Automated HVAC Financing Approval Follow-Up
Every morning, WebRun opens Housecall Pro, finds customers with a recently approved financing application who have not yet booked an installation, drafts a timely follow-up email for each in Gmail, and posts your sales team a Slack list of approvals awaiting a booking.
How do I follow up automatically on approved HVAC financing applications?
WebRun opens Housecall Pro every morning, finds customers with an approved HVAC financing application who have not yet booked an installation, and drafts a personalized follow-up email for each in Gmail. Your sales team gets a Slack list of unbooked approvals ranked by age so the time-sensitive ones get attention first.
- Approved financing customers receive a timely follow-up before their approval cools
- Your sales team gets a daily Slack list of unbooked approvals ranked by days since approval
- Every follow-up email references the customer's specific approved amount and equipment
Built for HVAC sales teams · heating and cooling contractors · residential HVAC businesses · HVAC service 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 approved financing applications
housecallpro.com
WebRun opens Housecall Pro to find approved financing applications. - Open Housecall Pro and navigate to the Financing or Estimates section
- Filter for customers with an approved financing status and no installation job booked
- Capture the customer name, approved amount, equipment type in the estimate, and contact email
Done when Every customer with an approved financing application and no booking is listed.
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2
Gmail - draft booking follow-up emails
gmail.com
WebRun opens Gmail to draft booking follow-up emails. - Draft a friendly follow-up email for each approved customer, referencing their approved amount and the equipment they were quoted
- Include a clear call to action to schedule their installation and your booking link or phone number
- Save each email as a draft in Gmail. Do not send any message without team review and approval
Done when A draft follow-up email exists in Gmail for every customer with an unbooked financing approval.
-
3
Slack - alert sales team
slack.com
WebRun opens Slack to alert sales team. - Post a summary to the sales Slack channel listing customers with approved financing but no booking
- Include each customer name, approved amount, and days since approval
- Flag approvals older than 3 days as high priority for a personal phone call
Done when Your sales team has a Slack list of unbooked financing approvals to action today.
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 customers with approved financing on its own?
No. Every follow-up email is saved as a Gmail draft. Your team reviews and sends each one manually before any message reaches a customer.
How does it know if a customer has already booked their installation?
It checks the job and booking status in Housecall Pro each run. Customers with an installation job already scheduled are excluded from the follow-up list.
What if a financing approval expires before the customer books?
It flags approvals based on the age of the application. You can set an expiry warning so that approvals approaching their deadline are highlighted as urgent in the Slack list.
Related templates
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