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Automated ServiceM8 Pump Service Reminders

Every Monday, WebRun opens ServiceM8, reviews past pump service jobs, identifies clients whose next annual service is due within 30 days, logs them in Airtable, and drafts a service reminder email in Gmail for each client. Your team reviews and sends each reminder before it reaches the client.

Runs on WebRun · Strict Lockdown policy
Every Monday at 8:00 AM WebRunorchestrates each step
1 ServiceM8 find clients with pump service due within 30 days
2 Airtable log upcoming service due clients and reminder status
3 Gmail draft service reminder email for each client
In short

How do I automatically remind well drilling clients about their annual pump service?

WebRun checks ServiceM8 every Monday for clients whose annual pump service is due within 30 days, based on their last service job date. It logs each client in Airtable and drafts a personalised reminder email in Gmail for your team to review and send, turning past jobs into future bookings without manual effort.

  • Recurring pump service revenue captured before clients book a competitor
  • Every client with a service due within 30 days gets a personalised reminder draft
  • Clients already booked skipped automatically from live ServiceM8 data

Built for well drilling contractors · water well companies · pump service technicians

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 app.servicem8.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    ServiceM8 - find clients with pump service due within 30 days
    servicem8.com
    WebRun in ServiceM8: find clients with pump service due within 30 days
    WebRun opens ServiceM8 to find clients with pump service due within 30 days.
    • Open ServiceM8 and review past pump service jobs by completion date
    • Identify clients whose last pump service was 11 months ago or more, indicating a service is due within 30 days
    • Capture the client name, email, site address, last service date, and the pump type serviced

    Done when All clients with a pump service due within 30 days are identified.

  3. 2
    Airtable - log upcoming service due clients and reminder status
    airtable.com
    WebRun in Airtable: log upcoming service due clients and reminder status
    WebRun opens Airtable to log upcoming service due clients and reminder status.
    • Open the recurring service client base in Airtable
    • Add or update a record for each client with upcoming pump service due
    • Set a reminder sent field to track which clients have received their draft reminder

    Done when Airtable records updated for all clients with service coming due.

  4. 3
    Gmail - draft service reminder email for each client
    gmail.com
    WebRun in Gmail: draft service reminder email for each client
    WebRun opens Gmail to draft service reminder email for each client.
    • Draft a friendly, personalised annual pump service reminder for each client
    • Mention the site address, last service date, and a clear call to book
    • Save each as a Gmail draft for your team to review and send. Do not send without approval

    Done when Draft pump service reminders are saved in Gmail for every eligible client.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.servicem8.com
ScheduleRuns automatically on this cadence
Every Monday at 8:00 AM
DeliveryHow each run's result reaches you
Service reminders · Gmail drafts
OutputWhat each run produces - Draft annual pump service reminder emails in Gmail and a recurring service due list in Airtable.
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

Will it send the reminder emails to clients without my approval?

No. Every reminder is saved as a Gmail draft. Your team reviews and sends each message before it reaches any client.

How does it calculate when a client's service is due?

It reads the last pump service job completion date from ServiceM8 and adds 12 months, then flags clients whose due date falls within the next 30 days.

What if a client has already booked their service this year?

If a new pump service job exists in ServiceM8 for the client this year, they are skipped from the reminder list automatically on the next Monday run.

Put this on autopilot.

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