JobSight

Search jobs

Search jobs. Search jobs. Every criterion in the body is optional and they combine with AND; text criteria are case-insensitive partial matches. Use Query for a single search box across the job name, claim, policy and file numbers and the primary/billing customer's name, email, phone and address, or the individual fields (claim number, primary or billing customer, status and so on) to narrow further. Results are ordered newest opened first and returned one page at a time with the total count. The best way to find a job: free-text `search` across job name, claim, policy and file numbers and the customer's name, email, phone and address, or the individual criteria (status, type, location, estimator, open-date and loss-date windows, closed). Returns one page plus totalCount; page through before reporting totals. Each job carries its numeric `id` (what every other jobsight tool takes), status, type, claim number, date of loss and the primary customer.

List jobs

List jobs. List jobs. Plain paged list (an array, no total). Prefer jobsight_search_jobs, which filters and reports a total. (GET /v1/jobs)

Get job

Get a single job by id. Get a single job by id. One job by its numeric id: status, custom status, type, claim and policy numbers, date of loss, deductible, primary and billing customer, estimator and production manager, location, scratchpad. (GET /v1/jobs/{id})

List job notes

List a job's user notes, newest first, the notes people type on the job. List a job's user notes, newest first, the notes people type on the job. The notes people typed on a job, newest first.

List job financial notes

List a job's financial notes, newest first, the separate note list kept against the job's money side, alongside invoicing, payments and commissions. List a job's financial notes, newest first, the separate note list kept against the job's money side, alongside invoicing, payments and commissions. The job's financial notes (invoicing, payments, commissions side), newest first. (GET /v1/jobs/{id}/financialNotes)

Get job master report

Get all Job Master Report rows for jobs opened within a date range. Get all Job Master Report rows for jobs opened within a date range. THE reporting endpoint, one row per job opened between startDate and endDate (inclusive, matched on the job's open date; pass YYYY-MM-DD). Each row carries carrier, adjuster, agent, cause of loss, referral source and marketing rep, job type, status, isOpen/isClosed, estimate, invoice, payment and expense totals, amount due, aging, receivable date, days in progress, days since last activity, and the work-in-progress figures (WIP gross profit, running margin, exposure, percent complete). Use it for AR aging, margins, WIP, referral-source and carrier breakdowns, and for any per-job money figure. Keep windows to a quarter or less on a busy account.

Search customers

Search customers. Search customers. Every criterion in the body is optional and they combine with AND; text criteria are case-insensitive partial matches. Use Query for a single search box across name, company, email, phone and address, or the individual fields to narrow further. ClaimNumber finds the customers on jobs with a matching claim number. Results are ordered by name and returned one page at a time with the total count. Search customers (property owners and billing customers) by free text or by name, company, email, phone, address, or a claim number on one of their jobs. (POST /v1/customers/search)

List customers

List customers. (GET /v1/customers)

Get customer

Get a single customer by id. (GET /v1/customers/{id})

List notes

List user notes, newest first. List user notes, newest first. User notes across record types, newest first. Pass noteType plus referenceId to read one record's notes. (GET /v1/notes)

Get note

Get a single user note by id. (GET /v1/notes/{id})

List work orders

List work orders. List work orders. Work orders sent to subcontractors, with status, dates, total and job id. (GET /v1/workOrders)