How to Automate ArcSite

ArcSite automates everything that comes off the drawing. Material takeoffs calculate from the scaled plan, estimates and proposals generate from that takeoff and get signed on site, and change orders and invoicing follow. Cold quotes, permit portals, supply house prices and lead inboxes sit elsewhere, so an agent like WebRun opens those.

The drawing made on site is what the price comes from

ArcSite is a drawing and estimating app that a contractor uses standing in the customer's basement, on a tablet, while the customer watches.

That last part is what it is for. In foundation repair, waterproofing, fencing, concrete, roofing and the other trades that price by measurement, the old sequence was to visit, scribble on a pad, drive back to an office and send a number two days later, by which time two competitors had also visited.

So the drawing is the product. A technician walks the perimeter, draws the footprint to scale, marks where the water is coming in, notes the sump location and the discharge run, photographs the crack and puts the markup on the photo. The materials fall out of the drawing because the drawing carries real dimensions, and the price falls out of the materials. The homeowner signs on the same tablet before the van leaves the driveway.

Everything that happens on that job afterwards is anchored to the file made in that hour.

A signed proposal is the start of the paperwork, not the end

The measuring is the fast part. What follows the signature is not.

The material order goes in against what the takeoff said, at whatever the supply house is charging this week rather than what the price book said last spring. If the job needs a permit, that is a county portal, and its status decides when a crew can be scheduled. The manufacturer's warranty on the pump or the membrane wants registering, on a different form for each product line.

Then the jobs that did not sell. A proposal goes out at four in the afternoon and the homeowner says they will talk to their spouse. Two weeks later nobody has talked to anybody. Waterproofing is a considered purchase bought under pressure, and the pressure is rain: a quote that has been sitting for a month gets interesting the night the basement floods again.

And the jobs that did sell keep asking for things. A moisture recheck at ninety days. A warranty transfer when the house is sold. A review that never got requested.

The arcsite.com homepage, the app these three jobs run in. ArcSite
Quotes chased while they are warm Every proposal a week old surfaced with what it was worth, and a follow-up drafted that names the actual job rather than a template.
Permits confirmed before a crew is booked County portal status read for each open application, so scheduling rests on an issued permit instead of an assumption.
Takeoff prices against today's supply house The unit costs a job was bid at set against what your account is charged now, while the job is still open and the margin can move.

Material takeoffs count themselves off the drawing

ArcSite handles the on-site half of that properly, which is the half most software gets wrong.

On-site drawings are the core: a scaled plan drawn on a tablet in the field, with custom shapes for the products a trade actually installs. Material takeoffs come off the geometry, so linear feet of drain tile and the count of pump assemblies are calculated rather than guessed at. Estimates and proposals generate from that takeoff and get signed on the spot, with change orders, invoicing and payments handled from the same record.

Every one of those depends on the drawing, which is exactly right for a field app and exactly where it ends.

The supply house price is on the supply house's site. The permit status is on a county portal. The enquiry that came in this morning is in a form inbox, a business listing's messages or a marketplace account. The manufacturer's warranty registration is another vendor's form. ArcSite is not going to open any of them, and neither is anybody standing in a crawl space.

A quote that knows it has gone cold

The week after a quote goes out is where the money quietly leaks, and it is the easiest week to watch.

Every quote past a week without an answer surfaced with what it was worth and when it went out, and a follow-up drafted that refers to the actual job rather than a template. Wet basement quotes pulled up after heavy rain in the area they were written for, because that is the week the homeowner looks at the water again.

New enquiries collected from wherever they land, the website form, the marketplace account, the messages on a business listing, and answered the same hour instead of the next morning, which in this trade is usually the difference between the job and the competitor's.

Permit applications checked on the county portal so a crew is scheduled against an issued permit rather than hope. Supply house pricing read off your own account and set against the unit costs the takeoff was priced at, so a run of drain tile that moved shows up before the margin does. Ninety day moisture rechecks and warranty registrations tracked against the install date.

Estimators should be measuring, not chasing

An estimator working through two week old proposals is not in anybody's basement, and the basement is where the money is.

WebRun is an AI agent that works a real Chrome browser, signed in as you. It opens ArcSite, the county permit portal, the supply house account, the lead inbox or the review site, reads what is on the screen, and returns the list that matters that morning: quotes going cold, permits issued, prices that moved, homeowners waiting on an answer.

