Automated Buildertrend Change Order Follow-Up
Every morning, WebRun opens Buildertrend, finds all change orders still awaiting client signature, drafts a polite follow-up email for each in Gmail, and holds every draft for your review so no message goes out without your sign-off.
How do I automatically follow up on unsigned excavation change orders?
WebRun opens Buildertrend each morning, finds every change order still awaiting client approval, and drafts a polite follow-up email in Gmail for each one. Every draft is held for your review before sending, so no client communication goes out without your approval and no change order sits forgotten.
- Unsigned change orders get a follow-up draft within one business day of going stale
- No client email goes out without your explicit approval
- Project managers spend less time tracking down outstanding approvals
Built for excavation contractors · construction project managers · site prep companies · general contractors
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.buildertrend.netin a real browser with your saved login - no setup, no API keys. -
1
Buildertrend - find unsigned change orders
buildertrend.com
WebRun opens Buildertrend to find unsigned change orders. - Open Buildertrend and navigate to Change Orders
- Filter to items with status Pending or Awaiting Approval
- Capture the project name, change order number, dollar amount, and how many days it has been outstanding
Done when Every unsigned change order is listed with its key details.
-
2
Gmail - draft follow-up for each
gmail.com
WebRun opens Gmail to draft follow-up for each. - Draft a polite, professional follow-up email for each pending change order
- Reference the project name, change order number, and outstanding amount
- Leave every draft unsent in Gmail for your review before sending
Done when Drafted follow-ups are waiting in Gmail for your approval.
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 clients automatically?
No. Every follow-up is saved as a Gmail draft for you to review and approve before it is sent. Nothing reaches a client without your explicit action.
How long does a change order have to be outstanding before it gets a follow-up draft?
By default, it drafts a follow-up for any change order that has been pending for more than two business days. You can adjust that threshold during setup.
Can it handle multiple projects at once?
Yes. It scans all projects in your Buildertrend account and creates a separate draft for each outstanding change order across every job.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.