DMSi Agility Automated Delivery Scheduling
Every morning, WebRun opens DMSi Agility, pulls every order marked ready for delivery, groups the stops by route and truck in Google Sheets for the warehouse team, and drafts a delivery window text to each contractor in Twilio, left unsent for the dispatcher to review and approve.
How do I automatically schedule and confirm roofing crew deliveries?
Every morning, WebRun opens DMSi Agility, pulls every order marked ready for delivery, and groups the stops into routes by truck capacity in Google Sheets for the warehouse team. It also drafts a delivery window text for each contractor in Twilio, left unsent until the dispatcher reviews and approves it before sending.
- Every truck rolls with a route confirmed before the morning rush
- Contractors get a delivery window text without tying up a dispatcher's phone
- Nothing ships before it is actually staged and ready in DMSi Agility
Built for roofing and siding distributors · warehouse and delivery dispatch · branch operations managers · inside sales reps
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 - pull orders ready for delivery
dmsi.com
WebRun opens DMSi Agility to pull orders ready for delivery. - Open DMSi Agility and filter sales orders to Ready for Delivery status
- Capture the customer, jobsite address, order lines, and requested delivery date for each
- Group orders by delivery route and truck capacity
Done when Every order ready for delivery is captured with its jobsite and route.
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2
Google Sheets - build the routed delivery schedule
google.com
WebRun opens Google Sheets to build the routed delivery schedule. - Log each route as a section with stop order, customer, address, and load
- List the estimated arrival window for each stop based on route sequence
- Flag any stop that exceeds the truck's weight or bundle capacity
Done when The day's delivery schedule is logged in Google Sheets with a route and window per stop.
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3
Twilio - draft delivery window texts for approval
twilio.com
WebRun opens Twilio to draft delivery window texts for approval. - Draft a short delivery window text for each contractor with their stop's estimated arrival time
- Leave every text unsent in the queue for the dispatcher to review
- Never send a delivery text without dispatcher approval
Done when A draft delivery text is ready for every stop, waiting on dispatcher approval.
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 text contractors about their delivery without approval?
No. WebRun drafts every delivery window text in Twilio and leaves it unsent. The dispatcher reviews and sends each one, so nothing reaches a contractor automatically.
How does it decide the route order?
It reads the jobsite address and requested delivery date for each ready order in DMSi Agility, then groups stops by truck capacity and geography so a route stays efficient.
What happens to orders that are not yet ready for delivery?
They are skipped. WebRun only schedules orders marked Ready for Delivery in DMSi Agility, so nothing ships before it has actually been picked and staged.
Related templates
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