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 Arborgold Overdue Invoice Chasing

Every Monday, WebRun finds customers with an overdue snow removal balance in Arborgold, confirms the amount and days overdue in QuickBooks, and drafts a polite payment reminder in Gmail for your billing team to review and send.

Automated Arborgold Storm Crew Alerts

Every evening, WebRun checks the National Weather Service forecast for accumulation, pulls tomorrow's on-call crew roster from Arborgold, and texts every on-call crew a heads up with the expected start time and snowfall total.

National Weather Service›

Automated Arborgold Snow Event Dispatch

When a snow event is called, WebRun pulls each crew's route and property list from Arborgold, texts every driver their stops for the storm, and posts a Slack summary of who is out and where.

Automated Arborgold Slip Hazard Logging

When a crew reports a slip hazard, WebRun logs it against the property in Arborgold, adds it to a compliance Sheet with the time and location, and pings dispatch on Telegram to send a crew back for re-treatment.

Google Sheets›

Automated Arborgold Contract Renewal Notices

Every Monday, WebRun finds seasonal snow contracts in Arborgold ending within 30 days, prepares a renewal envelope in DocuSign at the current or a new rate, and posts a Slack list so your account manager can review and send it.

Automated Arborgold Salt Inventory Alerts

Every morning, WebRun checks material stock levels in Arborgold, texts your ops manager the moment salt or ice melt drops below your reorder line, and logs the day's levels to a Sheet so you can track burn rate across the season.

Automated Arborgold Route Completion Checks

Every night during a storm, WebRun checks Arborgold for any route or stop still marked incomplete, posts a Slack summary of what is outstanding, and logs the storm's completion record to a Sheet.

Automated Arborgold Per-Push Billing Recap

Every night, WebRun finds each per-push job Arborgold marked complete, drafts a QuickBooks invoice for the visit with materials and time, and logs the day's billing recap to a Sheet so nothing gets billed twice or missed.

Automated Arborgold Property Quote Drafts

When a new property quote request comes in, WebRun logs the property details in Arborgold, drafts a priced quote email in Gmail using your standard rates, and pings the sales rep on Telegram to review and send it.

Automated Arborgold Storm Billing Summary

When a storm is marked complete, WebRun pulls every job Arborgold logged for the event, reconciles the total billable revenue against invoiced amounts in QuickBooks, and posts a full storm billing summary to Slack.

Automated Arborgold Deicing Upsell Drafts

Every Monday, WebRun finds snow contracts in Arborgold with no ice melt or sidewalk deicing coverage, drafts a personalized upsell email for each customer, and logs the opportunity list to a Sheet for your sales team to review and send.

Automated Arborgold Service Confirmation Texts

Every hour, WebRun finds properties Arborgold marked serviced, drafts a short confirmation text for each customer, and pings the office on Telegram with the batch ready to approve and send.

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