All templates

Automated JobNimbus Fencing Deposit Reminders

Every morning, WebRun opens JobNimbus, finds all fencing jobs scheduled within 7 days that have no deposit payment recorded, drafts a polite reminder in Gmail for each customer, and posts a Slack alert listing jobs that cannot start without deposit confirmation.

Runs on WebRun · Strict Lockdown policy
Every day at 8:00 AM WebRunorchestrates each step
1 JobNimbus find scheduled jobs with no deposit recorded
2 Gmail draft deposit reminder emails for approval
3 Slack alert team to unpaid deposits blocking upcoming installs
In short

How do I automatically remind fencing customers to pay their deposit before install day?

WebRun opens JobNimbus every morning, identifies fencing jobs scheduled within 7 days that have no deposit recorded, drafts a polite payment reminder in Gmail for each customer, and posts a Slack alert so your team can confirm deposits before dispatching any crew to an unpaid install.

  • No crew is dispatched to an install without a deposit on record
  • Deposit reminder drafts are ready for same-day review in Gmail every morning
  • Installs happening in under 2 days are flagged as urgent in Slack automatically

Built for fencing contractors · deck builders · fence company owners · field service finance teams

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens app.jobnimbus.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    JobNimbus - find scheduled jobs with no deposit recorded
    jobnimbus.com
    WebRun in JobNimbus: find scheduled jobs with no deposit recorded
    WebRun opens JobNimbus to find scheduled jobs with no deposit recorded.
    • Open JobNimbus and filter to jobs with an install date in the next 7 days
    • Check the payment history or notes on each job for a recorded deposit
    • List all jobs where no deposit is found and the install is approaching
    • Capture customer name, email, job value, and install date for each

    Done when All scheduled jobs missing a deposit in the next 7 days are identified.

  3. 2
    Gmail - draft deposit reminder emails for approval
    gmail.com
    WebRun in Gmail: draft deposit reminder emails for approval
    WebRun opens Gmail to draft deposit reminder emails for approval.
    • Draft a polite deposit reminder for each affected customer
    • Reference the job type, scheduled install date, and deposit amount in the email
    • Leave every email as a draft for your review, never send automatically
    • Label each draft with the job date so they sort by urgency

    Done when A Gmail draft deposit reminder exists for every customer with an upcoming unpaid install.

  4. 3
    Slack - alert team to unpaid deposits blocking upcoming installs
    slack.com
    WebRun in Slack: alert team to unpaid deposits blocking upcoming installs
    WebRun opens Slack to alert team to unpaid deposits blocking upcoming installs.
    • Post a Slack alert to your finance or ops channel listing every job blocked by a missing deposit
    • Include job name, install date, customer, and reminder draft status for each
    • Flag any install happening in 2 days or fewer as urgent

    Done when Your team sees a Slack list of all upcoming installs awaiting deposit confirmation.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.jobnimbus.com
ScheduleRuns automatically on this cadence
Every day at 8:00 AM
DeliveryHow each run's result reaches you
Deposit reminders · Gmail · Slack
OutputWhat each run produces - Gmail deposit reminder drafts for every fencing customer with an unpaid deposit before a scheduled install, plus a Slack alert for your team.
Drafts
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it send deposit reminders to customers automatically?

No. Every deposit reminder is saved as a Gmail draft for your review before anything is sent to a customer. You control what goes out.

How does it know if a deposit was already paid?

It reads the payment records and notes on each JobNimbus job. If you log deposits in a consistent field or note format, WebRun will pick them up accurately.

What if a customer pays after the draft is created?

Update the payment record in JobNimbus and delete the draft in Gmail. On the next day's run, that job will no longer appear as needing a reminder.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.