Automated Tree Service Overdue Invoice Reminders
Every Monday, WebRun opens Jobber, finds invoices past their due date, drafts a polite payment reminder for each customer, and posts a chase list to Slack so your team knows who still owes and how much.
How do I automatically chase overdue invoices for my tree service business?
WebRun opens Jobber every Monday, finds all past-due invoices, and drafts a polite payment reminder in Gmail for each customer. It then posts a chase list to Slack sorted by days overdue, so your team can review drafts and send them the same morning, cutting days off your average payment cycle.
- Every overdue invoice gets a polite reminder draft ready to send Monday morning
- Team sees the full chase list sorted by age every week
- Paid invoices are skipped automatically from live Jobber data
Built for tree service companies · arborist businesses · tree care contractors · landscaping firms
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
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 past-due status
- Capture each customer's name, contact email, invoice amount, and days overdue
- Skip any customer who already received a reminder in the past 7 days
Done when All overdue invoices are listed with customer contacts, amounts, and days overdue.
-
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 customer referencing the invoice number and amount
- For invoices overdue more than 30 days, flag the draft with a note to review before sending
- Leave every draft unsent for your approval
Done when A Gmail draft payment reminder exists for each overdue invoice, awaiting your review.
-
3
Slack - post the weekly chase list
slack.com
WebRun opens Slack to post the weekly chase list. - Post this week's chase list sorted by days overdue, oldest first
- Include customer name, invoice amount, and days overdue for each entry
Done when Your team has the full overdue invoice list in Slack for Monday's review.
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 payment reminders to customers without my approval?
No. Every reminder is saved as a Gmail draft. Nothing is sent until you review and approve it yourself.
Will it pester customers who already paid?
No. It reads live invoice status from Jobber each run, so any invoice that has been paid is automatically excluded.
Can I change how politely or firmly the reminder sounds?
Yes. Give WebRun a tone guideline or a sample reminder and it will match your preferred voice for all future drafts.
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