Automated ServiceTitan Overdue Invoice Chaser
Every Monday, WebRun opens ServiceTitan, pulls every invoice past its due date, drafts a polite payment reminder email for each customer in Gmail, and posts your team a Slack list of who owes what so you can approve and send with one click.
How do I automatically chase overdue garage door invoices each week?
Every Monday, WebRun pulls all overdue garage door invoices from ServiceTitan, drafts a polite payment reminder in Gmail for each customer, and posts your team a Slack chase list sorted by balance and age. No reminder is sent until your team reviews and approves it, keeping you in control of every customer interaction.
- No overdue invoice goes without a follow-up reminder each week
- Largest balances are flagged first so you recover revenue faster
- Paid invoices are skipped automatically from live ServiceTitan data
Built for garage door companies · home service business owners · office managers
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 overdue invoices
servicetitan.com
WebRun opens ServiceTitan to find overdue invoices. - Open ServiceTitan and navigate to the Invoices section
- Filter for invoices with a balance due and a past due date
- Capture customer name, contact email, invoice amount, and days overdue
- Skip any invoices already followed up on this week
Done when Every overdue invoice is listed with customer details and days outstanding.
-
2
Gmail - draft payment reminder emails
gmail.com
WebRun opens Gmail to draft payment reminder emails. - Draft a polite, on-brand payment reminder for each overdue customer
- Include the invoice number, amount, and due date in the email body
- Leave every email as a draft for your team to review before sending
Done when A Gmail draft exists for each overdue customer, ready for team review.
-
3
Slack - post weekly chase list
slack.com
WebRun opens Slack to post weekly chase list. - Post a chase list to the office Slack channel sorted by amount owed, largest first
- Flag any invoices more than 60 days overdue for priority follow-up
Done when Your team has this week's overdue invoice list in Slack.
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 email customers for payment automatically?
No. Every payment reminder is saved as a Gmail draft for your team to review and approve before anything reaches the customer. Nothing is sent without a human in the loop.
What if a customer already paid after the invoice went overdue?
WebRun reads the live balance in ServiceTitan each run, so any invoice that has since been paid in full is skipped automatically.
Can I set different follow-up language for large balances?
Yes. During setup you define thresholds so high-balance invoices get a different tone or a note to call the customer directly, while smaller amounts get a standard reminder draft.
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