Service Fusion Estimates API

openapi: 3.0.3
info:
  title: Service Fusion Open API
  description: >-
    The Service Fusion Open API is a REST/JSON interface to Service Fusion field
    service management (FSM) software for home-service contractors. It exposes the
    core operational records - customers and their contacts, jobs (work orders),
    estimates, invoices, payments, the product/service catalog, technicians, and
    calendar tasks - over HTTPS. Requests are authenticated with OAuth 2.0; obtain
    an access token from the token endpoint at
    https://api.servicefusion.com/oauth/access_token using an authorization_code
    or client_credentials grant, then send it as a Bearer token. API access is
    available on the Service Fusion Pro plan and is rate limited to roughly 60
    requests per minute.

    Grounding note - customers, jobs, estimates, invoices, and techs are
    documented resources on the Service Fusion API. Contacts, products, services,
    payments, and calendar tasks are modeled here from the Service Fusion FSM data
    model and the platform's read-and-create API conventions; verify exact paths,
    fields, and available methods against the live reference at
    https://docs.servicefusion.com/ before production use. In practice the public
    API is read-and-create heavy - list (GET), retrieve (GET), and create (POST)
    are the reliably available operations; update (PUT) and delete (DELETE) are not
    consistently exposed across resources.
  version: '1.0'
  contact:
    name: Service Fusion
    url: https://www.servicefusion.com
servers:
  - url: https://api.servicefusion.com/v1
    description: Service Fusion Open API v1
security:
  - oauth2: []
  - bearerAuth: []
tags:
  - name: Customers
    description: Customer accounts served by the contractor.
  - name: Contacts
    description: Individual contacts and service locations on a customer account.
  - name: Jobs
    description: Jobs (work orders) scheduled and dispatched to technicians.
  - name: Estimates
    description: Estimates (quotes) presented to customers before work begins.
  - name: Invoices
    description: Invoices billed to customers for completed work.
  - name: Products and Services
    description: Catalog of products (parts/inventory) and services (labor/tasks).
  - name: Payments
    description: Payments applied against invoices.
  - name: Techs and Users
    description: Technicians and users the work is assigned to.
  - name: Calendar Tasks
    description: Non-job scheduled calendar items and reminders.
paths:
  /customers:
    get:
      operationId: listCustomers
      tags: [Customers]
      summary: List customers
      description: Lists customer accounts. Supports filtering, sorting, field expansion, and pagination.
      parameters:
        - $ref: '#/components/parameters/Filters'
        - $ref: '#/components/parameters/Sort'
        - $ref: '#/components/parameters/Expand'
        - $ref: '#/components/parameters/Page'
        - $ref: '#/components/parameters/PerPage'
      responses:
        '200':
          description: A paginated list of customers.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CustomerList'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '429':
          $ref: '#/components/responses/RateLimited'
    post:
      operationId: createCustomer
      tags: [Customers]
      summary: Create a customer
      description: Creates a new customer account.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CustomerInput'
      responses:
        '201':
          description: The created customer.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Customer'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '422':
          $ref: '#/components/responses/ValidationError'
        '429':
          $ref: '#/components/responses/RateLimited'
  /customers/{id}:
    parameters:
      - $ref: '#/components/parameters/Id'
    get:
      operationId: getCustomer
      tags: [Customers]
      summary: Retrieve a customer
      description: Retrieves a single customer account by ID.
      parameters:
        - $ref: '#/components/parameters/Expand'
      responses:
        '200':
          description: The requested customer.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Customer'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
  /customers/{id}/contacts:
    parameters:
      - $ref: '#/components/parameters/Id'
    get:
      operationId: listCustomerContacts
      tags: [Contacts]
      summary: List a customer's contacts
      description: Lists the contacts and service locations attached to a customer account.
      responses:
        '200':
          description: A list of contacts for the customer.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ContactList'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
    post:
      operationId: createCustomerContact
      tags: [Contacts]
      summary: Add a contact to a customer
      description: Creates a new contact under the given customer account.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/ContactInput'
      responses:
        '201':
          description: The created contact.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Contact'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '422':
          $ref: '#/components/responses/ValidationError'
  /jobs:
    get:
      operationId: listJobs
      tags: [Jobs]
      summary: List jobs
      description: >-
        Lists jobs (work orders). Always pass a sort parameter (for example
        sort=-start_date); unsorted /jobs list queries are known to hang.
