Workiz: Send estimate
workiz_send_estimateWorkiz: Email or text an estimate to the client, with a link to approve it. Sends the estimate by email, text or both, with a link to view and approve it in the Workiz client portal. An unsent estimate becomes Pending; approval in the portal moves it to Approved. 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 |
|---|---|---|---|
| via | No | email, sms or both. Default: email. | |
| estimate_id | Yes | Estimate from list_estimates or create_estimate. |