Chase overdue plumbing invoices so you get paid faster
Every Monday, WebRun opens Housecall Pro, finds invoices that are past their due date, drafts a polite payment reminder email for each customer, and posts your office manager a Slack list of outstanding balances ordered by age so nothing falls through the cracks.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically follow up on overdue plumbing invoices?
Every Monday, WebRun opens Housecall Pro and finds plumbing invoices past their due date. It drafts a polite, job-specific payment reminder in Gmail for each customer and posts your office manager a Slack chase list sorted by days overdue. All drafts are left unsent until reviewed, so no message goes out without approval.
- Overdue invoices get a personalised reminder drafted before they age past 30 days
- Office manager sees every outstanding balance in one Slack list every Monday
- Customers who already paid are skipped automatically from live Housecall Pro data
Built for plumbing contractors · plumbing office managers · field service billing teams
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.housecallpro.comin a real browser with your saved login - no setup, no API keys. -
1
Housecall Pro - find overdue invoices
housecallpro.com How to Automate Housecall Pro
WebRun opens Housecall Pro to find overdue invoices. - Open Housecall Pro and navigate to the Invoices section
- Filter to invoices with a status of Overdue or Unpaid past the due date
- Capture the customer name, invoice number, job description, invoice total, and days overdue for each
- Skip invoices already reminded within the past 7 days or marked as payment-arranged
Done when Every overdue invoice is captured with customer details and the amount owed.
-
2
Gmail - draft payment reminder per customer
gmail.com How to Automate Gmail
WebRun opens Gmail to draft payment reminder per customer. - Draft a short, polite reminder for each customer referencing the invoice number and the plumbing work completed
- For invoices under your auto-send threshold, leave the draft ready to send with one click
- For larger balances, add a note flagging it for personal follow-up
- Leave all drafts unsent in Gmail for the office manager to review before sending
Done when A draft payment reminder is queued in Gmail for every overdue invoice.
-
3
Slack - report outstanding balances
slack.com How to Automate Slack
WebRun opens Slack to report outstanding balances. - Post a chase list to the office channel showing each overdue customer, invoice amount, and days past due
- Sort by days overdue so the oldest balances are at the top
- Flag invoices over 30 days as high priority
Done when Office manager has this week's overdue invoice list in Slack, sorted by urgency.
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 payment reminder emails to customers without me?
No. Every reminder email is drafted and left unsent in Gmail. Your office manager reviews each one before it goes out, so no message reaches a customer without a human check.
What if a customer already paid before the run starts?
WebRun reads the live invoice status from Housecall Pro each Monday morning, so any invoice already marked paid or partially paid is skipped automatically.
Can it tell my office which customers to call personally?
Yes. The Slack list flags invoices over 30 days overdue as high priority, and the Gmail draft for larger balances includes a note suggesting a personal call rather than just another email.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.