List quotes for a picker · Fieldmotion API

When to use this endpoint

Use for quote pickers and Job/Invoice linking. It returns all matches; use a table endpoint for paging.

Authentication and permissions

Authenticate with signed API-key fields or a CRM session. Requires Quotes View (pageQuotes_view); non-admin users blocked by legacy crm_access bit 32 are denied. Client administrators inherit page permissions.

Quote visibility follows the account’s department/account-manager customer filters for non-admin users, including signed keys. Export routes additionally require pageMain_exportTableData. Linked Jobs require Jobs View and their TeamAccess scope; invoice enrichment requires Invoices View and the legacy invoice access check.

Parameters

Parameter	Type	Required	Description
`customer_id`	Integer-compatible customer or asset ID	No	Nonzero activates customer filtering according to customer_type; omitted/zero returns all active quotes.
`customer_type`	Integer-compatible selector	No	0 (default): customer ID; 1: asset owner/location lookup. Other values add no customer predicate.
`include_parent`	Integer-compatible switch	No	Nonzero with customer_type=0 includes the selected customer and its immediate parent, not its children. Ignored for asset mode.
`order_by`	String allowlist	No	id (default), cdate or quote_num. Unknown values use id.
`order_dir`	String	No	asc/desc case-insensitively; default desc. ID is a same-direction secondary sort.
`job_count`	Integer-compatible switch	No	Nonzero adds a distinct count of active permitted type-2 linked Jobs; duplicate, stale and other-type relations do not count.

Example request

$choices = FM_api('Quotes_list', [
	'customer_id'=>'1088','customer_type'=>'0',
	'order_by'=>'cdate','order_dir'=>'desc',
]);

Example response

[{"id":"1042","name":"Example Site","quote_num":"QT-1042","total_gross":"120.00","cdate":"2026-11-02 09:30:00"}]

Errors and unusual responses

Response	Condition
`{"error":"not logged in"}`	No authenticated tenant context is available. Invalid signed credentials can be rejected by the dispatcher before the handler runs.
`{"error":"permission denied"}`	Required Quotes/Export permission is absent or legacy access restrictions apply.

Legacy application errors may be returned with HTTP 200. Check the decoded response for error, not only the HTTP status.

Behaviour and edge cases

Lists active visible quotes with customer name, reference, gross total and creation date. No paging or hard limit. Order defaults to ID DESC; allowed order_by values id/cdate/quote_num use an ID tie-breaker and asc/desc direction.
Customer mode uses the selected ID and optional immediate parent. Asset mode uses stored owner/location customer IDs; an unresolved asset mapping yields no matches rather than all quotes. Unsupported customer types fail.
job_count counts distinct active permitted Jobs through type-2 relations only. Duplicate, stale and unrelated relation edges do not contribute.
No direct caller for this endpoint was found in the mobile app or its m-service intermediary.

Side effects

Reads active permitted records without quote cost, history, email or derived Job-cache writes.

See it in Fieldmotion

CRM1

Job linking, Invoice quote selection and generic Quote target pickers call Quotes_list; inspect optional customer and ordering parameters.

CRM2

Job-to-Quote link widgets and jobsLinkToQuote use Quotes_list. Purchase-related quote choices can request newest-first cdate ordering.

Related endpoints

Quotes_getDataTable provides mapped paging and list enrichment.
Quote_countLinkedJobs counts distinct active linked Jobs.