Automated QuoteIQ Subscription Billing Recap
Every Monday, WebRun opens QuoteIQ, reads the subscription invoices generated for recurring cleaning contracts over the past week, checks each invoice's paid status in QuickBooks Online, and posts a billing recap to Slack showing total billed, total collected, and which invoices still need attention.
How do I see what my recurring hood cleaning contracts billed and collected each week?
WebRun reads the subscription invoices QuoteIQ generated for recurring cleaning contracts each week, checks every invoice's paid status in QuickBooks Online, and posts a Slack recap of total billed, total collected, and which invoices are pending or failed. It only reads billing data, so no card is ever charged or retried by the automation itself.
- The owner sees billed versus collected every Monday without opening two systems
- Pending and failed invoices get called out before they age into a bigger chase
- No card is ever charged by the automation, only read and reported
Built for kitchen exhaust cleaning company owners · hood cleaning bookkeepers · field service finance managers · commercial cleaning contract 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 - read the week's subscription invoices
myquoteiq.com
WebRun opens QuoteIQ to read the week's subscription invoices. - Open QuoteIQ and list subscription invoices generated for recurring cleaning contracts in the past 7 days
- Capture the account, contract tier, amount, and invoice date for each
- Total the amount billed across all accounts for the week
Done when Every subscription invoice issued this week is listed with its amount and account.
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2
QuickBooks Online - confirm each invoice's paid status
- Open QuickBooks Online and look up each invoice's payment status
- Mark each as paid, pending, or failed based on the synced record
- Total the amount actually collected against the amount billed
Done when Every invoice from this week has a confirmed paid, pending, or failed status.
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3
Slack - post the billing recap
slack.com
WebRun opens Slack to post the billing recap. - Post the weekly billing recap to the finance channel with total billed and total collected
- List any pending or failed invoices by account so someone can follow up
- Note the collection rate compared to the prior week
Done when The owner has this week's billing recap in Slack with anything stuck called out.
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 WebRun charge customer cards or retry failed payments?
No. It only reads invoice and payment status from QuoteIQ and QuickBooks Online. Charging a card, retrying a failed payment, or changing a subscription is still done by your team.
How does it match invoices between QuoteIQ and QuickBooks Online?
It looks up each QuoteIQ subscription invoice by account and amount in QuickBooks Online to confirm the synced payment status, so the recap reflects what's actually been collected, not just what was billed.
What counts as a failed invoice in the recap?
Any invoice QuickBooks Online shows as declined, unpaid past its due date, or missing from the sync entirely, so the owner sees exactly which accounts need a follow up call.
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