ServiceWorks

• Find customersFind customers by name, phone, email, account number or address. Give at least one.
• Get customerGet one customer with their addresses, balances due, red flag and custom fields.
• Create customerAdd a customer with their phone, email and service address, such as from a website booking form.
• Update customerChange a customer's name, company, account number, phones, email or update preferences. Only the details given change.
• Update customer addressChange one of a customer's addresses. Only the parts given change, and their other addresses stay as they are.
• Add customer noteAdd a line to the note on a customer's record, or replace the note.
• Get service historyList the service a customer has had, up to a day.
• Find jobsFind jobs booked in a date range (today unless given), or every job for a customer or job number.
• List scheduleList the jobs on the calendar for up to 31 days (today unless given), for one technician, job type or status if you like.
• Get jobGet one job by its id or job number, with each visit to it. Give one of the two.
• Create jobBook a new job (work order) for a customer on a day, with its technicians if you like.
• Update job statusSet a job's status, such as completed or canceled.
• Schedule jobBook a job's visit for a day and time, and assign its technicians.
• Add job noteAdd a note to a job, for the office and its technicians.
• Set work performedWrite what was done on a job's visit, the explanation of service shown on its invoice. It replaces any already written.
• Email job invoiceEmail a job's invoice (or estimate) from ServiceWorks, with a message of your own.
• Send text to customerText a customer from your ServiceWorks number, at their main phone unless you give another.
• Get text messagesGet the text conversation with a customer.
• List techniciansList your technicians, or those whose name has some text.
• List invoicesList unpaid, paid or canceled invoices from a date range (the last 30 days unless given).
• List paymentsList the payments you have received, a page at a time.
• Find partsFind parts in your item catalog by part number or description.
• Get dashboard figuresGet the figures on ServiceWorks' dashboard for a date range (today unless given), for a daily report.

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