Templates

Workflow templates.
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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.

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Custom Job Shops

JobBOSS Automatic WIP Aging Report

WebRun reads every open job's age and value in JobBOSS, cross-checks the posted work-in-process balance in QuickBooks, and logs an aging report to a Google Sheet so nothing sits in WIP unnoticed.

Custom Job Shops

JobBOSS Automatic Vendor Certification Tracking

WebRun reads outside process vendor records in JobBOSS, flags any certification expiring within 30 days, drafts a renewal request to that vendor, and logs the expiry list to a Google Sheet.

Custom Job Shops

JobBOSS Automatic RFQ Intake Logging

WebRun scans Gmail for new request-for-quote emails, creates a placeholder quote record in JobBOSS, and logs the intake to a Google Sheet so nothing gets missed before someone writes the actual quote.

Custom Job Shops

JobBOSS Automatic Quote to Job Conversion Tracking

WebRun reads open and won quotes in JobBOSS, calculates your quote-to-job conversion rate, logs it to a Google Sheet, and drafts a follow-up email for any quote that has sat open past your threshold.

Google Sheets›

Custom Job Shops

JobBOSS Automatic Past Due Job Alerts

WebRun finds every job in JobBOSS past its promised ship date, ranks them by days late, and drafts your production manager a same-day catch-up alert.

Google Sheets›

Custom Job Shops

JobBOSS Automatic Outside Process PO Tracking

WebRun reads open outside process purchase orders in JobBOSS, flags any due back from the vendor within two days or already late, drafts a follow-up email to the vendor, and logs the outstanding list to a Google Sheet.

Custom Job Shops

JobBOSS Automatic Missing Time Ticket Alerts

WebRun compares clocked labor tickets in JobBOSS against each day's scheduled operations, finds any job or operation with no time logged, and drafts your shop manager a same-day digest so nothing slips into payroll uncaptured.

Google Sheets›

Custom Job Shops

JobBOSS Automatic Job Traveler Status Updates

WebRun reads each job's current operation on the JobBOSS traveler, logs a shop floor status board to Google Sheets, and drafts a status update email for any customer whose job just finished its final operation.

Google Sheets›

Custom Job Shops

JobBOSS Automatic Job Cost Overrun Alerts

WebRun compares each open job's actual cost in JobBOSS against its quoted estimate, cross-checks posted bills in QuickBooks, and drafts you a ranked overrun alert for any job running over budget.

Custom Job Shops

JobBOSS Automatic Customer Open Order Report

WebRun reads every open job per customer in JobBOSS, cross-checks invoicing status in QuickBooks, and logs a per-customer open order summary to a Google Sheet so you can answer a status call without digging through JobBOSS.

Custom Job Shops

JobBOSS Automatic Backlog and Capacity Report

WebRun reads open job hours by work center in JobBOSS, compares them to available capacity, and logs a weekly backlog report to a Google Sheet so you can rebalance before a work center falls behind.

Google Sheets›

Custom Job Shops

JobBOSS Automatic Audit Document Prep Tracking

WebRun checks JobBOSS and QuickBooks for jobs missing required quality or cost documents, logs an audit-readiness checklist to a Google Sheet, and drafts your quality manager a weekly digest of what's still open.

Google Sheets›

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