Automated Housecall Pro Overdue Invoice Chaser
Every Monday, WebRun opens Housecall Pro, finds all overdue invoices, drafts a polite payment reminder email for each customer in Gmail, and posts your team a Slack summary of outstanding balances so every late invoice gets a timely nudge.
How do I automatically follow up on overdue locksmith invoices?
Every Monday, WebRun opens Housecall Pro, finds all overdue locksmith invoices, drafts a polite payment reminder in Gmail for each customer, and posts your team a ranked Slack list of outstanding balances. Drafts wait for human approval before any email reaches a customer.
- Every overdue invoice gets a polite reminder drafted within hours
- Team sees a ranked outstanding-balance list every Monday
- No invoice reminder goes to a customer without team approval
Built for locksmith businesses · locksmith shop owners · field service billing 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 overdue invoices
housecallpro.com
WebRun opens Housecall Pro to find overdue invoices. - Open Housecall Pro and filter invoices by status Overdue
- Record the customer name, email, invoice amount, invoice number, and days past due
- Skip any customer already contacted this week
Done when Every overdue invoice is listed with customer details and days past due.
-
2
Gmail - draft payment reminder emails
gmail.com
WebRun opens Gmail to draft payment reminder emails. - Draft a polite, professional payment reminder email for each overdue customer, naming the invoice number and amount
- Leave every draft unsent in Gmail for your team to review and approve before sending
- Flag invoices over 30 days past due with a priority note in the draft
Done when A payment reminder draft is saved in Gmail for every overdue invoice.
-
3
Slack - post outstanding balance summary
slack.com
WebRun opens Slack to post outstanding balance summary. - Post a Slack summary of all overdue invoices with customer names, amounts, and days past due
- List the largest and oldest balances first
Done when Team has this week's overdue invoice list in Slack.
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 email customers automatically?
No. WebRun drafts every reminder in Gmail and leaves it unsent for your team to review and approve. No email goes to a customer without human sign-off.
How does it know which invoices are overdue?
It reads live invoice status from Housecall Pro each Monday, so any invoice that was paid since last week is automatically skipped.
Can we set a minimum overdue amount to chase?
Yes. Give WebRun a threshold amount and it will skip drafts for smaller balances, keeping your team focused on what matters most.
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