Automated Estimate Rocket Deposit Chasers
Every morning, WebRun opens Estimate Rocket, finds signed jobs where the required deposit hasn't posted, drafts a short, friendly text reminder for each customer in Twilio, and posts your scheduler a Slack list of every job that's blocked from the calendar until the deposit clears.
How do I chase unpaid deposits before they delay scheduling a foundation repair job?
WebRun checks Estimate Rocket every morning for signed foundation repair jobs where the required deposit hasn't posted, drafts a short text reminder with the payment link for each customer in Twilio, and posts your scheduler a Slack list of every job the deposit is blocking from the calendar, so crews never get booked ahead of payment.
- No crew gets booked on a job with an unpaid deposit
- Customers get a same-day text reminder with a direct payment link
- Schedulers see every deposit-blocked job in one Slack list each morning
Built for foundation repair contractors · construction schedulers · foundation repair office staff · piering and underpinning companies
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
login.estimaterocket.comin a real browser with your saved login - no setup, no API keys. -
1
Estimate Rocket - find signed jobs waiting on a deposit
estimaterocket.com
WebRun opens Estimate Rocket to find signed jobs waiting on a deposit. - Open Estimate Rocket and filter signed jobs to Deposit not received
- Capture the customer, phone number, deposit amount, and days since signing
- Skip any job where the deposit posted since the last run
Done when Every signed job still waiting on a deposit is listed with its amount and age.
-
2
Twilio - draft a text reminder to the customer
twilio.com
WebRun opens Twilio to draft a text reminder to the customer. - Draft a short, friendly text reminder noting the deposit amount and that it's needed to get on the schedule
- Include the online payment link from the proposal
- Leave every text as an unsent draft for your office to review before sending
Done when An unsent text draft exists for every unpaid deposit.
-
3
Slack - list every deposit-blocked job
slack.com
WebRun opens Slack to list every deposit-blocked job. - Post a Slack list to your scheduler of every job blocked on a deposit
- Sort by days since signing so the oldest holds surface first
- Note which customers have a text draft ready for review
Done when Your scheduler has today's list of every deposit-blocked job.
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 text customers about their deposit without approval?
No. Every reminder is saved as an unsent Twilio draft with the payment link attached. Your office reviews and sends each one before it reaches the customer.
Why does the deposit matter for scheduling?
Because the crew isn't booked until it clears. WebRun flags exactly which signed jobs are held up on a deposit so your scheduler knows what can and can't go on the calendar.
What if the deposit was just paid?
It's removed automatically. WebRun reads the live payment status in Estimate Rocket each morning, so a job whose deposit just posted drops off both the reminder and the list.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.