Draft a rooftop fan repair quote before the crew leaves the roof
Every morning, WebRun opens QuoteIQ, finds cleaning jobs where a technician flagged a rooftop fan, belt, or curb issue, drafts a Gmail repair quote for the customer with the photo notes and a price range attached, and pings the sales channel in Slack so someone follows up while the issue is fresh.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I turn a technician's rooftop fan issue into a repair quote?
WebRun scans QuoteIQ each morning for cleaning jobs where a technician flagged a rooftop fan, belt, or curb issue, drafts a Gmail repair quote with the photo evidence and a price range attached, and posts a Slack alert to sales. Every quote stays unsent for a human to review, so upsell leads get followed up while still fresh.
- Repair leads get a drafted quote the same morning the issue is flagged
- Sales follows up while the roof visit is still fresh in the customer's mind
- No repair quote reaches a customer without a human reviewing it first
Built for kitchen exhaust cleaning companies · hood cleaning sales reps · field service upsell coordinators · commercial HVAC and fan repair 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
myquoteiq.comin a real browser with your saved login - no setup, no API keys. -
1
QuoteIQ - find jobs with a flagged fan or curb issue
myquoteiq.com How to Automate QuoteIQ
WebRun opens QuoteIQ to find jobs with a flagged fan or curb issue. - Open QuoteIQ and list jobs completed in the last day with a technician note about a fan, belt, curb, or hinge issue
- Capture the account, unit, the technician's note, and any photos attached to the flag
- Skip any flag that already has a repair quote on file
Done when Every newly flagged fan or curb issue is listed with the technician's notes and photos.
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2
Gmail - draft the repair quote email
gmail.com How to Automate Gmail
WebRun opens Gmail to draft the repair quote email. - Draft a repair quote email to the account's contact describing the issue in plain terms with the technician's photo attached
- Include a price range based on the issue type and a suggested next available date
- Leave the email unsent as a draft. Do not send the quote to the customer automatically
Done when A Gmail draft with the issue, photo, and price range is ready for every flagged job.
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3
Slack - alert sales to follow up
slack.com How to Automate Slack
WebRun opens Slack to alert sales to follow up. - Post a Slack alert to the sales channel naming the account, the issue, and a link to the draft quote
- Note how many days it's been since the crew was on that roof
- Tag the account's rep if one is assigned
Done when Sales has a Slack alert with the draft quote ready to review and send for every flagged issue.
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
Does it send the repair quote to the customer on its own?
No. WebRun only drafts the quote email in Gmail with the technician's notes and photo attached. A salesperson reviews and sends it, or calls the customer instead if that's a better fit.
How does it decide the price range?
It uses the issue type the technician logged, fan, belt, curb, or hinge, against the price ranges you set up for each, so the draft is a starting point your team can adjust before it goes out.
What if the technician's note isn't detailed enough to quote?
The Slack alert still goes out with whatever photo and note exist, flagged for a salesperson to call the account and get the detail needed before finalizing the quote.
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