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 Daily Flooring Install Schedule Digest
Each morning, WebRun pulls the day's installation schedule from RFMS and posts a formatted digest to your team's Slack channel with every job, address, crew, and start time.
Automated Flooring Backorder Customer Updates
Every morning, WebRun checks RFMS for any materials flagged as backordered, drafts a proactive update to each affected customer, and queues the messages for your team to review.
Automated Weekly Revenue Report for FECs
Every Monday, WebRun compiles the prior week's revenue by category from your booking and POS system, and posts a structured weekly report to Slack for your management team.
Automated Waiver Collection Reminders for FECs
Before each upcoming visit or party, WebRun checks who has not yet completed their waiver and drafts a friendly reminder for your team to send so no one is held up at check-in.
Automated Party Review Request Emails
After each party or group event, WebRun drafts a personalised review request email for your team to send while the experience is still fresh.
Automated Party Details Confirmation Emails
Before each upcoming party, WebRun pulls the booking details from ROLLER and drafts a confirmation message covering the schedule, what to bring, and add-on options for your team to review and send.
Automated Party Deposit and Balance Reminders
WebRun checks upcoming party bookings, spots any unpaid deposits or outstanding balances, and drafts polite reminders for your team to send before the event date.
Automated Party Booking Inquiry Response
When a party inquiry lands, WebRun reads the request, checks availability in your booking system, and drafts a personalised reply with package options for your team to send.
Automated Membership and Season Pass Renewal Reminders
WebRun finds memberships and season passes expiring in the next 30 days, drafts personalised renewal reminder emails for your team to send, and posts a churn risk summary to Slack.
Automated Lapsed Customer Winback for FECs
WebRun finds guests who visited regularly but have gone quiet, drafts a warm winback offer for your team to send, and logs the outreach so you can track what brings them back.
Automated Group Event Quote Follow-Up
WebRun tracks outstanding group and corporate event quotes, spots the ones that have gone quiet, and drafts a follow-up message for your team to send before the lead goes cold.
Automated Failed Payment Recovery for FECs
When a payment fails on a membership, party deposit, or booking, WebRun spots it quickly, drafts a recovery message, and alerts your team so no reservation slips away.
Automated Daily Bookings Digest for FECs
Each morning, WebRun pulls the day's bookings from your system, summarises parties, group events, and capacity, and posts a clean daily digest to Slack for your team.
Automated Birthday Party Outreach for FECs
WebRun finds guests with a birthday coming up in the next 30 days, drafts a personalised birthday offer email for your team to send, and logs the outreach so no birthday is missed.
Automated Electrical Business Weekly Revenue Report
WebRun pulls the week's jobs, revenue, and technician output from Service Fusion and QuickBooks every Monday morning and posts a clean performance report to Slack so ownership always knows where the business stands.
Automated Electrical Safety Inspection Reminders
WebRun tracks when each customer is due for their next electrical safety inspection and drafts a reminder email so your team can fill the schedule with recurring safety work.
Automated Electrical Job Review Requests
WebRun detects completed electrical jobs in Service Fusion, waits 24 hours, and drafts a review request email for each customer so your Google and online ratings reflect the quality of your work.
Automated Electrical Permit and Inspection Tracker
WebRun scans your open jobs in Service Fusion for permit and inspection deadlines, flags anything due in the next 7 days, and posts a daily alert to your team so no job stalls at the permit office.
Automated Electrical Panel Upgrade Outreach
WebRun pulls your past customers from Service Fusion, identifies those with older panels or previous service calls that signal an upgrade need, and drafts targeted outreach so you fill your panel-upgrade schedule.
Automated Electrical Invoice Chaser
WebRun finds past-due invoices in Service Fusion or QuickBooks, drafts polite payment reminders for each customer, and posts your team a weekly chase list so outstanding balances get resolved faster.
Automated Electrical Material Reorder Alerts
WebRun checks your material inventory or job schedule in Service Fusion and QuickBooks, identifies supplies running low before upcoming panel, wiring, or EV charger jobs, and drafts a purchase order for your supplier so you never hold up a job for a missing breaker or wire run.
Automated Electrical Lead Speed-to-Lead Response
WebRun detects every new electrical inquiry the moment it arrives in Housecall Pro or your web form, drafts a personalized response within minutes, and pings your team so no new lead waits more than a few minutes for a reply.
Automated Standby Generator Maintenance Reminders
WebRun checks your generator service records in Housecall Pro or ServiceTitan, identifies units due for their annual or biennial service, and drafts maintenance reminder emails so your customers never face a generator failure when they need backup power most.
Automated Electrical Financing Approval Follow-Up
WebRun monitors customers who received a financing approval for a large electrical job, drafts a timely follow-up email when no booking has been made, and alerts your team so approved customers are converted before the offer expires.
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