Housecall Pro: Send estimate
housecall-pro_send_estimateHousecall Pro: Send an estimate with chosen options to the customer by email or text. Sends the estimate to the customer by email, text or both, with the options you pick and an optional subject and message. Several email addresses are allowed. When the customer approves or declines, the status in Housecall Pro becomes Customer Approved or Customer Declined, and an approval asks for an e-signature. 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 |
|---|---|---|---|
| to | No | Extra email addresses. Default: the customer's email. | |
| message | No | Message to the customer. | |
| subject | No | Email subject. Default: your Housecall Pro default. | |
| channels | No | email, text or both. Default: ['email']. Text needs texting enabled on the account and a number in the customer's Mobile field. | |
| option_ids | No | Options to include. Default: all. | |
| estimate_id | Yes | Estimate ID from list_estimates or create_estimate. |