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Automated ServiceTitan Spring Replacement Recalls

Every Monday, WebRun opens ServiceTitan, finds past spring replacement jobs that are approaching the end of the spring's typical lifespan, logs each customer in an Airtable tracker, drafts a proactive service recall email in Gmail, and leaves each draft for your team to review before sending.

Runs on WebRun · Strict Lockdown policy
Every Monday at 9:00 AM WebRunorchestrates each step
1 ServiceTitan find past spring replacement jobs near end of service life
2 Airtable log recall candidates in tracker
3 Gmail draft proactive recall emails
In short

How do I proactively recall garage door spring replacement customers before their springs fail?

Every Monday, WebRun scans ServiceTitan for garage door spring replacement jobs completed 5 to 7 years ago, logs each candidate in an Airtable recall tracker, and drafts a proactive service email in Gmail for your team to review and send. Customers with a more recent spring job or a recent contact are excluded automatically.

  • Spring replacement customers are contacted proactively before springs fail
  • Recall candidates are tracked in Airtable so no customer is contacted twice
  • Newer spring jobs on the same customer are detected and excluded automatically

Built for garage door companies · home service business owners · service managers

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens go.servicetitan.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    ServiceTitan - find past spring replacement jobs near end of service life
    servicetitan.com
    WebRun in ServiceTitan: find past spring replacement jobs near end of service life
    WebRun opens ServiceTitan to find past spring replacement jobs near end of service life.
    • Open ServiceTitan and search completed jobs filtered to spring replacement job types
    • Identify jobs completed roughly 5 to 7 years ago based on the typical spring lifespan
    • Capture customer name, email, job date, spring type, and technician from each job record

    Done when All customers with spring jobs nearing end of typical service life are listed.

  3. 2
    Airtable - log recall candidates in tracker
    airtable.com
    WebRun in Airtable: log recall candidates in tracker
    WebRun opens Airtable to log recall candidates in tracker.
    • Open the spring recall tracker base in Airtable
    • Add or update each candidate with the original job date, spring type, and recall status
    • Mark any customers already contacted this quarter to avoid duplicates

    Done when The Airtable tracker reflects all current spring recall candidates and their contact status.

  4. 3
    Gmail - draft proactive recall emails
    gmail.com
    WebRun in Gmail: draft proactive recall emails
    WebRun opens Gmail to draft proactive recall emails.
    • Draft a proactive recall email for each eligible customer noting how long ago their springs were replaced
    • Frame the message around preventive service to avoid a sudden failure
    • Leave every draft unsent for your team to review before sending

    Done when A Gmail draft recall email is queued for every eligible customer not yet contacted.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
go.servicetitan.com
ScheduleRuns automatically on this cadence
Every Monday at 9:00 AM
DeliveryHow each run's result reaches you
Recall tracker · Airtable
OutputWhat each run produces - An Airtable recall tracker updated with candidates and Gmail drafts queued for team review.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it email customers about spring replacement without my approval?

No. Every recall email is saved as a Gmail draft for your team to review and send. Nothing is delivered to a customer automatically.

How does it know when a spring job is nearing end of life?

You configure the recall window during setup, typically 5 to 7 years after the original job date, matching the expected lifespan of the springs you install.

What if a customer already had their springs replaced again more recently?

WebRun checks ServiceTitan for newer spring jobs on the same customer record. If a more recent replacement exists, that customer is skipped from the recall list.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.