Create estimate
servicefusion_create_estimateWRITE: create an estimate (quote) for a customer, optionally with address, category, source, technicians, tasks, notes, products, services, other charges and tags. It cannot be deleted through this API; creating twice makes two estimates. POST /estimates.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| city | No | ||
| tags | No | Tags: [{tag}]. | |
| notes | No | Internal notes: [{notes}]. | |
| phase | No | ||
| tasks | No | ||
| source | No | Lead source name (see servicefusion_list_sources). | |
| status | No | Status name (see servicefusion_list_job_statuses). | |
| project | No | ||
| category | No | Job category name (see servicefusion_list_job_categories). | |
| contract | No | ||
| duration | No | Duration in seconds, 0-86400 (3600 = 1 hour). | |
| is_gated | No | ||
| products | No | ||
| services | No | ||
| street_1 | No | ||
| street_2 | No | ||
| po_number | No | ||
| start_date | No | Start date, yyyy-mm-dd. | |
| state_prov | No | ||
| tech_notes | No | Notes for the technician. | |
| description | No | Job/estimate description (max 500 characters). | |
| postal_code | No | ||
| custom_fields | No | Custom fields: [{name, value}] with names as configured in Service Fusion. | |
| customer_name | Yes | Customer name exactly as in Service Fusion (see servicefusion_list_customers); an unknown name is created as a new customer. | |
| location_name | No | ||
| other_charges | No | ||
| techs_assigned | No | Technicians to assign: [{id}] or [{first_name, last_name}]. | |
| note_to_customer | No | ||
| contact_last_name | No | ||
| gate_instructions | No | ||
| opportunity_owner | No | Name of the opportunity owner. | |
| contact_first_name | No | ||
| opportunity_rating | No | Opportunity rating, 0-5. | |
| time_frame_promised_end | No | Promised arrival window end, HH:MM. | |
| time_frame_promised_start | No | Promised arrival window start, HH:MM. |