Workeey Quote Links

Cancel a Quote Link so the customer can no longer approve it: the customer link then says the quote was cancelled. Call it only when the user clearly asks to cancel or withdraw the quote. To change prices or options instead, use revise_quote_link. There is no tool to undo a cancel. The answers and versions so far are kept. Needs the quote's manage_token (the code after # in the private link https://www.workeey.com/q/m/#…; the whole private link is accepted too).

Create a Quote Link: a web page where the user's customer sees a quote for a job, picks one of up to 4 options and any add-ons, types their name, and approves, declines or asks for changes. Free; nobody needs an account. For a tradesperson or small service business who wants to send a customer a quote or estimate they can approve online.

Call it ONLY when the user asks you to publish the quote for them: the page is live the moment it is created. Otherwise give the user a ready-made link, which publishes nothing (price_check's draft_link, or https://www.workeey.com/quote-links/new#draft= followed by the quote JSON passed through encodeURIComponent): they open it, check the quote and press Create approval link themselves.

Before calling: use only prices the user gave you, or a starting price from price_check, shown with its sources, that they agreed to (never invent or guess one; ask), and confirm the details with the user, because the page is live as soon as it is created (it can be revised or cancelled later).

Rules for every text field: no links or web addresses, no email addresses (only business.email), and no payment details (Zelle, Venmo, Cash App, PayPal, bank, card or account numbers, crypto); the user sends payment details to the customer themselves. customer.name is a display name only, such as "Dana": never the customer's phone, email or address.

Returns customer_url, manage_url and manage_token. Give the customer_url to the user to send to their customer. Give the manage_url to the user only, and tell them to save it: it works like a password (it shows the customer's answer and can revise or cancel the quote), so it never goes to the customer. Keep manage_token for get_quote_status, revise_quote_link and cancel_quote_link. If the call returns errors, each one names the field, the problem and the fix: apply every fix and call again.

Workeey adds up the totals; tax is applied only as supplied (a rate, an amount or a note). Workeey does not verify businesses or quotes. Quote Links is not the estimates feature inside the Workeey app. Full guide: https://www.workeey.com/quote-links/for-ai/

See where a Quote Link stands: its status, how often the customer page was opened, and every answer the customer gave (approve, decline or changes; the option and add-ons picked, the amount, the name they typed, the time, and which version of the quote it answered, with any message), plus every version of the quote, the date it is valid until, and the customer_url. Read-only. Status is one of open, approved, declined, changes_requested, expired, cancelled or disabled.

Needs the quote's manage_token (from create_quote_link, or the code after # in the private link https://www.workeey.com/q/m/#…; the whole private link is accepted too). An answer names its option by index from 0; option_name and addon_names give the names from the version that was answered. Report what you find to the user only: the manage token and private link never go to the customer. To change the quote, call revise_quote_link with the complete new quote (start from the quote in the last entry of versions).

For a trade job (plumbing, electrical, HVAC, handyman and more) and a place in the United States: whether it needs a permit, which license, whether sales tax goes on the invoice, the official forms, and where to take the waste — each with the official pages quoted, their dates and the day it was checked, and who to confirm with. New York City is researched in full and may ask follow-up questions (a first call with no answers returns them); every state has its license and sales tax answers, and its permit is not researched yet. From Workeey's researched data, read-only, no AI. Not legal or tax advice.

A starting price for a job, from Workeey's price book (plumbing, electrical, hvac, handyman, house cleaning, landscaping), for a US place. Give the job in words and where ("toilet repair", "Brooklyn, NY"): it answers with the one matching job, priced as labor (hours × an hourly rate) + parts (with markup) + optional travel, what the job includes, its parts with the product pages they were priced from, the place it priced for, and draft_link: a Quote Links address that opens the quote form already filled in with that job and price. Or give a trade (no job) for every job of the trade. You can give your own rate, markup, travel, and hours or parts cost. The rate starts from government data on what employees are paid and what employers pay on top (BLS), turned into a self-employed rate by our hourly rate calculator's math; parts are retailers' online shelf prices we checked by hand on November 6, 2026, each with its link (a price from Ace Hardware or Menards is one store's online price, not a national one); the two we could not check say "not checked"; job hours are starting guesses, so set your own. This is not what others charge. With no BLS figure for a place, it uses the state's or the national one and says so (place.fallback). Every checked figure carries its source and the day it was checked. From Workeey's data, read-only, no AI.

Change a Quote Link that already exists: send the COMPLETE new quote (every field, exactly as for create_quote_link, not only the changes) together with the quote's manage_token. Start from the quote in the last entry of versions from get_quote_status, change what the user asked, and send all of it.

The customer link stays the same and now shows the new version, marked as updated. Earlier answers stay attached to the version they answered (an approval of version 1 shows as approved v1, quote since revised), and the customer can answer the new version. Same rules as create_quote_link: only prices the user gave you or agreed to from price_check; no links, email addresses (except business.email) or payment details; the customer's display name only. Returns the new version number and its totals. If it returns errors, each one names the field, the problem and the fix: apply every fix and call again.