Turn open jobs into a per-customer status report
Every morning, WebRun opens JobBOSS, lists every open job grouped by customer with its status and promised date, cross-checks the invoicing and payment status for each in QuickBooks, and logs a per-customer open order summary to a Google Sheet so your team can answer a status call in seconds.
- No credit card
- Under $0.01 per run
- Cancel anytime
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
www.jobboss.comin a real browser with your saved login - no setup, no API keys. -
1
JobBOSS - list open jobs grouped by customer
jobboss.com How to Automate JobBOSS
WebRun opens JobBOSS to list open jobs grouped by customer. - Open JobBOSS and list every open job, grouped by customer
- Capture each job's status, current operation, and promised ship date
- Note any job flagged as a rush or a hold
Done when Every open job is grouped under its customer with status and promised date.
-
2
QuickBooks - cross-check invoicing status
- Look up the invoicing status for each customer's open jobs in QuickBooks
- Note whether a deposit or progress invoice has been sent or paid
- Flag any job that's ready to ship but not yet invoiced
Done when Every open job has its invoicing status attached from QuickBooks.
-
3
Google Sheets - log the per-customer summary
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log the per-customer summary. - Open the Customer Open Orders sheet
- Write a section per customer listing their open jobs, status, promised date, and invoicing status
- Refresh the whole sheet so it reflects this morning's status
Done when The sheet shows every customer's open orders current as of this morning.
How do I see every customer's open order status in one place?
Every morning, WebRun opens JobBOSS, lists every open job grouped by customer with its status and promised date, and cross-checks the invoicing status for each in QuickBooks. It logs a per-customer open order summary to a Google Sheet, so your team can answer any status call in seconds without digging through JobBOSS.
- Any status call gets answered in seconds instead of a JobBOSS search
- Every open job is paired with its live invoicing status
- The report refreshes every morning from live JobBOSS and QuickBooks data
Built for job shops · machine shops · customer service reps · inside sales
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 anything in JobBOSS or QuickBooks?
No. WebRun only reads job status from JobBOSS and invoicing status from QuickBooks to build the summary. It never edits a job, an invoice, or a payment record.
Does it send the report to my customers?
No. The summary is for your own team's reference in Google Sheets. WebRun never emails or shares customer order status externally on its own.
How current is the information?
It's rebuilt fresh every morning from live JobBOSS and QuickBooks data, so the sheet reflects overnight changes before your team starts fielding calls.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.