Give this or `customer_id`.'}, 'address_id': {'type': 'string', 'description': 'An existing address of the customer.'}, 'line_items': {'type': 'array', 'items': {'type': 'object', 'required': ['name'], 'properties': {'kind': {'enum': ['labor', 'materials', 'fixed discount', 'percent discount'], 'type': 'string', 'description': 'Line item kind.'}, 'name': {'type': 'string', 'minLength': 1, 'description': 'Line item name.'}, 'quantity': {'type': 'number', 'description': 'Quantity; up to two decimal places.'}, 'unit_cost': {'type': 'number', 'description': 'Direct cost of one unit to the company, in CENTS (job costing).'}, 'unit_price': {'type': 'number', 'description': 'Selling price of one unit, in CENTS.'}, 'description': {'type': 'string'}}}}, 'customer_id': {'type': 'string', 'description': 'An existing customer. Give this or `customer`.'}, 'lead_source': {'type': 'string'}, 'assigned_employee_id': {'type': 'string'}}}
입력 스키마
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'required': ['job_id', 'employee_ids'], 'properties': {'job_id': {'type': 'string', 'minLength': 1, 'description': 'The job id.'}, 'employee_ids': {'type': 'array', 'items': {'type': 'string'}, 'minItems': 1, 'description': 'Every employee who should be dispatched.'}}}
입력 스키마
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'properties': {}}
입력 스키마
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'required': ['customer_id'], 'properties': {'expand': {'type': 'array', 'items': {'enum': ['attachments', 'do_not_service'], 'type': 'string'}, 'description': 'Extras to include.'}, 'customer_id': {'type': 'string', 'minLength': 1, 'description': 'The customer id.'}}}
입력 스키마
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'required': ['estimate_id'], 'properties': {'estimate_id': {'type': 'string', 'minLength': 1, 'description': 'The estimate id.'}}}
입력 스키마
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'required': ['job_id'], 'properties': {'expand': {'type': 'array', 'items': {'enum': ['attachments', 'appointments'], 'type': 'string'}, 'description': 'Extras to include.'}, 'job_id': {'type': 'string', 'minLength': 1, 'description': 'The job id.'}}}
입력 스키마
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'required': ['lead_id'], 'properties': {'lead_id': {'type': 'string', 'minLength': 1, 'description': 'The lead id.'}}}
입력 스키마
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'properties': {'q': {'type': 'string', 'description': 'Search by name, email, mobile number or address.'}, 'page': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': 1, 'description': 'Page number, starting at 1.'}, 'expand': {'type': 'array', 'items': {'enum': ['attachments', 'do_not_service'], 'type': 'string'}, 'description': 'Extras to include in each customer.'}, 'sort_by': {'type': 'string', 'description': 'Customer attribute to sort by, e.g. created_at.'}, 'page_size': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': 1, 'description': 'Records per page.'}, 'location_ids': {'type': 'array', 'items': {'type': 'string'}, 'description': 'Multi-location accounts: only these location ids (ignored when HOUSECALL_PRO_COMPANY_ID is set).'}, 'sort_direction': {'enum': ['asc', 'desc'], 'type': 'string', 'description': 'Sort direction.'}}}
입력 스키마
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'properties': {'page': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': 1, 'description': 'Page number, starting at 1.'}, 'sort_by': {'type': 'string', 'description': 'Employee attribute to sort by.'}, 'page_size': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': 1, 'description': 'Records per page.'}, 'location_ids': {'type': 'array', 'items': {'type': 'string'}, 'description': 'Multi-location accounts: only these location ids (ignored when HOUSECALL_PRO_COMPANY_ID is set).'}, 'sort_direction': {'enum': ['asc', 'desc'], 'type': 'string', 'description': 'Sort direction.'}}}
입력 스키마
