Automated HVAC Delivery Route Digest
Every morning, WebRun opens Savance Enterprise (Klipboard), pulls today's outbound delivery orders, groups the stops by route and zone in a Google Sheet, and texts each driver their stop list through Twilio before the trucks leave the yard.
How do I send delivery drivers a route schedule digest automatically each morning?
WebRun pulls today's outbound delivery orders from Savance Enterprise (Klipboard) each morning, groups the stops into routes by zone and driver in a Google Sheet, and texts each driver their stop list through Twilio before the trucks leave, with time sensitive deliveries ordered first so nothing urgent gets stuck at the back of the route.
- Drivers have their stop list before the truck leaves the yard
- Time sensitive deliveries are ordered first on every route
- Late orders get flagged instead of missed off the digest
Built for HVAC wholesale distributors · delivery dispatchers · route drivers · branch operations managers
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) - pull today's outbound deliveries
klipboard.com
WebRun opens Savance Enterprise (Klipboard) to pull today's outbound deliveries. - Open Savance Enterprise (Klipboard) and pull orders marked for delivery today
- Capture the contractor, job site address, items, and any delivery notes for each
- Note which orders are time sensitive and need an early stop
Done when Every order set for delivery today has its address and items captured.
-
2
Google Sheets - group stops by route and zone
google.com
WebRun opens Google Sheets to group stops by route and zone. - Group today's stops into routes by zone and driver
- Order each route so time sensitive stops come first
- Update the route sheet with the final stop order for each driver
Done when Every driver has a route with an ordered stop list for today.
-
3
Twilio - text each driver their stop list
twilio.com
WebRun opens Twilio to text each driver their stop list. - Text each driver a link to their route with the stop count and first stop
- Resend to any driver who has not opened the link by 6:30 AM
Done when Every driver on today's schedule has received their route text.
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 plan the actual driving route?
It groups stops by zone and orders time sensitive deliveries first. It does not turn by turn route the drive itself, drivers still use their own navigation.
What if an order gets added after the digest goes out?
It flags added orders on the next run and can resend an updated stop list before a driver leaves if you re-run it.
Will a driver get texted twice?
Only if they have not opened the first link by 6:30 AM. Once a driver opens it, no resend goes out.
Related templates
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