Housecall Pro: Create estimate
housecall-pro_create_estimateHousecall Pro: Create a draft estimate for a customer with a first option and its line items. Saves a draft estimate for a customer and address with a first option and its lines; use add_estimate_option for further tiers. The estimate is not sent. If you schedule it, the customer is notified as their profile settings say unless notify_customer is false. By default you confirm each call; you can switch that off for this tool. Reaches other people: confirm with the user before each call. Needs the user's Cotlet API key with access to this app.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| address_id | No | Service address from list_customers. Default: the first address. | |
| line_items | Yes | Lines to add: name, quantity and unit_price, or price_book_id from list_price_book. A line that names a price book item uses its price unless you set unit_price. | |
| customer_id | Yes | Customer ID from list_customers. | |
| option_name | No | Name of the first option, for example 'Good'. | |
| notify_customer | No | Default: the customer profile's notification settings. | |
| scheduled_start | No | Schedule the estimate visit. | |
| customer_can_approve | No | one or several options. Default: one. |