Automated Post-Install Follow-Ups
Every morning, WebRun checks Jobber for jobs completed in the last 24 hours, drafts a brief post-install satisfaction SMS via Twilio for each client, and posts a Slack summary to your team so someone can review and send each message before the day is out.
How do I automatically follow up with clients after an AV installation?
Every morning, WebRun checks Jobber for jobs completed in the last 24 hours, drafts a personalised post-install satisfaction SMS per client in Twilio, and posts a Slack summary for your team to review and send. Every completed job gets a timely follow-up without adding work to your day.
- Every completed install gets a personalised follow-up the next morning
- SMS drafts are ready for coordinator approval before the working day starts
- No completed job goes unacknowledged, building client loyalty without extra admin
Built for AV installers · custom integrators · home automation technicians · field service teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.getjobber.comin a real browser with your saved login - no setup, no API keys. -
1
Jobber - find jobs completed in last 24 hours
jobber.com
WebRun opens Jobber to find jobs completed in last 24 hours. - Open Jobber and filter completed jobs to those marked done in the last 24 hours
- Capture the client name, phone number, job type, technician name, and completion date for each
- Skip any jobs where a post-install follow-up was already sent
Done when All recently completed jobs are listed with client contact details and job summary.
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2
Twilio - draft post-install satisfaction SMS
twilio.com
WebRun opens Twilio to draft post-install satisfaction SMS. - Open Twilio and compose a friendly, personalised post-install SMS for each client
- Thank them by name, reference the job completed, and invite any feedback or questions
- Queue each message as a draft for team review before sending. Do not send without approval
Done when A Twilio draft SMS exists for every recently completed job, ready for coordinator review.
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3
Slack - alert team to review and send
slack.com
WebRun opens Slack to alert team to review and send. - Post a Slack message to the team channel listing the completed jobs and noting that SMS drafts are ready in Twilio
- Include the client name, job type, and technician for each completed job
- Prompt the team to review and approve each draft SMS before end of business
Done when The team has a Slack summary of completed jobs and knows post-install SMS drafts are waiting for review.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it text clients automatically after a job is done?
No. WebRun drafts each SMS in Twilio and alerts your team in Slack. A coordinator reviews and approves every message before it goes to the client, so your team controls what clients receive and when.
How personalised is the follow-up message?
Each draft references the client by name, the job type completed, and the technician. Provide a tone guide or example message and WebRun will match your brand voice across every follow-up.
What if a client had a problem on the job?
WebRun checks Jobber job notes at run time. If a job is flagged with an issue or incomplete sign-off, it marks the SMS draft with a caution note so the coordinator can adjust the message before sending.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.