Automated EverLogic Floorplan Curtailment Tracking
On the 1st of every month, WebRun opens Unit Inventory in EverLogic, checks every floorplanned unit's days in stock against its lender's curtailment tiers, confirms the flagged balances in QuickBooks, and logs the full curtailment schedule to a tracking sheet sorted by due date for your controller.
How do I track upcoming floorplan curtailment payments by unit?
On the 1st of every month, WebRun checks EverLogic for units crossing into a new floorplan curtailment tier within 30 days, confirms each balance against QuickBooks, and logs the schedule to a tracking sheet sorted by due date. The controller gets a clear payment calendar, so no curtailment date is missed and no balance mismatch goes unnoticed.
- Curtailment dates are known 30 days out instead of discovered at the due date
- Balance mismatches between EverLogic and QuickBooks are caught before a payment
- The controller gets one schedule instead of checking each unit by hand
Built for trailer dealership controllers · general managers · finance 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
apps.everlogic.comin a real browser with your saved login - no setup, no API keys. -
1
EverLogic - find units nearing a curtailment tier
everlogic.com
WebRun opens EverLogic to find units nearing a curtailment tier. - Open Unit Inventory in EverLogic and pull every unit still on floorplan
- Check each unit's days in stock against its lender's curtailment tiers
- Flag any unit crossing into a new tier in the next 30 days
- Note the unit, floorplan lender, current balance, and the date it crosses tiers
Done when Every unit approaching a curtailment tier in the next 30 days is listed with its balance and due date.
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2
QuickBooks - confirm the floorplan payable
- Confirm the current floorplan payable balance for each flagged unit
- Flag any unit where the EverLogic balance and the QuickBooks payable don't match
Done when Every flagged unit's floorplan balance has been confirmed against QuickBooks.
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3
Google Sheets - log the curtailment schedule
google.com
WebRun opens Google Sheets to log the curtailment schedule. - Append this month's curtailment schedule to the tracking sheet
- Sort by the date each unit crosses into its next tier, soonest first
- Mark any balance mismatch in a separate column for the controller to resolve
Done when The tracking sheet reflects this month's full curtailment schedule sorted by due date.
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
Does it pay the curtailment or move money?
No. It only reads and reports. The schedule is logged to a sheet for your controller to plan and pay through your normal floorplan process. WebRun never moves money.
How does it know a unit is approaching a tier?
It compares each floorplan unit's days in stock in EverLogic to your lender's curtailment schedule, flagging anything that crosses into a new tier within 30 days.
What if EverLogic and QuickBooks disagree on the balance?
The unit is flagged in a separate column on the schedule so the controller can reconcile it before the curtailment date, instead of finding the mismatch after a payment is due.
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