How to Automate CoatingOS

CoatingOS automates the customer side of a floor coating business. Professional Estimates take a signature and a deposit, Smart Scheduling books crews with drive times, Workflow Automations send the follow-up texts and Reputation Management asks for the review. Distributor stock, moisture tests and manufacturer warranty forms sit outside it, so an agent like WebRun reads those.

CoatingOS is where a garage floor becomes a scheduled job

A garage floor is sold in a driveway and delivered in two days. The crew grinds the slab, patches the cracks, rolls the base coat, broadcasts flake across it by hand, comes back next morning to scrape it flat and put the topcoat down. By that afternoon the homeowner has the floor they picked off a sample board three weeks earlier.

CoatingOS is the office behind that. It is CRM and job management software written for floor coating contractors: the epoxy, polyaspartic and concrete crews running high volumes of residential work out of a few trucks. It was built by somebody running a coating company on it, which shows.

Every job is in there from the first call. The estimate with its scope and materials, the signature, the deposit, the work order, the crew, the invoice. A two-truck operation runs off one screen, and whoever is watching it is usually driving one of the trucks.

The install date is hostage to a slab and a supplier

That date is the promise the whole business is built on, and it turns on things nobody in the company controls.

The concrete decides first. A slab holding moisture will push a coating off in sheets a year later, so anything suspect wants testing, which means a probe left in the floor overnight or a lab with its own calendar. Nobody wants to be the contractor who coated a wet slab in March.

Then the material. Flake blends are ordered by colour, and the primer, the base and the topcoat come from a distributor whose stock you can only see after logging in. A blend on backorder turns Wednesday's job into a job in two weeks, and the homeowner hears it from you.

After the crew pulls out there is more. The manufacturer wants its warranty registered on its own form. The before and after shots are sitting in a camera app rather than on the job.

The coatingos.com homepage, the app these three jobs run in. CoatingOS
Material shortages found on Monday Next week's installs checked against the distributor's stock page, so a flake blend on backorder is a scheduling decision rather than a Thursday morning surprise.
Slabs tested before they are coated Every upcoming address checked for a logged moisture result, with the untested ones surfaced while there is still room to book the test.
The paperwork a finished floor leaves Warranty forms filled from the job record and photo pairs filed against the job they came from, both waiting for a person rather than for a spare evening.

Workflow Automations reach customers, not suppliers

CoatingOS covers the customer-facing half of this properly, and a coating company should have all of it switched on before adding anything else.

Professional Estimates carry the scope and the materials with pricing applied, go out for a digital signature and collect a deposit. Smart Scheduling is a drag-and-drop calendar with crew assignments and drive-time calculations, which in a mobile trade is the difference between four jobs in a day and three. Work Orders come off the accepted estimate with the crew attached and photo documentation on them. Workflow Automations run SMS and email sequences off events like a new lead or a sent estimate, and Reputation Management connects the Google Business Profile and sends review requests so nobody has to remember. Invoicing and payments settle through Square, with Reports and Analytics over the top.

That is a complete picture of your own business, and it is also the edge of it. The distributor's stock page, the testing lab's calendar, the manufacturer's warranty form and the camera app the crew shoots into belong to other companies. CoatingOS reads its own database, not theirs.

The slab, the resin and the warranty can report in on their own

Most of what goes wrong on a coating job is already decided before the grinder comes off the trailer.

Every install on next week's calendar checked against the distributor's stock page, so a blend on backorder is known on Monday rather than at seven on Thursday. Tomorrow's address checked for a moisture result before the truck is loaded: whether a test was ever logged, what it said, and what the overnight temperature does to a cure window in an unheated garage.

Ordering worked backwards off the schedule instead of off memory. What next week actually consumes in primer, resin, flake and topcoat, set against what is on the shelf in the shop, with the shortfall written up as a draft order.