      parameters:
        - $ref: '#/components/parameters/Filters'
        - $ref: '#/components/parameters/Sort'
        - $ref: '#/components/parameters/Expand'
        - $ref: '#/components/parameters/Page'
        - $ref: '#/components/parameters/PerPage'
      responses:
        '200':
          description: A paginated list of jobs.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/JobList'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '429':
          $ref: '#/components/responses/RateLimited'
    post:
      operationId: createJob
      tags: [Jobs]
      summary: Create a job
      description: Creates a new job (work order) for a customer.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/JobInput'
      responses:
        '201':
          description: The created job.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Job'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '422':
          $ref: '#/components/responses/ValidationError'
  /jobs/{id}:
    parameters:
      - $ref: '#/components/parameters/Id'
    get:
      operationId: getJob
      tags: [Jobs]
      summary: Retrieve a job
      description: Retrieves a single job by ID, with optional expanded relationships.
      parameters:
        - $ref: '#/components/parameters/Expand'
      responses:
        '200':
          description: The requested job.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Job'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
  /estimates:
    get:
      operationId: listEstimates
      tags: [Estimates]
      summary: List estimates
      description: Lists estimates (quotes), with filtering, sorting, and pagination.
      parameters:
        - $ref: '#/components/parameters/Filters'
        - $ref: '#/components/parameters/Sort'
        - $ref: '#/components/parameters/Expand'
        - $ref: '#/components/parameters/Page'
        - $ref: '#/components/parameters/PerPage'
      responses:
        '200':
          description: A paginated list of estimates.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/EstimateList'
        '401':
          $ref: '#/components/responses/Unauthorized'
    post:
      operationId: createEstimate
      tags: [Estimates]
      summary: Create an estimate
      description: Creates a new estimate for a customer with line items.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/EstimateInput'
      responses:
        '201':
          description: The created estimate.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Estimate'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '422':
          $ref: '#/components/responses/ValidationError'
  /estimates/{id}:
    parameters:
      - $ref: '#/components/parameters/Id'
    get:
      operationId: getEstimate
      tags: [Estimates]
      summary: Retrieve an estimate
      description: Retrieves a single estimate by ID.
      responses:
        '200':
          description: The requested estimate.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Estimate'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
  /invoices:
    get:
      operationId: listInvoices
      tags: [Invoices]
      summary: List invoices
      description: Lists invoices. Filter by status (e.g. open/unpaid) to view outstanding accounts receivable.
      parameters:
        - $ref: '#/components/parameters/Filters'
        - $ref: '#/components/parameters/Sort'
        - $ref: '#/components/parameters/Expand'
        - $ref: '#/components/parameters/Page'
        - $ref: '#/components/parameters/PerPage'
      responses:
        '200':
          description: A paginated list of invoices.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/InvoiceList'
        '401':
          $ref: '#/components/responses/Unauthorized'
    post:
      operationId: createInvoice
      tags: [Invoices]
      summary: Create an invoice
      description: Creates a new invoice for a customer or completed job.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/InvoiceInput'
      responses:
        '201':
          description: The created invoice.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Invoice'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '422':
          $ref: '#/components/responses/ValidationError'
  /invoices/{id}:
    parameters:
      - $ref: '#/components/parameters/Id'
    get:
      operationId: getInvoice
      tags: [Invoices]
      summary: Retrieve an invoice
      description: Retrieves a single invoice by ID.
      responses:
        '200':
          description: The requested invoice.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Invoice'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
  /products:
    get:
      operationId: listProducts
      tags: [Products and Services]
      summary: List products
      description: Lists catalog products (parts and inventory items).
