Automated Roofing Estimate Follow-Up
Every morning, WebRun opens JobNimbus, finds estimates still in an open or sent status, drafts a polite follow-up email to each homeowner, and posts your team a Slack digest of where every proposal stands.
How do I automatically follow up on open roofing estimates?
WebRun opens JobNimbus every morning, finds every estimate still awaiting a homeowner response, and drafts a personalized follow-up email in Gmail for your rep to review and approve. It then posts a Slack digest sorted by age, so your team always knows which proposals need attention today.
- No open estimate goes more than 24 hours without a follow-up draft ready to send
- Reps open Slack each morning to a ranked list of proposals needing attention
- Homeowners receive personalized emails, not generic blasts
Built for roofing contractors · roofing sales reps · storm restoration companies · residential roofers
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.jobnimbus.comin a real browser with your saved login - no setup, no API keys. -
1
JobNimbus - find open estimates
jobnimbus.com
WebRun opens JobNimbus to find open estimates. - Open JobNimbus and filter jobs to estimates with a Sent or Open status
- Capture the homeowner name, email, estimate amount, and days since sent
- Skip any estimate that received a reply or was updated in the last 24 hours
Done when Every open estimate is listed with contact details and days outstanding.
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2
Gmail - draft follow-up emails
gmail.com
WebRun opens Gmail to draft follow-up emails. - Draft a short, friendly follow-up from your account for each homeowner
- Reference the estimate amount and job address to make it personal
- Leave each email as a draft in Gmail for your rep to review and send
Done when A ready-to-send follow-up draft exists in Gmail for every open estimate.
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3
Slack - report proposal pipeline
slack.com
WebRun opens Slack to report proposal pipeline. - Post a summary of all open estimates to your sales channel
- Sort by days outstanding so the oldest proposals sit at the top
- Flag any estimate over 7 days old with a note to prioritize
Done when Your team has today's open-estimate pipeline in Slack.
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 homeowners automatically?
No. WebRun drafts every follow-up in Gmail and leaves it unsent for your rep to review. Nothing goes to a homeowner without a human approving it first.
How does it know which estimates to skip?
It reads the live status in JobNimbus each morning, so any estimate that was updated, approved, or replied to is automatically excluded from the follow-up queue.
Can I control how many days before a follow-up triggers?
Yes. Tell WebRun your preferred waiting period (such as 2 days, 5 days, or 7 days) and it will only queue follow-ups for estimates older than that threshold.
Related templates
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