Client - Services

Manage billable services associated with specific clients. Provides CRUD operations for linking BillableServices to individual clients, tracking which services are actively provided to each client. This represents the client-specific instances of services from the tenant's service catalog.

OpenAPI Spec

Guides Operations Schemas

GET List Client Services for Client
Lists all Client Services for the specified client. Requires: ViewAll on ClientBillableServices.
/tenants/{tenant}/clients/{client}/services/clientbillableservice
POST Create Client Service for Client
Creates a new Client Service for the specified client. Requires: Create on ClientBillableServices.
/tenants/{tenant}/clients/{client}/services/clientbillableservice
GET Get Client Service for Client
Gets a Client Service for the specified client. Requires: ViewAll on ClientBillableServices.
/tenants/{tenant}/clients/{client}/services/clientbillableservice/{code}
PUT Update Client Service for Client
Updates the specified Client Service for the specified client. Requires: Update on ClientBillableServices.
/tenants/{tenant}/clients/{client}/services/clientbillableservice/{code}
DELETE Delete Client Service for Client
Deletes a Client Service for the specified client. Requires: Delete on ClientBillableServices.
/tenants/{tenant}/clients/{client}/services/clientbillableservice/{code}
GET Get Required Client Fields
Returns client fields that are required by recurring tasks linked to the client's active services. Requires: ViewAll on Clients.
/tenants/{tenant}/clients/{client}/services/required-fields
PATCH Update Client Service Stage
Updates only the stage for a client billable service, targeted by the assignment's own code (a client can hold multiple instances of the same service)...
/tenants/{tenant}/clients/{client}/services/{code}/stage
GET Get Client Service Stage History
Returns the stage-change history for a client billable service, newest first — the audit trail behind time-in-stage reporting. Requires: ViewAll on C...
/tenants/{tenant}/clients/{client}/services/{code}/stage-history