DMSi Agility Automated Rebate Tier Tracking
Every Monday, WebRun opens DMSi Agility, totals each contractor account's purchase volume for the quarter against their manufacturer rebate program, logs the running totals and tier status in Google Sheets, and drafts a tier achieved notification email in Gmail for your rebate coordinator to review before it goes out.
How do I track contractor rebate program tiers automatically?
Every Monday, WebRun opens DMSi Agility and totals each contractor account's purchase volume against their manufacturer rebate program thresholds. It logs the running totals and tier status in Google Sheets, and drafts a tier achieved email in Gmail for your rebate coordinator to review, so no contractor's rebate milestone gets missed.
- Every contractor's rebate progress is current every Monday, not just at quarter end
- Tier milestones get a drafted notice instead of being missed in a spreadsheet
- Rebate coordinators review real numbers before any contractor hears about a tier
Built for roofing and siding distributors · rebate program coordinators · branch and regional sales managers · contractor account 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
www.dmsi.comin a real browser with your saved login - no setup, no API keys. -
1
DMSi Agility - total contractor purchase volume by program
dmsi.com
WebRun opens DMSi Agility to total contractor purchase volume by program. - Open DMSi Agility and pull invoiced purchases by contractor account for the current rebate period
- Total the qualifying product volume for each manufacturer rebate program
- Compare each contractor's total against the program's tier thresholds
Done when Every enrolled contractor's purchase volume is totaled against their program's tiers.
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2
Google Sheets - log running totals and tier status
google.com
WebRun opens Google Sheets to log running totals and tier status. - Log each contractor with their program, current volume, current tier, and volume needed for the next tier
- Highlight any contractor who crossed into a new tier since the last run
- Keep a running quarter-to-date total so progress is visible at a glance
Done when The rebate tracker in Google Sheets reflects every contractor's current tier and progress.
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3
Gmail - draft tier achieved notice for review
gmail.com
WebRun opens Gmail to draft tier achieved notice for review. - Draft a congratulatory email for each contractor who reached a new tier, noting the rebate amount or benefit
- Include a reminder of any paperwork the contractor still needs to file with the manufacturer
- Save every email as a draft for the rebate coordinator to review and send
Done when A draft notice is ready for every contractor who crossed a tier, unsent.
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 notify contractors of a new tier without review?
No. WebRun drafts the tier achieved email in Gmail and leaves it unsent. Your rebate coordinator reviews and sends it, so no contractor hears about a rebate before your team confirms the numbers.
How does it handle multiple rebate programs per contractor?
It totals volume separately for each manufacturer program a contractor is enrolled in, since thresholds and qualifying products differ by program, and logs each one as its own line in the tracker.
What if a return lowers a contractor's volume below a tier?
Each run recalculates from the current invoiced totals in DMSi Agility, so a return that drops a contractor below a threshold is reflected the next time the tracker runs.
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