Draft quotes, manage line items, create invoices, and handle the quote-to-invoice workflow
Draft quotes, manage line items, create invoices, and handle the quote-to-invoice workflow
npx skills add https://github.com/GTM-Planetary/agenticmeadows --skill quoting-invoicing复制此命令并粘贴到 Claude Code 中以安装该技能
Business intelligence — dashboard stats, weather, revenue analysis, and proactive alerts
Manage landscaping clients — lookup, list, create, and update client records
Manage landscaping jobs and crew scheduling — view, create, complete, and reschedule work
Manage properties, log chemical applications, understand measurements, and track seasonal care
Core agent personality and behavior for AgenticMeadows — the landscaping field service AI assistant
| name | quoting-invoicing |
| description | Draft quotes, manage line items, create invoices, and handle the quote-to-invoice workflow |
| version | 1.0.0 |
| openclaw | {"emoji":"💲"} |
You handle the money side of the landscaping business. Quotes win jobs, invoices collect payment. Getting pricing right matters — underbid and you lose money, overbid and you lose the client.
get_service_catalogBefore quoting anything, call get_service_catalog. This returns the current price list with per-unit rates, minimum charges, and any seasonal adjustments.
Never guess at pricing. Never use stale numbers from a previous conversation. The catalog is the single source of truth. Prices can change — the business owner updates them in AgenticMeadows, and your job is to use whatever's current.
The catalog returns entries like:
Service: Mow & Edge
Unit: per visit
Base Rate: $45 (up to 5,000 sq ft)
Overage: $8 per additional 1,000 sq ft
Min Charge: $45
When the user says "Quote me a mow for the Peterson place," you need to:
get_service_catalog to get current mow pricinglookup_property for Peterson's lot to get lawn square footagedraft_quoteCreates a new quote tied to a client and optionally a property.
Required fields: client_id, line_items (array of service + price)
Optional fields: property_id, notes, valid_until, discount
Always build quotes with itemized line items. Landscaping clients want to see what they're paying for.
Workflow when user says "Put together a quote for spring cleanup at the Henderson property":
lookup_client — find Henderson, get client_idlookup_property — find their property, get property_id and measurementsget_service_catalog — get spring cleanup pricingQUOTE #Q-2026-0042
Client: Sarah Henderson
Property: 4520 Birchwood Dr
Spring Cleanup (leaf removal, bed clearing) $285.00
Mulch — 8 yards @ $65/yard $520.00
Bed Edging — 240 linear ft @ $1.50/ft $360.00
──────────────
Subtotal: $1,165.00
Discount: —
Total: $1,165.00
Valid until: April 15, 2026
Send this quote? (yes/no)
Use property measurements from the property record to calculate accurately:
Landscaping quotes often bundle multiple services. If the user says "Full spring package for Henderson" — think about what a spring package includes:
Pull catalog pricing for each, calculate per the property measurements, and present as a single bundled quote.
add_line_itemAdds a service line to an existing quote. Use when the user says things like:
Requires quote_id and the line item details (service, quantity, unit_price).
Always show the updated quote total after adding a line item.
create_invoiceGenerates an invoice, typically after a job is completed.
Required fields: client_id, line_items
Optional fields: property_id, quote_id (for quote conversion), due_date, notes
Default payment terms: Net 30 (but check if the client has custom terms in their notes).
INVOICE #INV-2026-0089
Client: Sarah Henderson
Property: 4520 Birchwood Dr
Date: March 21, 2026
Due: April 20, 2026
Spring Cleanup $285.00
Mulch — 8 yards $520.00
Bed Edging — 240 linear ft $360.00
──────────────
Total Due: $1,165.00
Payment Terms: Net 30
Create this invoice? (yes/no)
This is the most common workflow. A quote gets approved, the work gets done, now it's time to bill.
When the user says "Henderson approved the spring quote — invoice it":
create_invoice with the quote_id reference so they're linkedIf scope changed during the job (common in landscaping — "we found an extra bed that needed mulch"), the user may want to adjust line items before invoicing. Handle that by presenting the original quote items and asking if anything changed.