Automated Appraisal Fee Invoice Reminders
Every Monday, WebRun opens Rouse Services, lists reports delivered in the last 60 days, matches each one to its invoice status in QuickBooks, drafts a payment reminder in Gmail for anything more than 15 days past due, and posts a Slack list of outstanding balances.
How do I chase unpaid equipment appraisal fee invoices?
WebRun checks Rouse Services every Monday for valuation reports marked delivered, matches each to its invoice in QuickBooks, and drafts a payment reminder in Gmail for anything more than 15 days past due. It posts a Slack list of outstanding balances ranked by size and age, so a delivered appraisal never turns into a forgotten invoice.
- Delivered reports get matched to an invoice status every week
- Past due balances get a reminder within days, not months
- Your team sees every outstanding balance ranked by age
Built for machinery appraisers · independent appraisers · appraisal firms · appraisal office managers
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
www.rouseservices.comin a real browser with your saved login - no setup, no API keys. -
1
Rouse Services - find delivered reports
rouseservices.com
WebRun opens Rouse Services to find delivered reports. - Open Rouse Services and list reports marked delivered in the last 60 days
- Capture the client and engagement for each
Done when Every delivered report in the window is listed.
-
2
QuickBooks - check invoice status
- Match each delivered report to its invoice in QuickBooks
- Check the payment status and days past due
- Skip invoices already marked paid
Done when Every delivered report has a matched invoice status.
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3
Gmail - draft payment reminders
gmail.com
WebRun opens Gmail to draft payment reminders. - Draft a polite payment reminder for each invoice more than 15 days past due
- Leave every draft unsent in your outbox for review
Done when A reminder draft exists for every past due invoice.
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4
Slack - list outstanding balances
slack.com
WebRun opens Slack to list outstanding balances. - Post a list of outstanding balances by client and days past due
- Put the largest or oldest balances first
Done when Your team has this week's outstanding balance 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 email clients about unpaid invoices without me?
No. Every payment reminder is drafted in Gmail and left unsent. You review and send each one yourself.
How does it know a report is billable?
It only pulls reports marked delivered in Rouse Services, then matches each to its invoice in QuickBooks before flagging anything unpaid.
What if the client already paid?
It checks the live invoice status in QuickBooks each Monday, so anyone already marked paid is skipped automatically.
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