Automatic BSC Contract Account Reviews
Every month, WebRun opens JanSanix, pulls every building service contractor account with a negotiated contract, checks actual order volume and pricing against the committed terms, builds a review sheet of who has drifted off contract, and posts the sales manager a Slack summary of accounts to follow up on.
How do I catch building service contractor accounts that have drifted off their contract terms?
WebRun reviews your building service contractor accounts every month. It opens JanSanix, pulls each BSC account with an active contract, and checks order volume and pricing in a Google Sheet against the committed terms. Any account that drifted off contract, plus contracts renewing within 60 days, gets posted to your sales manager in Slack, so drift gets caught before it costs margin.
- Pricing and volume drift gets caught monthly instead of at renewal
- Contracts renewing within 60 days never get missed
- Sales managers get a ready made list instead of pulling reports by hand
Built for jan-san distributors with BSC contracts · sales managers · key account managers · distributor finance 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
cloud9erp.comin a real browser with your saved login - no setup, no API keys. -
1
JanSanix (Cloud 9 ERP Solutions) - pull BSC accounts and their contract terms
cloud9erp.com
WebRun opens JanSanix (Cloud 9 ERP Solutions) to pull BSC accounts and their contract terms. - Open JanSanix and pull every account tagged as a building service contractor with an active contract
- Capture each account's committed volume, contract pricing, and renewal date
Done when Every active BSC contract account is pulled with its terms.
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2
Google Sheets - check pricing and volume against terms
google.com
WebRun opens Google Sheets to check pricing and volume against terms. - Compare each account's actual orders this period against its committed volume and contract pricing
- Mark any account that fell short on volume or was billed off the contracted price
- Flag any contract with a renewal date in the next 60 days
Done when Every BSC account has a checked pricing and volume status.
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3
Slack - flag accounts that have drifted off contract
slack.com
WebRun opens Slack to flag accounts that have drifted off contract. - Post the sales manager a summary of accounts that drifted off contract, with the gap and the reason
- List contracts coming up for renewal separately
Done when The sales manager has this period's BSC review 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
Does it change a customer's contract pricing on its own?
No. It only flags accounts that have drifted off their committed terms. Your sales manager decides whether to enforce the contract, renegotiate, or let it go.
How does it know which accounts are BSC accounts?
It reads the account tag and contract terms already recorded in JanSanix, so it only reviews accounts your team has actually set up as building service contractor contracts.
Will it warn us before a contract expires?
Yes. Any contract renewing within 60 days is listed separately in the Slack summary so the account has time to be renewed before it lapses.
Related templates
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