FieldGroove Automated Quote Follow-Ups
Every morning, WebRun opens FieldGroove, finds board-foot estimates that are still open past a few days, drafts a polite follow-up email in Gmail and a short text in Twilio for each homeowner, and posts you a ranked Slack chase list of who to nudge first.
How do I follow up on open insulation estimates automatically?
WebRun follows up your open spray-foam quotes every morning. It opens FieldGroove, finds estimates still open past your threshold, and drafts a friendly follow-up email in Gmail plus a short text in Twilio for each homeowner. It then posts a ranked Slack chase list, so warm quotes get a nudge before they go cold.
- Warm quotes get a nudge within days, not weeks
- Every follow-up is drafted for you, never sent on its own
- Won and lost quotes drop off the chase list automatically
Built for insulation contractors · spray foam installers · field-service teams · estimators
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.fieldgroove.comin a real browser with your saved login - no setup, no API keys. -
1
FieldGroove - find open estimates
fieldgroove.com
WebRun opens FieldGroove to find open spray-foam estimates. - Open FieldGroove and filter estimates to Open or Sent
- Capture the homeowner, job address, board-foot total, and quoted amount
- Skip any estimate already followed up this week or marked won or lost
Done when Every open estimate older than your threshold is listed with its details.
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2
Gmail - draft follow-up emails
gmail.com
WebRun drafts each quote follow-up in Gmail and leaves it unsent. - Draft a warm, on-brand follow-up email for each homeowner referencing their quoted scope
- Restate the board-foot coverage and price so the homeowner has it in hand
- Leave every email unsent as a draft for you to review and send
Done when A follow-up email sits drafted, unsent, for every open estimate.
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3
Twilio - draft follow-up texts
twilio.com
WebRun queues each follow-up text in Twilio for your approval. - Draft a short, friendly text for each homeowner who gave a mobile number
- Keep it to a one-line nudge with your callback number
- Queue every text for your approval. Never send a text on its own
Done when A follow-up text is queued for review for each reachable homeowner.
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4
Slack - report the chase list
slack.com
WebRun posts the ranked quote chase list to Slack. - Post a ranked list of open estimates with amount and days waiting
- Put the largest and oldest quotes first
- Link each row to its FieldGroove estimate
Done when You have today's ranked quote chase 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 email or text homeowners without me?
No. WebRun drafts every email in Gmail and queues every text in Twilio, then leaves them for you to review and send. Nothing reaches a homeowner until you approve it.
How does it decide which quotes to chase?
It reads each estimate's status and age in FieldGroove, skips anything already won, lost, or followed up this week, and ranks the rest by amount and days waiting so the biggest quotes surface first.
What if a homeowner already accepted?
It reads the live estimate status in FieldGroove each morning, so any quote marked won or scheduled is dropped from the chase list automatically.
Related templates
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