Automated Buildertrend Overdue Invoice Chaser
Every Monday, WebRun opens Buildertrend and QuickBooks, identifies excavation invoices past their due date, drafts a polite payment reminder for each overdue client, and queues every draft for your review so nothing gets sent without your approval.
How do I automatically chase overdue invoices for my excavation business?
WebRun opens Buildertrend every Monday, finds all overdue excavation invoices, and cross-checks each one against QuickBooks to confirm the payment is still outstanding. It then drafts a polite payment reminder for every confirmed overdue invoice and queues each draft for your review before any message reaches a client.
- Overdue invoices get a follow-up draft within one business day of going past due
- No client reminder is sent without your explicit approval
- Cross-checking with QuickBooks eliminates false alerts from already-paid invoices
Built for excavation contractors · construction business owners · accounts receivable teams · small construction 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.buildertrend.netin a real browser with your saved login - no setup, no API keys. -
1
Buildertrend - find overdue project invoices
buildertrend.com
WebRun opens Buildertrend to find overdue project invoices. - Open Buildertrend and navigate to the Invoices section
- Filter invoices to Unpaid and overdue status
- Capture the client name, invoice number, amount, and days overdue for each
Done when Every overdue invoice is listed with its client and amount.
-
2
QuickBooks - cross-check payment status and draft reminders
- Cross-check each invoice against QuickBooks to confirm it is still outstanding
- Draft a polite, professional payment reminder for each confirmed overdue invoice
- Leave every draft unsent for your review before any message reaches a client
Done when Drafted reminders are queued in QuickBooks 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 payment reminders to clients automatically?
No. Every reminder is drafted and held for your review before it is sent. Nothing goes to a client without your explicit approval.
What if a client already paid and it just has not cleared yet?
WebRun cross-checks each Buildertrend invoice against QuickBooks to confirm the payment status before drafting a reminder, reducing false alerts.
Can I set a minimum overdue amount before a reminder is drafted?
Yes. During setup you can define a threshold so reminders are only drafted for invoices above a certain dollar amount or a certain number of days past due.
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