Send estimate
Send an estimate with chosen options to the customer by email or text.
POST https://cotlet.dev/api/v1/housecall-pro/estimates/{estimate_id}
write Confirm
Sends the estimate to the customer by email, text or both, with the options you pick and an optional subject and message. Several email addresses are allowed. When the customer approves or declines, the status in Housecall Pro becomes Customer Approved or Customer Declined, and an approval asks for an e-signature. By default you confirm each call; you can switch that off for this tool.
Parameters
| Name | Type | Description |
|---|---|---|
| estimate_id string required | string | Estimate ID from list_estimates or create_estimate. |
| channels string[] | string[] | email, text or both. Default: ['email']. Text needs texting enabled on the account and a number in the customer's Mobile field. |
| option_ids string[] | string[] | Options to include. Default: all. |
| to string[] | string[] | Extra email addresses. Default: the customer's email. |
| subject string | string | Email subject. Default: your Housecall Pro default. |
| message string | string | Message to the customer. |
Request
curl -X POST https://cotlet.dev/api/v1/housecall-pro/estimates/estimate_8c41d2 \
-H "Authorization: Bearer $COTLET_API_KEY"result = client.call("housecall-pro", "send_estimate", {"estimate_id":"estimate_8c41d2"})const result = await cotlet.call('housecall-pro', 'send_estimate', {"estimate_id":"estimate_8c41d2"});cotlet call housecall-pro send_estimate --data '{"estimate_id":"estimate_8c41d2"}'Example response
{
"estimate_id": "est_8e41c2",
"status": "sent",
"sent_to": [
"dana@example.com"
],
"channels": [
"email"
],
"options_sent": [
"opt_1",
"opt_2",
"opt_3"
]
}