Home & Local Services
Home & Local Services automation templates, page 18
497 ready-made workflows for Home & Local Services. 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 Moving Survey Scheduling
When a prospect requests a moving survey, WebRun finds a free slot in your calendar, drafts a confirmation email with the appointment details, and queues it for your team to send.
Automated Moving Storage Monthly Billing
At the start of each month, WebRun checks your active storage units, calculates the monthly charge for each customer, and drafts an invoice email with a payment link for your team to review and send.
Automated Moving Review Request Emails
The day after a move is marked complete, WebRun drafts a personalized review request email for the customer, linking to Google and other review platforms, and queues it for your team to send.
Automated Moving Quote Follow-Up
When a prospect receives a moving estimate, WebRun follows up automatically with a tailored sequence, answers common questions, and flags warm leads for your sales team to close.
Automated Moving Pre-Move Reminders
In the days before a move, WebRun drafts reminder emails with a personalized checklist covering packing, parking, elevator bookings, and payment, so customers arrive prepared and moves run on time.
Automated Moving Lost Quote Winback
When a moving estimate goes 7 days without a booking, WebRun drafts a winback email offering a reason to reconsider, and alerts your team in Slack so the right person can personalize and send it before the move date passes.
Automated Moving Lead Speed-to-Lead Response
The moment a new lead submits a moving inquiry, WebRun drafts a personalized reply with estimated pricing guidance and next steps, and alerts your sales team in Slack so no lead waits more than a few minutes for a response.
Automated Moving Final Balance Reminders
In the 48 hours before a move, WebRun drafts a final balance reminder with a payment link for every job that still has an outstanding amount, so your crew is never chasing payment at the door.
Automated Moving Deposit Collection
After a move is booked, WebRun drafts deposit request emails with a payment link for customers who have not yet paid, so your team can send them quickly and secure the job.
Automated Moving Crew Dispatch Digest
Each morning, WebRun compiles a full dispatch digest from Supermove showing each crew's jobs, truck assignments, addresses, access notes, and special items, then posts it to Slack so crew leads start the day informed.
Automated Moving Damage Claim Intake Routing
When a customer reports a damage claim after a move, WebRun reads the details from your CRM, categorizes the claim by type and value, and routes it to the correct team member in Slack with all the information they need to act.
Automated Moving Booking Confirmation
The moment a move is booked in SmartMoving, WebRun drafts a detailed confirmation email with move date, crew details, address checklist, and payment summary for your review.
Automated Landscaping Weekly Revenue Report
Every Monday, WebRun pulls the previous week's completed jobs and revenue from Aspire or Jobber, summarizes performance by crew, service type, and client, and posts a clean report to Slack so your leadership team starts the week knowing where they stand.
Automated Landscape Weather Reschedule Notices
When rain or extreme weather is forecast for tomorrow, WebRun identifies affected jobs in Jobber, drafts reschedule notices for each client, and queues them for your review so clients hear from you before the crew no-shows.
Automated Snow Event Dispatch for Landscapers
When a significant snowfall is forecast, WebRun checks your snow removal client list in LMN, drafts dispatch instructions for crews and notifications for clients, and queues everything for your review so you can activate the moment the trigger threshold is met.
Automated Landscaping Service Reminders
The day before each scheduled service, WebRun pulls upcoming jobs from Jobber, drafts a short visit reminder for each client, and queues the messages for your review before sending.
Automated Landscaping Contract Renewals
Before each season starts, WebRun finds clients whose annual or seasonal contracts are about to expire, drafts a personalized renewal offer for each, and queues the messages for your review.
Automated Landscaping Review Request After Visit
The day after a completed service visit, WebRun finds closed jobs in Jobber, drafts a short review request for each client, and queues the messages for your approval before anything is sent.
Automated Landscaping Invoice Reminders
Each week, WebRun finds past-due invoices in Jobber, drafts a polite payment reminder for each client, and posts your team a chase list in Slack so nothing falls through the cracks.
Automated Landscape Material Reorder Alerts
Each week, WebRun checks your material inventory against upcoming job requirements in Aspire or Yardbook, drafts a purchase order for any supplies running low, and queues it for your approval before anything is ordered.
Automated Landscaping Lead Speed-to-Lead Response
The moment a new lead arrives from your website or lead form, WebRun drafts a personalized instant response and queues it for your review so prospects hear from you before they call a competitor.
Automated Landscaping Estimate Follow-Up
A few days after sending an estimate, WebRun checks Jobber or Yardbook for quotes still awaiting a response, drafts a polite follow-up for each prospect, and queues the messages for your approval.
Automated Landscaping Enhancement Upsell Flags
Each week, WebRun reviews your active client list in Aspire or LMN, identifies accounts that are not receiving enhancement services like mulching, aeration, or irrigation, and posts a prioritized upsell flag list to your sales team in Slack.
Automated Landscaping Crew Route Digest
Each morning, WebRun pulls the day's jobs from Jobber or LMN, organizes them by crew and route, and posts each team a concise job digest so they start the day knowing exactly where to go.
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