List quotes

GEThttps://api.fieldtask.example/public/v1/quotes

Permissions

customers:read, quotes:read

Pagination

Cursor, up to 100 per page

Also available as

fieldtask_list_quotes

Returns the quotes in your organization, oldest first by default, one page at a time.

You can list every quote, or narrow the list to one customer, one status, or both. Each quote in the list has its totals but not its line items, terms or customer note; read one quote with Get a quote for those. Lists show current data, so a quote created or changed while you page through may or may not appear.

Reading quotes never changes them. There's no endpoint to send, accept, decline or convert a quote.

Permissions

Permission	Dependency in the permission map
customers:read	No dependencies
quotes:read	Depends on customers:read

The location summary is only included when the connection also has customer_locations:read.

Quotes must be available for your organization: FieldTask makes Quotes available organization by organization, your organization must not have switched Quotes off, and its currency must use no more than two decimal places. Otherwise the response is 404 resource_not_found.

Request

Responses

200

OK

Response Headers

Cache-Control

Responses must not be cached.

X-Request-ID

Server-generated request correlation ID.

400

Bad Request

Response Headers

Cache-Control

Responses must not be cached.

X-Request-ID

Server-generated request correlation ID.

401

Unauthorized

Response Headers

Cache-Control

Responses must not be cached.

WWW-Authenticate
X-Request-ID

Server-generated request correlation ID.

403

Forbidden

Response Headers

Cache-Control

Responses must not be cached.

X-Request-ID

Server-generated request correlation ID.

404

Not Found

Response Headers

Cache-Control

Responses must not be cached.

X-Request-ID

Server-generated request correlation ID.

405

Method Not Allowed

Response Headers

Allow
Cache-Control

Responses must not be cached.

X-Request-ID

Server-generated request correlation ID.

429

Too Many Requests

Response Headers

Cache-Control

Responses must not be cached.

Retry-After

Seconds before retry; present on 429 and an in-progress operation.

X-Request-ID

Server-generated request correlation ID.

503

Service Unavailable

Response Headers

Cache-Control

Responses must not be cached.

X-Request-ID

Server-generated request correlation ID.

Filtering

All filters are optional and can be combined:

Parameter	Returns
customer_id	Only quotes for this customer. The ID must be a customer in your organization; otherwise the response is 404 resource_not_found.
status	Only quotes with this status: draft, sent, accepted, declined, expired or archived.

Send each parameter at most once. Any other parameter, including a date filter, is rejected with 400 invalid_query.

Pagination

• page_size sets the number of quotes per page, from 1 to 100. The default is 25.
• ordering is created_at (oldest first, the default) or -created_at (newest first).
• When page.has_more is true, request page.next_page_url with the same Authorization header. It keeps your page size, ordering and filters. It's null on the last page.
• If you build URLs yourself, pass page.next_cursor as cursor and keep every other parameter unchanged. Cursors expire within 24 hours and only work with the query and connection that produced them.

To change a filter or the ordering, start again without a cursor. See Pagination.

Quote fields

Field	Meaning
quote_number	The number FieldTask assigned, such as QT-1037.
title	The quote's title. An empty string when it has none.
status	draft, sent, accepted, declined, expired or archived. unknown means a status this API version doesn't recognize; handle it rather than failing.
customer	The customer's ID, name and email, or null when the quote has no customer or the customer has been removed.
location	The location's ID, name and address, or null. Needs customer_locations:read.
issue_date	The quote date, with no time zone, or null.
expiry_at	When the quote stops being valid, in UTC, or null.
selected_revision	Which version of the quote the amounts come from. See below.
subtotal, discount_amount, tax_amount, total	Amounts as decimal strings in currency. See Totals, taxes and discounts.
discount_type, discount_value, tax_rate	The discount and tax settings behind those amounts.

Amount fields and selected_revision are null for a quote that has no revision yet, which can happen for a quote still being started in FieldTask.

Which version the values come from

A quote can have several revisions: when someone edits a quote that was already sent, FieldTask creates a new draft revision while the customer keeps seeing the sent one. selected_revision tells you which revision the amounts, dates and summaries describe:

• If the customer accepted a revision, it's that accepted revision.
• Otherwise it's the current revision. For a sent quote that someone is editing, that's a draft revision, not the version the customer has.

Check selected_revision.state before treating the values as the offer the customer received. sent_at and accepted_at are in UTC.

