FieldEdge Open API
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DocsAPIs
DocsAPIs
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  1. CustomerNotes
  • Lead
    • Creates a new lead with customer details, appointment preferences, and service information.
      POST
    • Fetches lead details based on the provided lead identifier.
      GET
  • Customer
    • Creates a new customer
      POST
    • Updates an existing customer
      PUT
    • Retrieve customer by phone number
      GET
    • Search customers with optional filters
      GET
    • Retrieve customers based on address details.
      GET
    • Retrieve customer details by ID
      GET
  • CustomerAttachments
    • Upload a file attachment to a customer record
      POST
    • Retrieve attachments for a customer
      GET
  • CustomerNotes
    • Create a note on a customer record
      POST
    • Retrieve all notes for a customer
      GET
    • Update an existing customer note
      PATCH
  • CustomerTags
    • Associate a tag with a customer
      POST
    • Remove a tag from a customer
      DELETE
    • Create a reusable customer tag
      POST
    • Retrieve tags
      GET
  • Item
    • Creates a new inventory item
      POST
    • Retrieve a paginated list of inventory items with optional filters
      GET
    • Bulk update inventory items
      PATCH
    • Updates an existing inventory item
      PATCH
    • Retrieve an inventory item by ID
      GET
    • Retrieve availability of an item across one or more warehouses
      GET
  • ItemCategory
    • Retrieve list of item categories
    • Create a new item category
    • Retrieve item category by id.
    • Partially update an item category
  • SalesTaxCode
    • Retrieve list of sales tax codes
  • WorkOrder
    • Retrieve a paginated list of work orders
    • Retrieve a work order by ID
    • Retrieve work orders at a given address, most recent first
  • Agreement
    • Retrieve list of agreements
    • Retrieve agreement by id.
  • Invoice
    • Retrieve a paginated list of invoices
    • Retrieve an invoice by ID
  • Quote
    • Retrieve a paginated list of quotes
    • Retrieve a quote by ID
  • Task
    • Retrieve a task bundle by ID
    • Retrieve a list of tasks
  • Warehouse
    • Create a new warehouse
    • Retrieve a paginated list of warehouses
    • Update an existing warehouse
    • Retrieve a warehouse by ID
  • Employee
    • Retrieve a paginated list of employees
    • Retrieve an employee by ID
  • Company
    • Retrieve company name by ID
  • Webhook
    • Register a webhook endpoint to receive event notifications.
    • Delete the registered webhook for the authenticated account.
    • Rotate the HMAC signing secret for the registered webhook.
  1. CustomerNotes

Create a note on a customer record

POST
/v1/customers/{customerId}/notes
Creates a free-text note attached to the specified customer. The note is immediately visible to office staff within the FieldEdge customer record.
Required scope: customers:write

Request

Authorization
Path Params

Body Params application/jsonRequired

Examples

Responses

🟢201
application/json
Note created successfully.
Bodyapplication/json

🟠400
🟠401
🟠403
🟠404
🔴500
Request Request Example
Shell
JavaScript
Java
Swift
curl --location 'https://api.fieldedge.com/open-api/v1/customers//notes' \
--header 'Content-Type: application/json' \
--data '{
    "note": "CRM qualification note: customer expressed strong interest in annual maintenance plan."
}'
Response Response Example
201 - Sample response returned after creating a customer note
{
    "data": {
        "noteId": "a3f1b2c4-5d6e-7f8a-9b0c-1d2e3f4a5b6c",
        "customerId": "9f1a6b1c-3a3e-4b91-9a2f-2c6a9fbb1234",
        "note": "CRM qualification note: customer expressed strong interest in annual maintenance plan.",
        "createdAt": "2026-02-09T10:15:30Z"
    }
}
Modified at 2026-08-27 11:27:00
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Retrieve attachments for a customer
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Retrieve all notes for a customer
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