Automated ServiceTitan Maintenance Plan Reminders
Every Monday, WebRun opens ServiceTitan, finds maintenance plan customers whose service window is coming up in the next 30 days, drafts a personalized reminder email for each in Gmail, and posts your team a Slack list of drafts ready to review and send.
How can I automatically remind garage door maintenance plan customers when their service is due?
Every Monday, WebRun checks ServiceTitan for garage door maintenance plan customers with service due in the next 30 days, drafts a personalized reminder email in Gmail for each, and posts your office team a Slack notice listing the drafts ready to review. No email reaches a customer without human approval.
- No maintenance plan customer slips through without a timely reminder
- Drafts are ready for review every Monday so no manual list-building is needed
- Customers with existing bookings are skipped automatically
Built for garage door companies · home service businesses · 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
go.servicetitan.comin a real browser with your saved login - no setup, no API keys. -
1
ServiceTitan - find maintenance plan customers due for service
servicetitan.com
WebRun opens ServiceTitan to find maintenance plan customers due for service. - Open ServiceTitan and filter maintenance plan customers
- Identify customers whose next scheduled service falls within the next 30 days
- Capture customer name, contact email, plan type, and last service date
Done when All maintenance plan customers due within 30 days are listed with their details.
-
2
Gmail - draft personalized reminder emails
gmail.com
WebRun opens Gmail to draft personalized reminder emails. - Draft a personalized reminder email for each customer using their name, plan type, and service due date
- Leave every draft unsent in Gmail for your team to review before sending
- Include a link for the customer to schedule their appointment
Done when A review-ready draft exists in Gmail for every due customer.
-
3
Slack - notify team of drafts ready for review
slack.com
WebRun opens Slack to notify team of drafts ready for review. - Post a summary to the office Slack channel listing how many drafts are ready
- Include the count of customers due this week versus later in the month
Done when Team is notified in Slack and can open Gmail to approve and send.
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 the reminder emails to customers automatically?
No. Every reminder is saved as a Gmail draft for your team to review first. Nothing goes to a customer without a human approving it.
How far in advance does it flag customers?
It flags maintenance plan customers whose service is due within the next 30 days, giving your team a week to schedule and confirm before the window closes.
What if a customer already booked their appointment?
WebRun reads the live ServiceTitan schedule each run, so customers who already have a booked appointment are skipped and no duplicate reminder is drafted.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.