Kickserv Automated Irrigation Estimate Follow-Ups
Every morning, WebRun opens Kickserv and finds estimates that are more than 3 days old with no customer response, drafts a polite follow-up email in Gmail for each prospect, and logs the outreach in Airtable so your sales pipeline stays visible and nothing goes cold.
How can I automatically follow up on open irrigation estimates?
WebRun opens Kickserv each morning and finds estimates sent more than 3 days ago with no customer response. It drafts a personalized follow-up email in Gmail for each prospect and logs the pipeline status in Airtable. All drafts wait for your approval before sending, so no prospect is contacted without your sign-off.
- Open estimates get a follow-up draft within 3 days of no response
- Prospects are never contacted without your approval of the draft
- Airtable pipeline shows the value of all open quotes at a glance
Built for irrigation contractors · sprinkler system sales teams · landscape irrigation companies · field service 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.kickserv.comin a real browser with your saved login - no setup, no API keys. -
1
Kickserv - find open estimates with no response after 3 days
kickserv.com
WebRun opens Kickserv to find open estimates with no response after 3 days. - Open Kickserv and filter Estimates to Sent or Open status
- Identify estimates sent more than 3 days ago with no customer response or approval
- Capture the prospect's name, email, estimate amount, and the services quoted
Done when Every open estimate older than 3 days is listed with prospect contact details.
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2
Gmail - draft follow-up email for each prospect
gmail.com
WebRun opens Gmail to draft follow-up email for each prospect. - Draft a short, friendly follow-up email for each prospect referencing their specific estimate
- Ask if they have any questions and offer to adjust the scope if needed
- Leave every draft unsent for your review - do not send automatically
Done when A Gmail draft follow-up exists for every open estimate, awaiting approval.
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3
Airtable - log pipeline status for each open estimate
airtable.com
WebRun opens Airtable to log pipeline status for each open estimate. - Upsert a record in the pipeline Airtable base for each open estimate
- Record the prospect name, estimate amount, days open, and follow-up draft status
- Update existing records with the latest follow-up date when a draft is approved and sent
Done when Every open estimate has an up-to-date record in Airtable with its pipeline status.
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 send follow-up emails to prospects without my review?
No. Every follow-up email is drafted in Gmail and left unsent for your approval. No prospect receives any message until you personally review and send the draft.
What if a prospect already responded or the estimate was declined?
WebRun reads the live estimate status in Kickserv each morning, so any estimate that was accepted, declined, or responded to is skipped automatically.
How many times will it follow up on the same estimate?
You set the follow-up cadence during setup. By default it drafts one follow-up after 3 days and a second after 7 days, then stops to avoid over-contacting the prospect.
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