Automated Electrical Material Reorder Alerts
Every morning, WebRun checks upcoming jobs in Service Fusion and material usage in QuickBooks, identifies supplies likely to run low before scheduled jobs, drafts a purchase order email to your electrical supplier, and alerts the shop manager in Slack so orders go out before stock runs out.
How do I automatically reorder electrical materials before a job runs out of stock?
WebRun checks upcoming electrical jobs in Service Fusion and compares material requirements against current QuickBooks inventory every morning. When stock falls below what is needed for scheduled panel, wiring, or EV charger jobs, it drafts a purchase order in Gmail for your shop manager to review and sends a Slack alert listing exactly which items to order and why.
- Jobs never stall because a breaker or wire run is out of stock
- Purchase orders are drafted and ready to approve before stock runs out
- Material requirements are tied directly to specific jobs so nothing is over-ordered
Built for electrical contractors · electrical shop managers · electrical service companies · commercial electrical firms
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 - review upcoming jobs and materials needed
servicefusion.com
WebRun opens Service Fusion to review upcoming jobs and materials needed. - Open Service Fusion and view jobs scheduled in the next 5 business days
- Read the job type and any materials listed or estimated for each job: breakers, panels, wire gauge and quantity, conduit, boxes, EV charger hardware, generator transfer switches
- Aggregate total material requirements across all upcoming jobs
Done when Upcoming job material requirements for the next 5 days are compiled.
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2
QuickBooks - check current stock levels
- Open QuickBooks and check current inventory levels for the materials identified in Service Fusion
- Identify any item where current stock is below the quantity needed for scheduled jobs plus a safety buffer
- Note the supplier name, item code, and reorder quantity for each low-stock item
Done when All materials below threshold are identified with reorder quantities and supplier details.
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3
Gmail - draft purchase order to supplier
gmail.com
WebRun opens Gmail to draft purchase order to supplier. - Draft a purchase order email to the electrical supplier listing each low-stock item with item code, quantity to order, and the jobs it is needed for
- Use a professional PO format referencing your account number if available
- Save the draft in Gmail for the shop manager or owner to review before sending
- Never send the purchase order automatically
Done when A draft purchase order email is ready in Gmail for review and approval.
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4
Slack - alert shop manager to low stock
slack.com
WebRun opens Slack to alert shop manager to low stock. - Post an alert to the shop or warehouse Slack channel listing the low-stock items, quantities needed, and which jobs they are tied to
- Confirm that a draft PO is ready in Gmail for review
Done when The shop manager is alerted in Slack with a summary of low-stock items and the draft PO location.
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 place orders with the supplier automatically?
No. Every purchase order is saved as a Gmail draft for the shop manager or owner to review and approve before anything is sent to a supplier.
How does it know which materials each job needs?
It reads the job type and any materials or estimates entered in Service Fusion. For best results, ensure your team logs material requirements on each job when scheduling.
Can it handle multiple suppliers for different materials?
Yes. If your QuickBooks records include a preferred supplier per item, WebRun can group the draft PO by supplier. For a single supplier, all low-stock items appear in one draft.
Related templates
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