No API has to exist first, which is the point when the systems involved are a county website and a distributor login. It runs on your schedule, you can watch a run and stop it, and every message to a customer is drafted for you.

The workflows below are already built, and each one names what it opens.

Questions people ask

ArcSite already builds our proposals. What is missing?

The follow-up, and everything priced outside it. The takeoff and the proposal come off the drawing, which is right. Whether the homeowner replied, whether the permit was issued and what the supply house charges this week are on other websites.

Will it text or email homeowners for us?

No. Follow-ups and review requests are drafted and wait for you. Somebody with water in their basement is not a person to send an unread automated message to, and a badly judged one costs more than the job.

Our county permit site is old and clunky. Will that break it?

No. It clicks the same screens your office manager does and reads the result, so an ageing county portal with no API is exactly the kind of site it is for.

12 ready-made ArcSite workflows

Each one names the apps it touches and the exact steps it takes. Open one to read what it will do, then turn it on.

Automated Wet Basement Lead Replies
The moment a wet basement lead comes in, WebRun logs it as a new ArcSite project, drafts a text reply offering a free inspection, and pings your estimator in Slack so someone calls back within minutes.
ArcSite›Twilio›Slack
Automated ArcSite Warranty Transfer Drafts
When a new owner requests a warranty transfer, WebRun checks the original coverage in ArcSite, prepares the transfer acknowledgment in DocuSign for your signature, and logs the new owner into the warranty registry in Google Sheets.
ArcSite›DocuSign›Google Sheets
Automated ArcSite Proposal Follow-Ups
Every morning, WebRun finds ArcSite proposals sent five or more days ago with no response, drafts a polite follow-up email for each customer, and posts your sales team a Slack list of every proposal still open.
ArcSite›Gmail›Slack
Automated ArcSite Material Order Recaps
Every morning, WebRun reviews takeoffs completed in ArcSite the day before, drafts a material order email to your supplier for each job, and logs a recap of what was ordered in Google Sheets.
ArcSite›Gmail›Google Sheets
Automated ArcSite Sump Pump Reminders
WebRun finds sump pump installations logged in ArcSite that are due for their annual service, drafts a personal reminder email for each customer, and posts your office a Telegram list of this week's reminders ready to send.
ArcSite›Gmail›Telegram
Automated ArcSite Signed Contract Follow-Ups
WebRun watches DocuSign for newly signed waterproofing contracts, updates the matching ArcSite job to ready-to-schedule, drafts a customer confirmation email, and tells your crew in Slack to book the start date.
DocuSign›ArcSite›Gmail
Automated ArcSite Review Request Drafts
A few days after ArcSite marks a job complete, WebRun drafts a personal review request email with your Google Business Profile link, checks that the customer hasn't already left one, and leaves the draft for your office to send.
ArcSite›Gmail›Google Business Profile
Automated ArcSite Moisture Recheck Scheduling
Every Monday, WebRun finds ArcSite jobs due for their 90 day moisture recheck, holds a tentative slot on your Google Calendar, and posts your office a Telegram list to call and confirm the time with each customer.
ArcSite›Google Calendar›Telegram
Automated ArcSite Job Photo Archiving
Every night, WebRun collects the day's job photos and ArcSite plans, files them into the right customer folder in Google Drive, and logs an index row in Google Sheets so any job's paperwork is one search away.
ArcSite›Google Drive›Google Sheets
Automated ArcSite Deposit Invoice Alerts
Every morning, WebRun finds ArcSite jobs waiting on a signed deposit invoice, checks Stripe for who still hasn't paid, and posts your office a Slack list of deposits to chase before the crew is scheduled.
ArcSite›Stripe›Slack
Automated ArcSite Battery Backup Upsells
Every Monday, WebRun finds ArcSite jobs with a sump pump but no battery backup on file, drafts a personalized upsell email in Mailchimp for each customer, and ranks the candidates in Google Sheets by flood risk.
ArcSite›Mailchimp›Google Sheets
Automated ArcSite Drainage Inspection Notices
Every Monday, WebRun finds ArcSite jobs with a drainage system approaching its one year inspection anniversary, drafts a notice email for each customer, and holds a placeholder inspection slot on your Google Calendar.
ArcSite›Gmail›Google Calendar

Want one of these running on your own ArcSite?

Show WebRun the process once and it will run it on schedule, in your own private browser environment.