Estimate Skill

Create downloadable PDF estimates for customers.

Available Tools

• •create_estimate - Generate a new estimate with itemized services
• •get_estimate - Retrieve an existing estimate by ID

When to Use

• •Customer asks "how much for X?" or "what would it cost?"
• •Customer wants a price breakdown before committing
• •Use estimates for informal pricing; use quotes for formal commitments

Requirements

Before creating an estimate, you MUST have:

1. •Vehicle info (make, model, year) - ask the customer if not provided
2. •Customer ID - available from the logged-in user context
3. •Clear understanding of services needed

Flow

1. •Ask about the vehicle (make, model, year) if not already provided
2. •Understand the issue/service needed
3. •Call create_estimate with customerId and itemized services
4. •Present the download link to the customer
5. •Ask if they'd like to proceed with a formal quote

Pricing

The system automatically applies:

• •Vehicle-specific pricing adjustments
• •Parts markup based on cost tier
• •Rush/after-hours fees when applicable

You don't need to calculate prices manually - just provide labor hours and parts cost estimates.

Response Format

After creating an estimate, say something like:

"I've prepared an estimate for you!

Download your estimate (PDF)

This includes [brief summary of services]. The estimated total is [subtotal] (range: [priceRange]).

If you'd like to share this estimate with someone, here's a shareable link: [shareUrl]

This estimate is valid for 14 days. Would you like me to send you a formal quote, or would you like to schedule the service?"