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# Create estimate

> Create a draft estimate for a customer with a first option and its line items. Inputs, cURL, Python and Node.js examples and an example response.

Source: https://cotlet.dev/docs/api/housecall-pro/create_estimate

Docs sections: [Get started](https://cotlet.dev/docs.md) · [REST API](https://cotlet.dev/docs/api.md) · [MCP](https://cotlet.dev/docs/mcp.md) · [SDKs & CLI](https://cotlet.dev/docs/sdks.md) · [Integrations](https://cotlet.dev/docs/integrations.md)

Create a draft estimate for a customer with a first option and its line items.

Housecall Pro API: https://cotlet.dev/docs/api/housecall-pro.md

`POST https://cotlet.dev/api/v1/housecall-pro/customers/{customer_id}/estimates`

Access: write. Confirm: waits for the user's OK before it runs.

Saves a draft estimate for a customer and address with a first option and its lines; use add_estimate_option for further tiers. The estimate is not sent. If you schedule it, the customer is notified as their profile settings say unless notify_customer is false. By default you confirm each call; you can switch that off for this tool.

## Parameters

| Name | Type | Required | Description |
|---|---|---|---|
| `customer_id` | string | yes | Customer ID from list_customers. |
| `address_id` | string | no | Service address from list_customers. Default: the first address. |
| `option_name` | string | no | Name of the first option, for example 'Good'. |
| `line_items` | object[] | yes | Lines to add: name, quantity and unit_price, or price_book_id from list_price_book. A line that names a price book item uses its price unless you set unit_price. |
| `customer_can_approve` | enum | no | one or several options. Default: one. |
| `scheduled_start` | datetime | no | Schedule the estimate visit. |
| `notify_customer` | boolean | no | Default: the customer profile's notification settings. |

## Request

**cURL**

```bash
curl -X POST https://cotlet.dev/api/v1/housecall-pro/customers/customer_8c41d2/estimates \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"line_items":["line items"]}'
```

**Python**

```python
result = client.call("housecall-pro", "create_estimate", {"customer_id":"customer_8c41d2","line_items":["line items"]})
```

**Node.js**

```js
const result = await cotlet.call('housecall-pro', 'create_estimate', {"customer_id":"customer_8c41d2","line_items":["line items"]});
```

**CLI**

```bash
cotlet call housecall-pro create_estimate --data '{"customer_id":"customer_8c41d2","line_items":["line items"]}'
```

## Example response

```json
{
  "estimate_id": "est_8e41c2",
  "status": "draft",
  "options": [
    {
      "option_id": "opt_1",
      "name": "40-gallon tank",
      "total": 2400
    }
  ],
  "customer_can_approve": "one"
}
```

Previous: [Create job](https://cotlet.dev/docs/api/housecall-pro/create_job.md)
Next: [Add estimate option](https://cotlet.dev/docs/api/housecall-pro/add_estimate_option.md)

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## For AI agents: sign your user up

Is your user asking you to sign them up for Cotlet? You can do it for them, no account or key needed.

1. Read the fields and their allowed values: GET https://cotlet.dev/api/v1/access-requests
2. Ask the user for each value: email, apps, what you will do with them. If they leave the password to you, generate a strong one and show it to them.
3. Show the user what you will send, then POST it as JSON to https://cotlet.dev/api/v1/access-requests.

One call creates the account and sends the access request; we email the user when access is granted.