Create project
create_projectCreate a new customer project with name, type, stage, address, and dates, auto-assigning the next project number when omitted.
Instructions
New project for a customer, with number, type, stage, address and dates.
Adds a project in the stage you give (default pending) for a customer from your Directory. Without number the account's next project number is used. Accounts that number projects by hand need one. The project reaches nobody outside your company, so this tool runs without asking. Returns the project as get_project shows it.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| zip | No | ||
| city | No | ||
| name | Yes | Project name, e.g. Kitchen remodel - Oak St. | |
| type | No | residential | |
| state | No | ||
| number | No | Project number. Default: the next number when the account numbers projects itself. | |
| status | No | pending | |
| street | No | ||
| street2 | No | ||
| end_date | No | ||
| start_date | No | ||
| customer_id | Yes | The customer's contact_id from list_contacts. | |
| description | No |