Automated simPRO Uninvoiced Job Chasing
Every Tuesday, WebRun signs in to simPRO, finds jobs marked complete that still have no invoice raised, captures the customer, the job value, the technician, and the days since completion, posts the full list with its total value to Microsoft Teams, and pings the office manager on WhatsApp about anything sitting more than two weeks.
How do I find completed jobs that were never invoiced?
WebRun chases unbilled work in simPRO every Tuesday. It finds jobs marked complete with no invoice raised, captures the customer, value, technician, and days waiting, posts the list and its total to Microsoft Teams, and pings the office manager on WhatsApp about the oldest ones.
- Completed work is billed within days instead of weeks
- The total cash sitting unbilled is visible every Tuesday
- Jobs blocked from invoicing are named with the reason
Built for trade businesses · electrical contractors · HVAC companies · field service operations
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.simprosuite.comin a real browser with your saved login - no setup, no API keys. -
1
simPRO - find completed uninvoiced jobs
- Sign in to simPRO and filter jobs to completed status
- Keep only jobs with no invoice raised against them
- Capture the customer, the job number, the value, the assigned technician, and the completion date
- Note anything missing that would block invoicing, such as unattached labour or materials
Done when Every completed job without an invoice is listed with its value and age.
-
2
Microsoft Teams - post the billing list
microsoft.com
WebRun opens Microsoft Teams to post the billing list. - Post the billing list to your operations channel, oldest job first
- Show the customer, the job number, the value, and the days since completion
- State the total value sitting uninvoiced so the cash impact is clear
- Note any job that cannot be invoiced yet and why
Done when Operations has this week's uninvoiced job list and its total value in Teams.
-
3
WhatsApp - ping on the oldest jobs
whatsapp.com
WebRun opens WhatsApp to ping on the oldest jobs. - Send the internal office group a short list of jobs uninvoiced for more than two weeks
- Include the customer, the value, and the days waiting for each
- Keep it to the internal group you approve during setup, never a customer
- Stay quiet in a week where nothing is that old
Done when The office manager has the aged uninvoiced jobs in WhatsApp, or none were aged.
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 raise or send an invoice to a customer?
No. WebRun lists the jobs that need billing and stops there. Raising an invoice and sending it stays with your office team, so nothing is ever billed to a customer unreviewed.
Does it change a job status in simPRO?
No. Jobs are read only. WebRun never marks a job complete, never edits costs, and never attaches labour or materials to a job.
Do customers see any of this?
No. The Teams post and the WhatsApp ping both go to internal groups you approve during setup. No customer is contacted at any point in the run.
Related templates
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