All templates

Automated Roofing Contract Signature Chaser

Every morning, WebRun opens Roofr, finds every proposal sent to a homeowner that is still unsigned, drafts a polite contract reminder in Gmail for your team to review and send, and posts a Slack list of who is still holding up the schedule.

Runs on WebRun · Strict Lockdown policy
Every day at 8:00 AM WebRunorchestrates each step
1 Roofr find unsigned contracts
2 Gmail draft signature reminders
3 Slack report unsigned pipeline
In short

How do I automatically follow up on unsigned roofing contracts?

WebRun opens Roofr every morning, finds every proposal sent but not yet signed, and drafts a personalized reminder email in Gmail for your team to approve and send. It then posts a Slack digest sorted by days waiting, so your team always knows which contracts are holding up the schedule.

  • Every unsigned contract gets a follow-up draft within 24 hours of going stale
  • Teams open Slack to a ranked list of contracts holding up the production schedule
  • Signed and declined proposals are automatically excluded from reminders

Built for roofing contractors · roofing office managers · storm restoration companies · residential roofers

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

  2. 1
    Roofr - find unsigned contracts
    roofr.com
    WebRun in Roofr: find unsigned contracts
    WebRun opens Roofr to find unsigned contracts.
    • Open Roofr and filter proposals to those with a Sent status and no signature
    • Capture the homeowner name, email, proposal amount, and date sent
    • Skip any proposal already signed, declined, or updated today

    Done when Every unsigned contract is identified with the homeowner contact details and days waiting.

  3. 2
    Gmail - draft signature reminders
    gmail.com
    WebRun in Gmail: draft signature reminders
    WebRun opens Gmail to draft signature reminders.
    • Draft a short, friendly reminder for each homeowner referencing their proposal amount
    • Include a direct link back to the Roofr proposal so they can sign in one click
    • Leave each email as a draft in Gmail for your team to review before sending

    Done when A ready-to-send reminder draft exists in Gmail for every unsigned contract.

  4. 3
    Slack - report unsigned pipeline
    slack.com
    WebRun in Slack: report unsigned pipeline
    WebRun opens Slack to report unsigned pipeline.
    • Post the unsigned contract list to your operations Slack channel
    • Sort by days since proposal was sent so the longest-waiting jobs appear first
    • Flag any contract unsigned for more than 5 days with a priority note

    Done when Your team has today's unsigned-contract list in Slack with priorities highlighted.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.roofr.com
ScheduleRuns automatically on this cadence
Every day at 8:00 AM
DeliveryHow each run's result reaches you
Unsigned contract list · Slack
OutputWhat each run produces - A daily list of unsigned Roofr contracts sorted by days waiting, plus a Gmail draft reminder for each homeowner.
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 send reminder emails to homeowners on its own?

No. WebRun drafts every reminder in Gmail and leaves it unsent. Your team reviews and sends each one, so nothing goes to a homeowner without human approval.

How does it avoid chasing contracts that are already signed?

It reads the live proposal status in Roofr each morning, so any contract signed since the last run is automatically excluded from the reminder queue.

Can it chase contracts for declined proposals too?

No. WebRun only queues reminders for unsigned proposals in a Sent status. Declined proposals are excluded so you do not pester homeowners who already said no.

Put this on autopilot.

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