Templates
Workflow templates.
Deploy with one click.
Pick a ready-made automation and turn it on — each one handles a real job your team does every week, right inside the tools you already use. Customize anything.
Field service ops
Turn Work-Order Emails Into Jobs Automatically
Every few minutes, WebRun checks Gmail for work-order emails and creates the matching job in Tradify.
Field service ops
Send Appointment Reminders Automatically
WebRun checks your schedule every evening, drafts an SMS reminder for each job booked for tomorrow, and holds them for your approval before anything is sent.
Field service ops
Send Your Crew the Daily Dispatch
Every morning WebRun builds a clean, routed schedule from today's jobs and sends each technician their run sheet for the day.
Field service ops
Follow Up on Unaccepted Quotes
WebRun finds every quote that has been sitting unanswered for more than two days and drafts a polite follow-up email to each customer for your review.
Field service ops
Invoice Customers as Jobs Complete
When a job is marked complete, WebRun drafts the invoice in QuickBooks and sends it to Slack for your approval before it reaches the customer.
Field service ops
Turn Missed Calls Into Callback Tasks
WebRun spots every missed call, creates a callback task in your field service app, and alerts the nearest available technician so no lead is ever dropped.
Field service ops
Van Restock Alerts for Your Team
WebRun monitors the materials logged after each job and flags when a van's stock of any part drops below your set minimum so your techs never arrive on site under-equipped.
Field service ops
Request Reviews After Every Job
After a job is closed, WebRun drafts a friendly review-request SMS for the customer and queues it for your approval before it is sent.
Field service ops
Alert On-Call Techs to Emergencies
WebRun monitors your inbound line around the clock and immediately texts your on-call technician whenever an after-hours emergency request comes in.
Field service ops
Chase Unsigned Work Orders
WebRun finds every work order that was sent but not yet signed, drafts a reminder to the customer, and flags it in Slack so nothing slips into the next billing cycle unsigned.
Field service ops
Weekly Revenue-by-Job Report
Every Monday WebRun totals last week's completed jobs by trade type and technician, then drops a clean revenue summary in Slack.
Field service ops
Flag Jobs Running Over Time
WebRun watches your active jobs throughout the day and alerts you the moment a technician's time on site exceeds the job estimate.
Field service ops
Confirm Tomorrow's Appointments
Every evening WebRun contacts each customer booked for tomorrow and logs confirmations so your crew only drives to jobs that are definitely happening.
Field service ops
Log Job Materials to QuickBooks
WebRun reads the materials used on each completed job and posts them as expense entries in QuickBooks so your books stay accurate without manual data entry.
Field service ops
Optimise Your Daily Job Routes
Each morning WebRun sequences your field jobs into the most fuel-efficient route for each technician so every van runs an optimised run sheet.
Field service ops
Follow Up on Warranty Callbacks
WebRun finds every open warranty callback scheduled in your system and drafts a follow-up message to the customer so no warranty claim falls through the cracks.
Don't see your workflow?
Show WebRun any process once and we'll turn it into an agent that runs it on schedule.