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Automated Standby Generator Maintenance Reminders

Every Monday, WebRun opens Housecall Pro, finds customers whose standby generator last received service 10 to 12 months ago, drafts a maintenance reminder email for each, and logs the outreach list to a Google Sheet so no generator service interval is missed.

Runs on WebRun · Strict Lockdown policy
Every Monday at 9:00 AM WebRunorchestrates each step
1 Housecall Pro identify generators due for service
2 Gmail draft maintenance reminder emails
3 Google Sheets log the service outreach list
In short

How do I automatically remind customers when their standby generator needs maintenance?

WebRun checks Housecall Pro every Monday for customers whose standby generator last received service 10 to 12 months ago, drafts personalized maintenance reminder emails in Gmail for your team to review, and logs every contact to a Google Sheet. Generators stay on a regular service schedule and customers are protected from unexpected failures before storm season.

  • Every standby generator is serviced on schedule before the next storm season
  • Recurring generator service jobs fill the calendar without manual list building
  • Customers appreciate proactive outreach and are less likely to shop around

Built for electrical contractors · generator service technicians · residential electricians · electrical service companies

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens pro.housecallpro.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Housecall Pro - identify generators due for service
    housecallpro.com
    WebRun in Housecall Pro: identify generators due for service
    WebRun opens Housecall Pro to identify generators due for service.
    • Open Housecall Pro and filter jobs by type to Generator Service or Generator Maintenance
    • Find customers whose last generator service job was completed 10 to 12 months ago
    • Capture customer name, property address, contact email, generator make and model if recorded, and last service date
    • Exclude customers who already have a generator service job scheduled or completed in the past 90 days

    Done when A list of customers due for generator service in the next 60 days is ready.

  3. 2
    Gmail - draft maintenance reminder emails
    gmail.com
    WebRun in Gmail: draft maintenance reminder emails
    WebRun opens Gmail to draft maintenance reminder emails.
    • Draft a reminder email for each customer noting that their standby generator is approaching its annual service interval
    • Reference the generator make or model and the last service date if available
    • Include key talking points: annual load testing, oil and filter change, battery inspection, transfer switch test
    • Add a call to action to schedule service before storm season
    • Save each email as a draft in Gmail for review before sending
    • Never send generator reminder emails automatically

    Done when A personalized service reminder draft is ready in Gmail for each due customer.

  4. 3
    Google Sheets - log the service outreach list
    google.com
    WebRun in Google Sheets: log the service outreach list
    WebRun opens Google Sheets to log the service outreach list.
    • Append each customer to the generator maintenance outreach sheet with name, address, email, generator model, last service date, and outreach status
    • Set status to Draft Ready so the team can book service calls and mark completions

    Done when The outreach sheet is updated with this week's generator service candidates.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
pro.housecallpro.com
ScheduleRuns automatically on this cadence
Every Monday at 9:00 AM
DeliveryHow each run's result reaches you
Generator service log · Google Sheets
OutputWhat each run produces - Gmail drafts for each customer whose standby generator is due for service, plus a Google Sheet log with equipment details and outreach status.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it contact customers automatically when their generator is due?

No. Every reminder email is placed in Gmail as a draft. Your team reviews it and decides whether to send, call, or schedule the service visit directly.

What information does it include about the generator in the reminder?

It pulls the generator make, model, and last service date from Housecall Pro and references them in the email, along with the key service items: oil change, filter replacement, battery inspection, and transfer switch test.

Can it track biennial or other service intervals, not just annual?

Yes. You can configure the service interval window when setting up the workflow. Common options are 10 to 14 months for annual service and 22 to 26 months for biennial service.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.