      parameters:
        - $ref: '#/components/parameters/Filters'
        - $ref: '#/components/parameters/Sort'
        - $ref: '#/components/parameters/Page'
        - $ref: '#/components/parameters/PerPage'
      responses:
        '200':
          description: A paginated list of products.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CatalogItemList'
        '401':
          $ref: '#/components/responses/Unauthorized'
    post:
      operationId: createProduct
      tags: [Products and Services]
      summary: Create a product
      description: Creates a new catalog product.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CatalogItemInput'
      responses:
        '201':
          description: The created product.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CatalogItem'
        '401':
          $ref: '#/components/responses/Unauthorized'
  /services:
    get:
      operationId: listServices
      tags: [Products and Services]
      summary: List services
      description: Lists catalog services (labor and flat-rate tasks).
      parameters:
        - $ref: '#/components/parameters/Filters'
        - $ref: '#/components/parameters/Sort'
        - $ref: '#/components/parameters/Page'
        - $ref: '#/components/parameters/PerPage'
      responses:
        '200':
          description: A paginated list of services.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CatalogItemList'
        '401':
          $ref: '#/components/responses/Unauthorized'
    post:
      operationId: createService
      tags: [Products and Services]
      summary: Create a service
      description: Creates a new catalog service.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CatalogItemInput'
      responses:
        '201':
          description: The created service.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CatalogItem'
        '401':
          $ref: '#/components/responses/Unauthorized'
  /payments:
    get:
      operationId: listPayments
      tags: [Payments]
      summary: List payments
      description: Lists payments recorded against invoices.
      parameters:
        - $ref: '#/components/parameters/Filters'
        - $ref: '#/components/parameters/Sort'
        - $ref: '#/components/parameters/Page'
        - $ref: '#/components/parameters/PerPage'
      responses:
        '200':
          description: A paginated list of payments.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PaymentList'
        '401':
          $ref: '#/components/responses/Unauthorized'
    post:
      operationId: createPayment
      tags: [Payments]
      summary: Record a payment
      description: Records a payment applied to an invoice.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/PaymentInput'
      responses:
        '201':
          description: The recorded payment.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Payment'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '422':
          $ref: '#/components/responses/ValidationError'
  /techs:
    get:
      operationId: listTechs
      tags: [Techs and Users]
      summary: List techs and users
      description: Lists the technicians and users in the account.
      parameters:
        - $ref: '#/components/parameters/Filters'
        - $ref: '#/components/parameters/Sort'
        - $ref: '#/components/parameters/Page'
        - $ref: '#/components/parameters/PerPage'
      responses:
        '200':
          description: A paginated list of techs and users.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/TechList'
        '401':
          $ref: '#/components/responses/Unauthorized'
  /techs/{id}:
    parameters:
      - $ref: '#/components/parameters/Id'
    get:
      operationId: getTech
      tags: [Techs and Users]
      summary: Retrieve a tech
      description: Retrieves a single technician or user by ID.
      responses:
        '200':
          description: The requested tech or user.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Tech'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
  /calendar-tasks:
    get:
      operationId: listCalendarTasks
      tags: [Calendar Tasks]
      summary: List calendar tasks
      description: Lists non-job calendar tasks such as reminders and follow-ups.
      parameters:
        - $ref: '#/components/parameters/Filters'
        - $ref: '#/components/parameters/Sort'
        - $ref: '#/components/parameters/Page'
        - $ref: '#/components/parameters/PerPage'
      responses:
        '200':
          description: A paginated list of calendar tasks.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CalendarTaskList'
        '401':
          $ref: '#/components/responses/Unauthorized'
    post:
      operationId: createCalendarTask
      tags: [Calendar Tasks]
      summary: Create a calendar task
      description: Creates a new calendar task, optionally assigned to a tech or user.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CalendarTaskInput'
      responses:
        '201':
          description: The created calendar task.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CalendarTask'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '422':
          $ref: '#/components/responses/ValidationError'
components:
  securitySchemes:
    oauth2:
      type: oauth2
      description: OAuth 2.0. Access tokens are issued at https://api.servicefusion.com/oauth/access_token.
      flows:
        authorizationCode:
          authorizationUrl: https://api.servicefusion.com/oauth/authorize
          tokenUrl: https://api.servicefusion.com/oauth/access_token
          scopes: {}
        clientCredentials:
          tokenUrl: https://api.servicefusion.com/oauth/access_token
          scopes: {}
    bearerAuth:
      type: http
      scheme: bearer
      description: Bearer access token obtained via the OAuth 2.0 token endpoint.
