Proposal and Reporting API Status (Clean Estimate V1)

Current V2 status (2026-09-02): This page narrows the retained V1 API baseline. V2 now serves /api/v1 reads of leads, clients, estimates, jobs, and invoices, lead and client creation, client updates, and API-key management in Settings; see the External API Overview for the live list, and outbound webhook registration through /api/v1/webhooks. Proposal and reporting resources are not exposed by V1 or V2.

The broader Phase 2 external API surface that was previously documented is not part of the shipped V1 `/api/v1` contract.

The V1 public API exposes only:

• leads
• clients
• estimates
• jobs
• invoices
• webhooks
• openapi.json

Not Currently Public

The following resources remain internal and should not be treated as available public API endpoints:

• Proposal-family routes such as commercial building, fleet, and holiday lights proposals
• Proposal metadata routes such as templates and pipeline stages
• Read-only reports and exports
• Team and team activity snapshots
• Schedule snapshots
• Services and pricing snapshot endpoints

If you saw older docs, examples, or changelog entries referencing that larger surface, treat them as deferred roadmap material rather than a live contract.

Source Of Truth

Before building an integration, check the machine-readable contract at:

• GET /api/v1/openapi.json

If an endpoint is not present there, do not assume it is supported publicly.

What To Use Instead

• In V1, use the public core resources plus outbound webhooks for customer

lifecycle syncs.

• In current V2, use the authenticated CE Pro app for proposal, reporting,

pricing, and schedule workflows.

• In V1, register outbound change notifications through /api/v1/webhooks and

verify signatures as described in Webhook Signing.