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RoofLink Public API
Companies
Get list of suppliers
get
Create new supplier
post
Get supplier fields configuration
get
Get specific supplier details
get
Update supplier details
put
Delete supplier
del
Get list of insurance companies
get
Create new insurance company
post
Get specific insurance company details
get
Update insurance company details
put
Delete insurance company
del
Get insurance companies (alternative endpoint)
get
Get list of management companies
get
Create new management company
post
Get list of mortgage companies
get
Create new mortgage company
post
Get list of company products
get
Create new company product
post
Get list of company resources
get
Create new company resource
post
Get company lead status configurations
get
Create new company lead status
post
Dashboard
Get email templates
get
Create new email template
post
Get email automation rules
get
Create new email automation
post
Get phone call records
get
Log new phone call
post
Get regions and territories
get
Create new region
post
Get lead sources
get
Create new lead source
post
Get company directory
get
Get note templates
get
Create note template
post
Get user-specific notes
get
Create user note
post
Estimates
Documents
Payments
Payment Methods
Get customer payment methods
get
Create customer payment method
post
Commissions
Get job commission details
get
Get job commissions
get
Create job commission
post
Get job commission fields configuration
get
Lock job commissions
post
Unlock job commissions
post
Refresh job commissions for a job
post
Request commission payment
post
Recurring Payments
Get recurring payments
get
Create recurring payment
post
Payment Analytics
Get payment reports
get
Get payment analytics dashboard
get
Settlement Management
Get payment settlements
get
Reconcile payment settlement
post
Payment Configuration
Get payment configurations
get
Create payment configuration
post
Batch Operations
Get payment batch operations
get
Create payment batch operation
post
Payment Webhooks
Get payment webhooks
get
Create payment webhook
post
Payment Templates
Get payment templates
get
Create payment template
post
Payment Validation
Get payment validations
get
Run payment validation
post
Payment Audit
Get payment audit logs
get
Payment Schedules
Get payment schedules
get
Create payment schedule
post
Payment Notifications
Get payment notifications
get
Payment Support
Get payment troubleshooting information
get
Payment Administration
Get payment system administration data
get
Work Order Workflow
Approve work order
post
Reject work order
post
Submit work order for approval
post
Mark work order as complete
post
Process work order payment
post
Work Order Scheduling
Schedule work order
post
Unschedule work order
post
Work Order Undo Operations
Undo work order completion
post
Undo work order payment
post
Undo work order rejection
post
Unsubmit work order (revert to draft)
post
Work Order Equipment
Get work order equipment assignments
get
Assign equipment to work order
post
Get work order equipment assignment details
get
Schedule or perform equipment maintenance
post
Check equipment availability for work orders
get
Work Order Quality Control
Get work order quality assessments
get
Create work order quality assessment
post
Work Order Analytics
Get work order analytics and reporting
get
Work Order Performance
Get work order performance metrics and KPIs
get
Estimate Line Items
Get estimate line items
get
Get line item fields configuration
get
Create work doing line item
post
Get line item details
get
Delete a line item
del
Estimate Supplemental Items
Get supplemental line items
get
Get supplemental line item fields configuration
get
Create supplemental line item
post
Estimate Change Orders
Get change order line items
get
Get change order line item fields configuration
get
Create change order line item
post
Work Orders
Get all work orders
get
Create a new work order
post
Get work order fields configuration
get
Get work order details
get
Update a work order
put
Delete a work order
del
Get work order completion checklist
get
Submit work order for approval
post
Approve work order
post
Reject work order
post
Mark work order as complete
post
Mark work order as paid
post
Schedule work order
post
Unschedule work order
post
Work Order Line Items
Get work order line items
get
Create work order line item
post
Get work order line item fields configuration
get
Get work order line item details
get
Update work order line item
put
Delete work order line item
del
Crew Work Orders
Get crew work orders (crew users only)
get
Search crew work orders
get
Get crew work order details
get
Get crew work order detail page data
get
Get work order line items for crew
get
Roof Layouts
