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Automated FieldServio Warranty Expiration Alerts

Every Monday, WebRun opens FieldServio, finds generators whose manufacturer warranty ends within 60 days, drafts a personalized email in Outlook offering a PM contract or extended coverage before the warranty lapses, and posts the week's renewal pipeline to Telegram so your sales team can prioritize follow-up calls.

Runs on WebRun · Strict Lockdown policy
Every Monday at 10:00 AM WebRunorchestrates each step
1 FieldServio find units with warranty ending soon
2 Outlook draft the renewal offer
3 Telegram post the renewal pipeline to sales
In short

How do I follow up with customers before their generator's manufacturer warranty expires?

WebRun checks FieldServio every Monday for standby generators whose manufacturer warranty ends within 60 days, drafts a personalized renewal or extended coverage email in Outlook for each customer, and posts the week's pipeline to Telegram so sales can prioritize calls. Customers get an offer before coverage lapses, and no expiring warranty sits unnoticed until the unit needs an out of warranty repair.

  • Customers get a renewal offer before coverage lapses, not after a repair bill
  • Sales works from a ranked weekly pipeline instead of searching warranty dates by hand
  • Units without a PM contract are flagged for a targeted pitch

Built for standby generator dealers · generator sales teams · service coordinators · commercial account 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 app.fieldservio.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    FieldServio - find units with warranty ending soon
    fieldservio.com
    WebRun in FieldServio: find units with warranty ending soon
    WebRun opens FieldServio to find units with warranty ending soon.
    • Open FieldServio and filter units by warranty end date
    • Find generators whose manufacturer warranty ends within the next 60 days
    • Capture customer name, generator make and model, install date, and warranty end date
    • Note whether the unit already has an active PM contract

    Done when Every unit with a warranty ending in the next 60 days is listed with its details.

  3. 2
    Outlook - draft the renewal offer
    microsoft.com
    WebRun in Outlook: draft the renewal offer
    WebRun opens Outlook to draft the renewal offer.
    • Draft a renewal email for each customer explaining that manufacturer coverage is ending soon
    • Offer a PM contract or extended coverage plan as the next step to keep the unit protected
    • Reference the generator make, model, and warranty end date
    • Save each email as a draft in Outlook for the sales team to review
    • Never send a renewal offer automatically

    Done when A personalized renewal offer draft is ready in Outlook for every customer with a warranty ending soon.

  4. 3
    Telegram - post the renewal pipeline to sales
    telegram.org
    WebRun in Telegram: post the renewal pipeline to sales
    WebRun opens Telegram to post the renewal pipeline to sales.
    • Post the week's warranty renewal pipeline to the sales channel
    • List each customer, warranty end date, and whether they already have a PM contract

    Done when Sales has this week's renewal pipeline in Telegram.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.fieldservio.com
ScheduleRuns automatically on this cadence
Every Monday at 10:00 AM
DeliveryHow each run's result reaches you
Warranty renewal pipeline · Telegram
OutputWhat each run produces - Outlook renewal drafts for every customer with a warranty ending within 60 days, plus a Telegram post listing the week's renewal pipeline.
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 send the renewal offer to the customer automatically?

No. WebRun saves every renewal offer as a draft in Outlook. Your sales team reviews and personalizes it before it goes out, so no offer is sent without a person approving it.

How far ahead does it flag an expiring warranty?

It flags units whose manufacturer warranty ends within the next 60 days, giving your sales team enough runway to reach the customer before coverage lapses.

Does it skip customers who already have a PM contract?

It still lists them, but flags the existing contract so sales can pitch extended coverage instead of a duplicate offer. The Telegram pipeline shows contract status alongside each customer.

Put this on autopilot.

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