Then the trail a finished floor leaves. Warranty registrations prepared per manufacturer, with the product, the footage and the install date filled in from the job record, waiting on somebody to send. Before and after photos pulled out of the camera app and filed against the job they belong to, so the gallery builds itself and the homeowner gets the pictures they were promised.

Nobody opened a coating business to register warranties

The owner does all of it in the evening, once the trailer is back on the yard.

WebRun is an AI agent that works a real Chrome browser, signed in as you. It opens the distributor account, the lab's booking page, the manufacturer portal, the camera app or the forecast, reads what is on the screen, and hands back one list: what is short, what is untested, what still needs filing.

There is nothing to integrate first, which is the point when the other systems are a regional distributor's login and a web form. It runs on your schedule, restricted to the sites you allow, and anything that reaches a homeowner or places an order is drafted and waits for you.

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

Questions people ask

Our sequences already chase leads and estimates. Does this duplicate them?

The supplier side. Those sequences fire off things CoatingOS can see, like a new lead or a sent estimate. Whether the flake for Wednesday is actually in stock, and whether that slab was ever tested, are facts held on somebody else's website.

A reschedule text reaches somebody who booked a day off work. Who writes it?

You do. Customer messages and material orders are drafted and left in your hands. A homeowner who took a day off for an install deserves a sentence somebody chose, and an order commits money, so neither leaves on its own.

Our flake supplier has no app, just a website with a login. Does that matter?

Not at all. It signs in the way your office manager does and reads the stock table on the page, so a distributor with no API, no export and no integration gets checked every morning like any other site.

10 ready-made CoatingOS 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 Coating Warranty Tracking
WebRun checks finished coating jobs in CoatingOS against your warranty log, finds homeowners who never registered, and drafts a friendly reminder email so every job ends with a warranty on file.
CoatingOSGoogle SheetsGmail
Automated Coating Moisture Test Booking
WebRun scans upcoming coating installs in CoatingOS, finds slabs with no logged moisture test, books a test window on your calendar, and drafts a heads-up text for the homeowner to approve.
CoatingOSGoogle CalendarTwilio
Automated Coating Review Requests
WebRun finds coating jobs that finished and were paid in CoatingOS, drafts a friendly review-request text through Twilio for each homeowner, and posts the day's send list to Slack for a quick check.
CoatingOSTwilioSlack
Automated Seasonal Coating Campaigns
WebRun pulls past coating customers due for a refresh or an add-on space from CoatingOS, segments them by job type, and drafts a seasonal Mailchimp campaign for you to review before it sends.
CoatingOSMailchimpGmail
Automated Coating Crew Dispatch
WebRun reads today's install schedule in CoatingOS, checks each job's window on the calendar, and posts every crew a clear Slack rundown of their stops, coating systems, and site notes.
CoatingOSGoogle CalendarSlack
Automated Coating Job Margin Reports
WebRun pulls each finished coating job's revenue and material spend from CoatingOS, reconciles labor and costs against QuickBooks, and posts you a per-job margin digest in Slack.
CoatingOSQuickBooksSlack
Automated Coating Before-After Recaps
WebRun finds jobs the crew just finished in CoatingOS, pulls the before-and-after photos from CompanyCam, and drafts a polished recap email for each homeowner to approve.
CoatingOSCompanyCamGmail
Automated Coating Material Reordering
WebRun reads upcoming coating jobs in CoatingOS, tallies the flake, resin, and topcoat they will consume against your stock sheet, and drafts a reorder email for anything running low.
CoatingOSGoogle SheetsGmail
Automated CoatingOS Deposit Scheduling
WebRun watches Square for new coating deposits, pulls the matching job from CoatingOS, holds an install slot on your calendar, and drafts a confirmation text for the homeowner to approve.
SquareCoatingOSGoogle Calendar
Automated CoatingOS Quote Follow-Ups
WebRun finds coating estimates that are still open in CoatingOS, checks whether a deposit came in on Square, and drafts a warm follow-up email for each homeowner who has not booked yet.
CoatingOSSquareGmail

Want one of these running on your own CoatingOS?

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