Get roof layout buildings
get
Get manual roof layouts
get
Create manual roof layout
post
Roof Templates
Get roof templates
get
Create roof template
post
Roof Template Items
Get roof template line items
get
Create roof template line item
post
Get roof template accessories
get
Create roof template accessory
post
Payment Details
Commission Payments
Get commission payments
get
Get commission payment details
get
Delete commission payment
del
Pay commission
post
Deny commission payment
post
Edit commission payment
put
Inspection Line Items
Get all inspection line items
get
Create a new inspection line item
post
Get inspection line item details
get
Update inspection line item
put
Delete inspection line item
del
Jobs
Get approved jobs
get
Get prospect jobs
get
Get jobs for map view
get
Get jobs list for map
get
Get nearby jobs
get
Get starred jobs for current user
get
Get filtered jobs list
get
Get job report data
get
Get comprehensive activity timeline for job
get
Approve job for production
post
Get assignee fields configuration
get
Get job assignees
get
Assign users to job
post
Get basic job fields configuration
get
Get basic job information
get
Update basic job information
put
Cancel adjuster meeting
post
Cancel scheduled inspection
post
Get job progress checklist
get
Update job checklist items
put
Mark inspection as completed
post
Create estimate from template
post
Create SumoQuote for job
post
Get customer fields configuration for job
get
Edit customer information for job
put
Edit job approval date
put
Get email recipients for job communications
get
Get configuration for creating estimate from template
get
Get events associated with job
get
Get expense statistics for job
get
Get default waste percentage for job materials
get
Get job custom fields data
get
Get lead custom fields data for job
get
Import document template to job
post
Get inspection choices and options for job
get
Get invoice ledger for job
get
Get complete job checklist with details
get
Get last completed checklist item for job
get
Get most recent activity for job
get
Create estimate from manual roof layout
post
Create material order from manual roof layout
post
Create work order from manual roof layout
post
Create estimate from automated roof layout
post
Create material order from automated roof layout
post
Get roof layout template choices for job
get
Create work order from automated roof layout
post
Get line items for job
get
Get line items formatted for invoicing
get
Get line items for invoice credit/refund
get
Create estimate from legacy manual roof layout
post
Create material order from legacy manual roof layout
post
Create work order from legacy manual roof layout
post
Get detailed job information for map display
get
Schedule inspection for job
post
Get todos/tasks for job
get
Update job custom fields
put
Update lead custom fields for job
put
Advanced search for jobs
get
Get sales leaderboard
get
Get lead statistics by source
get
Get leads trend analysis
get
Get sales trend analysis
get
Get sales pipeline analytics
get
Schedule adjuster meeting for job
post
Get adjuster meeting scheduling field configuration
get
Get inspection scheduling field configuration
get
Set cover photo for job
post
Share photos from job
post
Get SMS recipients for job communications
get
Soft delete job (mark as deleted but preserve data)
post
Get comprehensive job statistics
get
Submit job for approval
post
Restore soft deleted job
post
Unsubmit job (withdraw from approval)
post
Mark job as unverified
post
Update job bid type
put
Update customer cell phone number
put
Update customer email address
put
Update job status
put
Mark job as verified
post
Star/favorite a job
post
Unstar/unfavorite a job
post
Reject job
post
Permanently delete job
del
Get payment permissions for job
get
Get photo choices configuration for job
get
Get quick checklist for job
get
Get comprehensive quick job checklist
get
Get roof building choices for job
get
Get roof layout ID for job
get
Get roof measurement choices for job
get
Create estimate from roof layout
post
Create material order from roof layout
post
Get field configuration for roof layout template and supplier selection
get
Get field configuration for roof layout template selection
get
Get supplier choices for roof layout
get
Get template choices for roof layout
get
Create work order from roof layout
post
Upload signed contract for job
post
Upload pre-contract documents for job
post
Get lead verification configuration
get
Verify lead information for job
post
Create address-only lead
post
Get approved job details
get
Close approved job
post
Reopen closed approved job
post
Set completion date for all trades
put
Set scheduled date for all trades
put
Set roof completion date
put
Set roof scheduled date
put
