Create Estimate
create_estimateCreate an estimate in Service Fusion when you have an exact customer name and category. Add site details, source, and dates to generate the estimate.
Instructions
Create a new estimate. Requires an exact customer name and category.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| city | No | Site city. | |
| source | No | Lead source (exact match). Use get_sources. | |
| category | Yes | Estimate category (exact match). | |
| street_1 | No | Site street address. | |
| po_number | No | Customer PO number. | |
| start_date | No | Proposed start date/time (ISO 8601). | |
| state_prov | No | Site state/province. | |
| description | No | Estimate description. | |
| postal_code | No | Site postal code. | |
| customer_name | Yes | Exact customer name. Use search_customers to find it. |