msio_estimate_health
Scan estimates to flag stale sent quotes and approved-but-unscheduled jobs needing follow-up. Identify revenue at risk from pending customer responses.
Instructions
Scan estimates and flag those needing follow-up. Returns stale sent estimates (no customer response after threshold) and approved-but-unscheduled estimates (customer said yes but no job created). USE WHEN contractor asks about pending estimates, revenue at risk, stale quotes, or what needs attention. DO NOT USE WHEN looking for specific estimate details (use hcp_get_estimate).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| status | No | ||
| customer_id | No | ||
| max_estimates | No | ||
| date_range_end | No | ||
| date_range_start | No | ||
| age_threshold_hours | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| data | Yes | ||
| error | No | ||
| success | Yes | ||
| metadata | Yes |