Automated Electrical Estimate Follow-Up
Every morning, WebRun opens Service Fusion, finds estimates still awaiting a decision, drafts a polite follow-up email for each contact, and posts your team a Slack list of which quotes need attention today.
How do I automatically follow up on open electrical estimates?
WebRun opens Service Fusion every morning, finds electrical estimates still awaiting a decision, and drafts a personalized follow-up email in Gmail for each customer, referencing the specific job quoted. It posts your team a Slack list of which quotes need attention, so high-value jobs get a timely nudge without anyone falling through the cracks.
- Open quotes get a follow-up within 48 hours without manual effort
- High-value panel and EV charger jobs are flagged first so nothing slips
- Drafts are ready to send in one click, saving 30 or more minutes a day
Built for electrical contractors · residential electricians · commercial electrical firms · electrical service companies
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.servicefusion.comin a real browser with your saved login - no setup, no API keys. -
1
Service Fusion - find open estimates
servicefusion.com
WebRun opens Service Fusion to find open estimates. - Open Service Fusion and navigate to the Estimates list
- Filter to estimates with status Open and a sent date older than 2 days
- Capture the customer name, contact email, job type, and estimate value for each
- Skip any estimate already followed up in the last 48 hours
Done when Every open estimate older than 2 days is listed with its contact details.
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2
Gmail - draft follow-up emails
gmail.com
WebRun opens Gmail to draft follow-up emails. - Draft a short, friendly follow-up email referencing the specific job (panel upgrade, wiring, EV charger, etc.)
- Personalize the subject line and opening line with the customer name and job type
- Leave every draft in the Drafts folder for a technician or office manager to review before sending
- Do not send any email automatically
Done when A ready-to-send draft sits in Gmail for every open estimate.
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3
Slack - report estimates needing attention
slack.com
WebRun opens Slack to report estimates needing attention. - Post a summary of open estimates with value, days waiting, and the customer name
- Flag the highest-value quotes first so the team can prioritize
- Include a note confirming drafts are ready in Gmail for review
Done when Your team has today's estimate follow-up list in Slack.
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 send emails to customers without my approval?
No. Every follow-up email is placed in Gmail as a draft. Nothing is sent until a member of your team reviews and clicks Send.
Can it handle different job types like panel upgrades, EV chargers, or rewiring?
Yes. WebRun reads the job type from the estimate in Service Fusion and references it in the draft, so each email mentions the specific work quoted.
What happens to estimates that are already accepted or declined?
WebRun reads the live status in Service Fusion each morning and skips any estimate that has moved to Accepted, Declined, or Invoiced automatically.
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Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.