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For multifamily asset managers, regional property managers & property accountants

Get a monthly recovery summary across your whole portfolio

On the first business day of each month, WebRun opens Conservice, pulls the total provider utility cost, the total resident billback, and the net amount recovered for every property in the portfolio, logs the totals to a running Google Sheet, and posts a portfolio wide summary to Slack showing the month over month trend for total billed and total recovered.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Monthly, on the 1st business day at 8:00 AM WebRun
1 Conservice pull totals for every property
2 Google Sheets log the portfolio totals
3 Slack post the monthly summary
Run a sample
Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens www.conservice.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Conservice - pull totals for every property
    conservice.com How to Automate Conservice
    WebRun in Conservice: pull totals for every property
    WebRun opens Conservice to pull totals for every property.
    • Open Conservice once the month's billing cycles have all closed
    • Pull each property's total provider utility cost, total resident billback, and net recovered
    • Roll the property level totals up into a portfolio wide total

    Done when Every property's monthly totals are pulled and rolled up to a portfolio total.

  3. 2
    Google Sheets - log the portfolio totals
    google.com How to Automate Google Sheets
    WebRun in Google Sheets: log the portfolio totals
    WebRun opens Google Sheets to log the portfolio totals.
    • Open the monthly recovery tracking sheet
    • Add this month's row with the portfolio totals and each property's contribution
    • Calculate the month over month change versus the prior row

    Done when This month's portfolio totals are logged with the month over month change calculated.

  4. 3
    Slack - post the monthly summary
    slack.com How to Automate Slack
    WebRun in Slack: post the monthly summary
    WebRun opens Slack to post the monthly summary.
    • Post the monthly summary to the finance or ops channel
    • Lead with the portfolio total billed, total recovered, and the trend versus last month
    • List the 3 properties that moved the most, up or down

    Done when Your team has this month's portfolio wide recovery summary in Slack.

How do I get a monthly utility cost recovery summary across my whole portfolio?

On the first business day of each month, WebRun pulls the total provider utility cost, resident billback, and net recovery for every property from Conservice, rolls them into one portfolio total, and logs it to Google Sheets. A Slack summary then shows the month over month trend and the 3 properties that moved the most.

  • Portfolio wide recovery totals land in Slack on the first business day
  • Month over month trend builds automatically instead of a manual rollup
  • The properties that moved the most surface without reading every line

Built for multifamily asset managers · regional property managers · property accountants · ownership groups

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.conservice.com
ScheduleRuns automatically on this cadence
Monthly, on the 1st business day at 8:00 AM
DeliveryHow each run's result reaches you
Portfolio summary · Slack
OutputWhat each run produces - A portfolio wide monthly summary of total utility cost, total resident billback, and net recovery, with the month over month trend.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

How is this different from a single property's recovery ratio?

This report rolls every property up into one portfolio total for the month, so you see total dollars billed and recovered across the whole portfolio, not just one property's ratio.

Will it flag which properties need attention?

It lists the 3 properties that moved the most from the prior month, up or down, so you know where to look first without reading every property's line.

Where does the historical trend come from?

Each month's portfolio totals are added as a new row in Google Sheets, so the month over month trend builds from your own running history, not an estimate.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.