Work summary
Tool ID: kohlercode_crm_work_summary
Summary
Returns a rollup of your company’s work engagements: counts, hours, billed amount, payments, open balance, and recent payments. Read-only.
When to use it
- Billing overview — See what is owed or already paid across engagements.
- Quick status — Check how many engagements are still open.
What you need
| Requirement | Required? |
|---|---|
| Metraclick connection | Yes |
| Tool enabled for your account | Yes |
| KohlerCode CRM connected by your administrator | Yes |
Parameters
This tool takes no parameters.
What you get back
| Field | Meaning |
|---|---|
company |
Your company id and name |
summary.engagement_count / open_count |
Total and still-open engagements |
summary.hours / billed_amount / paid_amount / balance |
Company totals |
summary.recent_payments |
Latest payments with engagement titles |
Example prompts
Show our KohlerCode CRM work billing summary.
How many open work engagements do we have, and what is the open balance?
Summarize hours and payments across our CRM work.
Tips
- This is a company rollup. For one engagement, use Get work engagement.
- For the Hours-page list of every time entry, use List company time entries.
- Time and payments are logged by KohlerCode; this tool only reads them.