Manage contractor credit holds so no order sits frozen without action
Every morning, WebRun opens DMSi Agility, lists every sales order currently on credit hold, retrieves the outstanding AR balance and days overdue for each contractor from QuickBooks, and posts a prioritized credit-hold worklist to Slack so the credit team can release, escalate, or contact each account before the contractor's order ships late.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically manage contractor credit holds in DMSi Agility?
WebRun opens DMSi Agility every morning, lists all orders on credit hold, retrieves the AR balance and payment history from QuickBooks for each contractor, and posts a prioritized worklist to Slack. Your credit team reviews the ranked list, then releases or escalates each hold before the contractor's delivery window closes.
- No credit-hold order sits unreviewed past the first hour of the business day
- High-risk accounts with 60-plus-day balances are flagged and escalated before the order ships late
- Credit decisions are grounded in live AR data from QuickBooks, not a stale spreadsheet
Built for lumber dealers · building materials distributors · credit managers · AR teams
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
www.dmsi.comin a real browser with your saved login - no setup, no API keys. -
1
DMSi Agility - pull all orders on credit hold with order and account details
dmsi.com How to Automate DMSi Agility
WebRun opens DMSi Agility to pull all orders on credit hold with order and account details. - Open DMSi Agility and filter sales orders for credit-hold status
- Capture order number, customer name, order value, order date, and the reason code for the hold
- Note how long each order has been on hold
Done when All credit-hold orders are listed with customer, value, and hold duration.
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2
QuickBooks - retrieve AR balance and payment history per contractor
- Look up each contractor's outstanding AR balance and aging bucket in QuickBooks
- Check the most recent payment date and amount to assess recent payment behavior
- Flag accounts with balances over 60 days for escalation
Done when Each held order is matched with the contractor's current AR balance and payment history.
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3
Slack - post prioritized credit-hold worklist to credit team
slack.com How to Automate Slack
WebRun opens Slack to post prioritized credit-hold worklist to credit team. - Post a prioritized credit-hold worklist to the credit-management Slack channel
- Sort by combined order value and days on hold, highest priority first
- For each hold, show order number, contractor name, hold reason, outstanding AR balance, and days overdue
- Flag accounts with 60-plus-day balances with a priority marker
Done when Credit team has a ranked worklist in Slack ready for morning review.
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 release credit holds automatically?
No. WebRun only surfaces and ranks the holds. Your credit manager reviews the worklist each morning and releases or escalates each hold manually in DMSi Agility. No hold is released without a credit-team decision.
How does it decide which holds are highest priority?
It ranks by order value combined with the number of days the order has been on hold. Accounts with 60-plus-day AR balances are flagged separately so high-risk holds stand out at the top of the list.
What if a contractor pays and their hold should be released?
The next morning's run re-reads AR balances from QuickBooks and hold status from DMSi Agility. Once the payment is applied and the hold is released, the order drops off the worklist automatically.
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