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For plumbing contractors, residential plumbers & field service sales teams

Reach aging water heater customers before they call a competitor

Every Monday, WebRun opens Housecall Pro, finds completed water heater installation jobs from 8 to 12 years ago, drafts a proactive replacement outreach email for each homeowner, and posts your sales team a Slack list of the best replacement opportunities this week.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every Monday at 9:00 AM WebRun
1 Housecall Pro find aging water heater installs
2 Gmail draft replacement outreach
3 Slack alert sales team to top opportunities
Run a sample
In short

How do I proactively reach customers whose water heaters are aging?

Every Monday, WebRun scans Housecall Pro for water heater installations from 8 to 12 years ago, drafts a personalised replacement outreach email in Gmail for each homeowner, and posts your sales team a prioritised Slack list of the best opportunities. All emails are left unsent for review before any message reaches a customer.

  • Homeowners with aging units hear from you before an emergency forces them to call anyone
  • Sales team gets a ranked prospect list every Monday with no manual research
  • No outreach email goes out without a human review

Built for plumbing contractors · residential plumbers · field service sales teams

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

  2. 1
    Housecall Pro - find aging water heater installs
    housecallpro.com How to Automate Housecall Pro
    WebRun in Housecall Pro: find aging water heater installs
    WebRun opens Housecall Pro to find aging water heater installs.
    • Open Housecall Pro and filter completed jobs by type: water heater installation
    • Find jobs completed 8 to 12 years ago, where a standard tank unit would be nearing end of life
    • Capture the customer name, address, unit type, install date, and any notes on the unit brand or size
    • Skip customers who have already had a replacement job or who have a follow-up scheduled

    Done when A list of homeowners with water heaters in the replacement window is ready with full job details.

  3. 2
    Gmail - draft replacement outreach
    gmail.com How to Automate Gmail
    WebRun in Gmail: draft replacement outreach
    WebRun opens Gmail to draft replacement outreach.
    • Draft a friendly, informative outreach email for each homeowner noting how long they have had their current unit
    • Mention the benefits of upgrading now, such as energy savings and avoiding an emergency breakdown
    • Include a soft call to action to book a free assessment or get a quote
    • Leave all drafts unsent in Gmail for the office manager to review before sending

    Done when A personalised draft outreach email is queued in Gmail for every homeowner on the list.

  4. 3
    Slack - alert sales team to top opportunities
    slack.com How to Automate Slack
    WebRun in Slack: alert sales team to top opportunities
    WebRun opens Slack to alert sales team to top opportunities.
    • Post a ranked list to the sales channel showing this week's best replacement opportunities with customer names and install dates
    • Flag any unit over 10 years old as high priority

    Done when Sales team has a prioritised list of water heater replacement prospects in Slack.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.housecallpro.com
ScheduleRuns automatically on this cadence
Every Monday at 9:00 AM
DeliveryHow each run's result reaches you
Draft outreach · Gmail, Slack
OutputWhat each run produces - Draft outreach emails in Gmail and a Slack list of aging water heater customers ranked by install age.
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 homeowners without my approval?

No. Every outreach email is drafted and left unsent in Gmail. Your office manager reviews each one before it is sent, so no message reaches a customer without a human check.

How does it decide which water heaters are aging?

It reads the install date from each completed water heater job in Housecall Pro and flags units that are 8 to 12 years old, the typical replacement window for a tank unit. You can adjust that range in WebRun settings.

What if the customer already replaced their unit with another plumber?

WebRun checks Housecall Pro for any newer water heater job at the same address and skips that customer automatically. If the replacement happened elsewhere and is not in your records, the draft email still gets created but you can discard it during review.

Put this on autopilot.

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