Ag equipment dealers

Ag equipment dealers automation templates

12 ready-made workflows for Ag equipment dealers. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: ASPEN (Charter Software), Google Sheets and Slack.

Ag equipment dealers
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Automated ASPEN Whole-Goods Aging Alerts
WebRun checks ASPEN for whole-goods units aging past 90, 180, and 365 days on the lot, flags the ones burning the most floor plan interest, and posts a prioritized aging list to Slack for your sales manager.
ASPEN (Charter Software)Google SheetsSlack
Automated Warranty Claim Aging Alerts
WebRun checks ASPEN for open warranty claims approaching their OEM submission deadline, cross-checks which reimbursements have posted in QuickBooks, and posts an aging alert to Slack so nothing gets denied for a late filing.
ASPEN (Charter Software)QuickBooksSlack
Automated Used Equipment Appraisal Drafts
WebRun pulls a unit's service history and hours from ASPEN, checks recent comparable sales, drafts a suggested appraisal range in Google Sheets for the sales manager to confirm, and posts a Slack alert once the draft is ready for review.
ASPEN (Charter Software)Google SheetsSlack
Automated Technician Efficiency Digest
WebRun compares clocked hours to billed hours for every technician in ASPEN Service, calculates each tech's weekly efficiency rate, logs the trend in Google Sheets, and posts a ranked digest to Slack for your service manager.
ASPEN (Charter Software)Google SheetsSlack
Automated Service Work Order Follow-Ups
WebRun scans ASPEN Service for work orders stuck awaiting parts, approval, or pickup, drafts a status update for each customer to review, and posts an internal digest to Slack so your service manager knows what is stuck and why.
ASPEN (Charter Software)GmailSlack
Automated Seasonal Parts Stocking Alerts
WebRun compares ASPEN parts sales history against the upcoming season's demand, flags fast-moving parts likely to run out, logs the recommended stocking list in Google Sheets, and pings your parts manager on Telegram before the rush hits.
ASPEN (Charter Software)Google SheetsTelegram
Automated Rental Fleet Utilization Report
WebRun pulls rental hours and days-out for every unit in the ASPEN rental fleet, calculates utilization against target, cross-checks rental revenue posted in QuickBooks, and logs a ranked utilization report to Google Sheets.
ASPEN (Charter Software)QuickBooksGoogle Sheets
Automated Preseason Inspection Outreach
WebRun finds ASPEN customers whose equipment has not had a preseason inspection booked, drafts a personal outreach email for each to review, and logs who has been contacted and who has booked in Google Sheets.
ASPEN (Charter Software)GmailGoogle Sheets
Automated Parts Price File Change Alerts
WebRun compares each night's ASPEN parts price file update against the prior file, flags SKUs with a cost or list price change over 5 percent, logs every change in Google Sheets, and pings your parts manager on Telegram before counter staff sell at the old price.
ASPEN (Charter Software)QuickBooksTelegram
Automated Overdue Rental Return Alerts
WebRun checks ASPEN for rental units past their scheduled return date, drafts a reminder for the customer to review, and posts an internal alert to Slack so your rental desk can follow up on the oldest overdue units first.
ASPEN (Charter Software)GmailSlack
Automated Financing Quote Follow-Up Drafts
WebRun checks ASPEN for equipment financing quotes sitting untouched for more than 5 days, drafts a follow-up email for the customer to review, and cross-checks QuickBooks to see if the sale already closed some other way.
ASPEN (Charter Software)GmailQuickBooks
Automated Equipment Delivery Scheduling
WebRun checks ASPEN for units sold but not yet delivered, blocks a delivery slot on the driver's calendar, drafts a delivery confirmation for the customer to review, and flags any unit at risk of missing its promised date.
ASPEN (Charter Software)GmailGoogle Calendar

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