Construction & Contracting
Construction & Contracting automation templates, page 14
386 ready-made workflows for Construction & Contracting. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: Slack, Gmail and Google Sheets.
Automated HVAC Membership Winback Campaign
WebRun finds customers whose maintenance membership lapsed in the past 90 days, drafts a win-back offer email for each, and queues them in Gmail for your team to review before sending.
Automated HVAC Maintenance Plan Renewals
WebRun checks ServiceTitan for maintenance agreements expiring soon, drafts a renewal email for each customer, and queues them for your review before anything goes out.
Automated HVAC Lead Speed-to-Lead Response
WebRun watches for new leads in Housecall Pro or your web form, drafts a personalized first-response email for each, and alerts your sales team in Slack so hot leads never wait more than a few minutes.
Automated HVAC Install Estimate Follow-Up
WebRun finds unsigned replacement estimates in ServiceTitan, drafts a follow-up email for each homeowner, and flags the highest-value jobs in Slack so your sales team knows where to focus.
Automated HVAC Financing Approval Follow-Up
WebRun finds customers with a recently approved financing application in Housecall Pro, drafts a follow-up email encouraging them to book their installation, and queues it for your team to review.
Automated HVAC Filter Change Reminders
WebRun checks ServiceTitan for customers due for a filter replacement, drafts a reminder email for each, and queues them for your team to review before any message is sent.
Automated HVAC Daily Dispatch Digest
Every morning, WebRun pulls the day's jobs from ServiceTitan, organizes them by technician and route, and posts a concise dispatch digest to your team Slack channel.
Automated Flooring Weekly Sales Report
Every Monday morning, WebRun pulls last week's sales figures from RFMS, compiles the key metrics, and posts a formatted weekly sales report to your team's Slack channel.
Automated Flooring Warranty Registration Follow-Up
A week after installation, WebRun checks RFMS to see which customers have not yet registered their flooring warranty and drafts a reminder email for your team to review and send.
Automated Flooring Sample Return Reminders
Every morning, WebRun checks Broadlume for overdue sample checkouts and drafts a friendly return reminder for each customer, queuing the messages for your approval before sending.
Automated Flooring Review Requests After Install
A few days after a flooring installation is marked complete, WebRun drafts a review request to the customer and queues it for your approval before anything is sent.
Automated Flooring Measure Appointment Scheduling
When a new flooring lead comes in, WebRun checks your calendar for open measure slots, drafts a scheduling message with available times, and queues it for your review before sending.
Automated Flooring Material Order Status Updates
Every morning, WebRun checks RFMS for open material orders, finds any status changes since the last run, drafts a customer update for each, and queues the messages for your review.
Automated Flooring Lead Speed-to-Lead Response
The moment a new flooring inquiry lands, WebRun logs it in Broadlume, drafts a warm first-response email, and queues it for your approval so no lead waits hours for a reply.
Automated Flooring Install Appointment Confirmations
The day before each flooring installation, WebRun checks RFMS for tomorrow's jobs, drafts a confirmation message for each customer, and queues the messages for your review.
Automated Flooring Final Invoice Collection
After a flooring installation is marked complete in RFMS, WebRun generates a final invoice, creates a Stripe payment link, and drafts the invoice email for your review before it goes to the customer.
Automated Flooring Estimate Follow-Up
When a flooring estimate goes unseen, WebRun checks Broadlume for open quotes, drafts a personalized follow-up email, and queues it for your review before anything is sent.
Automated Flooring Deposit Collection
When a flooring job is confirmed, WebRun checks RFMS for the deposit balance, creates a Stripe payment link, drafts a deposit request email, and queues it for your approval before sending.
Automated Daily Flooring Install Schedule Digest
Each morning, WebRun pulls the day's installation schedule from RFMS and posts a formatted digest to your team's Slack channel with every job, address, crew, and start time.
Automated Flooring Backorder Customer Updates
Every morning, WebRun checks RFMS for any materials flagged as backordered, drafts a proactive update to each affected customer, and queues the messages for your team to review.
Automated Electrical Business Weekly Revenue Report
WebRun pulls the week's jobs, revenue, and technician output from Service Fusion and QuickBooks every Monday morning and posts a clean performance report to Slack so ownership always knows where the business stands.
Automated Electrical Safety Inspection Reminders
WebRun tracks when each customer is due for their next electrical safety inspection and drafts a reminder email so your team can fill the schedule with recurring safety work.
Automated Electrical Job Review Requests
WebRun detects completed electrical jobs in Service Fusion, waits 24 hours, and drafts a review request email for each customer so your Google and online ratings reflect the quality of your work.
Automated Electrical Permit and Inspection Tracker
WebRun scans your open jobs in Service Fusion for permit and inspection deadlines, flags anything due in the next 7 days, and posts a daily alert to your team so no job stalls at the permit office.
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