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.
HVAC Supply Distribution
Automated Savance Warranty Claim Status Updates
WebRun checks warranty claims in Savance Enterprise (Klipboard) for status changes, texts the contractor a quick update when a claim is approved, and drafts an email for review when a claim is denied or needs more information.
HVAC Supply Distribution
Automated HVAC Utility Rebate Tracking
WebRun finds high efficiency equipment sales in Savance Enterprise (Klipboard) that qualify for a utility rebate, compiles the submission packet, and drafts the rebate email for your team to send.
HVAC Supply Distribution
Automated Seasonal HVAC Demand Forecasting
WebRun compares this season's sell-through in Savance Enterprise (Klipboard) against last year's pace, checks current order coverage in Xero, and posts a by-SKU stocking forecast so purchasing can get ahead of the rush.
HVAC Supply Distribution
Automated HVAC Delivery Route Digest
WebRun pulls today's outbound deliveries from Savance Enterprise (Klipboard), groups them by route, and texts each driver their stop list before the truck leaves the yard.
HVAC Supply Distribution
Automated Refrigerant Cylinder Tracking Log
WebRun logs every refrigerant cylinder received and dispensed in Savance Enterprise (Klipboard), tracks net weight by type, and pings your compliance channel when a cylinder count looks off.
HVAC Supply Distribution
Automated HVAC Parts Backorder Alerts
WebRun watches purchase orders in Savance Enterprise (Klipboard) for backordered line items, pings purchasing in Telegram with the details, and drafts a delay notice for any affected contractor.
HVAC Supply Distribution
Automated HVAC Filter Reorder Reminders
WebRun finds contractor accounts due for a filter reorder based on past purchase intervals in Savance Enterprise (Klipboard), checks the account is in good standing in QuickBooks Online, and drafts a reorder reminder for review.
HVAC Supply Distribution
Automated Savance HVAC Warranty Registration
WebRun finds newly shipped serialized equipment in Savance Enterprise (Klipboard), logs each unit's warranty details, and drafts the registration confirmation for the contractor so nothing ships unregistered.
HVAC Supply Distribution
Automated Savance HVAC Price Increase Alerts
WebRun logs a new manufacturer price sheet in Savance Enterprise (Klipboard), calculates the increase by SKU, and drafts a heads up notice so contractors can order ahead of the new pricing.
HVAC Supply Distribution
Automated Contractor Will Call Notifications
WebRun watches Savance Enterprise (Klipboard) for orders marked ready for will call, texts the contractor it's ready to pick up, and drafts a text for review on larger orders instead of sending it automatically.
HVAC Supply Distribution
Automated Contractor Billing Statement Alerts
WebRun compiles each contractor account's activity for the billing period from Savance Enterprise (Klipboard) and Xero, and texts your AR manager when statements are ready to review, flagging any account over its credit limit first.
HVAC Supply Distribution
Automated Branch Transfer Request Tracking
WebRun finds inter branch transfer requests in Savance Enterprise (Klipboard) that have sat unfulfilled past your SLA, logs each one, and posts a per branch follow up list so nothing stalls in transit.
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