Automated Housecall Pro Locksmith Callback Tracker
Every morning, WebRun opens Housecall Pro, finds jobs tagged as callback or warranty, reads the customer name, original job date, technician, and issue description, and logs each to a Google Sheet so you can track callback rates by technician and job type over time.
How do I automatically track locksmith callback and warranty jobs over time?
Every morning, WebRun opens Housecall Pro, finds jobs tagged as callbacks or warranty returns from the past 24 hours, reads the technician, job type, and original job date, and logs each to a Google Sheet. A summary tab calculates per-technician callback rates over time so you can spot patterns and coach your team.
- Every callback is logged with technician and original job details within 24 hours
- Per-technician callback rates tracked automatically over 30 and 90 days
- Managers spot quality issues and coach technicians with real data
Built for locksmith business owners · locksmith operations managers · field service quality teams
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
pro.housecallpro.comin a real browser with your saved login - no setup, no API keys. -
1
Housecall Pro - find callback and warranty jobs
housecallpro.com
WebRun opens Housecall Pro to find callback and warranty jobs. - Open Housecall Pro and filter jobs by tags Callback or Warranty created in the last 24 hours
- For each, read the customer name, job type, original job date, assigned technician, and notes describing the issue
- Link the callback to the original job record where a reference is available
Done when All new callback and warranty jobs are identified with technician and original job details.
-
2
Google Sheets - log callback tracker
google.com
WebRun opens Google Sheets to log callback tracker. - Append a new row for each callback to the warranty tracker Google Sheet with date, customer, job type, technician, days since original job, and issue notes
- Calculate the callback rate per technician in a summary tab updated automatically
Done when All new callbacks are logged and the per-technician summary tab is refreshed.
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
How does it identify which jobs are callbacks or warranty returns?
WebRun looks for jobs tagged with Callback or Warranty in Housecall Pro. Make sure your team applies these tags consistently when logging a return visit, and WebRun will catch them automatically.
Can I see which technicians have the highest callback rates?
Yes. The Google Sheet includes a summary tab with callback rates per technician over rolling 30-day and 90-day windows, calculated automatically from the logged rows.
Does it contact the customer or technician about the callback?
No. The workflow only logs data to the Google Sheet for management review. Any coaching conversations happen separately at your team's discretion.
Related templates
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