ScopeTakeoff Automated Scope Approvals
When a repointing estimate is ready, WebRun opens ScopeTakeoff, pulls the scope, quantities, and price into a plain-language summary, prepares a DocuSign approval document addressed to the property owner, and posts you a Slack note so you can review and send each approval request in a click.
How do I prepare a repointing scope approval for an owner automatically?
When a repointing estimate is ready, WebRun opens ScopeTakeoff, turns the scope, quantities, and price into a plain-language summary, and prepares a DocuSign approval addressed to the property owner. It posts you a Slack note with a link to review, saving the document as an unsent draft so you approve and send every request yourself.
- Owner approvals go out the same day an estimate is finished
- Every approval carries a clear, jargon-free scope summary
- Nothing is sent to an owner without a human review
Built for masonry restoration firms · repointing contractors · estimators · project managers
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
app.scopetakeoff.comin a real browser with your saved login - no setup, no API keys. -
1
ScopeTakeoff - pull the repointing scope
scopetakeoff.com
WebRun pulls the repointing scope and price from ScopeTakeoff. - Open the repointing estimate in ScopeTakeoff
- Read the scope of work, unit counts, mortar quantities, and total price
- Write a short, plain-language scope summary the owner can understand
- Capture the property address and owner contact for the approval
Done when A clear scope summary and price are prepared from the ScopeTakeoff estimate.
-
2
DocuSign - prepare the approval
docusign.com
WebRun prepares a DocuSign approval and leaves it unsent for review. - Open DocuSign and start an approval document for the owner
- Insert the scope summary, the price, and the property address
- Add the owner as the signer and place the signature and date fields
- Save it as a draft envelope and do not send it
- Leave sending for you to approve after review
Done when A DocuSign approval sits ready as a draft, addressed to the owner but unsent.
-
3
Slack - flag it ready to send
slack.com
WebRun tells you in Slack that the approval is ready to review. - Post a note to your Slack channel that the approval is ready
- Include the property, the owner, and the approved scope total
- Link to the DocuSign draft for a final review before sending
Done when You have a Slack note with a link to review and send the approval.
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 send the approval to the owner without me?
No. WebRun saves the DocuSign approval as an unsent draft and posts you a Slack link to review it. You read the scope and price and send it yourself, so nothing reaches the owner without your approval.
How does it turn a takeoff into something an owner can read?
It reads the scope, unit counts, and mortar quantities from ScopeTakeoff and rewrites them as a short plain-language summary with the total price, so the owner sees the work clearly without construction jargon.
Can it match our contract wording?
Yes. Point WebRun at your standard approval template and it fills the scope summary, price, and owner details into your own DocuSign layout rather than a generic one.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.