Automated RV Recurring Service Reminder Drafts
Every Monday, WebRun checks IDS Astra for customers whose last service visit was more than six months ago or who purchased a unit over a year ago without any service record, drafts an SMS reminder via Twilio for each, logs them in a Google Sheet, and holds every message for a service advisor to review before sending.
How do I automatically remind RV customers when they are due for service?
WebRun checks IDS Astra every Monday for RV customers overdue for service, logs them in a Google Sheet, and drafts personalised SMS reminders via Twilio for each. Every message is held in a review queue until the service advisor approves it, so no outreach goes to a customer without a human check.
- Service-due customers are identified automatically every week without manual list pulls
- No customer receives a reminder more than once every 60 days
- Every message is reviewed by a human before reaching the customer
Built for RV service advisors · RV dealers · trailer dealership service departments
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.ids-astra.com/rv/departments/servicein a real browser with your saved login - no setup, no API keys. -
1
IDS Astra - find customers due for service
ids-astra.com
WebRun opens IDS Astra to find customers due for service. - Open the CRM in IDS Astra and filter customers by last service visit date
- Identify customers with no service visit in the past six months or no service record at all
- Capture customer name, mobile number, unit year/make/model, and last visit date
- Skip customers already contacted in the last 60 days
Done when A list of customers due for outreach is ready with contact and unit details.
-
2
Google Sheets - log outreach candidates
google.com
WebRun opens Google Sheets to log outreach candidates. - Append each outreach candidate to the service reminder log sheet
- Record customer name, unit, last visit date, and the week they were flagged
- Mark a column for advisor action so the team can track who was contacted
Done when All candidates are logged in the tracking sheet.
-
3
Twilio - draft service reminder SMS for advisor review
twilio.com
WebRun opens Twilio to draft service reminder SMS for advisor review. - Draft an SMS for each customer referencing their unit and the service type due
- Keep the message brief: a friendly reminder, the dealership name, and a call-to-action to book
- Queue every SMS as a draft for the service advisor to review and approve before sending
Done when An SMS draft is queued for every outreach candidate. No message is sent until the advisor approves.
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 customers without the service advisor checking first?
No. Every SMS is queued as a Twilio draft and held until the service advisor reviews and approves it. Nothing reaches a customer without a human sign-off.
How does it know which customers to contact?
WebRun reads the service history in IDS Astra and flags anyone whose last visit is more than six months ago. You can adjust the threshold during setup to match your service intervals.
What stops it from contacting the same customer every week?
Once a customer is flagged and an outreach is logged in the sheet, they are excluded from the next 60 days of runs automatically.
Related templates
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