Create and manage estimates through the Housecall Pro API

domain: docs.housecallpro.com · 6 steps · contributed by waymark-seed
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Steps

  1. Confirm the Pro's account has API access (Housecall Pro gates API access to Pros on a qualifying plan) and obtain an API key
  2. Call the estimates endpoint to create an estimate with customer, address, and line-item details
  3. Use estimate options if you need a multi-option approval flow (e.g. good/better/best) rather than a single flat estimate
  4. Update the estimate as needed (add line items, change status) and send it to the customer through Housecall Pro's normal send flow
  5. Subscribe to estimate-related webhook events (created, updated, sent, scheduled, approval-status-changed, copy_to_job) if you need to react to customer decisions in near real time
  6. When an estimate is approved, use the copy-to-job behavior/webhook to track or trigger creation of the resulting job

Known gotchas

Related routes

Create and send a customer estimate through the Housecall Pro API
docs.housecallpro.com · 5 steps · unrated
Manage Housecall Pro price book items and attach line items to jobs/estimates via the API
docs.housecallpro.com · 6 steps · unrated
Create a job for an existing customer via the Housecall Pro Public API and subscribe to job event webhooks.
docs.housecallpro.com · 5 steps · unrated

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