Onboard new grease trap accounts smoothly
When a new grease trap account is created in Tank Track, WebRun assembles a first-visit site survey checklist from the account details, prepares a service agreement in DocuSign addressed to the customer, and drafts a welcome email in Gmail laying out the survey visit and next steps, leaving both the agreement and email for you to approve before they send.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I onboard a new grease trap account automatically?
When a new grease trap account is created in Tank Track, WebRun builds a first-visit site survey checklist, prepares a service agreement in DocuSign, and drafts a welcome email in Gmail with the survey visit and next steps. The agreement and email are held for your approval, so onboarding starts instantly with a human signing off first.
- New accounts get a survey-ready onboarding pack the moment they are added
- The service agreement is prepared in DocuSign and held for approval
- The welcome email is drafted with the survey visit and next steps for review
Built for grease trap haulers · liquid waste operators · septic and grease companies · field service teams
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
tank-track.comin a real browser with your saved login - no setup, no API keys. -
1
Tank Track - build the site survey checklist
tank-track.com
WebRun opens Tank Track to build the first-visit site survey checklist. - Open the new account in Tank Track and read the site type, address, and contact
- Build a first-visit site survey checklist covering trap count, size, location, access, and expected service frequency
- Attach the checklist to the account and flag any detail still missing from onboarding
- Propose a survey visit slot that fits the nearest existing route
Done when The new account has a complete site survey checklist and a proposed first-visit slot.
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2
DocuSign - prepare the service agreement
docusign.com How to Automate DocuSign
WebRun prepares the service agreement in DocuSign and leaves it in draft. - Prepare a service agreement in DocuSign using the account name, site address, and proposed service frequency
- Set the customer contact as the signer and add the standard terms and cancellation clause
- Leave the envelope in draft rather than sending it for signature
- Never send an agreement for signature without a human approving it
Done when A service agreement envelope is prepared in DocuSign, held in draft for review.
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3
Gmail - draft the welcome email
gmail.com How to Automate Gmail
WebRun drafts the welcome email in Gmail for you to approve. - Draft a welcome email introducing the service and confirming the proposed survey visit
- Explain the site survey, the agreement to sign, and how billing and recurring visits work
- Save the email as a Gmail draft for you to review, and reference the DocuSign agreement to follow
- Do not send the welcome email automatically
Done when A welcome email sits in Gmail drafts with the survey visit and next steps, ready for review.
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 send the agreement or welcome email without me?
No. WebRun prepares the DocuSign agreement in draft and saves the welcome email in Gmail drafts, then leaves both for you to review. Nothing is sent for signature or reaches the customer until a human approves it.
What goes into the site survey checklist?
It builds a first-visit checklist from the account details in Tank Track covering trap count, size, location, access, and expected service frequency, and flags any onboarding detail still missing so the survey is complete.
When does it run?
It runs whenever a new account is created in Tank Track, so onboarding starts the moment a customer is added rather than waiting for someone to remember to prepare the pack.
Related templates
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