Automated Carpet Cleaning Warranty Follow-Up
Every morning, WebRun opens ServiceMonster, finds jobs completed in the last 7 to 14 days where a spot treatment or warranty was recorded, drafts a personalised warranty check-in email for each customer, and posts a Slack summary for your review before anything is sent.
How do I automatically follow up with customers after a carpet spot treatment or warranty job?
WebRun opens ServiceMonster every morning, finds jobs from the past 7 to 14 days where a spot treatment or cleaning warranty was recorded, and drafts a personalised warranty check-in email in Gmail for each customer. A Slack summary shows every draft ready for your approval, so you can honor your warranty promise before a customer has reason to complain.
- Every warranty job gets a proactive check-in before customers have reason to complain
- Check-in drafts reference the exact treatment type and area for a personal touch
- Honoring warranty promises builds repeat bookings and online reviews
Built for carpet cleaning companies · upholstery cleaning services · stain treatment specialists · residential cleaning 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
app.servicemonster.netin a real browser with your saved login - no setup, no API keys. -
1
ServiceMonster - find jobs with spot treatments or warranty notes
servicemonster.net
WebRun opens ServiceMonster to find jobs with spot treatments or warranty notes. - Open ServiceMonster and filter completed jobs in the last 7 to 14 days
- Identify jobs where a spot treatment, stain warranty, or satisfaction guarantee was recorded in the job notes
- Capture the customer name, contact email, treatment type, treated area, and completion date for each
Done when Every job with a spot treatment or warranty note from the last 7 to 14 days is listed with customer and treatment details.
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2
Gmail - draft warranty check-in emails
gmail.com
WebRun opens Gmail to draft warranty check-in emails. - Draft a personalised warranty check-in email for each customer, referencing the specific treatment and asking how the area is looking
- Remind the customer of any care instructions relevant to the treatment
- Invite them to get in touch if any spots have returned so you can honor the warranty
- Save every email as a draft, leaving it unsent for your review
Done when A ready-to-send warranty check-in draft exists in Gmail for every eligible job.
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3
Slack - notify you to review and send
slack.com
WebRun opens Slack to notify you to review and send. - Post a Slack summary of how many warranty check-in drafts are ready for review
- List the customers, treatment types, and completion dates
- Include a link to the Gmail drafts folder
Done when You have a Slack summary with draft warranty check-in emails ready to review and approve.
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 contact customers about their warranty without my approval?
No. Every check-in email is saved as a Gmail draft for you to review first. Nothing is sent to a customer until you approve it.
How does it know which jobs had a spot treatment or warranty?
It reads the job notes and service type fields in ServiceMonster. You can tag eligible jobs with a consistent label such as spot treatment or stain warranty, and WebRun filters on that tag each run.
What if the customer already called in to report a spot returning?
If a follow-up job or note has already been created for the customer in ServiceMonster, you can configure WebRun to skip those records so you do not send a redundant check-in.
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