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 Junk Removal Crew Shift Coverage Outreach
When a crew member calls out or a shift goes unstaffed in Workiz, WebRun identifies the open jobs, drafts outreach messages to available crew members on your roster, and alerts your dispatcher in Slack so coverage is arranged before the day starts.
Automated HVAC Weekly Revenue Report
Every Monday morning, WebRun pulls last week's completed jobs and revenue from ServiceTitan, summarizes performance by job type and technician, and posts the report to your management Slack channel.
Automated HVAC Truck Stock Reorder Drafts
WebRun reviews your parts and truck stock levels in FieldEdge, drafts purchase orders for items below your reorder threshold, and queues them for your manager to approve before any order is placed.
Automated HVAC Seasonal Tune-Up Reminders
WebRun pulls your customer list from ServiceTitan, drafts seasonal heating or cooling tune-up reminder emails, and queues them for your review each season.
Automated HVAC Review Requests After Service
WebRun checks ServiceTitan for jobs completed today, drafts a review request email for each customer, and queues them for your team to approve before anything is sent.
Automated HVAC Overdue Invoice Chaser
WebRun finds past-due invoices in ServiceTitan, drafts a polite reminder email for each customer, and posts your office team a Slack chase list ranked by balance and days overdue.
Automated HVAC Emergency No-Heat No-Cool Alerts
WebRun monitors new jobs in ServiceTitan for no-heat and no-cool emergency calls, instantly alerts your dispatcher in Slack, and ensures priority jobs are assigned and acknowledged within minutes.
Automated HVAC Membership Winback Campaign
WebRun finds customers whose maintenance membership lapsed in the past 90 days, drafts a win-back offer email for each, and queues them in Gmail for your team to review before sending.
Automated HVAC Maintenance Plan Renewals
WebRun checks ServiceTitan for maintenance agreements expiring soon, drafts a renewal email for each customer, and queues them for your review before anything goes out.
Automated HVAC Lead Speed-to-Lead Response
WebRun watches for new leads in Housecall Pro or your web form, drafts a personalized first-response email for each, and alerts your sales team in Slack so hot leads never wait more than a few minutes.
Automated HVAC Install Estimate Follow-Up
WebRun finds unsigned replacement estimates in ServiceTitan, drafts a follow-up email for each homeowner, and flags the highest-value jobs in Slack so your sales team knows where to focus.
Automated HVAC Financing Approval Follow-Up
WebRun finds customers with a recently approved financing application in Housecall Pro, drafts a follow-up email encouraging them to book their installation, and queues it for your team to review.
Automated HVAC Filter Change Reminders
WebRun checks ServiceTitan for customers due for a filter replacement, drafts a reminder email for each, and queues them for your team to review before any message is sent.
Automated HVAC Daily Dispatch Digest
Every morning, WebRun pulls the day's jobs from ServiceTitan, organizes them by technician and route, and posts a concise dispatch digest to your team Slack channel.
Automated Hardware Store Weekly Margin Report
Every Monday, WebRun pulls the prior week's gross margin by department from your POS and posts a clear ranked report to Slack so you can act on underperformers before the next week starts.
Automated Hardware Special Order Arrival Notices
When a special-order item is received in Paladin POS, WebRun drafts a pickup notification for the customer and queues it for your approval.
Automated Hardware Store Review Requests
After a qualifying transaction, WebRun drafts a short review-request email for the customer and queues it for your approval before sending.
Automated Hardware Rental Equipment Return Reminders
WebRun finds rental agreements due back today or tomorrow, drafts a friendly return reminder for each customer, and queues the messages for your approval.
Automated Hardware Store Price Book Update Review
When a supplier price file arrives, WebRun compares it against your current price book, flags the items with significant cost increases, and drafts an approval summary for your review before any prices are updated.
Automated Hardware Store Loyalty Winback Emails
WebRun finds loyalty members who have not visited in 60 or more days, drafts a personalized winback offer for each, and queues the emails for your approval.
Automated Hardware Store Reorder Alerts
When inventory drops below your reorder point, WebRun drafts a purchase order in your POS and queues it for your approval before sending to the supplier.
Automated Hardware Store Daily Sales Report
Every morning, WebRun pulls the prior day's sales totals, top-selling departments, and transaction count from your POS and posts a clear summary to Slack.
Automated Hardware Contractor Account Statements
At the end of each month, WebRun pulls the activity for every contractor charge account, drafts a statement email for each, and queues them for your approval.
Automated Hardware Store Contractor Quote Follow-Up
WebRun finds contractor bids and quotes that have not received a response, drafts a polite follow-up for each, and posts a Slack list so your counter staff can act.
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