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.
Automated Junk Removal Weekly Revenue Report
Every Monday, WebRun pulls last week's completed jobs and payments from Jobber, calculates revenue by crew and job type, logs the breakdown to a Google Sheet, and posts a concise summary to Slack so you start the week knowing exactly where you stand.
Automated Junk Removal Review Requests
When a job is marked complete in Workiz, WebRun drafts a personalized review-request email for the customer and queues it for your approval before sending, so your Google review count grows without any manual follow-up.
Automated Junk Removal Recurring Account Check-Ins
Every month, WebRun identifies your recurring property management and estate cleanout accounts in Jobber, drafts a friendly check-in email to each contact asking about upcoming needs, and posts a summary for your team so no long-term account goes quiet.
Automated Junk Removal Quote Follow-Up
After every quote goes out, WebRun follows up with the prospect by a set time, nudges unconverted leads again on day three, and drafts a final close attempt on day seven so no quoted job slips through.
Automated Junk Removal Invoice Chaser
Every Monday, WebRun checks Jobber for invoices past their due date, drafts a polite payment reminder for each customer, and posts your team a chase list sorted by amount owed so no balance sits forgotten.
Automated Junk Removal Lead Speed-to-Lead Response
The moment a new lead submits a quote request, WebRun drafts a personalized response with an estimated price range and a scheduling link, queues it for a 60-second review, and alerts your team in Slack so no lead waits more than a few minutes for a reply.
Automated Junk Removal Lapsed Customer Winback
Every month, WebRun finds customers in Jobber who have not had a job in 90 days or more, drafts a personalized winback offer referencing their last job, and queues each message for your review so no former customer is written off.
Automated Junk Removal Job Scheduling Confirmations
The moment a job is booked in Workiz, WebRun drafts a confirmation for the customer with the date, arrival window, and a prep checklist, so your office spends zero time on manual confirmation calls.
Automated Junk Removal Failed Payment Recovery
When a payment fails in Jobber or Stripe, WebRun drafts a courteous recovery message with a direct payment link, queues it for owner review, and posts a Slack alert so your team can follow up fast and recover the revenue.
Automated Junk Removal Disposal and Dump Fee Log
After each job run, WebRun reads the disposal fees and dump tickets recorded in Workiz, logs them to a Google Sheet with the job ID and crew name, and posts a daily cost summary to Slack so you always know your true job margins.
Automated Junk Removal Daily Route Dispatch Digest
Each morning, WebRun pulls the day's jobs from Workiz, groups them by crew and region, and posts each team a Slack or Telegram message with their ordered stop list, job notes, and contact details.
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.
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