Automated DockMaster Deposit Confirmations
The moment a new deposit is recorded on a boat sale in DockMaster, WebRun matches the payment to the sale invoice in QuickBooks, drafts a confirmation email in Gmail with the amount, balance due, and next steps, and leaves it ready for your sales team to review and send.
How do I confirm a boat sale deposit the moment it's received?
The moment a new deposit is recorded on a boat sale in DockMaster, WebRun matches the payment to the sale invoice in QuickBooks and drafts a confirmation email in Gmail with the amount, balance due, and next steps. Your sales team reviews and sends every confirmation, so buyers hear back fast without an unapproved email going out.
- Buyers get a confirmation draft within minutes of the deposit landing
- Every deposit is matched to its invoice before a confirmation goes out
- Mismatched amounts get flagged instead of confirmed automatically
Built for boat dealerships · marine retailers · dealership sales teams · dealership finance staff
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.dockmaster.com/loginin a real browser with your saved login - no setup, no API keys. -
1
DockMaster - detect the new deposit
dockmaster.com
WebRun opens DockMaster to detect the new deposit. - Watch DockMaster for new deposits recorded against a boat sale contract
- Capture the buyer, boat, deposit amount, and remaining balance
- Note the sale terms and expected closing date
Done when Every new deposit is captured with its buyer and balance details.
-
2
QuickBooks - match the deposit to the invoice
- Match the deposit to the corresponding sale invoice in QuickBooks
- Confirm the recorded amount matches what DockMaster shows
- Flag any mismatch instead of guessing at the correct figure
Done when Every deposit is matched to its invoice in QuickBooks, with mismatches flagged.
-
3
Gmail - draft the buyer confirmation
gmail.com
WebRun opens Gmail to draft the buyer confirmation. - Draft a confirmation email to the buyer with the deposit amount, remaining balance, and next steps
- Keep the tone warm and clear, matching your dealership's voice
- Save the email as a draft. Do not send it automatically
Done when A draft confirmation email exists in Gmail for every new deposit.
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 email the buyer without my sales team approving it?
No. Every confirmation is saved as a Gmail draft. Your sales team reviews the amount and balance before sending, so nothing reaches a buyer unapproved.
What if the deposit amount doesn't match the invoice?
It flags the mismatch in QuickBooks instead of drafting a confirmation with the wrong figure, so your team can check the discrepancy before anything goes out.
Does it record the payment in QuickBooks for me?
It matches the deposit to the existing sale invoice so the two systems agree. Creating or posting new accounting entries is left to your bookkeeping process.
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