Create Estimate
create_estimateCreate a new estimate in Service Fusion by specifying an exact customer name and category. Returns the estimate record with its assigned number.
Instructions
Create a new estimate in Service Fusion. Requires an exact customer name (use search_customers to find it) and a category. Returns the created estimate record with its assigned number.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| customer_name | Yes | Exact customer name as it appears in Service Fusion. Use search_customers to find the correct name. | |
| category | Yes | Estimate category — must be an exact match (e.g., 'Commercial Service', 'Residential Service', 'Commercial Install'). | |
| description | No | Estimate description / work to be quoted. | |
| start_date | No | Proposed start date/time (ISO 8601: YYYY-MM-DDTHH:MM:SS or YYYY-MM-DD). | |
| end_date | No | Proposed end date/time (ISO 8601). | |
| source | No | Lead source (exact match). Use get_sources for valid values. | |
| contact_first_name | No | On-site contact first name (overrides customer default). | |
| contact_last_name | No | On-site contact last name (overrides customer default). | |
| street_1 | No | Site street address (overrides customer default). | |
| city | No | Site city (overrides customer default). | |
| state_prov | No | Site state/province (overrides customer default). | |
| postal_code | No | Site postal code (overrides customer default). | |
| tech_notes | No | Internal notes. | |
| note_to_customer | No | Notes visible to the customer. |