  parameters:
    Id:
      name: id
      in: path
      required: true
      description: The unique identifier of the resource.
      schema:
        type: string
    Filters:
      name: filters
      in: query
      required: false
      description: >-
        Field filters, expressed as filters[field]=value (for example
        filters[status]=open). Repeat for multiple fields.
      style: deepObject
      explode: true
      schema:
        type: object
        additionalProperties:
          type: string
    Sort:
      name: sort
      in: query
      required: false
      description: >-
        Sort field, optionally prefixed with - for descending order (for example
        sort=-start_date). Required on /jobs list requests.
      schema:
        type: string
    Expand:
      name: expand
      in: query
      required: false
      description: Comma-separated list of related resources to inline in the response.
      schema:
        type: string
    Page:
      name: page
      in: query
      required: false
      description: 1-based page number for pagination.
      schema:
        type: integer
        minimum: 1
        default: 1
    PerPage:
      name: per-page
      in: query
      required: false
      description: Number of records per page.
      schema:
        type: integer
        minimum: 1
        maximum: 100
        default: 25
  responses:
    Unauthorized:
      description: Missing or invalid OAuth 2.0 access token.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
    NotFound:
      description: The requested resource was not found.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
    ValidationError:
      description: The request body failed validation.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
    RateLimited:
      description: Rate limit exceeded (roughly 60 requests per minute). Honor Retry-After and back off.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
  schemas:
    Pagination:
      type: object
      properties:
        current_page:
          type: integer
        per_page:
          type: integer
        total:
          type: integer
    Error:
      type: object
      properties:
        error:
          type: string
        message:
          type: string
    Address:
      type: object
      properties:
        street_1:
          type: string
        street_2:
          type: string
        city:
          type: string
        state_prov:
          type: string
        postal_code:
          type: string
        country:
          type: string
    Customer:
      type: object
      properties:
        id:
          type: string
        customer_name:
          type: string
        account_number:
          type: string
        phones:
          type: array
          items:
            type: object
            properties:
              phone:
                type: string
              type:
                type: string
        emails:
          type: array
          items:
            type: string
        address:
          $ref: '#/components/schemas/Address'
        created_at:
          type: string
          format: date-time
    CustomerInput:
      type: object
      required: [customer_name]
      properties:
        customer_name:
          type: string
        phones:
          type: array
          items:
            type: object
            properties:
              phone:
                type: string
              type:
                type: string
        emails:
          type: array
          items:
            type: string
        address:
          $ref: '#/components/schemas/Address'
    CustomerList:
      type: object
      properties:
        items:
          type: array
          items:
            $ref: '#/components/schemas/Customer'
        _meta:
          $ref: '#/components/schemas/Pagination'
    Contact:
      type: object
      properties:
        id:
          type: string
        customer_id:
          type: string
        fname:
          type: string
        lname:
          type: string
        contact_type:
          type: string
        phone:
          type: string
        email:
          type: string
        address:
          $ref: '#/components/schemas/Address'
    ContactInput:
      type: object
      required: [fname]
      properties:
        fname:
          type: string
        lname:
          type: string
        contact_type:
          type: string
        phone:
          type: string
        email:
          type: string
        address:
          $ref: '#/components/schemas/Address'
    ContactList:
      type: object
      properties:
        items:
          type: array
          items:
            $ref: '#/components/schemas/Contact'
        _meta:
          $ref: '#/components/schemas/Pagination'
    Job:
      type: object
      properties:
        id:
          type: string
        number:
          type: string
        customer_name:
          type: string
        description:
          type: string
        status:
          type: string
        category:
          type: string
        start_date:
          type: string
          format: date-time
        end_date:
          type: string
          format: date-time
        techs:
          type: array
          items:
            type: string
        total:
          type: number
    JobInput:
      type: object
      required: [customer_name]
      properties:
        customer_name:
          type: string
        description:
          type: string
        category:
          type: string
