Yardbook: Create estimate
yardbook_create_estimateYardbook: Draft estimate for a customer or prospect. Nothing is sent until you call send_estimate. Saves a draft estimate with your line items. The total is the sum of quantity times unit_price over all lines. Nothing is sent to the customer until send_estimate, so the draft runs without asking for your OK. Needs the user's Cotlet API key with access to this app.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| line_items | Yes | List of { service, description, quantity, unit_price }. | |
| customer_id | Yes | Customer ID from list_customers. | |
| description | No | Scope of work shown on the estimate. |