quotes.linesFromTasks

Turn the flat rate tasks a worker picked into quote lines for quotes.create: shared tasks, or tasks per good, better, best option. Uses the member price when the customer has an active maintenance plan. Writes nothing; send the lines the worker approves to quotes.create.

When to use it

A flat rate task is a price book item with kind task: one price for the whole job, with an optional task_code, member_price_minor for customers on an active maintenance plan, est_minutes, warranty_note and parts (materials from the price book with a quantity, used for costing only; they do not take stock). Save tasks with pricebook.saveItem, or bring a book in with imports.historyPreview and imports.historyRun using kind flat_rate (presets jobber and housecall_pro; their column names are our best guess, so check the suggested mapping).

What to tell the owner

Tell them what you found in plain words. Don't read back raw fields.

Input

Example

POST https://doingwork.work/v1/quotes/lines-from-tasks
content-type: application/json
Idempotency-Key: 3f1c...

{
  "shop_id": "00000000-0000-4000-8000-000000000000"
}

Output

{
  "member": true,
  "plan": "...",
  "options": "...",
  "lines": [
    {
      "description": "40 gallon gas heater, installed",
      "quantity": "...",
      "unit_price_minor": 50000,
      "taxable": true
    }
  ],
  "details": [
    {
      "item_id": "00000000-0000-4000-8000-000000000000",
      "task_code": "...",
      "option_key": "...",
      "price_minor": 50000,
      "member_price_minor": "...",
      "member_price_applied": true,
      "warranty_note": "..."
    }
  ],
  "option_totals": "..."
}

Errors