Field Sales

Field roles (Marketing, Sales, Installation) with their people and settings

Save one field role's settings and replace its people

Stores, event booths and canvass areas with their shifts (next 14 days) and the people on each

Create a location

Edit a location (any field; a pin or a changed address re-places the fence; status archived hides it)

Add a dated shift (starts_at, ends_at ≤ 24 h, slots, note, user_ids of client team members)

Replace who works a shift (user_ids)

Delete a shift (its assignments and check-ins go with it)

The signed-in person's shifts (12 h ago to 7 days ahead) with each location's fence and their open check-in

Check in at a shift (assigned, shift window from 60 min before start to the end, exact place, inside its fence)

A location reading for the caller's open shift check-in (every ~2 min); 2 outside in a row ends it

Check out of the caller's shift (idempotent)

The consent wording a rep shows a customer before a sign-up (the newest version), or null when none is set

Record a sign-up at the rep's shift with the customer's signed consent (retry-safe on client_capture_id)

Field sign-ups signed in [from, to) with their consent evidence, newest first (managers)

One sign-up with the full consent wording the customer signed (managers)

The consent wording in use and its version history (managers)

Publish new consent wording as the next version (owners and admins). Earlier versions and every signed consent stay as they are.

The consent certificate for one sign-up as a PDF (managers). Generated on demand from the evidence rows, so it includes the latest YES / STOP reply.

Every sign-up in [from, to) with its consent evidence as CSV (managers). from/to ISO, at most 93 days and 5,000 rows.

Every Sales Coach field touch for one contact, newest first (owners, admins, managers who can see the contact)

Required credentials, every team member's credentials and the team with their field roles (managers). include_archived=1 adds archived credentials.

Add a required credential. Body { name, role_key (marketing|sales|installation|null = everyone), remind_days (1-365, default 60) }. 409 duplicate name.

Rename, change the role or remind days, or archive (status) a required credential.

Record or update one person's credential. Body { user_id, type_id, number, issued_on, expires_on (YYYY-MM-DD; none = does not expire), note }. 409 not_eligible / archived.

Remove one person's credential.

Whether a confirmation text ("Reply YES") goes to each new sign-up, and its wording (managers). Off by default.

Turn the confirmation text on or off and set its wording (owners and admins). Body { enabled, message_template }; {company}, {place}, {first_name}; must mention STOP.

The appointment's testimonial link for a customer (any workspace member who can see the contact). Creates the first one, reopens the open one, renews an expired one; replaces_link_id replaces it or starts a new request after a submission (a retry returns the same successor).

What the customer's testimonial page shows (Authorization: Bearer <link code>). Stamps the first open.

Send a written testimonial with consent (Authorization: Bearer <link code>). One per link; a repeat returns the first.

Start (or restart) a video upload for this link's video consent (Authorization: Bearer <link code>). Returns a 2-hour signed resumable-upload token for a new, never-reused path.

The upload finished: the stored video is checked and accepted, then prepared for review (Authorization: Bearer <link code>). Safe to repeat.

Testimonials for review and sharing, newest first, 50 per page (managers). Optional status, offset.

Totals per status for the tiles (managers)

One testimonial with its text or a 15-minute video URL, consent evidence and share link (managers)

Approve, reject or restore (back to review) a testimonial (managers). Body: { action }

Share an approved testimonial; returns its public link (managers). 409 when consent was withdrawn.

Stop sharing; every link handed out stops working (managers)

The customer withdrew consent. Unshares, clears a written review's text or deletes a video's files, and keeps the consent record (managers)

Public link of a shared testimonial on the company API domain; a written review or a video player renders as a page (video URLs signed for 15 minutes); 404 once unshared or withdrawn