New Job Update Endpoints
Nine new endpoints have been introduced to improve granularity and automation across critical phases of the Jobs lifecycle.
Operational & Location Management
- Update job location address
Description: This endpoint updates the job location address information.
- Delete job initial appointment.
Description: Use this endpoint to remove the Initial Appointment assigned to an existing job. The job must have an initial appointment date previously set.
- Set the priority for an existing Job.
Description:This endpoint sets the priority for an existing job.
Classification & Lead Tracking
- Update job category
Description: Allows a user to set a job category for a given job.
- Update job lead source.
Description: Updates the lead source for a specified job. The endpoint validates that both job and lead source belong to the company associated with the API key. If the provided lead source ID matches the current one, no update will be performed. Empty GUIDs are not allowed.
- Update job work type.
Description: Updates work type for a specific job.
- Update job trade type.
Description: Updates trade types for a specific job. Trade types passed on the body will replace those already existing on the job. If an empty array is provided, current trade types in the job will be unassigned.
Insurance & Claims Management
- Set Insurance Information for an existing Job.
Description:
This endpoint sets the insurance information for an existing job.
"Insurance company" section: It can be set by ID or by name, but not both. The ID should belong to the existing insurance companies. If the name is used it will be assigned to "Other" (active) insurance company. Set them as not assigned can be done, just sending both(ID & name) null or empty will do it. dateOfLoss & claimFiledDate should be UTC and in ISO 8601 format (suffixed with 'Z').
- Update job adjuster information.
Description: This endpoint sets or updates the job adjuster information