Chase Unsigned Work Orders
Every Monday morning, WebRun scans ServiceTitan for work orders sent but still unsigned, drafts a polite reminder email to each customer via Gmail, and posts the full list to Slack so your office team knows exactly which jobs need a signature before invoicing.
How can I automatically chase unsigned work orders before the end of the week?
Every Monday morning, WebRun scans ServiceTitan for work orders sent but still unsigned, drafts a polite reminder email to each customer via Gmail, and posts the full list to Slack — so your office team knows exactly which jobs need a signature before the week's billing cycle closes.
- No unsigned work order slips into the next billing cycle undetected
- Reminder emails are drafted and ready to approve — not written from scratch each week
- Slack list gives your office team a clear Monday morning action list
Built for field service office teams · HVAC companies · plumbing businesses · service managers
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
app.servicetitan.comin a real browser with your saved login — no setup, no API keys. -
1
ServiceTitan — find unsigned work orders
servicetitan.com
WebRun opens ServiceTitan to find unsigned work orders. - Open ServiceTitan and go to Work Orders filtered to Awaiting Signature status
- For each unsigned order, capture the customer name, email address, job number, and the date the work order was sent
- Sort by oldest first and flag any more than five days old
Done when All unsigned work orders are listed with customer contact details and age.
-
2
Gmail — draft signature reminder emails
gmail.com
WebRun opens Gmail to draft signature reminder emails. - Draft a short, professional reminder email for each customer referencing the specific job number
- Include a link to the digital work order for easy signing
- Save each as a Gmail Draft — do not send until approved
Done when A reminder draft exists in Gmail for every unsigned work order.
-
3
Slack — post the unsigned-order chase list
slack.com
WebRun opens Slack to post the unsigned-order chase list. - Post this week's unsigned-order list to your office Slack channel
- Include customer, job number, days since sent, and a link to the Gmail draft
- Highlight orders over five days old as urgent
Done when Your office team has a full chase list with one-click access to each email draft.
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 sign-off?
No. Every reminder is saved as a Gmail Draft first and shown in Slack. You approve and send — WebRun never emails a customer on its own.
What if the customer has already signed and ServiceTitan hasn't updated?
WebRun reads the live status in ServiceTitan each Monday. If the order is now signed, it will not appear in that week's list.
Can it chase the same customer multiple weeks in a row?
Yes. If the work order remains unsigned the following Monday it will appear again. You can mark it resolved manually in ServiceTitan to remove it.
Related templates
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