Get approved jobs statistics
get
Get filtered job list
get
Get filter configuration fields
get
Get jobs grouped by type
get
Get alternative sales leaderboard with extended metrics
get
Get leads statistics by sales representatives
get
Get list of custom job filters
get
Get job map view data
get
Get list of jobs for map view
get
Get nearby jobs for a specific job
get
Get production pipeline analytics
get
Get prospect field configuration
get
Get prospect details
get
Get prospect checklist
get
Get prospect statistics
get
Get recent jobs
get
Get starred job details
get
Update a job completely
put
Create a new job
post
Estimates
Get estimate templates
get
Create estimate template
post
Get estimate template line items
get
Create template line item
post
Get template supplemental line items
get
Get template change order line items
get
Get all estimates
get
Create a new estimate
post
Get estimate fields configuration
get
Get estimate details
get
Update an estimate
put
Delete an estimate
del
Get estimate contract view
get
Get estimate metadata and permissions
get
Get estimate summary with all line items
get
Get all line items for an estimate
get
Get estimate completion checklist
get
Set estimate as primary for the job
post
Restore an archived estimate
post
Get unpaid estimates
get
Documents
Get document signers
get
Add document signer
post
Get document templates
get
Create document template
post
Get company document folders
get
Create company document folder
post
Get company document choice configurations
get
Get company invoices (document context)
get
Get all documents
get
Create a new document
post
Get document details
get
Update a document
put
Soft delete a document
del
Create signed document for customer
post
Payments
Collect payment
post
Schedule payment collection
post
Get all payments
get
Create a new payment
post
Get payment fields configuration
get
Get payment details
get
Update a payment
put
Delete a payment
del
Get payment processing checklist
get
Apply payment to estimate line items
post
Approve payment
post
Mark payment as deposited
post
Send payment receipt to customer
post
Sync payment with QuickBooks
post
Company Payment Methods
Get company payment methods
get
Create company payment method
post
Teams
Get available employee choices for team
get
Get available leader choices for team
get
Get all teams
get
Create a new team
post
Get team fields configuration
get
Get team details
get
Update a team
put
Delete a team
del
Add members to team
post
Remove members from team
post
Team Leaders
Get team leader details
get
Update team leader
put
Partially update team leader
patch
Delete team leader
del
Get all team leaders
get
Create team leader assignment
post
Get team leader fields configuration
get
Customers
Update a customer completely
put
Create a new customer
post
Company Documents
Update a company document completely
put
Create a new company document
post
Notes
Update a note completely
put
Create a new note
post
Events
Update an event completely
put
Create a new event
post
Todos
Update a todo completely
put
Create a new todo
post
Emails
Send a new email
post
Payment Details
Crews
Get all crews
get
Create a new crew
post
Get crew fields configuration
get
Bulk activate crews
post
Bulk deactivate crews
post
Activate crew
post
Deactivate crew
post
Enable crew login
post
Disable crew login
post
Reset crew password
post
Get payment delivery choices
get
Get crew priority choices
get
Get payment term choices
get
Employees
Get all employees
get
Create a new employee
post
Get employee fields configuration
get
Get employee details
get
Update employee
put
Activate employee
post
Deactivate employee
post
Get employee permissions
get
Update employee permission
post
Document Choices
Get document choices for forms
get
Signed Documents
Get signed documents
get
Get signed document details
get
Get signed document metadata
get
Update customer information from signed document
post
Get signed document template information
get
Attach survey to signed document
post
Photos
Get all photos
get
Create a new photo
post
Get photo fields configuration
get
Upload a photo
post
Create bulk download zip file
post
Delete a single photo
post
Get photo details
get
Update a photo
put
Delete a photo
del
Mark photo as uploaded
put
Download photo file
get
Photo Choices
Get photo choices for forms
get
Shared Photos
Get shared photos (public access)
get
Inspections
Get all inspections
get
Create a new inspection
post
Get detailed inspections with line items
get
Get inspection fields configuration
get
Get inspection details
get
Update inspection
put
Delete inspection
del
Complete an inspection
post
Mark inspection as incomplete
post
Generate and save inspection report to documents
get
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