Kickserv Automated Daily Revenue Digest
Every evening, WebRun opens Kickserv and tallies jobs completed today, invoices sent, and revenue collected, then appends the totals to a Google Sheets daily tracker and posts a clean revenue digest to Slack so you close every day knowing exactly where the business stands.
How do I get a daily revenue summary from Kickserv sent to Slack each evening?
WebRun opens Kickserv every evening, tallies the day's completed jobs, invoiced amounts, and payments collected, then appends the totals to a Google Sheets revenue tracker and posts a clean digest to Slack. Your team sees exactly where the business stands, with a 7-day rolling average for context, every evening automatically.
- Every evening the team gets a clean revenue snapshot without anyone logging into Kickserv
- Google Sheets builds a rolling revenue history for trend analysis
- The 7-day average flags low-revenue days before they become a pattern
Built for irrigation contractors · sprinkler system business owners · field service managers · landscape irrigation companies
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.kickserv.comin a real browser with your saved login - no setup, no API keys. -
1
Kickserv - tally today's completed jobs and invoiced revenue
kickserv.com
WebRun opens Kickserv to tally today's completed jobs and invoiced revenue. - Open Kickserv and filter Jobs completed today
- Sum the total invoiced amount and the amount collected for today's closed jobs
- Note the number of jobs completed, jobs still in progress, and any jobs not started
Done when Today's job count, invoiced total, and collected total are captured from Kickserv.
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2
Google Sheets - append daily totals to revenue tracker
google.com
WebRun opens Google Sheets to append daily totals to revenue tracker. - Append a row to the daily revenue tracker with today's date, job count, invoiced total, and collected amount
- Calculate the 7-day rolling average for comparison
- Flag any day where revenue is more than 20% below the weekly average
Done when Today's revenue row is appended to the Google Sheets tracker with rolling averages.
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3
Slack - post end-of-day revenue digest to team
slack.com
WebRun opens Slack to post end-of-day revenue digest to team. - Post the end-of-day revenue digest to your Slack team channel
- Include today's job count, invoiced total, amount collected, and the 7-day average
- Add a note if today is above or below the weekly trend
Done when Your team has today's revenue digest in Slack before close of business.
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 send anything to customers or trigger any payments?
No. This is a fully internal digest posted only to your Slack team channel. It reads data from Kickserv and Google Sheets and never contacts customers or initiates any financial transaction.
What counts as revenue in the digest - invoiced or actually collected?
WebRun reports both: the total invoiced on completed jobs today and the amount actually collected or marked paid in Kickserv, so you can see the gap at a glance.
Can I see revenue broken down by technician or job type?
Yes. You can configure the digest to include a breakdown by technician or job category using the data Kickserv records on each completed job. Just specify the breakdown during setup.
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