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Automated Roofing Storm Canvass Lead Follow-Up

Every morning, WebRun opens JobNimbus to find storm canvass contacts added in the last 24 hours, checks CompanyCam for any roof damage photos your crew captured at the door, drafts a personalized follow-up email in Gmail for each homeowner, and posts your sales team a Slack digest sorted by damage severity.

Runs on WebRun · Strict Lockdown policy
Every day at 7:30 AM WebRunorchestrates each step
1 JobNimbus find new storm canvass contacts
2 CompanyCam check damage photos from canvass
3 Gmail draft personalized follow-up emails
4 Slack alert the sales team with priorities
In short

How do I automatically follow up with storm canvass leads in roofing?

WebRun opens JobNimbus every morning to find storm canvass contacts added in the last 24 hours, checks CompanyCam for damage photos your crew captured at the door, and drafts a personalized follow-up email in Gmail for each homeowner. Your sales rep approves and sends, then gets a Slack digest sorted by damage severity to prioritize the best opportunities first.

  • Every storm canvass contact gets a personalized follow-up draft within 24 hours
  • Sales reps open Slack each morning to a ranked list sorted by observed damage severity
  • Contacts already booked for an estimate are automatically excluded from the follow-up queue

Built for storm restoration roofers · roofing canvass teams · roofing sales reps · residential roofing contractors

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

  2. 1
    JobNimbus - find new storm canvass contacts
    jobnimbus.com
    WebRun in JobNimbus: find new storm canvass contacts
    WebRun opens JobNimbus to find new storm canvass contacts.
    • Open JobNimbus and filter contacts created in the last 24 hours with a Storm or Canvass source tag
    • Capture the homeowner name, email, address, and any notes your canvasser added at the door
    • Skip any contact already assigned an estimate appointment

    Done when Every new storm canvass contact from the last 24 hours is listed with full details.

  3. 2
    CompanyCam - check damage photos from canvass
    companycam.com
    WebRun in CompanyCam: check damage photos from canvass
    WebRun opens CompanyCam to check damage photos from canvass.
    • Open CompanyCam and find any project created for the canvass contact's address
    • Check for damage photos uploaded by the canvasser during the door knock
    • Note any visible damage category (missing shingles, hail damage, storm debris) for each contact

    Done when Each canvass contact is tagged with a damage note from CompanyCam photos where available.

  4. 3
    Gmail - draft personalized follow-up emails
    gmail.com
    WebRun in Gmail: draft personalized follow-up emails
    WebRun opens Gmail to draft personalized follow-up emails.
    • Draft a short, personalized follow-up email for each homeowner referencing their address and the storm event
    • Mention the damage observed if a CompanyCam photo note is available
    • Include an easy way for the homeowner to book a free estimate
    • Leave each email as a draft in Gmail for your sales rep to review and send

    Done when A ready-to-send follow-up draft exists in Gmail for every new canvass contact.

  5. 4
    Slack - alert the sales team with priorities
    slack.com
    WebRun in Slack: alert the sales team with priorities
    WebRun opens Slack to alert the sales team with priorities.
    • Post the canvass follow-up list to the sales Slack channel
    • Sort by damage severity so the highest-priority homes appear first
    • Note which contacts have a CompanyCam damage photo for extra context

    Done when The sales team has today's canvass follow-up priorities in Slack.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.jobnimbus.com
ScheduleRuns automatically on this cadence
Every day at 7:30 AM
DeliveryHow each run's result reaches you
Canvass follow-up list · Slack
OutputWhat each run produces - A daily list of new storm canvass contacts sorted by damage severity, with a personalized Gmail draft for each homeowner ready for sales rep review.
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 automatically after the canvass?

No. WebRun drafts every follow-up in Gmail and leaves it unsent. Your sales rep reviews and sends each one, so every homeowner message has a human behind it.

How does it know which contacts came from a storm canvass?

It filters JobNimbus contacts by source tag. As long as your canvassers tag new contacts with a Storm or Canvass label when adding them, WebRun picks them up automatically each morning.

What if a homeowner already booked an estimate appointment?

WebRun checks each contact's status in JobNimbus at the start of every run and skips any contact already assigned an estimate appointment, so no one gets a follow-up they don't need.

Put this on autopilot.

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