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Follow Up on Warranty Callbacks

Every Monday, WebRun opens ServiceTitan, finds jobs tagged as warranty callbacks that have been open for more than three days, drafts a follow-up email to each customer with a proposed visit time, and posts the draft queue to Slack for your review and approval before anything is sent.

Runs on WebRun · Strict Lockdown policy
Every Monday at 9:00 AM WebRunorchestrates each step
1 ServiceTitan find open warranty callback jobs
2 Gmail draft follow-up emails
3 Slack review queue for approval
In short

How can I automatically follow up on open warranty callback jobs before they expire?

Every Monday WebRun opens ServiceTitan, finds warranty callback jobs open for more than three days, drafts a follow-up email to each customer proposing a visit time, and posts the draft queue to Slack for your review - nothing is sent until you approve it.

  • No warranty callback falls through the cracks past its window
  • Every at-risk job gets a follow-up drafted within the week
  • Drafts reviewed by a human before any customer is contacted

Built for HVAC service companies · appliance repair businesses · field service managers · warranty department 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.servicetitan.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    ServiceTitan - find open warranty callback jobs
    servicetitan.com
    WebRun in ServiceTitan: find open warranty callback jobs
    WebRun opens ServiceTitan to find open warranty callback jobs.
    • Open ServiceTitan and filter Jobs by the 'Warranty Callback' job type and Open status
    • List every job open for more than three days, capturing the customer name, email, original job number, work done, and callback reason
    • Sort by oldest open callback first

    Done when All open warranty callbacks older than three days are listed with customer contact details.

  3. 2
    Gmail - draft follow-up emails
    gmail.com
    WebRun in Gmail: draft follow-up emails
    WebRun opens Gmail to draft follow-up emails.
    • Draft an empathetic follow-up email for each customer referencing the original job number and the warranty issue
    • Propose two available visit windows and invite the customer to confirm
    • Save each as a Gmail Draft - do not send until approved

    Done when A personalised follow-up draft is saved in Gmail for every open warranty callback.

  4. 3
    Slack - review queue for approval
    slack.com
    WebRun in Slack: review queue for approval
    WebRun opens Slack to review queue for approval.
    • Post the callback follow-up queue to your operations Slack channel: customer, issue, days open, and a link to the Gmail draft
    • Flag any callbacks that are approaching the warranty expiry date as urgent

    Done when Your team has a full warranty callback queue in Slack with drafts ready to send after approval.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.servicetitan.com
ScheduleRuns automatically on this cadence
Every Monday at 9:00 AM
DeliveryHow each run's result reaches you
Callback queue · Slack
OutputWhat each run produces - A Slack list of open warranty callbacks with Gmail drafts for each customer, ready to send after your review.
Text
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 email the customer without my approval?

Never. Every follow-up is saved as a Gmail Draft and surfaced in Slack. You review and click Send - nothing goes out without your sign-off.

How does it know a job is a warranty callback?

It filters ServiceTitan by job type. Make sure your team tags warranty revisits correctly and WebRun will pick them up automatically every Monday.

What if the warranty has already expired?

If the warranty date is stored in ServiceTitan, WebRun will flag the draft as 'warranty may have expired' so you can decide how to handle it before emailing.

Put this on autopilot.

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