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For outdoor power equipment dealers, service advisors & service department managers

Chase unapproved repair estimates off the shop floor

Every morning, WebRun opens Ideal DMS, finds repair estimates that have sat unapproved for more than 2 days, drafts a friendly follow up email to each customer left for the service advisor to review and send, and pings the advisor in Telegram so the bay does not stay tied up waiting on an answer.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every morning at 9:00 AM WebRun
1 Ideal DMS find estimates pending approval
2 Gmail draft the approval follow up
3 Telegram ping the service advisor
Run a sample
In short

How do I follow up on repair estimates customers have not approved?

Every morning, WebRun opens Ideal DMS and finds repair estimates that have sat unapproved for more than 2 days. It drafts a friendly follow up email to each customer, left in Gmail for the service advisor to review and send, and pings the advisor in Telegram with their list, so a mower or chainsaw does not sit on the shop floor waiting on an answer.

  • Unapproved estimates get a drafted nudge before they tie up a bay for days
  • Service advisors see their full unapproved list ranked by urgency every morning
  • Approved or declined estimates drop off the list automatically

Built for outdoor power equipment dealers · service advisors · service department managers · small engine repair shops

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.idealcomputersystems.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Ideal DMS - find estimates pending approval
    idealcomputersystems.com How to Automate Ideal DMS
    WebRun in Ideal DMS: find estimates pending approval
    WebRun opens Ideal DMS to find estimates pending approval.
    • Open Ideal DMS and filter repair orders to estimate sent, not yet approved
    • Flag any estimate sitting unapproved for more than 2 days
    • Capture the customer, unit, estimate total, and assigned advisor for each

    Done when Every unapproved estimate past 2 days is listed with its customer and advisor.

  3. 2
    Gmail - draft the approval follow up
    gmail.com How to Automate Gmail
    WebRun in Gmail: draft the approval follow up
    WebRun opens Gmail to draft the approval follow up.
    • Draft a friendly follow up email to each customer referencing the estimate total and unit
    • Ask whether they would like to approve, decline, or discuss the estimate
    • Leave every draft in Gmail unsent for the service advisor to review and send

    Done when A follow up draft sits ready in Gmail for every unapproved estimate.

  4. 3
    Telegram - ping the service advisor
    telegram.org How to Automate Telegram
    WebRun in Telegram: ping the service advisor
    WebRun opens Telegram to ping the service advisor.
    • Send each assigned service advisor a message listing their unapproved estimates
    • Note how many days each has been sitting and the bay it occupies
    • Flag anything past 5 days as urgent

    Done when Every service advisor has their unapproved estimate list in Telegram.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.idealcomputersystems.com
ScheduleRuns automatically on this cadence
Every morning at 9:00 AM
DeliveryHow each run's result reaches you
Unapproved estimate list · Telegram
OutputWhat each run produces - A drafted follow up email per unapproved estimate and a per advisor Telegram alert.
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 estimate without approval?

No. WebRun leaves every follow up as a Gmail draft. Your service advisor reviews and sends each one, so no customer gets a message unchecked.

How long does it wait before flagging an estimate?

It flags any estimate sitting unapproved for more than 2 days, with a separate urgent flag past 5 days, both adjustable in your run settings.

What if a customer already approved the estimate?

It reads the live estimate status in Ideal DMS each morning, so any estimate already approved or declined drops off the list automatically.

Put this on autopilot.

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