Automated Carpet Cleaning Quote Follow-Up
Every Monday, WebRun opens Housecall Pro, finds quotes sent in the last 3 to 14 days that have not been accepted, drafts a personalised follow-up email for each prospect, and posts a Slack summary so you can review the drafts before they go out.
How do I automatically follow up on carpet cleaning quotes that have not been accepted?
WebRun opens Housecall Pro every Monday, finds estimates sent in the last 3 to 14 days that have not been accepted, and drafts a personalised follow-up email in Gmail for each prospect. A Slack summary shows every open quote by value so you can review the drafts and convert more jobs before the week is out.
- No open quote goes stale without a timely follow-up
- Gmail drafts are ready to review every Monday with no manual effort
- Accepted quotes are skipped automatically from live Housecall Pro data
Built for carpet cleaning companies · upholstery cleaning services · residential and commercial cleaners · field service sales 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
pro.housecallpro.comin a real browser with your saved login - no setup, no API keys. -
1
Housecall Pro - find unaccepted quotes
housecallpro.com
WebRun opens Housecall Pro to find unaccepted quotes. - Open Housecall Pro and navigate to the Estimates section
- Filter for quotes with status Sent and a sent date between 3 and 14 days ago
- Capture the prospect name, contact email, quote amount, service type, and property address for each
Done when Every open quote in the follow-up window is listed with prospect and job details.
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2
Gmail - draft personalised follow-up emails
gmail.com
WebRun opens Gmail to draft personalised follow-up emails. - Draft a friendly follow-up email for each prospect, referencing their specific quote and service type
- Highlight the value of the service and offer to answer any questions before they decide
- Save every email as a draft, leaving it unsent for your review
Done when A ready-to-send draft follow-up exists in Gmail for every open quote in the window.
-
3
Slack - notify you to review and send
slack.com
WebRun opens Slack to notify you to review and send. - Post a summary of open quotes ready for follow-up, with prospect names and quote values
- Flag any quote over 14 days old that may need a personal phone call instead
- Include a link to the Gmail drafts folder
Done when You have a Slack notification listing all open quotes with Gmail drafts ready to 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 email prospects without my approval?
No. Every follow-up is saved as a Gmail draft for you to review first. Nothing is sent until you approve it, so you control every message that goes to a prospect.
What if a quote was already accepted or the prospect replied?
It reads the live quote status in Housecall Pro each run. Accepted or archived quotes are skipped automatically so you never follow up on a closed deal.
How long after sending a quote does it start following up?
The default follow-up window is 3 to 14 days after the quote was sent. You can adjust these thresholds to match your usual sales cycle.
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