Automated Housecall Pro Quote Follow-Up Drafts
Every Monday, WebRun opens Housecall Pro, finds estimates that have been open for more than three days without a customer response, drafts a follow-up email for each prospect in Gmail, and posts a summary to Slack so your team can review, approve, and send the follow-ups before the job goes to a competitor.
How do I automatically follow up on open locksmith estimates?
Every Monday, WebRun opens Housecall Pro, finds all locksmith estimates that have been awaiting a customer response for more than three days, drafts a polite follow-up email in Gmail for each prospect, and posts a ranked open-quote list to Slack. Drafts are held for team review before any email is sent.
- Every stale open quote gets a polite follow-up drafted within the week
- Team sees a ranked list of open estimates sorted by value every Monday
- No follow-up email reaches a prospect without team approval
Built for locksmith businesses · locksmith sales teams · field service estimators
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
pro.housecallpro.comin a real browser with your saved login - no setup, no API keys. -
1
Housecall Pro - find open unanswered estimates
housecallpro.com
WebRun opens Housecall Pro to find open unanswered estimates. - Open Housecall Pro and navigate to the Estimates section
- Filter for estimates in Awaiting Response status sent more than 3 days ago
- Record the customer name, email, estimate amount, and job type for each
Done when All open estimates older than 3 days are listed with customer contact details.
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2
Gmail - draft follow-up emails for review
gmail.com
WebRun opens Gmail to draft follow-up emails for review. - Draft a short, friendly follow-up email for each open estimate, referencing the job type and estimate amount
- Leave every draft unsent in Gmail for your team to review and approve
- Flag estimates over $500 with a priority note in the draft subject line
Done when A follow-up email draft is saved in Gmail for every stale open estimate.
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3
Slack - post open-quote summary
slack.com
WebRun opens Slack to post open-quote summary. - Post a Slack summary listing open quotes, the customer, amount, and days since sent
- Sort by estimate value with the largest amounts first
Done when Team has a ranked list of open quotes in Slack to prioritize follow-ups.
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 prospects automatically?
No. Every follow-up email is drafted in Gmail and left unsent for your team to review and approve. No message goes to a prospect without human sign-off.
How does it avoid following up on an estimate the customer already accepted?
WebRun reads live estimate status in Housecall Pro, so any quote that moved to Approved or Declined is automatically skipped.
Can we set how many days before a quote triggers a follow-up?
Yes. Tell WebRun your preferred wait period (the default is 3 days) and it will only surface estimates older than that threshold.
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