Automated Plumbing Estimate Follow-Up
Every morning, WebRun opens Housecall Pro, finds estimates that have been open without a response for more than 48 hours, drafts a polite follow-up email for each homeowner, and posts your dispatcher a Slack list of which jobs are still pending approval.
How do I automatically follow up on open plumbing estimates?
WebRun checks Housecall Pro every morning for plumbing estimates that have gone quiet for more than 48 hours, then drafts a personalised follow-up email in Gmail for each customer referencing the specific repair or repipe work. Drafts are left unsent for your dispatcher to review, and a Slack summary lists every pending job.
- Stale estimates get a personalised follow-up before the customer calls a competitor
- Dispatchers see every pending job in one Slack list every morning
- No follow-up email goes out without a human review
Built for plumbing contractors · plumbing dispatchers · field service businesses
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
app.housecallpro.comin a real browser with your saved login - no setup, no API keys. -
1
Housecall Pro - find open estimates
housecallpro.com
WebRun opens Housecall Pro to find open estimates. - Open Housecall Pro and navigate to the Estimates section
- Filter to open estimates with no customer response in the last 48 hours
- Capture the customer name, job address, estimate total, and the work description for each
- Skip any estimate already marked Won, Lost, or followed up today
Done when Every stale open estimate has been captured with its customer details and job description.
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2
Gmail - draft follow-up per customer
gmail.com
WebRun opens Gmail to draft follow-up per customer. - Draft a short, friendly follow-up email for each customer referencing the specific repair or repipe work
- Mention the estimate number and the total so the customer can find the original
- Leave every draft unsent in Gmail for the dispatcher or office manager to review before sending
Done when A draft follow-up email is queued in Gmail for every stale estimate, ready to review and send.
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3
Slack - notify dispatcher of pending jobs
slack.com
WebRun opens Slack to notify dispatcher of pending jobs. - Post a summary list to the dispatch channel showing each pending estimate, customer name, job type, and dollar amount
- Flag any estimate over 5 days old as urgent
Done when Dispatcher has a Slack list of all open estimates needing attention today.
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 emails to customers automatically?
No. WebRun drafts every follow-up in Gmail and leaves it unsent. Your dispatcher or office manager reviews and sends each one, so no message goes out without a human check.
How does it know which estimates to follow up on?
It reads the live estimate status in Housecall Pro each morning and only surfaces estimates that have been open with no customer response for more than 48 hours. Already-won, lost, or recently-contacted jobs are skipped.
Can it handle both repair estimates and repipe quotes?
Yes. WebRun reads the job description from each estimate and includes the relevant detail (drain repair, repipe, water heater, fixture) in the draft so each follow-up sounds specific, not generic.
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