We are currently developing an all-in-one reporting Dashboard and need to include the ‘Profit’ and ‘Timesheets’ information from ServiceM8 - it doesn’t look like there are dedicated endpoints for both.
If anyone could please share some docs or reference links to get this done would be really great. Thanks so much in advance!
For a custom reporting dashboard, you can pull the underlying job, line item, and time data via our REST API and then calculate your “Profit” and “Timesheet” metrics in your reporting layer.
Timesheets (job-based time)
“Recorded Time (check in to a job)” maps to JobActivity records where activity_was_scheduled == 0.
The Job Activities endpoint is GET /jobactivity.json and it supports filtering.
If you also want the scheduled side (planned time), “Scheduled Booking” maps to JobActivity where activity_was_scheduled == 1, and you can also use Job Allocations via GET /joballocation.json.
Job Costing uses “Check In data” (recorded time) to determine hours worked when it’s available, otherwise it uses the total quantity of labour items billed.
On the API side, you can source the “invoiced amount” from the Job record (e.g. total_invoice_amount).
You can source material and labour line items (including cost fields) from JobMaterial records (e.g. price and cost).
Keep in mind Job Costing is designed to provide estimates, and for profit/loss that’s guaranteed to be 100% accurate this is best done in your accounting package.
Reply here with whether you mean Job Time (per job check-ins) or Shift Time (clock on/off) for “timesheets”, and we’ll point you at the closest matching data model.