Automated Housecall Pro End-of-Day Revenue Digest
Every evening, WebRun opens Housecall Pro, reads all jobs completed today, totals the invoiced revenue, and posts a clean end-of-day digest to Slack showing jobs completed, total revenue, top job types, and any outstanding invoices from today so you close every day with a clear picture.
How do I get an automatic end-of-day revenue summary from Housecall Pro in Slack?
Every evening at 6 PM, WebRun opens Housecall Pro, tallies all jobs completed today, sums the invoiced revenue, and posts a formatted Slack digest showing total jobs, revenue, job-type breakdown, top technician, and any unpaid invoices from the day so you always close with a clear picture of performance.
- Owners see total jobs and revenue in Slack every evening without opening Housecall Pro
- Uninvoiced completed jobs are flagged before the team goes home
- Running daily performance data available without manual reporting
Built for locksmith business owners · locksmith shop managers · field service operations 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 - tally today's completed jobs and revenue
housecallpro.com
WebRun opens Housecall Pro to tally today's completed jobs and revenue. - Open Housecall Pro and filter completed jobs for today's date
- Sum invoiced revenue across all completed jobs
- Count total jobs completed and break down by job type (lockout, rekey, install, commercial)
- Note any invoices from today that remain unpaid or pending
Done when Today's job count, revenue total, job-type breakdown, and outstanding invoices are compiled.
-
2
Slack - post end-of-day revenue digest
slack.com
WebRun opens Slack to post end-of-day revenue digest. - Post a formatted end-of-day digest to the team Slack channel with total jobs, total revenue, job type breakdown, and today's top technician by revenue
- List any unpaid invoices from today at the bottom for follow-up
Done when Team has today's complete revenue digest in Slack before end of shift.
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 the revenue figure include payments already collected, or just invoiced amounts?
The digest shows invoiced totals for completed jobs, which reflects work done today. Collected payments sync with QuickBooks and can be included if you connect that integration.
Can I compare today's revenue to the same day last week?
Yes. Ask WebRun to include a comparison line and it will pull the prior week's same-day total from Housecall Pro to show alongside today's number.
What if a job was completed but the invoice has not been sent yet?
Jobs marked complete are included in the tally regardless of invoice status. Uninvoiced completed jobs are flagged separately so your team can bill them before close of business.
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