Forbind Claude og ChatGPT med Housecall Pro

28 værktøjer til Housecall Pro

Værktøjerne er slået til, når du forbinder. Du kan slå dem fra enkeltvis eller kræve din godkendelse, før de kører.

• add_customer_addressÆndrer dataAdd a service address to a customer (`customer_id`) with `street`, `city`, `state`, `zip` and `country`.
• add_job_line_itemÆndrer dataAdd a line item to a job (`job_id`) with `name`, `quantity`, `unit_price`, optional `description` and `kind` (labor, materials or a discount).
• add_job_noteÆndrer dataAdd a note to a job (`job_id`) with text in `content`.
• convert_leadÆndrer dataConvert a lead (`lead_id`) into a job or an estimate, chosen with `type`.
• create_customerÆndrer dataCreate a customer with `first_name`, `last_name`, `email`, phone numbers, `company`, `addresses`, `tags` and `lead_source`. Search first to avoid duplicates.
• create_estimateÆndrer dataCreate an estimate for a customer (`customer_id` and `address_id` or `address`) with `options` (each with line items), optional `schedule`, `note` and `assigned_employee_ids`.
• create_jobÆndrer dataCreate a job for a customer (`customer_id`, `address_id`) with optional `schedule`, `line_items`, `assigned_employee_ids`, `tags` and `notes`.
• create_job_appointmentÆndrer dataAdd an appointment to a job (`job_id`) with `start_time`, `end_time` and `dispatched_employees_ids`.
• create_leadÆndrer dataCreate a lead for an existing customer (`customer_id`) or a new one (`customer`), with optional `address`, `line_items`, `note` and `assigned_employee_id`.
• dispatch_jobSynligt for andreAssign employees to a job (`job_id`, `dispatched_employees`), replacing the current assignment.
• get_companyGet the connected Housecall Pro company's details (name, address, contact info). Use to confirm which account you are working in.
• get_customerGet one customer by `customer_id`, including contact details, addresses and tags.
• get_estimateGet one estimate by its ID (`quote_id`), including its options and line items.
• get_invoiceGet one invoice by `invoice_uuid`, with line items, amounts, payments and status.
• get_jobGet one job by its ID (`project_id`): customer, address, schedule, assigned employees, line items and totals.
• get_leadGet one lead by `lead_id`.
• list_employeesList employees (technicians and office staff). Use to find employee IDs for scheduling and dispatch.
• list_estimatesList estimates, filtered by `customer_id`, `work_status`, `employee_ids` or scheduled dates.
• list_invoicesList invoices, filtered by `status`, `customer_uuid`, due, paid or created date ranges, or amount due.
• list_job_appointmentsList the appointments (visits) on a job by `job_id`.
• list_job_invoicesList the invoices for one job by `job_id`.
• list_job_line_itemsList the line items (services and materials) on a job by `job_id`.
• list_jobsList jobs, filtered by `customer_id`, `work_status`, `employee_ids` or scheduled start/end dates. Use to find a job ID.
• list_leadsList leads, filtered by `status`, `customer_id`, `lead_source`, `tag_ids` or `employee_ids`.
• schedule_jobSynligt for andreSet or change a job's schedule (`job_id`, `start_time`, optional `end_time`, `arrival_window_in_minutes`, `dispatched_employees`). Set `notify` to notify the customer of the new time.
• search_customersSearch customers by name, email, phone or address in `q`; page with `page`/`limit`. Use this to find a customer ID.
• search_price_book_servicesSearch the price book services by `q`, to get names and prices for line items.
• update_customerÆndrer dataUpdate a customer's name, email, phone numbers, company, notes or tags by `customer_id`.

Spørgsmål