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.
Automated Powersports Test Ride Follow-Up
When a customer completes a test ride logged in DX1, WebRun drafts a personalized follow-up for the sales rep to send the same day, keeping the excitement high while the ride is still fresh.
Automated Powersports Service Due Reminders
Each week, WebRun finds customers in Lightspeed DMS whose units are approaching a scheduled service interval or seasonal deadline, and drafts outreach to bring them back into your service lane.
Automated Powersports Service Appointment Reminders
Before each service appointment, WebRun drafts a reminder message for the customer and notifies your service writer, so no-shows drop and your bays stay productive.
Automated Powersports Review Requests
A few days after each sale closes in DX1, WebRun drafts a review request for the customer and queues it for your team to send, so your dealership builds a steady stream of authentic online reviews.
Automated Powersports Recall Notice Outreach
When a recall is issued for units in your inventory or customer database, WebRun identifies affected owners in DX1 and drafts outreach notices for your team to review and send.
Automated Powersports Parts Arrival Notifications
When a special-order part arrives in DX1, WebRun drafts a pickup-ready notice for the waiting customer and alerts your parts counter staff so nothing sits unnoticed on the shelf.
Automated Powersports Lead Follow-Up
When a new lead arrives in DX1 or Lightspeed DMS, WebRun reads their interest, drafts a personalized follow-up message, and queues it for your sales team to review and send.
Automated Powersports Inventory Aging Report
Each week, WebRun pulls your new and used unit inventory from Lightspeed DMS, flags units approaching or past your floor-plan threshold, and posts a prioritized aging report to your management team in Slack.
Automated Powersports Finance Document Collection
When a deal in DX1 or Lightspeed DMS is missing a required finance document, WebRun drafts a polite collection request for the customer and alerts your F and I manager so nothing stalls the funding process.
Automated Powersports Daily Sales Digest
Each morning, WebRun pulls the prior day's sales activity from Lightspeed DMS and posts a concise digest to Slack so your management team starts the day fully informed.
Automated Water Heater Replacement Outreach
WebRun scans your past water heater jobs in Housecall Pro, identifies units approaching the end of their typical lifespan, and drafts a proactive replacement outreach message for each homeowner.
Automated Plumbing Warranty Registration Follow-Up
After a water heater, fixture, or repipe job is completed, WebRun drafts a warranty registration prompt and a follow-up check-in for the customer so nothing falls through the cracks after the truck leaves.
Automated Plumbing Truck Stock Reorder
WebRun checks your truck and warehouse stock levels in ServiceTitan or Service Fusion, identifies parts running low, and drafts a purchase order for your supplier so your techs never arrive on a job without the parts they need.
Automated Plumbing Service Club Renewal Reminders
WebRun finds service club or maintenance membership renewals coming due in Housecall Pro, drafts a renewal reminder for each member, and alerts your office when anyone has gone past their renewal date.
Automated Plumbing Review Requests After Service
After a plumbing job is marked complete in Housecall Pro, WebRun drafts a personalised review request for the customer so your office can send it while the experience is still fresh.
Automated Plumbing Estimate Follow-Up
WebRun checks your open estimates in Housecall Pro, identifies the ones that have gone quiet, and drafts a follow-up message for each customer so no repair job slips away.
Automated Plumbing Invoice Chaser
WebRun finds past-due invoices in Housecall Pro, drafts a polite payment reminder for each customer, and gives your office manager a Slack list of who still owes and how long they have been overdue.
Automated Plumbing Lead Speed-to-Lead Response
The moment a new lead comes in through your website or booking form, WebRun drafts a personalised response and posts your dispatcher an immediate Slack alert so you are always first to reply.
Automated Plumbing Financing Document Collection
When a plumbing job is approved for financing, WebRun drafts a document request email for the customer with clear instructions on what to submit, and alerts your office when documents are still missing after 48 hours.
Automated Plumbing Emergency Callback Routing
When an after-hours emergency request lands in your system, WebRun reads the job details, finds the nearest available technician from Housecall Pro, and posts your on-call dispatcher an immediate Slack alert with everything needed to dispatch the job.
Automated Plumbing Drain Maintenance Reminders
WebRun finds customers due for their annual or seasonal drain maintenance in Housecall Pro and drafts a personalised reminder message for each one so your office never has to hunt for who to contact next.
Automated Plumbing Dispatch Digest
Every morning, WebRun pulls today's scheduled plumbing jobs from Housecall Pro, groups them by crew and zone, and posts a structured dispatch digest to your team Slack channel so everyone knows the plan before the first truck rolls.
Automated Weekly Pet Sitting Revenue Report
Every Monday, WebRun totals last week's revenue, visits, and top services from your billing data and posts a clean summary to Slack so you always know how the business is doing.
Automated Pet Sitting Visit Confirmations
When a new visit is scheduled, WebRun drafts a confirmation message for the pet owner and queues it for your review before sending.
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