Invoices
Endpoint | Permission Level | Explanation |
Invoices | Write | Allows Pika QA team to manually correct invoices when necessary (i.e., during kickbacks or pre-submission validation) |
Invoice Items | Write | Allows Pika QA team to manually correct invoices when necessary (i.e., during kickbacks or pre-submission validation) |
CRM
Endpoint | Permission Level | Explanation |
Customers | Read | Allows Pika QA team to manually correct customer information (i.e., addresses/contact information) and for users to provide emails through the Pika dashboard. Contact information is synced back to ServiceTitan with a Pika tag. |
Booking Provider Tags | Read | Jobs can be imported automatically into the dashboard based on tags that install coordinators or dispatchers place onto the job (e.g., “Pika Rebate Needed”, or “Oncor Eligible”) |
Bookings | Read | Used for automatically pulling in appointments and jobs |
BulkTags | Read | Used for automatically pulling in appointments and jobs |
ContactMethods | Read | Used for homeowner communications |
Contacts | Read | Used for homeowner communications |
Customers | Read | Required for rebate submissions |
Leads | Read | Used for historical notes and forms (helpful for various rebate submissions) |
Locations | Read | Required for rebate submissions (address and installed equipment) |
Dispatch
Endpoint | Permission Level | Explanation |
AppointmentAssignments | Read | Used for automatic import of jobs and appointments |
ArrivalWindows | Read | Used for displaying upcoming jobs (i.e., QA jobs) and displaying relevant timeframes |
Equipment Systems
Endpoint | Permission Level | Explanation |
InstalledEquipment | Read | Required for rebate submissions for replaced unit model numbers and installation dates |
Forms
Endpoint | Permission Level | Explanation |
Forms | Read | Recommended workflow for guaranteeing technician documentation (i.e., equipment photos, model numbers, manual J, QA checklist) |
FormSubmission | Read | Recommended workflow for guaranteeing technician documentation (i.e., equipment photos, model numbers, manual J, QA checklist) |
Jobs | Read | Required for retrieving attachments (i.e., equipment photos, certification PDFs) |
Pricebook
Endpoint | Permission Level | Explanation |
Categories | Read | Used for referencing pricebook items that are picked up via auto import |
DiscountsAndFees | Read | Required for final pricing/amount estimation before rebate submissions |
Services | Read | Service SKUs are used for auto-import; services often have additional equipment information if shop uses services to add linked Materials and Equipment. Some shops also use negative-price services as a more customizable version of discounts. |
Equipment | Read | Required for line item costing and model numbers |
Materials | Read | Required for line item costing. Some shops also use materials in place of equipment, or as discounts. |
Service Agreements
Endpoint | Permission Level | Explanation |
ServiceAgreements
(*Optional)
| Read | Utilized for validation for repeat submissions (i.e., multiple filings per annum) |
Sales and Estimates
Endpoint | Permission Level | Explanation |
Estimates | Read | Used for auto-importing relevant jobs and appointments based on particular SKUs or services (i.e., Carrier Infinity Heat Pump sold estimates would get imported) |
Settings
Endpoint | Permission Level | Explanation |
Business Units | Read | Allows restricting imported jobs by business unit (Sales). [Coming soon] Granular access controls by employee business unit. |
Employees | Read | Used for coordinating directly with assigned technicians and employees.
[Coming soon] RBAC & permissions alignment with ServiceTitan.
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TagTypes | Read | Required for automatic importing appointments and jobs |
Technicians | Read | Used for coordinating directly with assigned technicians and employees.
[Coming soon] RBAC & permissions alignment with ServiceTitan.
|
UserRoles | Read | Used for coordinating directly with assigned technicians and employees.
[Coming soon] RBAC & permissions alignment with ServiceTitan.
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