Automated Invoice Home Estimate Expiry Alerts
WebRun checks Invoice Home for estimates about to expire unaccepted, adds a calendar reminder to follow up, and posts the list to Microsoft Teams so nothing lapses without a nudge.
How do I stop unaccepted estimates from expiring unnoticed?
WebRun checks Invoice Home every morning for estimates that have not been accepted and are about to expire. It adds a calendar reminder for each one and posts the full list to Microsoft Teams ordered by urgency, so your team follows up on the estimates most likely to lapse before they do.
- Expiring estimates get a same day reminder instead of quietly lapsing
- The team sees the full expiring list ranked by urgency
- Total value still awaiting a decision is visible every morning
Built for small business owners · contractors · freelancers · sales teams
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
invoicehome.comin a real browser with your saved login - no setup, no API keys. -
1
Invoice Home - check estimates nearing expiry
invoicehome.com
WebRun opens Invoice Home to check estimates nearing expiry. - Open Invoice Home and list estimates not yet accepted
- Check each one's expiry date
- Flag any expiring within the next 3 days
Done when Every estimate expiring soon is listed with its client and date.
-
2
Google Calendar - add a follow up reminder
calendar.google.com
WebRun opens Google Calendar to add a follow up reminder. - Add a same day reminder to follow up on each expiring estimate
- Include the client name and estimate amount in the event
- Keep the reminder on your own calendar only
Done when A follow up reminder exists for every expiring estimate.
-
3
Microsoft Teams - post the list to Teams
microsoft.com
WebRun opens Microsoft Teams to post the list to Teams. - Post the list of expiring estimates to the sales channel
- Order it by soonest expiry first
- Note the total value still awaiting a decision
Done when The team has today's list of estimates about to expire.
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 re-send the estimate to the client?
No. It only tracks the expiry date and reminds your team. Re-sending or extending an estimate is still something you do yourself.
What counts as expiring soon?
Any estimate in Invoice Home still unaccepted within 3 days of its expiry date. The list is rebuilt from live status each morning.
Where does the reminder show up?
As a calendar event on your own Google Calendar, plus a post in Microsoft Teams. It never contacts the client directly.
Related templates
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