Automated Contractor Will Call Notifications
Every few minutes during counter hours, WebRun checks Savance Enterprise (Klipboard) for orders marked ready for will call, texts the contractor that their order is waiting for orders under your set value, drafts the text for review on larger orders, and posts the counter team a running pickup list.
How do I notify contractors automatically when their will call order is ready?
WebRun checks Savance Enterprise (Klipboard) every few minutes for orders marked ready for will call, then texts the contractor through Twilio that their order is waiting, for orders under the value you set. Larger orders are drafted as a text for the counter to review and send. Slack gets a running pickup list so nothing sits unclaimed for long.
- Contractors get a pickup text within minutes of their order being ready
- Large orders are drafted for review instead of texted automatically
- The counter always has an up to date view of who is still waiting
Built for HVAC wholesale distributors · counter sales staff · will call coordinators · branch operations teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
klipboard.com/loginin a real browser with your saved login - no setup, no API keys. -
1
Savance Enterprise (Klipboard) - find orders marked ready for pickup
klipboard.com
WebRun opens Savance Enterprise (Klipboard) to find orders marked ready for pickup. - Open Savance Enterprise (Klipboard) and filter Will Call orders to Ready for Pickup
- Capture the contractor name, phone number, order total, and items for each
- Skip any order already marked as notified
Done when Every newly ready will call order has its contractor and order details captured.
-
2
Twilio - text the contractor it's ready
twilio.com
WebRun opens Twilio to text the contractor it's ready. - Send a pickup ready text to the contractor for orders under your auto-send limit
- For orders above the limit, draft the text and leave it for the counter to send
- Include the order number and a pickup window in every text
Done when Every ready order has been texted, or drafted for review if above the limit.
-
3
Slack - post the counter's pickup list
slack.com
WebRun opens Slack to post the counter's pickup list. - Post the counter team a running list of who was notified and who is still pending pickup
- Flag orders that have been ready for more than 4 hours without pickup
Done when The counter has an up to date pickup list in Slack.
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 text every contractor automatically?
Only for orders under the value you set. Larger orders are drafted as a text and left for the counter to review and send, nothing large goes out on its own.
What does the text say?
A short, on-brand pickup notice with the order number and a pickup window. Give WebRun your usual wording and it will match it.
What if a contractor picks up before the text goes out?
It reads the live order status in Klipboard each run, so any order already marked picked up is skipped.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.