Automated Housecall Pro Punch List Recaps
Every hour, WebRun checks Housecall Pro for punch list jobs newly marked complete, reads every line item on the job, drafts a plain-language completion recap for the customer in Gmail, and logs the finished job to a Google Sheet so you have a running completion record.
How do I send customers a recap after a multi-item handyman job is finished?
When a punch list job is marked complete in Housecall Pro, WebRun reads every line item, drafts a plain-language recap for the customer in Gmail noting anything deferred, and logs the finished job to a Google Sheet. Recaps wait in Gmail for your team's approval, so nothing reaches a customer unchecked, and every job builds a permanent record.
- Customers get a clear recap drafted within the hour a job finishes
- Deferred items are flagged automatically instead of getting lost
- Every completed job builds a searchable record in Google Sheets
Built for handyman businesses · home repair contractors · property maintenance companies · handyman quality managers
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.housecallpro.comin a real browser with your saved login - no setup, no API keys. -
1
Housecall Pro - find punch list jobs marked complete
housecallpro.com
WebRun opens Housecall Pro to find punch list jobs marked complete. - Open Housecall Pro and filter jobs to Completed status updated in the last hour
- Read every line item on each job, including any items marked not completed or deferred
- Capture the customer name, address, and technician for each job
Done when Every newly completed punch list job is listed with its full line items.
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2
Gmail - draft the completion recap
gmail.com
WebRun opens Gmail to draft the completion recap. - Draft a plain-language recap for the customer listing each item completed
- Note any item that was deferred or needs a follow-up visit
- Leave every recap unsent in Gmail for your team to review before sending
Done when A completion recap draft exists in Gmail for every finished job.
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3
Google Sheets - log the finished job
google.com
WebRun opens Google Sheets to log the finished job. - Append a row to the job log for each completed punch list with date, customer, technician, and items finished
- Flag any job with a deferred item in a separate column for follow-up
Done when The job log is updated with every job completed this hour.
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 email the customer without my team checking it first?
No. Every recap is saved as a Gmail draft. Your team reviews and sends it, so no completion email reaches a customer unchecked.
What happens to items that were not finished?
They are listed separately in both the recap draft and the Google Sheets log, flagged for a follow-up visit, so nothing gets missed or forgotten.
Does the recap list every single task, even small ones?
Yes. It reads every line item on the Housecall Pro job, from major repairs to small punch list tasks, so the recap matches exactly what was done.
Related templates
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