Automated JobNimbus Unsold Fencing Estimate Worklist
Every Monday, WebRun opens JobNimbus, finds every estimate with no won or lost outcome, ranks them by days outstanding and job value, and writes a prioritized worklist to Google Sheets so nothing slips into the forgotten pile.
How do I get a weekly worklist of all my unsold fencing estimates from JobNimbus?
WebRun scans JobNimbus every Monday for fencing estimates that were sent but never marked Won or Lost, ranks them by days outstanding and job value, and writes a fresh prioritized worklist to Google Sheets so your team always knows which open opportunities to chase first this week.
- Every open estimate is reviewed weekly before it goes cold
- High-value stalled estimates are flagged immediately for urgent follow-up
- Reps always have a ranked action list at the start of the week
Built for fencing contractors · deck builders · fence sales managers · field service teams
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.jobnimbus.comin a real browser with your saved login - no setup, no API keys. -
1
JobNimbus - find all open, undecided estimates
jobnimbus.com
WebRun opens JobNimbus to find all open, undecided estimates. - Open JobNimbus and navigate to the Estimates section
- Filter to all estimates with status Sent that are neither Won, Lost, nor Archived
- Capture contact name, estimate value, date sent, assigned rep, and number of days open
- Flag any estimate open more than 14 days for urgent review
Done when All open undecided estimates are listed with their age, value, and assigned rep.
-
2
Google Sheets - write ranked worklist for team review
google.com
WebRun opens Google Sheets to write ranked worklist for team review. - Open the shared Unsold Estimates sheet in Google Sheets
- Clear last week's data and write the fresh list sorted by days open descending
- Highlight in red any row open more than 14 days
- Add a column for the rep to record their follow-up outcome
Done when This week's ranked unsold estimate list is live in Google Sheets for the team.
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 contact customers on my behalf?
No. WebRun only builds a prioritized worklist for your team in Google Sheets. All outreach decisions stay with you.
How far back does it look for open estimates?
It captures every estimate in a Sent status with no outcome recorded in JobNimbus, regardless of age, so nothing is left off the list.
What happens when an estimate is marked Won or Lost in JobNimbus?
It disappears from the next week's sheet automatically because WebRun only pulls estimates with no final status recorded.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.