Templates

Workflow templates.
Deploy with one click.

Pick a ready-made automation and turn it on — each one handles a real job your team does every week, right inside the tools you already use. Customize anything.

Chimney sweep
All categories
Chimney sweep
Automated Smart Service Renewal Notices
WebRun checks Smart Service for service agreements expiring in the next 30 days, drafts a renewal invoice in QuickBooks, drafts a renewal reminder text in Twilio, and posts your office a Slack worklist to review before anything goes to the customer.
Smart ServiceQuickBooksTwilioSlack
Chimney sweep
Automated Smart Service QuickBooks Sync Check
WebRun compares completed jobs in Smart Service against synced invoices in QuickBooks, logs every mismatch to a Google Sheet, and posts your office a Slack alert so nothing gets billed late or missed.
Smart ServiceQuickBooksGoogle SheetsSlack
Chimney sweep
Automated Smart Service Sweep Report Delivery
WebRun checks Smart Service for jobs marked complete, drafts a Gmail email with the sweep report and photos for each customer, and pings your office on Telegram so someone can review and send it the same day.
Smart ServiceGmailTelegram
Chimney sweep
Automated Chimney Invoice Payment Reminders
WebRun checks Smart Service and QuickBooks for invoices past their due date, drafts a polite reminder email for each customer in Gmail, and posts your office a Slack list of who still owes.
Smart ServiceQuickBooksGmailSlack
Chimney sweep
Automated Smart Service No-Show Recovery
WebRun checks Smart Service for appointments marked no-show, reopens the slot on Google Calendar, drafts a rebooking email in Gmail for the customer, and posts your office a Slack alert to follow up.
Smart ServiceGoogle CalendarGmailSlack
Chimney sweep
Automated Smart Service Lead Response Drafts
WebRun checks Smart Service for new leads from your website and phone line, holds open Google Calendar slots, and drafts a personalized text reply in Twilio so a fast, ready-to-send response exists within minutes.
Smart ServiceGoogle CalendarTwilio
Chimney sweep
Automated Smart Service Repair Quote Drafts
WebRun checks Smart Service for inspections that failed or found needed repairs, drafts a repair estimate in QuickBooks for each, and drafts a follow-up email in Gmail summarizing the recommended work for the office to review before sending.
Smart ServiceQuickBooksGmail
Chimney sweep
Automated Smart Service Crew Route Sheets
WebRun checks Smart Service for today's scheduled jobs, orders each technician's stops by location and appointment time from Google Calendar, and posts the finished route sheet to your crew's Slack channel every morning.
Smart ServiceGoogle CalendarSlack
Chimney sweep
Automated Smart Service Creosote Safety Alerts
WebRun checks Smart Service inspection reports for chimneys flagged with level 3 creosote buildup, drafts an urgent safety text for the customer, and alerts your office in Slack immediately so someone can call the same day.
Smart ServiceTwilioSlack
Chimney sweep
Automated Chimney Cap and Damper Upsell Quotes
WebRun checks Smart Service for inspections that recommend a new chimney cap or damper, drafts a priced quote in QuickBooks for each, and posts your office a Slack list of upsell opportunities ready to offer.
Smart ServiceQuickBooksSlack
Chimney sweep
Automated Chimney Burn Season Rebooking
WebRun checks Smart Service for customers who swept with you last burn season but have not rebooked, holds open slots in Google Calendar, and drafts a rebooking email for each customer for your office to review before sending.
Smart ServiceGoogle CalendarGmail
Chimney sweep
Automated Smart Service Inspection Reminders
WebRun checks Smart Service for customers whose annual inspection or sweep is coming due, drafts a friendly reminder email for each, and posts your office a Slack list of who is ready to book.
Smart ServiceGmailSlack

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