Endpoints for managing customer information and interactions within RoofLink.

Supported Customer Operations

This category includes the following operations:

Querying Customers

List Customers: Retrieve a paginated list of customers with filtering options by representative and region.
Get Customer Details: Retrieve detailed information for a specific customer including contact information, address, and metadata.
Search Jobs: This endpoint can be used to search for the jobs associated with a given customer.

Managing Customer Data

Update Customer Email: Update the email address for a customer associated with a job.
Get Customer Payment Methods: Retrieve verified payment methods associated with a customer for payment processing

Customer Creation

As noted above, customers are created automatically through the job creation process using the address-only lead endpoint.

Important Note About Customer Creation

In the RoofLink system, customers are not created directly through dedicated customer endpoints. Instead, customers are automatically created as part of the job creation process.

How to Create Customers

To create a new customer, use the job creation endpoints:

Create Address-Only Lead: This endpoint creates a job with address and location data and an associated customer.

When you create a job, the system automatically creates the associated customer record if one doesn't already exist.