Automated Flooring Install Appointment Confirmations
Every evening, WebRun opens RFMS and finds all flooring jobs scheduled for the following day. For each one, it drafts a confirmation message to the customer with the appointment time, crew arrival window, and any prep instructions, then posts a Slack digest for your team to review and send before end of day.
How do I automatically confirm flooring installation appointments the day before?
Each evening, WebRun checks RFMS for flooring jobs scheduled the next day, drafts a personalized confirmation email for each customer with the crew arrival window and prep instructions, and posts a Slack digest for your team to review. Every customer is confirmed the night before without manual outreach.
- Every customer is contacted the evening before their installation, reducing no-shows
- Your crew leaves the shop knowing each customer is confirmed and prepared
- No confirmation message goes out without team review
Built for flooring installers · flooring contractors · flooring dealers · flooring project coordinators
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
www.rfms.comin a real browser with your saved login - no setup, no API keys. -
1
RFMS - find jobs scheduled for tomorrow
rfms.com
WebRun opens RFMS to find jobs scheduled for tomorrow. - Open RFMS and navigate to the installation schedule
- Filter for all jobs with an install date of tomorrow
- Capture the customer name, address, contact email, scheduled start time, and any special prep notes for each job
Done when All jobs scheduled for tomorrow are listed with customer and appointment details.
-
2
Gmail - draft appointment confirmation for each customer
gmail.com
WebRun opens Gmail to draft appointment confirmation for each customer. - Draft a confirmation email for each customer with the install date, crew arrival window, job address, and any preparation steps they need to complete
- Remind the customer to clear the installation area and secure pets if applicable
- Save each message as a Gmail draft without sending
Done when A Gmail draft confirmation email is saved for every job scheduled tomorrow.
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3
Slack - post digest of drafts for team review
slack.com
WebRun opens Slack to post digest of drafts for team review. - Post a Slack digest to the scheduling channel listing each customer, address, and scheduled time for tomorrow
- Note how many confirmation drafts are ready in Gmail and flag any jobs with special prep requirements
Done when Your team has a Slack digest of tomorrow's jobs and knows how many confirmation drafts await review.
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 confirmation messages to customers automatically?
No. Every confirmation is saved as a Gmail draft and listed in Slack for your team to review. Messages only reach customers after a team member opens and sends each draft.
What if a job is rescheduled or cancelled after the drafts are created?
WebRun reads RFMS at run time each evening. If a job has been rescheduled before the run, it will not appear in that night's draft batch. Already-created drafts should be deleted manually if a job changes after the run.
Can it include specific prep instructions for different types of installations?
Yes. If prep notes are recorded in the RFMS job record, WebRun includes them in the draft. You can also set a default prep checklist that appears on every confirmation email.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.