Automated ServiceM8 Well Drilling Invoice Chasing
Every Monday, WebRun opens ServiceM8, finds invoices past their due date, drafts a polite payment reminder email for each client, and saves them in Gmail for your review. It then posts a summary of outstanding balances to your Slack so you can prioritise who needs a personal call.
How do I automatically chase overdue invoices for my well drilling business?
WebRun opens ServiceM8 every Monday, finds all overdue well drilling invoices, and drafts a polite payment reminder email in Gmail for each client. It posts a ranked summary of outstanding balances to Slack so your team can review the drafts, prioritise personal calls, and send reminders in minutes, not hours.
- Every overdue invoice gets a drafted reminder every Monday without manual effort
- Largest balances flagged for a personal call so cash flow stays healthy
- Paid invoices skipped automatically from live ServiceM8 status
Built for well drilling contractors · water well companies · field service finance teams
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
app.servicem8.comin a real browser with your saved login - no setup, no API keys. -
1
ServiceM8 - find overdue invoices and balances
servicem8.com
WebRun opens ServiceM8 to find overdue invoices and balances. - Open ServiceM8 and filter invoices by status: overdue
- Capture the client name, invoice number, amount outstanding, due date, and days overdue for each
- Sort the list by amount, largest first
Done when All overdue invoices are listed with client details and amounts.
-
2
Gmail - draft payment reminder for each client
gmail.com
WebRun opens Gmail to draft payment reminder for each client. - Draft a polite, on-brand payment reminder email for each overdue invoice
- Include the invoice number, amount, due date, and a payment link or bank details
- Save each as a Gmail draft for review before sending. Never send automatically
Done when Draft payment reminders are ready in Gmail for every overdue invoice.
-
3
Slack - post overdue summary to team
slack.com
WebRun opens Slack to post overdue summary to team. - Post a weekly overdue invoice summary to the Slack finance or operations channel
- List each client, invoice number, amount, and days overdue
- Flag the three largest balances for a personal follow-up call
Done when Team has this week's overdue invoice list and priority flags in Slack.
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 email clients without my approval?
No. Every payment reminder is saved as a Gmail draft. Your team reviews and sends each one, so nothing goes out to a client without human approval.
What if a client has already paid since the last run?
WebRun reads the live invoice status in ServiceM8 each Monday, so anyone who has paid is automatically excluded from that week's chase list.
Can I customise the reminder wording?
Yes. Give WebRun a tone guide or a sample reminder when you set up the workflow and it will match your voice and payment terms in every draft.
Related templates
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