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For HVAC wholesale distributors, warranty administrators & branch operations managers

Register equipment warranties the moment units ship

Every morning, WebRun opens Savance Enterprise (Klipboard), finds serialized units shipped the day before, captures the model, serial number, and install contractor for each, drafts a warranty registration confirmation email for review, and posts your warranty team a count of units still needing paperwork.

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  • Cancel anytime
14,115 templates Safe automation No code
Every morning at 7:00 AM WebRun
1 Savance Enterprise (Klipboard) find newly shipped serialized units
2 Gmail draft the warranty registration confirmation
3 Slack flag units still missing paperwork
Run a sample
In short

How do I automatically register equipment warranties when units ship?

WebRun checks Savance Enterprise (Klipboard) every morning for serialized units shipped the day before, captures the model, serial number, and contractor for each, and drafts a warranty registration confirmation email for your team to review. It also posts a Slack count of units registered and any still missing paperwork, so no unit ships unregistered.

  • Every serialized unit gets a registration confirmation drafted the morning after it ships
  • Warranty teams see missing paperwork the same day, not weeks later
  • No unit sits unregistered because a shipment slipped through manually

Built for HVAC wholesale distributors · warranty administrators · branch operations managers · contractor account managers

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens klipboard.com/login in a real browser with your saved login - no setup, no API keys.

  2. 1
    Savance Enterprise (Klipboard) - find newly shipped serialized units
    klipboard.com How to Automate Savance Enterprise (Klipboard)
    WebRun in Savance Enterprise (Klipboard): find newly shipped serialized units
    WebRun opens Savance Enterprise (Klipboard) to find newly shipped serialized units.
    • Open Savance Enterprise (Klipboard) and filter the Serialized Inventory to units shipped yesterday
    • Capture the model number, serial number, ship date, and install contractor for each unit
    • Skip any unit already marked Warranty Registered

    Done when Every unit shipped yesterday has its serial, model, and contractor captured.

  3. 2
    Gmail - draft the warranty registration confirmation
    gmail.com How to Automate Gmail
    WebRun in Gmail: draft the warranty registration confirmation
    WebRun opens Gmail to draft the warranty registration confirmation.
    • Draft a warranty registration confirmation for each contractor, listing the model and serial numbers covered
    • Attach the manufacturer's warranty term for that equipment line
    • Leave every email as a draft for your warranty team to review and send

    Done when A registration confirmation draft exists for every contractor with units shipped yesterday.

  4. 3
    Slack - flag units still missing paperwork
    slack.com How to Automate Slack
    WebRun in Slack: flag units still missing paperwork
    WebRun opens Slack to flag units still missing paperwork.
    • Post a count of units registered and units still needing manufacturer paperwork
    • Flag any serial number the manufacturer portal rejected or could not match

    Done when Your warranty team has today's registration count and any exceptions in Slack.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
klipboard.com/login
ScheduleRuns automatically on this cadence
Every morning at 7:00 AM
DeliveryHow each run's result reaches you
Registration count · Slack
OutputWhat each run produces - A list of shipped serial numbers with their model, contractor, and warranty registration status, plus draft confirmation emails ready for review.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it email contractors without review?

No. Every registration confirmation is saved as a Gmail draft. Your warranty team reviews and sends it, WebRun never emails a contractor on its own.

How does it know which units need registering?

It reads the Serialized Inventory in Savance Enterprise (Klipboard) each morning and skips any unit already marked Warranty Registered, so only yesterday's new shipments show up.

What happens if a serial number looks wrong?

It flags the unit in Slack instead of guessing. Your team can correct the serial in Klipboard and it will pick it up on the next run.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.