Automated Ideal Warranty Claim Follow Ups
Every morning, WebRun checks OEM warranty claims in Ideal DMS, finds any stuck for more than 14 days without a status update, drafts a follow up email to the distributor claims contact for you to review and send, and flags the aging balance in QuickBooks.
Automated Ideal Service Pickup Texts
Every few minutes, WebRun finds repair orders marked complete in Ideal DMS, drafts a ready for pickup text through TargetCRM texting, and leaves it queued for your service advisor to review and send.
Automated Ideal Seasonal Unit Stocking Alerts
Every Monday, WebRun checks unit inventory in Ideal DMS against your seasonal stocking targets, confirms what is already on order in QuickBooks, and posts a shortage list to Slack before the selling season ramps up.
Automated Ideal Repair Estimate Approval Chaser
Every morning, WebRun finds repair estimates sitting unapproved in Ideal DMS for more than 2 days, drafts a follow up email to each customer for you to review and send, and pings the assigned service advisor in Telegram.
Automated Ideal Rental Return Overdue Alerts
Every morning, WebRun checks rental agreements in Ideal DMS for units past their scheduled return date, drafts a reminder email to each renter for you to review and send, and posts your rental coordinator a Slack alert.
Automated Ideal Product Registration Reminders
Every Monday, WebRun finds units sold in Ideal DMS more than 14 days ago with no OEM product registration on file, and drafts a reminder email to each customer for you to review and send.
Automated Ideal Price List Mismatch Alerts
Every Monday, WebRun compares unit and parts pricing in Ideal DMS against item costs in QuickBooks, flags anything that does not match, and sends your office manager a Telegram alert so a stale price never gets invoiced.
Automated Ideal Preseason Tune Up Outreach
Every Monday ahead of the season, WebRun finds past service customers due for a tune up in Ideal DMS and drafts a Mailchimp email campaign offering a preseason slot, left unsent for you to review and schedule.
Automated Ideal Parts Reorder Point Alerts
Every morning, WebRun checks parts stock in Ideal DMS against each part's reorder point and sends your parts manager a Telegram alert listing what to reorder before it hits zero.
Automated Ideal Offseason Customer Winback
Every Monday, WebRun finds customers in Ideal DMS with no purchase or service visit in the last 18 months, logs them to a Google Sheet, and drafts a Mailchimp winback campaign left unscheduled for you to review and send.
Automated Ideal Daily Service Intake Digest
Every night, WebRun pulls every repair order opened in Ideal DMS that day, logs it to a Google Sheet, and posts your service manager a Slack summary of intake volume, unit types, and bay load.
Automated Ideal Aged Unit Inventory Flags
Every Monday, WebRun finds units sitting in Ideal DMS inventory past 90 days, totals the floorplan interest cost in QuickBooks, and drafts a Mailchimp discount campaign to move them, left unscheduled for your sales manager to review.