List prospect jobs

Retrieves a paginated list of prospect jobs (unapproved jobs in the sales pipeline). This endpoint supports extensive filtering options to query prospects by employee assignments, dates, status, geographic location, and more.

Important: By default, this endpoint returns both active and deleted prospects for administrative visibility. To exclude deleted prospects, use the filter parameter date_deleted__isnull=true. The results include both verified and unverified leads.

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Query Params
integer
≥ 1
Defaults to 1

Page number for pagination

integer
1 to 10
Defaults to 10

Number of items per page

string

Search across customer name, email, phone, cell, and job address fields

ids
array of integers

Filter by specific job IDs

ids
integer

Filter by primary sales representative (employee ID)

integer

Filter by alternate sales representative (employee ID)

integer

Filter by either primary or alternate sales representative (employee ID)

integer

Filter by marketing representative (employee ID)

integer

Filter by project manager (employee ID)

integer

Filter by pre-insurance reviewer (employee ID)

integer

Filter by post-insurance reviewer (employee ID)

integer

Filter by any employee assigned to the job including primary sales representative, alternate sales representative, marketing representative, or project manager (employee ID)

integer

Filter by team (matches if primary sales representative or marketing representative is in the specified team)

integer

Filter by company lead status

integer

Filter by management company

integer

Filter by insurance company (matches prospects with claims associated with the specified insurance company)

integer

Filter by lead source

integer

Filter by customer region

string
enum

Filter by job type.

ValueDescription
cCommercial
rResidential
dDesigner
mMRP
Allowed:
string
enum

Filter by bid type.

ValueDescription
cCash Bid
iInsurance Bid
rRepair
fFinance
Allowed:
string

Filter by ZIP code

string
enum

Filter by prospect status.

ValueDescription
adAddress
uvUnverified Lead
uaUnassigned Lead
asAssigned Lead
vVerified Lead
iInspected
cfClaim Filed
rlaMeasured
estEstimate Created
siSigned
suSubmitted
reRejected
dDeleted
string

Filter by claim status (free-text field, varies by company configuration)

boolean

Filter prospects with no activity in the last 15 days

boolean

Filter prospects whose customers have been manually marked as top prospects by sales representatives or other employees.

When set to true, returns only prospects associated with customers that employees have added to their "top 10" list.

boolean

Filter prospects waiting for document signatures

date-time

Filter prospects created on or after the specified date and time (ISO 8601 format)

date-time

Filter prospects created on or before the specified date and time (ISO 8601 format)

string
enum

Filter prospects created within the specified time period

Allowed:
date-time

Filter prospects last edited on or after the specified date and time (ISO 8601 format)

date-time

Filter prospects last edited on or before the specified date and time (ISO 8601 format)

boolean

Filter prospects where the assignment date is null or not null

date-time

Filter prospects assigned on or after the specified date and time (ISO 8601 format)

date-time

Filter prospects assigned on or before the specified date and time (ISO 8601 format)

boolean

Filter prospects where the verification date is null (unverified) or not null (verified)

date-time

Filter prospects verified on or after the specified date and time (ISO 8601 format)

date-time

Filter prospects verified on or before the specified date and time (ISO 8601 format)

string
enum

Filter prospects verified within the specified time period

Allowed:
boolean

Filter prospects where the claim filing date is null or not null

date-time

Filter prospects with claims filed on or after the specified date and time (ISO 8601 format)

date-time

Filter prospects with claims filed on or before the specified date and time (ISO 8601 format)

boolean

Filter prospects where the inspection scheduling date is null or not null

date-time

Filter prospects with inspections scheduled on or after the specified date and time (ISO 8601 format)

date-time

Filter prospects with inspections scheduled on or before the specified date and time (ISO 8601 format)

boolean

Filter prospects where the inspection completion date is null or not null

date-time

Filter prospects with inspections completed on or after the specified date and time (ISO 8601 format)

date-time

Filter prospects with inspections completed on or before the specified date and time (ISO 8601 format)

boolean

Filter prospects where the contract signing date is null or not null

date-time

Filter prospects with contracts signed on or after the specified date and time (ISO 8601 format)

date-time

Filter prospects with contracts signed on or before the specified date and time (ISO 8601 format)

boolean

Filter prospects where the submission date is null or not null

date-time

Filter prospects submitted on or after the specified date and time (ISO 8601 format)

date-time

Filter prospects submitted on or before the specified date and time (ISO 8601 format)

boolean

Filter prospects where the deletion date is null (active prospects) or not null (deleted prospects)

date-time

Filter prospects deleted on or after the specified date and time (ISO 8601 format)

date-time

Filter prospects deleted on or before the specified date and time (ISO 8601 format)

boolean

Filter prospects where the pre-contract signing date is null or not null

date-time

Filter prospects with pre-contracts signed on or after the specified date and time (ISO 8601 format)

date-time

Filter prospects with pre-contracts signed on or before the specified date and time (ISO 8601 format)

boolean

Filter prospects where the rejection date is null or not null

date-time

Filter prospects rejected on or after the specified date and time (ISO 8601 format)

date-time

Filter prospects rejected on or before the specified date and time (ISO 8601 format)

boolean

Filter prospects where the estimate last edit date is null or not null

date-time

Filter prospects with estimates last edited on or after the specified date and time (ISO 8601 format)

date-time

Filter prospects with estimates last edited on or before the specified date and time (ISO 8601 format)

string

Filter by geographic bounding box. Provide comma-separated coordinates in the format: ne_lat,ne_lng,sw_lat,sw_lng

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