Follow up on open repair and equipment quotes before they go cold
Every Monday, WebRun opens Jobber, pulls all quotes in an open or awaiting-response status, drafts a follow-up message for each customer referencing their specific repair or equipment recommendation, queues the messages for your review, and posts a priority list to Slack.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically follow up on open pool repair and equipment quotes?
Every Monday, WebRun opens Jobber, finds all open repair and equipment quotes, and drafts a personalized follow-up in Gmail for each customer referencing their specific recommendation. Drafts are held for your review before sending. A Slack list ranks open quotes by value and age so you know exactly where to focus.
- Open repair and equipment quotes followed up every week without manual effort
- Personalized messages referencing the specific repair keep follow-ups relevant and not generic
- High-value quotes prioritized in Slack so revenue opportunities do not go cold
Built for pool service companies · pool repair technicians · pool equipment installers · field service sales teams
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.getjobber.comin a real browser with your saved login - no setup, no API keys. -
1
Jobber - pull open and unaccepted quotes
getjobber.com How to Automate Jobber
WebRun opens Jobber to pull open and unaccepted quotes. - Open Jobber and navigate to the Quotes section
- Filter to quotes in open or awaiting-approval status
- Capture customer name, quote number, line items, total amount, date sent, and days outstanding
- Prioritize quotes over 7 days old and any with high-value equipment or repair items
Done when All open quotes are listed with age, value, and key line items.
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2
Gmail - draft personalized follow-ups
gmail.com How to Automate Gmail
WebRun opens Gmail to draft personalized follow-ups. - Draft a personalized follow-up for each customer referencing their specific repair or equipment recommendation
- Keep the tone helpful, not pushy: remind them of the issue identified and the value of addressing it
- For older quotes, note any time-sensitive reasons to act (season, weather, equipment availability)
- Leave every draft unsent for your review - do not send without approval
Done when A draft follow-up exists in Gmail for every open quote customer, queued for review.
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3
Slack - post quote follow-up priority list
slack.com How to Automate Slack
WebRun opens Slack to post quote follow-up priority list. - Post a ranked list of open quotes to the sales or operations channel
- Sort by value and age, with the highest-value oldest quotes first
- Flag any quotes expiring this week or tied to customers with upcoming service visits
Done when The team has a prioritized open quote list in Slack for the week.
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 follow up with customers automatically?
No. Every follow-up message is drafted in Gmail and left unsent for your review. You decide which ones to send and when.
What if a quote was already accepted or declined?
WebRun reads the live quote status in Jobber each run, so accepted, declined, or expired quotes are excluded automatically.
Can it track how many follow-ups have been sent on a quote?
Yes. Each run checks the quote age and notes prior follow-up activity, so you can see at a glance which customers have been contacted before and how recently.
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