Automated Yeti Per-Push Invoice Drafts
Every night, WebRun opens Yeti Software, totals each customer's completed and photo-verified pushes for the day, drafts a per-push invoice for each one in QuickBooks line itemed by date and site, and emails you a summary of what's drafted and ready.
How do I draft per-push snow removal invoices automatically after a storm?
The morning after every storm, WebRun totals each customer's completed and photo-verified pushes in Yeti Software, then drafts a per-push invoice for each one in QuickBooks, line itemed by date and site. It emails you a summary of what's drafted and ready, so invoices are prepared within hours of the storm but nothing goes out until you hit send.
- Invoices are drafted within hours of a storm instead of days later
- Every line item is backed by a photo-verified push
- No invoice reaches a customer without your review
Built for snow removal contractors on per-push contracts · seasonal and per-push hybrid operators · snow and ice management companies · billing administrators
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.yetisoftware.com/loginin a real browser with your saved login - no setup, no API keys. -
1
Yeti Software - total completed pushes per site
yetisoftware.com
WebRun opens Yeti Software to total completed pushes per site. - Open Yeti Software and pull completed pushes for the day
- Group pushes by customer and site with the logged service time
- Exclude any push still missing a verification photo
Done when Every completed, verified push is totaled by customer.
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2
QuickBooks - draft a per-push invoice per customer
- Draft a per-push invoice for each customer at their contracted rate
- Line item each push with its date and site
- Leave every invoice as a draft. WebRun never sends an invoice on its own
Done when Every customer with completed pushes has a draft invoice waiting in QuickBooks.
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3
Gmail - email you a summary of drafts ready to send
gmail.com
WebRun opens Gmail to email you a summary of drafts ready to send. - Email you a summary of today's drafted invoices with customer and total
- Flag any push that was excluded for missing verification
Done when You have this morning's invoice summary in your inbox.
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 invoices to my customers without me?
No. WebRun only drafts each invoice in QuickBooks and leaves it unsent. You review and send it yourself, so nothing bills a customer automatically.
What if a push is missing its verification photo?
It's excluded from that customer's draft invoice until the photo is added, so you never bill for a push you can't prove happened.
How does it price each push?
It applies the per-push or seasonal rate on file for that customer's contract in Yeti Software, so the draft matches what you agreed.
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