AI agents for Service Fusion

Who am I

Reads the Service Fusion user the credentials belong to: id, first_name, last_name and email.

Find customers

Lists customers, filtered by name, contact first or last name, address, city, postal code, phone or email.

Get a customer

Reads one customer by ID with its contacts (names, phones, emails), locations and custom fields.

Find jobs

Lists jobs (work orders), filtered by status names (comma-separated), customer name, job number, address, city, phone, category, or start and end date ranges.

Get a job

Reads one job by ID with its assigned techs, notes, tasks and invoices.

List job statuses

Lists the job statuses the company uses (like Unscheduled, Scheduled, Completed).

Find estimates

Lists estimates, filtered by status, customer name, number, address, city, phone, or start and requested date ranges.

Get an estimate

Reads one estimate by ID with its products, services and notes: number, description, status, customer_name, address, start_date, total, due_total, cost_total and note_to_customer.

List invoices

Lists invoices, newest first unless sorted otherwise.

Get an invoice

Reads one invoice by ID: number, date, total, is_paid, terms, customer, customer_contact, customer_message, notes, po_number, pay_online_url and mail_send_date.

List technicians

Lists technicians and other users, optionally by first or last name or email (contains).

List calendar tasks

Lists calendar tasks (reminders, time off, meetings and other non-job entries) overlapping a date range, optionally for some users.

Find open time slots

Lists open time slots for technicians, crews or both between two dates, optionally within a time of day, for certain technicians, or with a minimum length in minutes.

Create a customer

Creates a customer with a primary contact (first and last name, optional phone and email) and an optional primary service location.

Create a job

Creates a job for a customer (by ID or exact name) with a description, and optional status, priority.