Values from a sent or accepted revision are frozen as they were when it was sent or accepted: later changes to the customer's name or to catalog prices don't change them. The customer and location summaries of a frozen revision are shown only while that customer or location still exists in your organization; otherwise they're null. Draft revisions show their saved values.

Errors

Status	code	Meaning	What to do
400	invalid_query	The query string has an unknown or repeated parameter, or status, ordering or page_size has a value that isn't allowed.	Send only customer_id, status, ordering, page_size and cursor, each once.
400	invalid_cursor	The cursor is malformed, was changed, or belongs to a different query, connection or page size.	Use next_page_url or the cursor exactly as returned, with the same query. To change the query, start again without a cursor.
401	invalid_token	The bearer token is missing, malformed, expired, revoked or issued for a different resource (for example an MCP sign-in).	Send a current REST API token or REST OAuth access token as Authorization: Bearer ….
403	api_access_not_enabled	FieldTask hasn't enabled API access for this organization, or has disabled it.	An owner or admin requests access in Settings → API connections.
403	insufficient_scope	The connection lacks a permission this request needs. error.code is missing_permission.	Add the permission named in error.message to the connection.
404	resource_not_found	Quotes aren't available for your organization or in this environment, customer_id isn't a customer in your organization, or the URL is wrong.	Check the customer ID, that Quotes is available and switched on for your organization, and that the path has no trailing slash.
405	method_not_allowed	This path doesn't accept the HTTP method, or the create isn't enabled in this environment. The Allow header lists the methods that are.	Use a method listed in Allow.
429	rate_limit_exceeded	Too many requests in the current minute, or too many concurrent requests, for the organization or connection.	Wait for Retry-After seconds, then retry.
429	daily_quota_exceeded	The organization or connection has used its daily allowance for this kind of request. Allowances reset at 00:00 UTC.	Wait for Retry-After seconds, or check remaining allowance in Settings → API connections.
503	temporarily_unavailable	The service couldn't complete the request.	Retry with exponential backoff. Retry creates with the same key and body.

Request

# Sent quotes for one customer, newest first.
curl --get "$FIELDTASK_API_ORIGIN/public/v1/quotes" \
  --header "Authorization: Bearer $FIELDTASK_API_TOKEN" \
  --data-urlencode "customer_id=11111111-1111-4111-8111-111111111111" \
  --data-urlencode "status=sent" \
  --data-urlencode "ordering=-created_at"

Response200 OK

One customer's quotes, first page

{
  "data": [
    {
      "id": "bbbbbbbb-bbbb-4bbb-8bbb-bbbbbbbbbb02",
      "quote_number": "QT-1037",
      "title": "Annual rooftop unit inspection",
      "status": "sent",
      "customer": {
        "id": "11111111-1111-4111-8111-111111111111",
        "name": "Example Property Services",
        "email": "facilities@example.com"
      },
      "location": {
        "id": "22222222-2222-4222-8222-222222222222",
        "name": "Main office",
        "address": "100 Example Avenue, Springfield"
      },
      "issue_date": "2026-10-20",
      "expiry_at": "2026-11-20T04:59:59Z",
      "currency": "USD",
      "selected_revision": {
        "id": "bbbbbbbb-bbbb-4bbb-8bbb-bbbbbbbbbb22",
        "number": 1,
        "state": "sent",
        "sent_at": "2026-10-20T15:02:11.840017Z",
        "accepted_at": null
      },
      "subtotal": "240.00",
      "discount_type": null,
      "discount_value": "0.00",
      "discount_amount": "0.00",
      "tax_rate": "8.25",
      "tax_amount": "19.80",
      "total": "259.80",
      "created_at": "2026-10-20T14:48:30.271554Z",
      "updated_at": "2026-10-20T15:02:11.840017Z"
    }
  ],
  "page": {
    "has_more": true,
    "next_cursor": "EXAMPLE_OPAQUE_CURSOR",
    "next_page_url": "https://api.fieldtask.example/public/v1/quotes?page_size=1&customer_id=11111111-1111-4111-8111-111111111111&cursor=EXAMPLE_OPAQUE_CURSOR"
  }
}

Example values. IDs and times will differ in your organization.

Try itRequest builder

1. Set the base URL to your API origin with Edit. 2. Paste your token. 3. Fill in parameters or the body. 4. Press Send API Request, or copy the request below and run it yourself. Your token is only kept on this page. Sends are real requests: a create makes a real record.

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