Automated Restoration Weekly WIP Report
Every Monday morning, WebRun opens Next Gear DASH and Encircle, collects the current stage, estimated revenue, crew assignment, and outstanding action items for every active job, compiles a clean work-in-progress report, and posts it to your leadership Slack channel before the week begins.
How do I automatically generate a weekly work-in-progress report for a restoration company?
WebRun pulls every active job from Next Gear DASH and Encircle each Monday, capturing stage, estimated revenue, crew assignment, and outstanding documentation or equipment issues. It compiles a clean WIP report grouped by loss type and posts it to your leadership Slack channel before the week begins, so your team always starts Monday fully informed.
- Leadership starts every Monday with a full portfolio snapshot in Slack before the first call
- Jobs stalled in the same stage for more than five days are automatically flagged
- Documentation gaps and overdue equipment are visible in the same report as job stage and revenue
Built for restoration company owners · restoration operations directors · water fire mold restoration leadership teams · restoration general managers
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.nextgearsolutions.comin a real browser with your saved login - no setup, no API keys. -
1
Next Gear DASH - pull job stages and revenue data
nextgearsolutions.com
WebRun opens Next Gear DASH to pull job stages and revenue data. - Open DASH and export all active jobs with their current stage, estimated contract value, crew lead, and adjuster
- Categorize jobs by loss type: water, fire, mold, and other
- Note any jobs that stalled in the same stage for more than five days
Done when Every active job has a stage, revenue estimate, and stall flag captured.
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2
Encircle - check documentation and equipment status
getencircle.com
WebRun opens Encircle to check documentation and equipment status. - Open Encircle and check documentation completeness and active drying equipment for each job
- Flag jobs with missing documents, overdue equipment, or outstanding photo requirements
- Note the total number of jobs with open documentation or equipment issues
Done when Documentation and equipment status is captured for every active job.
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3
Slack - post weekly WIP report to leadership
slack.com
WebRun opens Slack to post weekly WIP report to leadership. - Post the weekly WIP report to the leadership Slack channel
- Lead with a summary: total active jobs, total estimated revenue in progress, and number of flagged items
- Follow with a job-by-job table grouped by loss type, sorted by stage, with flags highlighted
Done when Leadership has the weekly WIP report in Slack by 7:00 AM Monday.
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
Does it post automatically or do I need to trigger it each week?
It posts automatically every Monday at 6:45 AM so the report is waiting in Slack when your leadership team starts their week.
Can I include revenue estimates in the report?
Yes. WebRun reads the contract value fields in DASH and includes estimated revenue by loss type and in total, so you get a financial snapshot alongside the operational one.
What if I want to share the report with someone outside Slack?
WebRun can also save the report as a formatted Google Sheets tab each week if you need a persistent record or want to share it outside your Slack workspace.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.