Automated Workiz Duct Cleaning Reminders
Every morning, WebRun opens Workiz, finds customers whose recommended duct cleaning interval is coming due in the next two weeks, drafts a friendly reminder text for each one through Twilio, and posts your office a Slack list to review and approve before anything sends.
How do I automatically remind customers when their duct cleaning is due?
WebRun checks Workiz every morning for customers whose recommended duct cleaning interval is coming due within two weeks, drafts a friendly reminder text for each one through Twilio, and posts the full batch to Slack for your office to review. Nothing sends until a human approves it, so recurring revenue keeps flowing without spamming customers.
- Customers get reminded before their duct cleaning interval lapses, not after
- Office reviews a ready to send batch every morning instead of building one from scratch
- No reminder goes out to a customer who already has a visit booked
Built for air duct cleaning companies · HVAC service providers · indoor air quality technicians · residential duct cleaning owners
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.workiz.comin a real browser with your saved login - no setup, no API keys. -
1
Workiz - find customers due for recurring cleaning
workiz.com
WebRun opens Workiz to find customers due for recurring cleaning. - Open Workiz and pull the client list with completed duct cleaning history
- Calculate each customer's next due date from their recommended service interval and last visit
- Filter to customers due within the next 14 days
- Capture name, phone number, last service date, and recommended interval for each
Done when Every customer due within two weeks is listed with their last service date and contact details.
-
2
Twilio - draft the reminder text for each customer
twilio.com
WebRun opens Twilio to draft the reminder text for each customer. - Draft a short, friendly reminder text for each customer naming their last service date and the recommended interval
- Include a link to request a new appointment
- Leave every message as an unsent draft. None send without approval
Done when A reminder text draft exists for every customer due within two weeks.
-
3
Slack - post the batch for office approval
slack.com
WebRun opens Slack to post the batch for office approval. - Post the full batch of drafted reminders to the office Slack channel
- Sort the list by how soon each customer is due, soonest first
- Let the office approve and release each text from Twilio
Done when Office has this morning's reminder batch in Slack, ready to approve and 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 text customers without my approval?
No. WebRun drafts every reminder in Twilio and leaves it unsent. Your office reviews the full batch in Slack and approves each one before it goes out, so no customer gets a message on WebRun's own decision.
How does it know when a customer is due?
It reads each customer's last duct cleaning date and recommended service interval from Workiz, then flags anyone whose next visit falls within the coming two weeks. You can adjust the interval and the look ahead window in your settings.
What if a customer already booked their next visit?
It checks the live Workiz schedule each morning, so anyone with an upcoming appointment already on the books is skipped automatically and won't get a duplicate reminder.
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