Automated QuoteIQ Compliance Certificate Delivery
Every morning, WebRun opens QuoteIQ, finds jobs marked complete since the last run, saves a copy of each cleaning compliance certificate to the account's folder in Google Drive, and drafts a Gmail email with the certificate attached, ready for the office to check and send to the customer.
How do I get compliance certificates filed and sent after every kitchen exhaust cleaning?
WebRun checks QuoteIQ every morning for jobs marked complete, saves a dated copy of each cleaning compliance certificate to the account's Google Drive folder, and drafts a Gmail email with the certificate attached for the office to review. Nothing is sent to the customer automatically, so every certificate reaches them only after a human has checked it.
- Every completed job gets its certificate filed the same morning
- Customers get their certificate email ready to send instead of the office writing it from scratch
- Nothing goes to a customer until a human reviews it
Built for kitchen exhaust cleaning companies · hood cleaning office managers · compliance coordinators · commercial cleaning administrators
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
myquoteiq.comin a real browser with your saved login - no setup, no API keys. -
1
QuoteIQ - find jobs marked complete
myquoteiq.com
WebRun opens QuoteIQ to find jobs marked complete. - Open QuoteIQ and list jobs marked complete since yesterday's run
- Pull the compliance certificate, account name, unit address, and cleaning date for each
- Skip any job whose certificate was already filed and sent
Done when Every newly completed job has its certificate details captured.
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2
Google Drive - file a copy of the compliance certificate
drive.google.com
WebRun opens Google Drive to file a copy of the compliance certificate. - Open the account's compliance folder in Google Drive, creating one if it doesn't exist
- Save a dated copy of the certificate named with the account and cleaning date
- Confirm the file saved before moving to the email draft
Done when A dated copy of the certificate sits in the account's Google Drive folder.
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3
Gmail - draft the certificate email for review
gmail.com
WebRun opens Gmail to draft the certificate email for review. - Draft an email to the account's on file contact with the certificate attached
- Mention the cleaning date and remind them to keep it with their fire inspection records
- Leave the email unsent as a draft. Do not send it to the customer automatically
Done when A Gmail draft with the certificate attached is waiting for the office to review and send.
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 certificate to the customer without anyone checking it?
No. WebRun only drafts the email in Gmail with the certificate attached and leaves it unsent. Your office reviews and sends every certificate email itself.
Where does the certificate come from?
It pulls the certificate QuoteIQ generates when a job is marked complete, along with the account, unit address, and cleaning date, so the filed copy and the drafted email always match the job record.
What if a customer needs the certificate resent later?
Every certificate is filed in the account's Google Drive folder by date, so the office can pull up any past certificate and resend it without waiting on this run.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.