Automated RV Warranty and Contract Renewal Reminders
Every Monday, WebRun opens IDS Astra and finds customers whose extended warranty or service contract expires in the next 90 days, drafts a personalised renewal offer for each and prepares a DocuSign envelope for the renewal agreement, then alerts your F&I manager in Slack with the full list so they can review each draft before it reaches the customer.
How do I automatically remind RV customers about expiring warranties and service contracts?
WebRun checks IDS Astra every Monday for warranties and service contracts expiring within 90 days, prepares a DocuSign renewal envelope for each customer, and sends the F&I manager a Slack list of every draft ready to review. No renewal offer reaches a customer until the F&I manager approves and sends it.
- No warranty expiry goes uncontacted within the 90-day renewal window
- DocuSign envelopes are pre-filled and ready so approval takes seconds
- Contracts expiring in under 30 days are escalated as urgent automatically
Built for RV F&I managers · RV dealers · trailer dealership business offices
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.ids-astra.comin a real browser with your saved login - no setup, no API keys. -
1
IDS Astra - find contracts expiring in 90 days
ids-astra.com
WebRun opens IDS Astra to find contracts expiring in 90 days. - Open the F&I or CRM module in IDS Astra and filter for warranty or service contracts expiring in 90 days or fewer
- Capture customer name, email, unit, contract type, expiry date, and original sale details
- Skip customers already contacted for this renewal in the past 30 days
Done when All expiring contracts are listed with customer and contract details.
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2
DocuSign - prepare renewal agreement envelope
docusign.com
WebRun opens DocuSign to prepare renewal agreement envelope. - Prepare a DocuSign envelope for the renewal agreement for each expiring contract
- Pre-fill customer name, unit, and relevant contract terms from the IDS Astra data
- Leave the envelope in draft status, unsent, pending F&I manager review
Done when A draft DocuSign envelope exists for every expiring contract, unsent and awaiting approval.
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3
Slack - alert F&I manager with renewal queue
slack.com
WebRun opens Slack to alert F&I manager with renewal queue. - Post the weekly renewal queue to the F&I manager Slack channel
- List each customer, unit, contract type, expiry date, and a note that the DocuSign envelope is drafted and ready
- Flag contracts expiring within 30 days as urgent for priority review
Done when The F&I manager has a full renewal queue in Slack with all drafts ready for 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 send renewal offers or DocuSign envelopes to customers without approval?
No. Every DocuSign envelope is left as a draft and held until the F&I manager reviews and sends it. No offer or contract reaches a customer without a human sign-off.
Which contract types does it track?
Any warranty or service contract recorded in IDS Astra, including extended warranties, roadside assistance plans, and prepaid maintenance packages.
What if the customer already renewed directly with the provider?
If the renewal is logged in IDS Astra, WebRun will skip that customer automatically. If it was handled outside the system, the F&I manager can dismiss the draft when reviewing.
Related templates
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