Automated Savance Warranty Claim Status Updates
Every morning, WebRun opens Savance Enterprise (Klipboard), checks every open warranty claim for a status change since yesterday, texts the contractor a quick update through Twilio when a claim is approved, and drafts a Gmail explanation for your warranty team to review when a claim is denied or needs more information.
How do I keep contractors updated on warranty claim status automatically?
WebRun checks every open warranty claim in Savance Enterprise (Klipboard) each morning for a status change since yesterday. Approved claims get a quick text update through Twilio with the next step. Denied claims or those needing more information are drafted as a Gmail explanation for your warranty team to review and send, since those need context a text cannot give.
- Contractors hear about an approved claim the same morning it changes
- Denied or incomplete claims get a drafted explanation, not a bare status ping
- Warranty staff review every sensitive update before it reaches a contractor
Built for HVAC wholesale distributors · warranty claims administrators · contractor account managers · branch service coordinators
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
klipboard.com/loginin a real browser with your saved login - no setup, no API keys. -
1
Savance Enterprise (Klipboard) - find claims with a status change
klipboard.com
WebRun opens Savance Enterprise (Klipboard) to find claims with a status change. - Open Savance Enterprise (Klipboard) and filter Warranty Claims to those updated since yesterday
- Capture the claim number, contractor, equipment, and new status for each
- Sort claims into Approved, Denied, and Needs More Information
Done when Every claim with a status change since yesterday is sorted by its new status.
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2
Twilio - text approved claim updates
twilio.com
WebRun opens Twilio to text approved claim updates. - Text the contractor a short update for every claim marked Approved
- Include the claim number and next step, such as a credit or replacement part on the way
Done when Every contractor with an approved claim has received a text update.
-
3
Gmail - draft denied or needs info updates
gmail.com
WebRun opens Gmail to draft denied or needs info updates. - Draft an explanation email for every claim marked Denied or Needs More Information
- State the reason for the denial or exactly what information is still needed
- Leave every email as a draft for your warranty team to review and send
Done when A draft explanation exists for every denied or incomplete claim.
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 claim update automatically?
Only approved claims get an automatic text. Denied claims and those needing more information are drafted as an email for your warranty team to review, since those need an explanation, not just a status ping.
How does it know a claim's status changed?
It compares each open claim's status in Klipboard against what it was on yesterday's run, so only genuine changes get flagged.
What if a denied claim gets appealed?
The next run picks up the new status once your team updates it in Klipboard, and treats an appeal approval the same as any other status change.
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