Automated FieldServio PM Contract Renewals
Every Monday, WebRun opens FieldServio, finds PM contracts expiring within 60 days, checks each customer's billing and payment history in QuickBooks to flag good-standing renewals versus overdue accounts, and posts a ranked pipeline to Slack so account managers call the easiest and most at-risk renewals first.
How do I track and prioritize which PM service contracts are coming up for renewal?
WebRun checks FieldServio every Monday for PM contracts expiring within 60 days, checks each customer's payment history in QuickBooks to separate good-standing accounts from past-due ones, and posts a ranked renewal pipeline to Slack with the account manager tagged. No expiring contract sits unnoticed, and account managers know which calls are a simple renewal and which need a payment conversation first.
- No PM contract expires unnoticed with 60 days of runway to renew
- Account managers call good-standing renewals and past-due accounts differently, not the same script
- Renewal pipeline is ranked and assigned automatically every Monday
Built for standby generator dealers · account managers · service contract 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 PM contracts expiring soon
fieldservio.com
WebRun opens FieldServio to find PM contracts expiring soon. - Open FieldServio and filter PM contracts by end date
- Find contracts expiring within the next 60 days
- Capture customer name, contract value, generator count, and assigned account manager
Done when Every PM contract expiring in the next 60 days is listed with its details.
-
2
QuickBooks - check billing and payment history
- Look up each customer's invoice and payment history for the current contract term
- Flag accounts that paid on time every cycle as good-standing renewals
- Flag accounts with any past-due invoice this term for a collections conversation before the renewal pitch
Done when Each expiring contract has a payment-standing flag from QuickBooks.
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3
Slack - post the ranked renewal pipeline
slack.com
WebRun opens Slack to post the ranked renewal pipeline. - Post the week's PM contract renewal pipeline to the account management channel
- Rank good-standing renewals first, then flag past-due accounts separately
- At-mention the assigned account manager for each contract
Done when Account managers have this week's ranked renewal pipeline 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 contact the customer about their contract renewal?
No. WebRun only posts an internal Slack list for your account managers to work. It never emails or calls the customer on its own, the renewal conversation stays with your team.
Why does it check QuickBooks payment history before ranking the list?
So account managers know which renewals are a straightforward call and which accounts need a payment conversation first. A past-due account gets flagged separately instead of getting the same renewal pitch as a customer in good standing.
What happens to a contract that already renewed?
It reads the live contract end date in FieldServio each Monday, so a contract already renewed for another term is skipped automatically and does not reappear on the list.
Related templates
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