Ask the desk.

Send first_name plus a phone or email, with the key in X-Api-Key.

Optional ?q= filters the book (name, company, email, phone digits, street). Omit q for the unfiltered list (capped).

Query q (name, phone fragment, address). Examples: ?q=John ?q=Ball ?q=864. Also still accepts name and phone for the in-app duplicate check. Returns { matches: [...] }.

One customer, with properties and recent work.

Add a customer.

Update a name, notes, type or terms.

Add a phone number.

Add an email address.

Hand them their portal without opening the app.

Addresses on file for the shop.

Address suggestions as you type.

Add a property to a customer.

Fix an address, gate note or geo.

Leads on the board.

The funnel columns, with cards in each.

One lead, with the thread around it.

File a new enquiry.

Move it, rename it, change the stage.

Turn a yes into a quote.

Estimates in the shop.

One quote, with lines, extras and line_item_measures.

What the job will take, from the lines.

The PDF the customer sees.

Draft with line_items[]. Each line may include product_id and measures[] (product_measure_id, quantity, optional unit_price_cents). Shop must have measurements on. Cost you and crew pay copy from the price book.

Same nested lines, including measures[]. Change extras, deposit or terms.

Body { email: true, sms: true } to send both. Empty body uses the shop default (email) and 400s if the client has no email. { email: false, sms: true } is SMS-only. Office also accepts { channel, to, message }. Uses tpl_quote_sms for the body and tpl_quote_email_subject for the email subject. Needs send.

Mint the public link without sending it. Returns { hub_url, app_url }. hub_url is the customer portal. app_url is the office page https://app.chalkcrm.com/quotes/:id.

Mark it signed from the office.

Turn an approved quote into a job.

Copy last year's deck job as a starting point.

Take it off the live list.

Put it back.

Jobs on the books.

One job, with visits and invoices.

Open a job without a quote, if you need to.

Change crew, notes or status.

Mark the work done.

Turn the finished job into an invoice.

Take it off the live list.

Put it back.

See the next visits before you lock a series.

The calendar for a range of days.

What a crew member is running today.

Days the shop is closed. Do not book over them.

Ask for the next open slot that fits.

See if a time collides before you book it.

Put a visit on the board.

Move it, reassign it, change the window.

Tell the customer they are on the board. Needs send.

Text that the crew is rolling. Needs send.

The stop is done.

Book a repeating visit.

Reorder the day's stops.

Invoices in the shop.

Who is late, for chase copy.

One invoice, with payments.

The bill as a PDF.

The receipt after it is paid.

Write an invoice by hand.

Change lines or due date while it is still a draft.

Send the pay link. Needs send.

Nudge the slow ones. Needs send.

Mint the pay link without sending it.

Take it off the live list. Paid invoices archive. They do not delete.

Put it back.

Delete an unpaid invoice with no payments. If money landed, archive it instead.

Money that has come in.

Card payments still on the way to the bank.

Record a check or cash the owner was just told about.

See that a card is on file. Charging it is a person in the loop.

Threads in the inbox.

The back and forth with one customer.

What has not been opened yet.

Who you can text from here.

Reply from the business number. Needs send.

Mark a thread read.

Whether text, email or neither can actually send.

Notes on a customer.

Write a note on a customer, job or quote. Put the message in body (or message). Quote line descriptions stay on the quote.

Fix a note.

Query entity_type, entity_id, optional filename. Body is raw bytes, Content-Type: image/jpeg (not JSON). JSON {entity_type, entity_id} is wrong. There is no GET /api/files index (404). List is GET /api/files/list/:type/:id. Fetch one is GET /api/files/:id. Needs files.

The shop gallery, searchable. Needs files.

Photos on one job or quote.

Fetch one file.

Search customers, quotes, jobs and invoices.

The same hunt the header bar uses.

What is open: leads, quotes waiting, jobs, money owed.

The numbers, read only.

Who sent work, and what those people earned.

Who can be assigned. Creating users stays in the app.

What the office bell is holding.

Which bells this person wants: leads, approvals, ChalkBot, and the rest of the catalog.

Turn those types on or off.

Credits used this week, the included 250, and any extra bank.

Minutes ChalkBot saved this month, and all time.

The price book.

One item with measurements, costs, crew pay, tiers. 404 if missing.

Add a line the shop actually sells. May include nested measures (measure_type_id, unit_price_cents charge, unit_cost_cents costs you, pay_per_unit_cents crew pay, materials[]) and crew_minimum_cents.

Change a price or a name. Same nested measures if present. Omit measures to leave them.

Duplicate or delete. Delete retires (active=0). Duplicate copies name, price, cost, unit, description, measures and tiers, name suffixed " (copy)".

Names of things you count (sq ft, ln ft).

Add a unit you count, like sq ft.

Every measured item's rates.

Rates, materials and crew floor for one item.

Replace rates, materials, crew floor.

Good / better / best prices for one item.

Replace those tiers.

Reuse "deck refresh" instead of rebuilding lines.

The kinds of work this shop does.

Residential, commercial, and the rest of the labels.

Funnel columns. Do not make these up.

Hours, quiet hours, templates, deposits, follow-ups.

Change hours, templates and visit length. Allowlisted keys only.