Automated Land Survey Invoice Chaser
Every Monday, WebRun opens QuickBooks, finds all overdue invoices, checks the matching project record in Carlson Software to confirm the deliverable was received, drafts a polite chase email per client in Gmail for your review, and posts this week's outstanding balance list to Telegram so you have it at a glance.
How do I automatically chase overdue land survey invoices each week?
Every Monday, WebRun scans QuickBooks for overdue invoices, confirms each deliverable was completed in Carlson Software, and drafts a professional chase email per client in Gmail for your review. A Telegram summary of all outstanding balances, sorted by days overdue, gives you the full picture before you approve a single email.
- No overdue survey invoice goes unchased for more than a week
- Chase emails are only drafted after confirming the deliverable was completed
- You see the full outstanding balance picture in Telegram before approving any outreach
Built for land surveyors · survey firm owners · survey office managers · civil engineering billing 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
app.qbo.intuit.comin a real browser with your saved login - no setup, no API keys. -
1
QuickBooks - find overdue invoices
- Open QuickBooks and filter invoices to Overdue status
- Record the client name, invoice total, due date, and days past due for each
- Skip any invoice already paid or disputed this week
Done when Every overdue invoice is listed with its client and amount details.
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2
Carlson Software - confirm deliverable was completed
carlsonsw.com
WebRun opens Carlson Software to confirm deliverable was completed. - Open Carlson Software and locate the project record for each overdue invoice
- Confirm the survey deliverable (plat, report, or field data) was marked completed and delivered
- Note any open client queries or disputed items that should pause the chase
Done when Each overdue invoice is confirmed as delivered and eligible for chasing.
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3
Gmail - draft chase emails for review
gmail.com
WebRun opens Gmail to draft chase emails for review. - Draft a professional, polite reminder email for each eligible overdue invoice
- Include the invoice number, amount, and original due date so the client can act immediately
- Leave each draft unsent for your review before it goes to the client
Done when A chase email draft exists in Gmail for every confirmed overdue invoice.
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4
Telegram - post weekly collections summary
telegram.org
WebRun opens Telegram to post weekly collections summary. - Post this week's outstanding balance list to your private Telegram channel
- Sort by days overdue with the oldest balances first
- Include totals so you know the full amount at risk at a glance
Done when This week's collections summary is posted to Telegram.
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 the chase emails to clients on its own?
No. Every chase email is drafted in Gmail and held for your review. You read, personalise, and send each one yourself, so no client receives an automated demand without your sign-off.
What if the deliverable has not been sent yet?
WebRun checks the project record in Carlson Software and skips any invoice where the deliverable is not yet marked complete. You will not accidentally chase a client for work still in progress.
Can it handle clients who have a dispute open?
Yes. Flag disputed invoices in QuickBooks with a note and WebRun will skip them from the chase cycle automatically, keeping them on the Telegram summary with a dispute marker instead.
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