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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Automated Pool Service Revenue by Route Report

Every Monday, WebRun pulls completed job revenue from Jobber, breaks it down by route and technician, logs the results to a Google Sheet, and posts a clean summary to Slack so you know which routes are carrying their weight.

Google Sheets›

Automated Pool Service Visit Reminders

Before each scheduled stop, WebRun drafts a heads-up text or email for the customer, confirms the technician assignment, and flags any access notes so nothing is missed on arrival.

Automated Pool Opening and Closing Scheduling

As the season approaches, WebRun drafts outreach to your active customers inviting them to schedule their pool opening or closing, and shows you the slots filling up so you can plan technician capacity.

Automated Pool Service Review Requests

After each completed service visit, WebRun drafts a friendly review request for the customer and queues it for your approval, so satisfied customers are asked at exactly the right moment.

Automated Pool Repair Quote Follow-Ups

WebRun finds unaccepted repair and equipment quotes in Jobber, drafts a personalized follow-up for each customer, and shows you which open quotes are closest to expiring so you can prioritize your outreach.

Automated Pool Service Invoice Reminders

WebRun finds overdue invoices in Jobber, drafts a polite payment reminder for each customer, and posts you a summary of outstanding balances so your cash flow stays on track.

Automated Pool Missed Stop Follow-Up

When a technician misses a stop, WebRun drafts an apology and reschedule offer for the customer, alerts your dispatch team in Slack, and helps you get the visit back on the calendar the same day.

Automated Pool Service Lead Response

The moment a new lead comes in through your website or lead form, WebRun drafts a personalized response, alerts your team in Slack, and creates a new lead record in Jobber so nothing falls through.

Automated Pool Service Failed Payment Recovery

When an autopay charge fails, WebRun drafts a friendly payment update request for the customer and alerts your team in Slack so accounts are resolved before the next service visit.

Automated Pool Service Route Digest

Each morning, WebRun compiles the day's pool service routes from Skimmer into a Slack digest showing technician assignments, stop count, access flags, and any chemical or equipment notes from prior visits.

Google Sheets›

Automated Pool Chemical Supply Reorder

WebRun monitors your Pool Brain inventory levels, drafts a purchase order for any chemical or supply falling below your reorder threshold, and posts it to Slack for your approval before it goes to the supplier.

Automated Pool Chemical Reading Alerts

After each service visit, WebRun scans the chemical readings logged in Skimmer, flags any values outside safe ranges, and posts an alert so your team can follow up before the next swim.

Automated Pool Service Customer Winback

WebRun identifies recently canceled accounts in Jobber, drafts a thoughtful winback message for each former customer, and shows you which accounts are most likely to return so you can prioritize your outreach.

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