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For locksmith businesses, locksmith shop owners & field service membership managers

Remind locksmith plan members before their membership expires

Every Monday, WebRun opens Housecall Pro, identifies maintenance plan or membership customers whose renewal falls within the next 30 days, drafts a personalized renewal reminder email for each in Gmail, and posts a Slack summary so your team can approve the emails and ensure no membership lapses without a timely nudge.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every Monday at 9:00 AM WebRun
1 Housecall Pro find memberships due for renewal
2 Gmail draft personalized renewal reminder emails
3 Slack post upcoming-renewal summary
Run a sample
In short

How do I automatically remind locksmith membership customers before their plan expires?

Every Monday, WebRun opens Housecall Pro, finds all maintenance plan or membership customers renewing within 30 days, drafts a personalized renewal reminder email for each in Gmail, and posts a ranked Slack list of upcoming renewals. Every draft waits for team approval before any email reaches a customer.

  • Every expiring membership gets a personalized renewal reminder drafted 30 days out
  • Team sees a ranked renewal list in Slack every Monday sorted by due date
  • No renewal email reaches a customer without team approval

Built for locksmith businesses · locksmith shop owners · field service membership managers

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens pro.housecallpro.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Housecall Pro - find memberships due for renewal
    housecallpro.com How to Automate Housecall Pro
    WebRun in Housecall Pro: find memberships due for renewal
    WebRun opens Housecall Pro to find memberships due for renewal.
    • Open Housecall Pro and navigate to Customers filtered by membership or maintenance plan status
    • Find customers whose membership renewal date falls within the next 30 days
    • Record the customer name, email, membership tier, renewal date, and recurring value

    Done when All customers with memberships renewing within 30 days are listed with contact details.

  3. 2
    Gmail - draft personalized renewal reminder emails
    gmail.com How to Automate Gmail
    WebRun in Gmail: draft personalized renewal reminder emails
    WebRun opens Gmail to draft personalized renewal reminder emails.
    • Draft a warm, personalized renewal reminder email for each customer, referencing their membership tier and renewal date
    • Include a clear call to action to renew by phone, email, or online
    • Leave every draft unsent in Gmail for your team to review and approve

    Done when A renewal reminder draft is saved in Gmail for every customer renewing within 30 days.

  4. 3
    Slack - post upcoming-renewal summary
    slack.com How to Automate Slack
    WebRun in Slack: post upcoming-renewal summary
    WebRun opens Slack to post upcoming-renewal summary.
    • Post a Slack summary listing all upcoming renewals with customer name, membership tier, renewal date, and recurring value
    • Sort by renewal date with the soonest first

    Done when Team has a ranked upcoming-renewal list in Slack each Monday.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
pro.housecallpro.com
ScheduleRuns automatically on this cadence
Every Monday at 9:00 AM
DeliveryHow each run's result reaches you
Renewal list · Slack
OutputWhat each run produces - Gmail renewal reminder drafts per expiring member plus a Slack list of upcoming renewals sorted by date.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it email membership customers automatically?

No. Every renewal reminder is drafted in Gmail and left unsent for your team to review and approve. No email reaches a customer without human sign-off.

How far in advance does it flag upcoming renewals?

The default window is 30 days. You can ask WebRun to surface renewals at a different horizon, such as 14 or 45 days, to match your sales cycle.

What if a customer already renewed before the reminder goes out?

WebRun reads live membership status in Housecall Pro each Monday, so any customer who already renewed is automatically removed from the list and no duplicate reminder is drafted.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.