Create an estimate
create_estimateCreate a customer estimate or quote using catalog line items or a flat-rate price. Generates priced quotes for field service work to send or save.
Instructions
Create an estimate/quote for a customer. When the user specifies a flat rate or custom price (e.g. 'total $250', 'charge $300 flat'), pass lineItems with that custom unitPrice — do NOT use catalog pricing. Only fall back to catalog pricing when no price is specified. For flat rates, use a single line item with the service name and the stated price.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| No | New customer's email (only when the estimate is for a customer who does not exist yet) | ||
| notes | No | General description or notes for the estimate | |
| phone | No | New customer's phone number (only when the estimate is for a customer who does not exist yet) | |
| lineItems | No | What the estimate quotes. Include one entry for every billable part of the work. Build them from the account's price catalog and pass catalogItemId on each. For a flat rate (e.g. 'total $250'), use one item with quantity 1 and unitPrice set to the stated amount. | |
| serviceType | No | Type of service for the estimate | |
| customerName | Yes | Name of the customer | |
| createNewCustomer | No | Set to true ONLY after this tool has asked whether an existing customer was meant, and the user answered that they want a new customer instead. It tells the tool to create the customer under the name in customerName along with the estimate. Never set it on a first attempt. |