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For field service businesses, home service contractors & office managers

Chase overdue field service invoices

Every Monday, WebRun opens mHelpDesk, finds invoices past their due date, drafts a polite reminder for each customer to review, posts a chase list to the office team on Slack, and sends a Telegram ping about the oldest balances.

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  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every Monday at 9:00 AM WebRun
1 mHelpDesk find invoices past due
2 Slack post the chase list to the office
3 Telegram ping about the oldest balances
Run a sample
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 www.mhelpdesk.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    mHelpDesk - find invoices past due
    mhelpdesk.com
    WebRun in mHelpDesk: find invoices past due
    WebRun opens mHelpDesk to find invoices past due.
    • Open mHelpDesk and filter invoices to past due
    • Capture the customer, job, amount, and days overdue for each
    • Draft a polite reminder for each customer and leave it unsent

    Done when Every overdue invoice has a drafted reminder ready for review.

  3. 2
    Slack - post the chase list to the office
    slack.com How to Automate Slack
    WebRun in Slack: post the chase list to the office
    WebRun opens Slack to post the chase list to the office.
    • Post the overdue invoice list to the office channel
    • Group by days overdue, oldest first
    • Note which reminders are drafted and waiting for approval

    Done when The office team has this week's chase list in Slack.

  4. 3
    Telegram - ping about the oldest balances
    telegram.org How to Automate Telegram
    WebRun in Telegram: ping about the oldest balances
    WebRun opens Telegram to ping about the oldest balances.
    • Send a Telegram ping about invoices over 30 days overdue
    • Include the customer and amount owed
    • Never send the reminder yourself. Leave that approval to the office manager

    Done when A ping has gone out for every invoice over 30 days overdue.

How do I chase overdue mHelpDesk invoices every week?

WebRun checks mHelpDesk every Monday for invoices past their due date, drafts a polite reminder for each customer for your review, and posts a chase list to the office team on Slack. Balances over 30 days old also get a Telegram ping, so overdue invoices get followed up before they age further.

  • Overdue invoices are chased weekly instead of forgotten in the queue
  • Reminders are drafted and ready, not sent without review
  • The oldest balances get flagged for priority follow-up

Built for field service businesses · home service contractors · office managers · service business bookkeepers

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.mhelpdesk.com
ScheduleRuns automatically on this cadence
Every Monday at 9:00 AM
DeliveryHow each run's result reaches you
Overdue invoice chase list · Slack
OutputWhat each run produces - A list of overdue invoices by customer, with amount, days overdue, and a drafted reminder ready to send.
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 customers about their overdue invoice?

No. WebRun only drafts a polite reminder and leaves it for your review. It never sends a reminder to a customer on its own.

How does it prioritize the list?

Invoices are grouped by days overdue, with the oldest balances at the top, and anything over 30 days also gets a separate Telegram ping.

What happens once an invoice is paid?

It reads the live status in mHelpDesk each Monday, so a paid invoice drops off the chase list automatically.

Put this on autopilot.

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