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'properties': {'page': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': 1, 'description': 'Page number, starting at 1.'}, 'sort_by': {'enum': ['created_at', 'updated_at', 'id'], 'type': 'string', 'description': 'Attribute to sort by.'}, 'page_size': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': 1, 'description': 'Records per page.'}, 'customer_id': {'type': 'string', 'description': "Only this customer's estimates."}, 'work_status': {'type': 'array', 'items': {'enum': ['unscheduled', 'scheduled', 'in_progress', 'completed', 'canceled'], 'type': 'string'}, 'description': 'Only these work statuses. All statuses if omitted.'}, 'employee_ids': {'type': 'array', 'items': {'type': 'string'}, 'description': 'Only records assigned to these employee ids.'}, 'location_ids': {'type': 'array', 'items': {'type': 'string'}, 'description': 'Multi-location accounts: only these location ids (ignored when HOUSECALL_PRO_COMPANY_ID is set).'}, 'sort_direction': {'enum': ['asc', 'desc'], 'type': 'string', 'description': 'Sort direction.'}, 'scheduled_end_max': {'type': 'string', 'description': 'Only estimates ending at or before this time (ISO-8601, e.g. 2026-03-23T15:30:00Z).'}, 'scheduled_end_min': {'type': 'string', 'description': 'Only estimates ending at or after this time (ISO-8601, e.g. 2026-03-23T15:30:00Z).'}, 'scheduled_start_max': {'type': 'string', 'description': 'Only estimates starting at or before this time (ISO-8601, e.g. 2026-03-23T15:30:00Z).'}, 'scheduled_start_min': {'type': 'string', 'description': 'Only estimates starting at or after this time (ISO-8601, e.g. 2026-03-23T15:30:00Z).'}}}
입력 스키마
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'properties': {'page': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': 1, 'description': 'Page number, starting at 1.'}, 'status': {'type': 'array', 'items': {'enum': ['open', 'pending_payment', 'paid', 'voided', 'uncollectible', 'canceled'], 'type': 'string'}, 'description': 'Only these statuses.'}, 'sort_by': {'enum': ['amount', 'created_at', 'due_amount', 'due_at', 'invoice_number', 'paid_at', 'sent_at', 'status', 'updated_at'], 'type': 'string', 'description': 'Attribute to sort by.'}, 'page_size': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': 1, 'description': 'Records per page.'}, 'due_at_max': {'type': 'string', 'description': 'Due at or before (ISO-8601, e.g. 2026-03-23T15:30:00Z).'}, 'due_at_min': {'type': 'string', 'description': 'Due at or after (ISO-8601, e.g. 2026-03-23T15:30:00Z).'}, 'paid_at_max': {'type': 'string', 'description': 'Paid at or before (ISO-8601, e.g. 2026-03-23T15:30:00Z).'}, 'paid_at_min': {'type': 'string', 'description': 'Paid at or after (ISO-8601, e.g. 2026-03-23T15:30:00Z).'}, 'location_ids': {'type': 'array', 'items': {'type': 'string'}, 'description': 'Multi-location accounts: only these location ids (ignored when HOUSECALL_PRO_COMPANY_ID is set).'}, 'customer_uuid': {'type': 'array', 'items': {'type': 'string'}, 'description': "Only these customers' invoices."}, 'created_at_max': {'type': 'string', 'description': 'Created at or before (ISO-8601, e.g. 2026-03-23T15:30:00Z).'}, 'created_at_min': {'type': 'string', 'description': 'Created at or after (ISO-8601, e.g. 2026-03-23T15:30:00Z).'}, 'sort_direction': {'enum': ['asc', 'desc'], 'type': 'string', 'description': 'Sort direction.'}}}
입력 스키마
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'required': ['job_id'], 'properties': {'job_id': {'type': 'string', 'minLength': 1, 'description': 'The job id.'}}}
입력 스키마
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'required': ['job_id'], 'properties': {'job_id': {'type': 'string', 'minLength': 1, 'description': 'The job id.'}}}
입력 스키마
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'properties': {'page': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': 1, 'description': 'Page number, starting at 1.'}, 'expand': {'type': 'array', 'items': {'enum': ['attachments', 'appointments'], 'type': 'string'}, 'description': 'Extras to include.'}, 'sort_by': {'enum': ['created_at', 'updated_at', 'invoice_number', 'id', 'description', 'work_status'], 'type': 'string', 'description': 'Attribute to sort by.'}, 'page_size': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': 1, 'description': 'Records per page.'}, 'customer_id': {'type': 'string', 'description': "Only this customer's jobs."}, 'work_status': {'type': 'array', 'items': {'enum': ['unscheduled', 'scheduled', 'in_progress', 'completed', 'canceled'], 'type': 'string'}, 'description': 'Only these work statuses. All statuses if omitted.'}, 'employee_ids': {'type': 'array', 'items': {'type': 'string'}, 'description': 'Only records assigned to these employee ids.'}, 'location_ids': {'type': 'array', 'items': {'type': 'string'}, 'description': 'Multi-location accounts: only these location ids (ignored when HOUSECALL_PRO_COMPANY_ID is set).'}, 'sort_direction': {'enum': ['asc', 'desc'], 'type': 'string', 'description': 'Sort direction.'}, 'scheduled_end_max': {'type': 'string', 'description': 'Only jobs ending at or before this time (ISO-8601, e.g. 2026-03-23T15:30:00Z).'}, 'scheduled_end_min': {'type': 'string', 'description': 'Only jobs ending at or after this time (ISO-8601, e.g. 2026-03-23T15:30:00Z).'}, 'scheduled_start_max': {'type': 'string', 'description': 'Only jobs starting at or before this time (ISO-8601, e.g. 2026-03-23T15:30:00Z).'}, 'scheduled_start_min': {'type': 'string', 'description': 'Only jobs starting at or after this time (ISO-8601, e.g. 2026-03-23T15:30:00Z).'}}}