        status:
          type: string
        start_date:
          type: string
          format: date-time
        end_date:
          type: string
          format: date-time
        techs:
          type: array
          items:
            type: string
    JobList:
      type: object
      properties:
        items:
          type: array
          items:
            $ref: '#/components/schemas/Job'
        _meta:
          $ref: '#/components/schemas/Pagination'
    LineItem:
      type: object
      properties:
        name:
          type: string
        description:
          type: string
        quantity:
          type: number
        unit_price:
          type: number
        taxable:
          type: boolean
    Estimate:
      type: object
      properties:
        id:
          type: string
        number:
          type: string
        customer_name:
          type: string
        status:
          type: string
        total:
          type: number
        line_items:
          type: array
          items:
            $ref: '#/components/schemas/LineItem'
        created_at:
          type: string
          format: date-time
    EstimateInput:
      type: object
      required: [customer_name]
      properties:
        customer_name:
          type: string
        line_items:
          type: array
          items:
            $ref: '#/components/schemas/LineItem'
    EstimateList:
      type: object
      properties:
        items:
          type: array
          items:
            $ref: '#/components/schemas/Estimate'
        _meta:
          $ref: '#/components/schemas/Pagination'
    Invoice:
      type: object
      properties:
        id:
          type: string
        number:
          type: string
        customer_name:
          type: string
        status:
          type: string
        total:
          type: number
        balance_due:
          type: number
        line_items:
          type: array
          items:
            $ref: '#/components/schemas/LineItem'
        created_at:
          type: string
          format: date-time
    InvoiceInput:
      type: object
      required: [customer_name]
      properties:
        customer_name:
          type: string
        job_id:
          type: string
        line_items:
          type: array
          items:
            $ref: '#/components/schemas/LineItem'
    InvoiceList:
      type: object
      properties:
        items:
          type: array
          items:
            $ref: '#/components/schemas/Invoice'
        _meta:
          $ref: '#/components/schemas/Pagination'
    CatalogItem:
      type: object
      properties:
        id:
          type: string
        name:
          type: string
        description:
          type: string
        price:
          type: number
        cost:
          type: number
        taxable:
          type: boolean
    CatalogItemInput:
      type: object
      required: [name]
      properties:
        name:
          type: string
        description:
          type: string
        price:
          type: number
        cost:
          type: number
        taxable:
          type: boolean
    CatalogItemList:
      type: object
      properties:
        items:
          type: array
          items:
            $ref: '#/components/schemas/CatalogItem'
        _meta:
          $ref: '#/components/schemas/Pagination'
    Payment:
      type: object
      properties:
        id:
          type: string
        invoice_id:
          type: string
        amount:
          type: number
        method:
          type: string
        date:
          type: string
          format: date
    PaymentInput:
      type: object
      required: [invoice_id, amount]
      properties:
        invoice_id:
          type: string
        amount:
          type: number
        method:
          type: string
        date:
          type: string
          format: date
    PaymentList:
      type: object
      properties:
        items:
          type: array
          items:
            $ref: '#/components/schemas/Payment'
        _meta:
          $ref: '#/components/schemas/Pagination'
    Tech:
      type: object
      properties:
        id:
          type: string
        fname:
          type: string
        lname:
          type: string
        email:
          type: string
        phone:
          type: string
        role:
          type: string
    TechList:
      type: object
      properties:
        items:
          type: array
          items:
            $ref: '#/components/schemas/Tech'
        _meta:
          $ref: '#/components/schemas/Pagination'
    CalendarTask:
      type: object
      properties:
        id:
          type: string
        title:
          type: string
        description:
          type: string
        start_date:
          type: string
          format: date-time
        end_date:
          type: string
          format: date-time
        assigned_to:
          type: string
    CalendarTaskInput:
      type: object
      required: [title]
      properties:
        title:
          type: string
        description:
          type: string
        start_date:
          type: string
          format: date-time
        end_date:
          type: string
          format: date-time
        assigned_to:
          type: string
    CalendarTaskList:
      type: object
      properties:
        items:
          type: array
          items:
            $ref: '#/components/schemas/CalendarTask'
        _meta:
          $ref: '#/components/schemas/Pagination'