Automated Carpet Cleaning Invoice Chaser
Every Monday, WebRun opens Housecall Pro, finds invoices past their due date, drafts a polite payment reminder email for each customer, and posts you a Slack chase list showing who owes what and for how long.
How do I automatically chase overdue invoices for my carpet cleaning business?
WebRun opens Housecall Pro every Monday, finds every overdue invoice, and drafts a polite payment reminder email in Gmail for each customer. A Slack chase list shows you every outstanding balance ranked by age and amount, so you can review the drafts and send them with a single click.
- Overdue balances are chased every week with zero manual effort
- Gmail drafts are ready to review before anything reaches a customer
- Paid invoices are skipped automatically from live Housecall Pro data
Built for carpet cleaning companies · upholstery cleaning services · residential and commercial cleaners · field service businesses
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
pro.housecallpro.comin a real browser with your saved login - no setup, no API keys. -
1
Housecall Pro - find overdue invoices
housecallpro.com
WebRun opens Housecall Pro to find overdue invoices. - Open Housecall Pro and filter invoices to overdue status
- Capture the customer name, invoice number, amount, due date, and days overdue for each
- Skip any customer already chased in the last 7 days
Done when Every overdue invoice is listed with its customer details, amount, and days past due.
-
2
Gmail - draft polite payment reminders
gmail.com
WebRun opens Gmail to draft polite payment reminders. - Draft a polite, on-brand payment reminder email for each overdue customer, referencing their invoice number and amount
- For invoices overdue by more than 30 days, draft a firmer follow-up tone
- Save every email as a draft, leaving it unsent for your review before sending
Done when A ready-to-send draft reminder exists in Gmail for every overdue customer.
-
3
Slack - post the weekly chase list
slack.com
WebRun opens Slack to post the weekly chase list. - Post this week's chase list ordered by amount and days overdue
- Flag the largest or oldest balances at the top
- Include a link to the Gmail drafts folder for easy review
Done when You have this week's overdue invoice chase list in Slack with draft reminders ready to send.
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 customers without my approval?
No. Every payment reminder is saved as a Gmail draft for you to review first. Nothing is sent to a customer until you approve it.
What if a customer already paid since the last run?
It reads the live invoice status in Housecall Pro each Monday, so any invoice marked paid is skipped automatically and does not appear in the chase list.
Can it handle different tones for very overdue invoices?
Yes. You can configure WebRun to use a firmer reminder tone for invoices overdue by more than 30 days and a standard polite nudge for more recent ones.
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