Automated Workiz Overdue Invoice Chaser
Every Monday, WebRun opens Workiz, finds all invoices past their due date, drafts a polite payment reminder email for each customer in Gmail, and posts a ranked overdue list to Slack so you can see who owes the most and for how long.
How do I automatically chase overdue pressure washing invoices?
Every Monday WebRun opens Workiz, finds every invoice past its due date, and drafts a polite payment reminder for each customer in Gmail ready for your review. It also posts a ranked chase list to Slack with the largest and oldest balances first, so you always know where to focus collection efforts.
- Every overdue invoice gets a polite follow-up drafted within minutes, not days
- Slack chase list shows the biggest balances first so you prioritise correctly
- Paid invoices are skipped automatically from live Workiz status
Built for pressure washing business owners · exterior cleaning companies · field service billing managers
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.workiz.comin a real browser with your saved login - no setup, no API keys. -
1
Workiz - find all invoices past due date
workiz.com
WebRun opens Workiz to find all invoices past due date. - Open Workiz and navigate to Invoices
- Filter to invoices with status Overdue
- Capture the customer name, contact email, invoice amount, and days overdue for each
Done when Every overdue invoice is listed with customer details, amount, and age.
-
2
Gmail - draft payment reminder for each customer
gmail.com
WebRun opens Gmail to draft payment reminder for each customer. - Draft a polite, on-brand payment reminder for each customer referencing their invoice number and amount
- Leave every draft unsent for your review before sending
- Label each draft 'Overdue Chase' for easy filtering
Done when A draft reminder email exists in Gmail for every overdue invoice, awaiting your approval.
-
3
Slack - post ranked overdue list to owner
slack.com
WebRun opens Slack to post ranked overdue list to owner. - Post a ranked list of overdue invoices to the owner's Slack channel, largest balance first
- Include the customer name, amount, days overdue, and a note that a draft reminder is ready in Gmail
- Flag any invoice over 30 days old with a priority marker
Done when Owner has this week's overdue chase list in Slack with draft status noted.
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 email customers directly without my sign-off?
No. Every payment reminder is drafted in Gmail and left unsent. You review and send each one yourself so no customer is contacted without your approval.
What if a customer already paid since the last run?
WebRun reads the live invoice status in Workiz each Monday morning, so anyone who has paid since the last run is automatically skipped.
Can it handle partial payments or disputed invoices?
WebRun will still flag a partially paid invoice as overdue and note the remaining balance in the draft. You can then edit the message or skip it before sending.
Related templates
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