Automated Electrical Business Weekly Revenue Report
Every Monday morning, WebRun opens Service Fusion and QuickBooks, pulls last week's completed jobs, revenue, outstanding invoices, and technician job counts, and posts a structured performance report to your owners Slack channel.
How do I automatically get a weekly revenue and job report for my electrical business?
WebRun pulls last week's completed jobs from Service Fusion and revenue data from QuickBooks every Monday morning, then posts a structured performance report to your Slack channel. Owners see total jobs, revenue by type (panel upgrades, EV chargers, wiring, inspections), technician output, and outstanding AR, all in one place before the work week starts.
- Owners start every Monday with a full view of last week's jobs and revenue
- No manual report building or spreadsheet work required
- Underperforming weeks are flagged automatically by comparison to the 4-week average
Built for electrical business owners · electrical contractors · electrical operations managers · electrical company leadership
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.servicefusion.comin a real browser with your saved login - no setup, no API keys. -
1
Service Fusion - pull completed jobs and technician output
servicefusion.com
WebRun opens Service Fusion to pull completed jobs and technician output. - Open Service Fusion and filter completed jobs to last week (Monday to Sunday)
- Count total jobs completed and break them down by job type: panel upgrades, EV charger installs, wiring, inspections, generator service, and other
- Calculate jobs completed per technician for the week
- Note any jobs that were created but not completed or were cancelled
Done when Last week's job counts by type and by technician are compiled from Service Fusion.
-
2
QuickBooks - pull revenue and outstanding invoices
- Open QuickBooks and pull total revenue invoiced last week
- Break revenue down by job type to show which work generated the most income
- Pull the total outstanding accounts receivable balance and the count of invoices more than 30 days overdue
- Note any unusually large or small revenue weeks compared to the prior 4-week average
Done when Last week's revenue totals, breakdown by job type, and AR summary are compiled from QuickBooks.
-
3
Slack - post weekly performance report
slack.com
WebRun opens Slack to post weekly performance report. - Post a structured weekly report to the owners or leadership Slack channel
- Include: total jobs completed, revenue invoiced, top job type by revenue, jobs per technician, outstanding AR, and overdue invoices count
- Add a brief note if any metric is significantly above or below the prior 4-week average
Done when The weekly performance report is posted to Slack and ownership has a clear view of last week.
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
Can it compare this week to previous weeks automatically?
Yes. WebRun pulls the prior 4-week average from QuickBooks and Service Fusion and flags any metric that is significantly above or below average so you can spot trends at a glance.
Can the report include specific job types like panel upgrades or EV charger installs?
Yes. WebRun reads the job type from Service Fusion and breaks both job counts and revenue down by type, so you can see exactly how much EV charger or panel upgrade work drove the week's numbers.
Does it share any customer financial data outside the business?
No. The report is posted only to your internal Slack channel and contains aggregate totals and counts. No individual customer payment details or personal information are included in the Slack message.
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