SMB Sandbox

Message the deal's contact about a sent/viewed quote and record the follow-up on the quote. Write the full message body. Goes to the outbox; nothing is really delivered.

Full profile of one contact plus their customer account, leads, deals and recent calls. Use when you need context before replying to or changing a contact.

One customer account with its contacts, deals, jobs and invoices. Use for a full account picture.

One deal with its quotes and contact.

List customer accounts (households or businesses), newest first. Filter by text, status or owner.

Sales pipeline deals, most recently updated first. Use staleDays to find open deals with no activity for N days, openOnly to skip won/lost.

Active staff with ids and roles. Use to pick an owner for a deal/lead or an assignee for a job or task.

Inbound leads, newest first. Set uncontacted: true to find leads nobody has responded to yet.

Quotes/estimates. Set notFollowedUp: true to find sent quotes that never got a follow-up.

To-dos for staff. Filter by status, assignee or a related record id.

Fold a duplicate contact (mergeId) into the one to keep (keepId): empty fields are filled from the duplicate, all leads/deals/messages/calls are re-pointed, and the duplicate is deleted. Irreversible; confirm they are the same person first.

Find people by name, email, phone digits or title. Use before any contact-specific action to get the contact id. Set missingInfo to find contacts lacking a valid email or phone.

Send a draft quote to the customer (status becomes sent). Only works on drafts.

Change a contact's name, email, phone, title or customer link. Omitted fields stay as they are; null clears a field. Use to fix missing or malformed contact info.

Move a deal to a new stage and/or set its next action, amount or owner. Stage moves must follow the pipeline (new→qualified→quote-sent→negotiation→won/lost; won is final; lost can reopen). Moving to lost requires lostReason. Set nextAction to {summary, dueOn} so every open deal has a next step.

Change a lead's status or owner. Note: sending an email/SMS or logging an outbound call to the lead's contact marks it contacted automatically.

All messages in one thread, oldest first. Read before replying.

Email and SMS conversations, newest activity first, with unread counts and the last message snippet. Use unreadOnly to triage.

Mark every message in a thread as read after handling it.

Send an email to a contact, raw address, or as a reply in an existing thread (threadId). Subject is required for new threads. Written to the outbox only; nothing leaves the sandbox.

Send a text message to a contact, raw number, or within an SMS thread. Outbox only.

Issue an invoice to a customer (optionally for a job of that customer). Total is computed from line items; due date defaults to company payment terms.

One invoice with its payments and balance due.

Invoices, newest first. Set overdue: true for unpaid invoices past their due date.

Payments received, newest first. Set unmatched: true for payments not yet applied to any invoice.

Apply an unmatched payment to the invoice it pays. Customer must match and amount must not exceed the balance.

Record money received against an invoice. Cannot exceed the balance; void, draft and paid invoices are rejected.

Send a payment reminder for an open or partially-paid invoice to the customer's contact (outbox only). A default polite body is used if none is given.

Void an invoice that has no payments applied (e.g. issued against the wrong job). Irreversible; requires a reason.

Phone call log, newest first. Use outcome: missed and direction: inbound to find calls that may need a callback.

Record a call you made or took (e.g. a callback), with outcome and a short summary. No real call is placed.