Automated FieldServio New Install Onboarding
Every hour, WebRun opens FieldServio, finds install jobs marked complete in the last hour, drafts a welcome email in Outlook covering how the automatic transfer switch works, the monthly self-test schedule, and who to call for service, and queues a short text in Twilio inviting the customer onto a PM contract, both held for your team to review before anything goes out.
How do I automatically onboard a customer after their standby generator install is complete?
WebRun checks FieldServio every hour for generator install jobs marked complete, drafts a welcome email in Outlook covering the transfer switch, self-test schedule, and service contact, and queues a PM contract invite text in Twilio, both held for your team to review before sending. Every new customer gets the same consistent onboarding touch instead of whichever technician remembers to follow up.
- Every new customer gets the same welcome and next-steps email, not whichever technician remembers
- PM contract invites go out the same day as the install while the visit is fresh
- Onboarding happens within the hour instead of waiting for a daily batch
Built for standby generator dealers · install technicians · customer onboarding coordinators · generator service company owners
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 install jobs marked complete
fieldservio.com
WebRun opens FieldServio to find install jobs marked complete. - Open FieldServio and filter jobs by type Install and status Complete
- Find install jobs marked complete in the last hour
- Capture customer name, contact info, generator model and kW rating, and the installing technician
Done when Every install completed in the last hour is listed with its details.
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2
Outlook - draft the welcome and next-steps email
microsoft.com
WebRun opens Outlook to draft the welcome and next-steps email. - Draft a welcome email for each new customer covering how the automatic transfer switch works, the monthly self-test schedule, and who to call for service
- Reference the generator model and installing technician by name
- Save each email as a draft in Outlook for the team to review
- Never send an onboarding email automatically
Done when A personalized welcome draft is ready in Outlook for every new install.
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3
Twilio - queue the PM contract invite text
twilio.com
WebRun opens Twilio to queue the PM contract invite text. - Draft a short text for each new customer inviting them onto a PM contract with the first service window included
- Queue the messages in Twilio but do not send, leave them as pending drafts for review
Done when A PM contract invite is queued in Twilio for every new install, awaiting approval.
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 the new customer get an email or text without my team reviewing it?
No. The welcome email and the PM contract text are both saved as drafts, in Outlook and Twilio respectively. Your team reviews and sends each one, so nothing reaches a new customer automatically.
What does the welcome email actually cover?
How the automatic transfer switch works, the monthly self-test schedule the customer will hear, and who to call for service, personalized with their generator model and the technician who did the install.
Why check every hour instead of once a day?
So a customer whose install finished in the morning gets their welcome draft ready the same day, not the next morning, while the visit is still fresh.
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