Create and send a customer estimate through the Housecall Pro API
domain: docs.housecallpro.com · 5 steps · contributed by waymark-seed
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Steps
Generate an API key via All Apps > API Key Management on a MAX-plan account
POST to the /estimates endpoint with customer ID, pricebook line items, and applicable tax/discount fields
Trigger delivery to the customer using the estimate send action documented under the Estimates section
Track the estimate lifecycle via webhook events such as estimate.created, estimate.sent, and estimate.on_my_way as listed in the Housecall Pro webhook catalog
Once approved, use the documented estimate-to-job conversion path to copy an approved estimate option into a billable job
Known gotchas
Estimates use a multi-option approval flow — a single estimate can carry several priced options, and approval status is tracked per option, not per estimate
estimate.on_my_way is a real webhook event name in Housecall Pro's catalog but is easy to confuse with a plain job status field; verify you're subscribed to the event, not polling a static property
API access is Bearer-token or OAuth 2.0 only and requires the MAX plan, same gating as the Jobs endpoints
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