Follow up on portable sanitation quotes before they go cold
Every few days, WebRun opens ServiceCore, finds quotes that are still open and past their follow-up window, drafts a short follow-up email for each prospect, and posts the open quote list to Slack so your sales team can review and send before the job goes to a competitor.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically follow up on open portable sanitation quotes?
WebRun scans ServiceCore every few days for open quotes that have not been accepted and are past the follow-up window. It drafts a concise follow-up email for each prospect in Gmail and posts the ranked pipeline to Slack, so your sales team can approve and send before any job goes to a competitor.
- No open quote sits uncontacted past the three-day follow-up window
- Sales team opens Slack to a ranked pipeline list with Gmail drafts ready to send
- Won and lost quotes are skipped automatically to avoid awkward outreach
Built for portable sanitation sales teams · porta-potty rental operators · sanitation account executives · field service sales 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
app.servicecore.comin a real browser with your saved login - no setup, no API keys. -
1
ServiceCore - find open quotes past follow-up window
servicecore.com How to Automate ServiceCore
WebRun opens ServiceCore to find open quotes past follow-up window. - Open ServiceCore and navigate to the quotes section
- Filter to quotes with a status of open or pending and a sent date more than three days ago
- Capture the prospect name, contact email, quote amount, unit type, event or project date, and days since the quote was sent
- Skip quotes already marked as won, lost, or in active negotiation
Done when Every open quote past the follow-up window is listed with prospect and quote details.
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2
Gmail - draft follow-up email to each prospect
gmail.com How to Automate Gmail
WebRun opens Gmail to draft follow-up email to each prospect. - Draft a short, friendly follow-up email for each open quote
- Reference the specific unit type and project date from the quote to show context
- Include an easy next step such as a confirmation link or a phone number
- Save each email as a draft for your sales team to review before sending
Done when Follow-up email drafts are saved in Gmail for each aging open quote.
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3
Slack - post open quote pipeline to sales channel
slack.com How to Automate Slack
WebRun opens Slack to post open quote pipeline to sales channel. - Post the open quote pipeline to the Slack sales channel
- Sort by quote value so the largest opportunities appear first
- Note the days since each quote was sent to highlight the most urgent follow-ups
Done when Sales team has the full open quote list in Slack with Gmail 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 email prospects without my sales team approving?
No. WebRun saves every follow-up as a Gmail draft for your team to review. No message reaches a prospect until a salesperson opens the draft and clicks Send.
How does it decide which quotes need a follow-up?
It flags quotes that are still open and have not received a response within three days of being sent, based on the sent date and current status in ServiceCore.
What if a prospect already accepted or declined the quote?
It reads live quote status from ServiceCore each run, so quotes already won, lost, or in active negotiation are excluded automatically.
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