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Automated ServiceM8 Water Test Result Follow-Up

Every morning, WebRun opens ServiceM8 and identifies completed well jobs where water test results have not yet been recorded. It logs each outstanding result in Google Sheets and drafts a client status update in Gmail for your approval before any message is sent.

Runs on WebRun · Strict Lockdown policy
Every day at 8:30 AM WebRunorchestrates each step
1 ServiceM8 find jobs with outstanding water test results
2 Google Sheets log outstanding results and job details
3 Gmail draft client status update for review
In short

How do I track and follow up on outstanding water test results for well drilling jobs?

WebRun opens ServiceM8 every morning and finds completed well drilling jobs where water test results are still missing. It logs each outstanding test in Google Sheets and drafts a client status update in Gmail for your team to review and send, so no client is left wondering what happened to their results.

  • No completed job sits untracked waiting on a water test result
  • Clients receive timely status updates drafted in minutes, not hours
  • Outstanding tests overdue by 10 days are flagged for escalation

Built for well drilling contractors · water well companies · drilling project managers

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 jobs with outstanding water test results
    servicem8.com
    WebRun in ServiceM8: find jobs with outstanding water test results
    WebRun opens ServiceM8 to find jobs with outstanding water test results.
    • Open ServiceM8 and filter completed well drilling jobs
    • Identify jobs where a water test was ordered but the result has not been recorded on the job card
    • Capture the job number, client name, contact email, drilling date, and the lab or testing body used

    Done when All completed jobs with outstanding water test results are listed.

  3. 2
    Google Sheets - log outstanding results and job details
    google.com
    WebRun in Google Sheets: log outstanding results and job details
    WebRun opens Google Sheets to log outstanding results and job details.
    • Open the water test tracker in Google Sheets
    • Add or update a row for each outstanding result with job number, client, test date, and days waiting
    • Flag results overdue by more than 10 business days for escalation

    Done when Tracker is updated with all outstanding water tests and their wait times.

  4. 3
    Gmail - draft client status update for review
    gmail.com
    WebRun in Gmail: draft client status update for review
    WebRun opens Gmail to draft client status update for review.
    • Draft a short, professional status update email for each client still awaiting results
    • Include the job reference, what was tested, and an estimated timeframe if known
    • Save each as a Gmail draft for your team to review and send

    Done when Draft status emails are ready in Gmail for every client waiting on water test results.

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 day at 8:30 AM
DeliveryHow each run's result reaches you
Outstanding results log · Google Sheets
OutputWhat each run produces - A tracker of outstanding water tests by job, plus draft client update emails in Gmail ready for review.
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 client update emails automatically?

No. Every client email is saved as a Gmail draft for your team to review and send. No message reaches a client without human approval.

How does it know a water test is outstanding?

It checks ServiceM8 job cards for completed drilling jobs where the water test result field or note has not been filled in, flagging them as outstanding until the record is updated.

What if the results have already been received and recorded?

WebRun reads live data from ServiceM8 each morning, so any job with a result already recorded is skipped and removed from the outstanding list automatically.

Put this on autopilot.

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