Chase the balance after the deposit lands
Every morning, WebRun cross-checks FieldGroove and QuickBooks for completed jobs where the deposit was collected but the final balance is still unpaid, drafts a polite balance reminder email in Gmail for each homeowner, and posts you a Slack list of outstanding balances ranked by amount and age.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I chase unpaid job balances automatically?
WebRun chases the balance once the deposit is in. Each morning it cross-checks FieldGroove and QuickBooks for completed jobs where the deposit was collected but the balance is unpaid, drafts a polite reminder email in Gmail for each homeowner, and posts a Slack list of outstanding balances ranked by amount and age, so nothing final goes uncollected.
- Final balances get chased before they age
- Paid balances are dropped automatically
- Every reminder is drafted, never sent on its own
Built for insulation contractors · owners · office managers · field-service teams
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 jobs with balance due
fieldgroove.com How to Automate FieldGroove
WebRun opens FieldGroove to find jobs with a balance still due. - Open FieldGroove and list completed jobs with a deposit collected
- Capture the homeowner, job total, deposit paid, and balance remaining
- Flag jobs where the balance is still outstanding
Done when Every completed job with a deposit in and a balance due is listed.
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2
QuickBooks - confirm what is unpaid
- Open QuickBooks and confirm the invoice payment status for each job
- Match each invoice to its FieldGroove job and reconcile the deposit
- Drop any job whose balance has already been paid
Done when Each job's true unpaid balance is confirmed against QuickBooks.
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3
Gmail - draft balance reminders
gmail.com How to Automate Gmail
WebRun drafts each balance reminder in Gmail and leaves it unsent. - Draft a polite balance reminder for each homeowner with the amount due
- Reference the job, the deposit already paid, and how to pay the balance
- Leave every email unsent as a draft for you to review and send
Done when A balance reminder sits drafted, unsent, for every unpaid job.
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4
Slack - report who still owes
slack.com How to Automate Slack
WebRun posts the outstanding balance list to Slack. - Post a ranked list of outstanding balances by amount and age
- Put the largest and oldest balances first
- Link each row to its FieldGroove job
Done when You have today's outstanding balance 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 homeowners for money without me?
No. WebRun drafts every balance reminder in Gmail and leaves it unsent for your review. You decide who to nudge and when, so no payment request goes out on its own.
How does it avoid chasing someone who already paid?
It confirms each invoice's live payment status in QuickBooks and reconciles the deposit before drafting, so any balance already settled is dropped from the list automatically.
Does it charge cards or take payment?
No. WebRun never moves money. It only drafts a reminder and gives the homeowner your normal way to pay, leaving the actual payment entirely in your hands.
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