KohlerCode CRM

These tools let your AI assistant work with KohlerCode CRM for your company: confirm which company is connected, review formal invoices, read usage and work/billing summaries, browse engagements, submit requests, and follow stage progress.

Your administrator connects KohlerCode CRM to your Metraclick account. You describe what you want in plain language — you do not enter API keys in chat.

The tools

Tool Purpose
Who am I See which company is connected
List usage providers Catalog of providers and units for metering
Usage summary Monthly usage rows and total cost for your company
List invoices Browse formal invoices and filter by payment status
Get invoice Full invoice details and ordered line items
Work summary Company work rollup: hours, billed, paid, balance
List work engagements Browse your work requests and their stages
Get work engagement Full detail for one engagement
Create work engagement Submit a new work request
Update work engagement Edit a request while it is still open as a request
Transition work stage Ask for plan changes or confirm a plan
List company time entries All hours for the company (CRM Hours page)
List time entries See hours logged on an engagement
List payments See payments recorded on an engagement

How they work together

Who am I / Work summary     →  company overview
List / get invoices         →  review formal invoices and line items
List / get engagements      →  find a request and its stage
Create / update             →  submit or refine a request
Transition                  →  request plan changes or confirm to start work
Time entries / payments     →  company Hours list, or progress on one engagement
Usage summary / providers   →  separate metering usage (not work hours)

Typical flow — submit and follow a request

  1. Create work engagement with a clear title and description (after you confirm).
  2. List work engagements or Get work engagement to watch the stage.
  3. When a plan is ready, Transition to request changes or confirm execution.
  4. During execution, List company time entries or List time entries, and List payments as needed.

Work stages

Engagements move through: request → plan → changes → confirmation → execution → payment → closed.

You can:

  • Edit title/description while the stage is still request
  • Move plan → changes (include a note explaining what to change)
  • Move confirmation → execution when you accept the plan

KohlerCode staff set pricing, advance other stages, and log time and payments. You can always read time and payments for your company.

What you need

Requirement Required?
Metraclick connection Yes
KohlerCode CRM tools enabled Yes
KohlerCode CRM connected by your administrator Yes

Important notes

  • Your company only — Data is for the company connected to your account.
  • Invoices are separate — Formal invoices do not change Work or Billing balances.
  • Confirm writes — Creating, updating, or changing stage happens only after you clearly approve.
  • Daily limits — The CRM may limit how many calls can be made per day.

Tool pages

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