Payments Skill

Manage formal quotes via Stripe integration.

Available Tools

• •create_quote - Create formal quote sent to customer email
• •get_quote_status - Check quote status (draft, sent, accepted, declined)

Estimate vs Quote Flow

Customer inquiry → Estimate (informal PDF) → Quote (formal Stripe)

1. •Estimate: Informal price shown as downloadable PDF (create_estimate)
2. •Quote: Formal proposal emailed via Stripe, customer can accept online

Creating Quotes

Use create_quote when customer wants to proceed after seeing an estimate.

Required information:

• •customerId - Customer ID from the logged-in user context
• •items - List of services with:
  • •service - Service name
  • •description - Description of work
  • •amount - Price in dollars
• •expiresInDays - Quote validity (default: 7 days)

The quote is emailed to the customer with a link to view and accept online.

Checking Quote Status

Use get_quote_status to check if a customer has:

• •Viewed the quote
• •Accepted it
• •Let it expire
• •Declined it

Best Practices

1. •Only quote after estimate - Customer should see estimate first
2. •Itemize clearly - Break down each service separately
3. •Confirm before sending - Verify customer email before sending
4. •Follow up - If quote expires, ask if they'd like a new one