Automated FieldServio PM Service Reminders
Every Monday, WebRun opens FieldServio, finds units whose annual PM service is due in the next 30 days, drafts a personalized reminder in Outlook for each customer, and logs the outreach list to Google Sheets so your team can track who has been contacted and who still needs to book.
How do I automatically remind customers when their standby generator's annual PM service is due?
WebRun checks FieldServio every Monday for standby generators due for annual PM service within 30 days, drafts a personalized reminder in Outlook for each customer with their generator model and last service date, and logs the outreach list to Google Sheets, so PM intervals stay on schedule without anyone building a due list by hand.
- Every PM contract stays on schedule without a manual due list
- Customers get a personalized reminder before their service window closes
- Coordinators see live outreach status in one shared sheet
Built for standby generator dealers · generator service coordinators · generator service technicians · commercial generator service companies
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
app.fieldservio.comin a real browser with your saved login - no setup, no API keys. -
1
FieldServio - find units due for annual PM
fieldservio.com
WebRun opens FieldServio to find units due for annual PM. - Open FieldServio and filter PM contracts by next-service date
- Find units whose annual PM visit falls due in the next 30 days
- Capture customer name, site address, generator model and kW rating, and last service date
- Skip any unit that already has a PM visit scheduled
Done when Every unit due for annual PM in the next 30 days is listed with its details.
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2
Outlook - draft the service reminder
microsoft.com
WebRun opens Outlook to draft the service reminder. - Draft a reminder email for each customer noting their generator's annual PM service is coming due
- Reference the generator model and the last service date
- Include the standard PM checklist: oil and filter change, battery load test, transfer switch exercise, and coolant check
- Save each email as a draft in Outlook for the team to review
- Never send a PM reminder automatically
Done when A personalized PM reminder draft is ready in Outlook for every due customer.
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3
Google Sheets - log the outreach list
google.com
WebRun opens Google Sheets to log the outreach list. - Append each customer to the PM outreach sheet with name, address, generator model, due date, and outreach status
- Set status to Draft Ready so the scheduling team can book the visit and mark it sent
Done when The PM outreach sheet reflects this week's due list and draft status.
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 about their PM service without me?
No. Every reminder is saved as a draft in Outlook. Your team reviews the wording and hits send, so nothing goes out to a customer on its own.
How does it know which generator is due for service?
It reads each unit's PM contract and last service date directly in FieldServio, so the due list reflects your live service records, not a separate spreadsheet.
What if a customer already booked their PM visit?
It checks FieldServio for an already scheduled PM job before drafting anything, so a unit with a visit on the calendar is skipped automatically.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.