Create estimate
create_estimateCreates a draft estimate with priced line items for a project or customer, saving it in Estimating status so you can review and send it later.
Instructions
Creates a draft estimate on a project or for a customer, with priced line items.
Saves a new estimate in the Estimating status, unit-price billing, dated today. With project_id it belongs to that project and its customer. Without one, customer_id is required. items are priced lines (name, type, quantity, unit, unit cost in dollars, markup percent, cost code). The app computes totals. Nothing is sent: send_estimate does that after your OK. More lines later with add_estimate_items, other fields with update_estimate.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| items | No | ||
| title | Yes | ||
| exclusions | No | ||
| inclusions | No | ||
| project_id | No | From list_projects. Its customer is used. | |
| customer_id | No | Directory customer id. Needed without a project. | |
| description | No | Scope shown on the estimate. | |
| expire_date | No |