Automated ServiceTitan Estimate Follow-Up Drafts
Every morning, WebRun checks ServiceTitan for estimates still open after three or more days, drafts a friendly follow-up email for each prospect in Gmail, and sends your sales team a Telegram alert listing the drafts ready for review so no warm lead goes cold.
How do I automatically follow up on open garage door estimates?
Every morning, WebRun checks ServiceTitan for garage door estimates open three or more days, drafts a personalized follow-up email in Gmail for each prospect, and sends your team a Telegram alert listing the drafts ready for review. Converted or declined estimates are skipped automatically, and no email reaches a customer without team approval.
- Open estimates get a follow-up prompt every morning so no warm lead goes cold
- High-value estimates are flagged for priority contact
- Converted and declined estimates are excluded automatically from live ServiceTitan data
Built for garage door sales teams · home service business owners · field service 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
go.servicetitan.comin a real browser with your saved login - no setup, no API keys. -
1
ServiceTitan - find open estimates past your follow-up threshold
servicetitan.com
WebRun opens ServiceTitan to find open estimates past your follow-up threshold. - Open ServiceTitan and navigate to the Estimates section
- Filter for estimates with Open status created three or more days ago
- Capture customer name, email, estimate total, and job type
- Skip estimates already followed up in the last two days
Done when All open estimates past the follow-up threshold are listed with customer details.
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2
Gmail - draft personalized follow-up emails
gmail.com
WebRun opens Gmail to draft personalized follow-up emails. - Draft a friendly follow-up email for each customer referencing the estimate total and job type
- Include an easy way for the customer to confirm or ask questions
- Leave every draft unsent for your team to review and personalize before sending
Done when A Gmail draft follow-up exists for every eligible open estimate.
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3
Telegram - alert sales team of drafts pending review
telegram.org
WebRun opens Telegram to alert sales team of drafts pending review. - Send the sales team a Telegram message with today's open estimate count and a note to check Gmail drafts
- Highlight any estimates over a high-value threshold that need priority follow-up
Done when Sales team is notified via Telegram with a prioritized follow-up list.
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 directly without my approval?
No. All follow-up emails are saved as Gmail drafts. Your team reviews each one before sending, so no message goes to a customer without human sign-off.
How does it handle estimates that were declined or already booked?
WebRun reads the live estimate status in ServiceTitan each morning. Estimates that converted to a job or were marked declined are automatically skipped.
Can I set a different follow-up window for large estimates?
Yes. You configure the follow-up threshold per estimate value during setup. High-value estimates can trigger a next-day alert while smaller ones wait three days.
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Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.