입력 스키마
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'properties': {'name': {'type': 'string', 'description': 'Filter job types by name.'}}}
입력 스키마
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'properties': {'page': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': 1, 'description': 'Page number, starting at 1.'}, 'status': {'enum': ['open', 'won', 'lost'], 'type': 'string', 'description': 'Only leads in this status.'}, 'sort_by': {'enum': ['created_at', 'updated_at', 'id', 'status'], 'type': 'string', 'description': 'Attribute to sort by.'}, 'tag_ids': {'type': 'array', 'items': {'type': 'string'}, 'description': 'Only leads with these tag ids.'}, 'page_size': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': 1, 'description': 'Records per page.'}, 'customer_id': {'type': 'string', 'description': "Only this customer's leads."}, 'lead_source': {'type': 'array', 'items': {'type': 'string'}, 'description': 'Only leads from these lead sources.'}, 'employee_ids': {'type': 'array', 'items': {'type': 'string'}, 'description': 'Only records assigned to these employee ids.'}, 'location_ids': {'type': 'array', 'items': {'type': 'string'}, 'description': 'Multi-location accounts: only these location ids (ignored when HOUSECALL_PRO_COMPANY_ID is set).'}, 'sort_direction': {'enum': ['asc', 'desc'], 'type': 'string', 'description': 'Sort direction.'}}}
입력 스키마
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'properties': {'q': {'type': 'string', 'description': 'Search by name, description or task number.'}, 'page': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': 1, 'description': 'Page number, starting at 1.'}, 'expand': {'type': 'array', 'items': {'enum': ['service_materials', 'service_labor_rates'], 'type': 'string'}, 'description': 'Populate these nested lists (empty by default).'}, 'sort_by': {'type': 'string', 'description': 'Service attribute to sort by.'}, 'page_size': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': 1, 'description': 'Records per page.'}, 'sort_direction': {'enum': ['asc', 'desc'], 'type': 'string', 'description': 'Sort direction.'}}}
입력 스키마
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'properties': {'page': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': 1, 'description': 'Page number, starting at 1.'}, 'sort_by': {'enum': ['created_at', 'name'], 'type': 'string', 'description': 'Attribute to sort by.'}, 'page_size': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': 1, 'description': 'Records per page.'}, 'sort_direction': {'enum': ['asc', 'desc'], 'type': 'string', 'description': 'Sort direction.'}}}
입력 스키마
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'required': ['customer_id'], 'properties': {'tags': {'type': 'array', 'items': {'type': 'string'}, 'description': 'Tag names.'}, 'email': {'type': 'string'}, 'notes': {'type': 'string'}, 'company': {'type': 'string', 'description': "The customer's company name."}, 'last_name': {'type': 'string'}, 'first_name': {'type': 'string'}, 'customer_id': {'type': 'string', 'minLength': 1, 'description': 'The customer id.'}, 'home_number': {'type': 'string'}, 'lead_source': {'type': 'string'}, 'work_number': {'type': 'string'}, 'mobile_number': {'type': 'string'}, 'notifications_enabled': {'type': 'boolean', 'description': 'Whether the customer receives notifications.'}}}
입력 스키마
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'required': ['job_id', 'start_time'], 'properties': {'job_id': {'type': 'string', 'minLength': 1, 'description': 'The job id.'}, 'notify': {'type': 'boolean', 'description': 'Notify the customer of the new schedule.'}, 'end_time': {'type': 'string', 'description': 'ISO-8601 end time.'}, 'notify_pro': {'type': 'boolean', 'description': 'Notify the assigned employee(s).'}, 'start_time': {'type': 'string', 'minLength': 1, 'description': 'ISO-8601 start time.'}, 'dispatched_employee_ids': {'type': 'array', 'items': {'type': 'string'}, 'description': 'Employees to dispatch to the job.'}, 'arrival_window_in_minutes': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991, 'description': 'Arrival window in minutes.'}}}
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