Automated Jobber Septic Invoice Follow-Up
Every Monday, WebRun opens Jobber, finds all unpaid invoices past their due date, drafts a polite payment reminder in Gmail for each client, and leaves the drafts for your review. No email is sent until you approve it.
How do I automatically follow up on overdue septic service invoices?
WebRun opens Jobber every Monday, finds all overdue invoices, and drafts a polite payment reminder in Gmail for each client. Every draft waits in your Gmail drafts folder for human approval before any email is sent, giving you full control over what goes to customers while eliminating the manual chase list.
- Overdue invoices get a reminder draft every Monday without manual effort
- Nothing is sent to clients without a human review step
- Already-paid invoices are skipped automatically from live Jobber data
Built for septic service companies · septic pumping contractors · field service business owners
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.getjobber.comin a real browser with your saved login - no setup, no API keys. -
1
Jobber - find overdue invoices
getjobber.com
WebRun opens Jobber to find overdue invoices. - Open Jobber and filter invoices to show only overdue status
- Capture the client name, invoice amount, due date, and days overdue for each
- Skip any invoice already chased in the past seven days
Done when Every overdue invoice is listed with client details and days outstanding.
-
2
Gmail - draft payment reminders for review
gmail.com
WebRun opens Gmail to draft payment reminders for review. - Draft a polite, on-brand payment reminder for each overdue client in Gmail
- Include the invoice number, amount, and a link or instruction to pay
- Leave every draft unsent for your review before any email goes to a customer
Done when Gmail drafts are ready for every overdue invoice, awaiting human approval before sending.
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 clients automatically?
No. Every reminder is saved as a Gmail draft for your review. Nothing is sent to a client until a team member opens the draft and clicks Send.
What does the reminder say?
A short, polite, on-brand nudge with the invoice number, amount owed, and payment instructions. Provide a tone guide or example and WebRun will match your voice.
What if a client already paid?
WebRun reads the live invoice status in Jobber each run, so anyone who has already paid is skipped and no draft is created for them.
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Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.