Servicem8

Tool to create a new job in servicem8. use when you have gathered all job details and need to push a record. example: "create a quote job for 123 main st with po #1234."

Tool to create a new job note in servicem8. use when you need to attach additional information to a specific job after obtaining its uuid.

Tool to create a new job payment in servicem8. use when you have collected payment details and need to record payment against a job. example: "create a 100.00 cash payment for job 123e4567-e89b-12d3-a456-426614174000 at 2023-01-01 13:00:00."

Tool to delete a specific job note. use when you need to archive a note by its uuid.

Tool to delete (archive) a specific job payment by its uuid. use when you need to archive a payment record.

Tool to list all servicem8 assets. use when you need a comprehensive asset registry, including custom fields, for inventory or reporting.

Tool to list all servicem8 clients. use when you need a complete set of customer records for integrations or reporting.

Tool to list document templates. use when you need to retrieve available template uuids and names before generating job documents.

Tool to list all servicem8 forms. use when you need to fetch available form templates with optional filters.

Tool to list all jobs. use when you need to fetch all job records from your servicem8 account.

Tool to list all job notes in servicem8. use when you need to fetch notes, optionally filtered or paginated.

Tool to list all job queues in servicem8. use when you need to fetch configured queues before dispatching jobs.

Tool to list all servicem8 locations. use when you need to fetch every configured location for assignments or mapping.

Tool to list all materials. use when you need a full inventory dump after authenticating with read inventory scope.

Tool to list all tasks in a servicem8 account. use when you need to fetch task records, optionally filtered. requires 'read tasks' oauth scope.

Tool to retrieve details of a specific client by its uuid. use after confirming the client's uuid is valid.

Tool to retrieve details of a specific form by its uuid. use when you need up-to-date form metadata given a known form uuid.

Tool to retrieve details of a specific job by its uuid. use when you have the job uuid and need its full record.

Tool to retrieve details of a specific job activity by its uuid. use when you have the job activity uuid and need its full details.

Tool to retrieve details of a specific job note by its uuid. use when you have the note uuid (e.g., after listing notes) and need its full record before processing or display.

Tool to retrieve details of a specific job payment by its uuid. use when you have the payment uuid and need its full record and metadata.

Tool to retrieve details of a specific job queue by its uuid. use when you need full queue metadata before dispatching work.

Tool to retrieve details of a specific location by its uuid. use when you already have the location's uuid and need full location details.

Tool to retrieve details of a specific material by its uuid. use when you have a material uuid and need current inventory or pricing details.

Tool to retrieve details of a specific staff member by their uuid. use when you need up-to-date staff information given a known staff uuid.

Tool to create a new job in servicem8. use when you have all job details and need to push a record into servicem8. example: "create a quote job for 123 main st with po #1234."

Tool to update details of an existing job note. use when modifying a note after its creation.

Tool to update details of an existing job payment. use after confirming the payment uuid and desired changes.