Automated Window Cleaning Collections
Every morning, WebRun checks Jobber for invoices past their due date and cross-references the balance in QuickBooks. It drafts a polite payment reminder for each overdue customer and posts a Slack summary to your team, so you can review the drafts before any message goes out.
How do I automatically chase unpaid window cleaning invoices?
Every morning, WebRun checks Jobber for overdue window cleaning invoices and confirms each balance in QuickBooks. It drafts a polite payment reminder for each customer and posts a ranked Slack summary to your team. Reminders stay as drafts until your team reviews and approves them, so cash flow improves without any awkward surprises.
- Overdue invoices are flagged every morning without manual checking
- Payment reminders are drafted and ready to send with one click
- No reminder goes to a customer until your team reviews and approves it
Built for window cleaning companies · window cleaning business owners · residential window cleaners · commercial window cleaning services
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.jobber.comin a real browser with your saved login - no setup, no API keys. -
1
Jobber - find overdue invoices
jobber.com
WebRun opens Jobber to find overdue invoices. - Open Jobber and filter invoices to the overdue status
- Capture the customer name, invoice number, amount due, due date, and days overdue for each
- Skip invoices marked as disputed or on a payment plan
Done when Every overdue invoice is listed with its customer and balance details.
-
2
QuickBooks - verify outstanding balances
- Open QuickBooks and look up the outstanding balance for each overdue customer
- Confirm the amount matches the Jobber invoice and note any partial payments
- Flag customers with balances over your chosen threshold for priority follow-up
Done when Every overdue balance is confirmed in QuickBooks with any partial payments noted.
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3
Slack - alert team with collections summary
slack.com
WebRun opens Slack to alert team with collections summary. - Post a Slack summary listing each overdue customer with the balance, days overdue, and a note on any drafted reminder
- Flag the largest or oldest balances at the top so your team can prioritise
- Note that payment reminder messages are saved as drafts and will not go to customers until your team approves
Done when The team has a Slack collections summary with every overdue invoice ranked by priority.
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 on its own?
No. WebRun drafts every payment reminder and holds it for your review. Your team sees the full list in Slack and decides which messages to send and when, so no customer gets an unexpected message.
How does it handle customers who have already paid?
WebRun reads the live status from both Jobber and QuickBooks each morning, so any invoice that has been paid overnight is automatically excluded from the collections list.
Can it flag customers on a payment plan differently?
Yes. Any invoice marked as disputed or on a payment plan in Jobber is skipped automatically, keeping your collections list focused on genuinely outstanding balances.
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