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 Revel Franchisee Compliance Scorecard
WebRun reads Revel Systems operating data for each franchisee location, scores them on price compliance, discount policy, and cash handling, and writes a weekly scorecard to Google Sheets.
Automated Revel Daily District Manager Digest
WebRun pulls Revel Systems sales, labor, and exception data for each district's locations and posts a personalized daily digest to each district manager in Slack.
Automated Revel Cash Variance Report by Location
WebRun reads Revel Systems end-of-day cash totals at every location, compares expected against actual cash, and flags any location with a variance above your threshold in Slack.
Automated Housecall Pro Technician Utilization Report
Every Monday, WebRun opens Housecall Pro, tallies jobs completed, hours booked, and revenue generated per technician for the prior week, and posts a utilization report to Google Sheets so you can see who is at capacity and who needs more work.
Automated Housecall Pro Locksmith Review Requests
When a job is marked complete in Housecall Pro, WebRun drafts a friendly review request for the customer so your team can send it while the experience is fresh and your ratings keep climbing.
Automated Housecall Pro Quote Follow-Up Drafts
Every few days, WebRun opens Housecall Pro, finds quotes that have been open without a response, drafts a polite follow-up email for each prospect, and queues them for your team to review and send.
Automated Housecall Pro Locksmith Parts Low-Stock Alerts
Every morning, WebRun checks your parts inventory in Housecall Pro, finds items below your reorder threshold, and posts a low-stock alert to Slack so your team can reorder before a technician arrives on site without the part they need.
Automated Housecall Pro Overdue Invoice Chaser
Every Monday, WebRun opens Housecall Pro, finds invoices past due, drafts a polite payment reminder for each customer, and posts your team a list of who still owes so nothing slips through.
Automated Housecall Pro On-My-Way SMS Drafts
When a technician is dispatched in Housecall Pro, WebRun drafts a personalized on-my-way text for the customer so your team can send it with one tap and never leave anyone waiting in the dark.
Automated Housecall Pro Locksmith Job Routing
WebRun reads every new job request in Housecall Pro, checks technician availability and skill, and routes the job to the right person with a Slack alert so no call sits unassigned.
Automated Housecall Pro Missed Call Follow-Up
Every hour, WebRun checks Housecall Pro for new customers or leads that came in without a scheduled job, drafts a quick call-back message for each, and posts a missed-call worklist to Slack so your team never lets a hot lead go cold.
Automated Housecall Pro Membership Renewal Reminders
Every Monday, WebRun checks Housecall Pro for maintenance plan or membership customers whose renewal is coming up within 30 days, drafts a personalized renewal reminder for each, and queues it for your team to review and send so you retain recurring revenue.
Automated Housecall Pro End-of-Day Revenue Digest
Every evening, WebRun opens Housecall Pro, tallies the day's completed jobs and invoiced revenue, and posts a clean end-of-day digest to Slack so you always know how the business performed today.
Automated Housecall Pro Locksmith Job Digest
Every morning, WebRun opens Housecall Pro, pulls the day's scheduled jobs by technician, and posts a clean dispatch digest to Slack so your whole team starts the day aligned.
Automated Housecall Pro Locksmith Callback Tracker
Every morning, WebRun opens Housecall Pro, finds any job tagged as a callback or warranty return, and logs them to a Google Sheet with the original job reference and days since the original service so you can spot recurring issues and coach technicians.
FinQuery Automated Percentage Rent Reconciliation
WebRun pulls your variable percentage rent charges from FinQuery, compares them to the gross sales figures in your tracking sheet, recalculates the amounts due, flags any discrepancy, and queues a reconciliation summary for your controller to review before any payment is approved.
FinQuery Automated Payment Schedule Change Alerts
WebRun monitors FinQuery for any modification to a lease payment schedule, compares the new amounts to the previous plan, and alerts your accounting team in Slack before the next journal entry run.
FinQuery Automated New Lease Abstraction Kickoff
WebRun reads a newly executed lease agreement, extracts the key accounting terms, pre-fills the FinQuery lease abstraction form with commencement date, lease term, payment schedule, and options, and creates a draft record for your accountant to review and finalize.
FinQuery Automated Lease Accounting Month-End Close
WebRun works through your FinQuery month-end checklist each close, verifies journal entries are posted, disclosures are generated, and flags any incomplete step to your team in Slack before the books lock.
FinQuery Automated Lease Modification Review Queue
WebRun scans FinQuery for lease modifications that have been entered but not yet reviewed and approved, surfaces the queue in a Google Sheet ranked by impact, and sends your team a weekly digest.
FinQuery Automated Missing Lease Document Chaser
WebRun reviews your FinQuery portfolio for leases with incomplete document attachments, drafts a polite follow-up to the responsible contact for each gap, and queues every draft for your review before sending.
Automated FinQuery Lease Renewal Tracking
WebRun scans your FinQuery portfolio each week, flags leases whose renewal windows are approaching, and posts a prioritized deadline list to Slack so your team never misses a critical notice date.
FinQuery Automated ROU Asset Impairment Review Flags
WebRun scans your FinQuery portfolio each quarter for ROU assets that have experienced triggering events such as early termination notices, unused space, or significant lease modifications, and posts a prioritized impairment review flag list to Slack.
FinQuery Automated Lease Expense Variance Digest
WebRun pulls the current period lease expense totals from FinQuery, compares them to the prior period and budget, flags any significant variance, and sends your finance team a weekly digest in Slack.
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