Turn open repair estimates into approved jobs
Every morning, WebRun opens ServiceM8, finds estimates that have been sent but not approved for more than 48 hours, drafts a polite follow-up email to each customer via Gmail, and posts a summary of open estimates to your team Slack channel.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically follow up on unapproved appliance repair estimates?
WebRun opens ServiceM8 each morning, finds repair estimates sent more than 48 hours ago without customer approval, and drafts a polite follow-up email via Gmail for each. It also posts an open-estimate summary to Slack so your team can prioritise, and no customer message goes out until a human approves it.
- Stalled estimates get a timely follow-up before the customer calls a competitor
- Your team sees the full open-estimate pipeline ranked by value each morning
- No customer message goes out without a human review
Built for appliance repair companies · field service businesses · repair shop owners · service managers
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.servicem8.comin a real browser with your saved login - no setup, no API keys. -
1
ServiceM8 - find unapproved estimates over 48 hours old
servicem8.com How to Automate ServiceM8
WebRun opens ServiceM8 to find unapproved estimates over 48 hours old. - Open ServiceM8 and filter jobs to those with a Quote or Estimate status
- Identify estimates sent more than 48 hours ago with no customer approval recorded
- Capture the customer name, appliance type, estimate amount, and sent date for each
Done when Every stalled estimate over 48 hours old is listed with its details.
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2
Gmail - draft follow-up email to customer
gmail.com How to Automate Gmail
WebRun opens Gmail to draft follow-up email to customer. - Draft a polite, on-brand follow-up email for each customer asking if they have questions about the estimate
- Reference the appliance type and estimate amount in each message to make it personal
- Leave every draft unsent for your team to review before it goes to the customer
Done when One follow-up email draft exists for each stalled estimate, ready for approval.
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3
Slack - alert team to open estimates
slack.com How to Automate Slack
WebRun opens Slack to alert team to open estimates. - Post a summary list of all open estimates to the designated Slack channel
- Include the customer name, estimate value, appliance type, and days since sent
- Sort by highest value or longest wait so the team can prioritise
Done when The team has today's open-estimate list in Slack with values and age.
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 email customers without someone reviewing the message first?
No. Every follow-up email is left as a Gmail draft for your team to approve. Nothing is sent to the customer until a human reviews and sends it.
Can it handle estimates that need a different follow-up message?
Yes. Because every draft is reviewed before sending, your team can edit the message for any estimate that needs a different tone or extra detail before it goes out.
What happens if the customer approves the estimate on the same morning WebRun runs?
WebRun reads the live status in ServiceM8 at run time. Estimates approved before the run starts are skipped, so you will not accidentally follow up on a job that is already moving.
Related templates
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