DMSi Agility Automated Will Call Pickup Reminders
Every afternoon, WebRun opens DMSi Agility, finds every will call order marked staged and ready, drafts a short pickup reminder text for each contractor in Twilio and leaves it for the counter team to approve, then posts a Slack list to the branch of any will call order sitting more than two days so it gets a phone call.
How do I remind contractors to pick up their will call orders?
Every afternoon, WebRun opens DMSi Agility and finds every will call order marked staged and ready. It drafts a short pickup reminder text for each contractor in Twilio, left unsent for the counter team to approve, and posts a Slack list of any order sitting more than two days so it gets a follow up call before the dock backs up.
- The will call dock clears faster because reminders go out before day three
- Counter staff call the oldest orders first instead of guessing
- No reminder reaches a contractor without a person approving it
Built for roofing and siding distributors · counter sales staff · branch operations managers · will call and shipping teams
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 - find staged will call orders
dmsi.com
WebRun opens DMSi Agility to find staged will call orders. - Open DMSi Agility and filter will call orders to Staged status
- Capture the contractor, order number, product, and the date it was staged
- Calculate how many days each order has been sitting
Done when Every staged will call order is listed with its contractor and days waiting.
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2
Twilio - draft pickup reminder texts for approval
twilio.com
WebRun opens Twilio to draft pickup reminder texts for approval. - Draft a short pickup reminder text for each contractor naming the order number and what is ready
- Leave every text unsent in the queue for the counter team to review
- Never send a pickup reminder without counter team approval
Done when A draft pickup reminder is ready for every staged will call order, unsent.
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3
Slack - list aging will call orders for the branch
slack.com
WebRun opens Slack to list aging will call orders for the branch. - Post a list to the branch channel of every will call order staged more than two days
- Sort the list oldest first so the counter team calls the longest waiting orders
- Note the contractor's phone number on file for a quick follow up call
Done when The branch has a Slack list of every will call order aging past two days.
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 without the counter team approving first?
No. WebRun drafts every pickup reminder text in Twilio and leaves it unsent. The counter team reviews and sends each one, so no contractor gets a text automatically.
How does it decide an order is ready for a reminder?
It only drafts a reminder for orders marked Staged in DMSi Agility, meaning the product has actually been pulled and is sitting on the will call dock, not just entered as an order.
What happens once a contractor picks up their order?
DMSi Agility marks the order picked up, and WebRun drops it from the next run, so a contractor who already collected their material will not get another reminder.
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