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For carpet cleaning companies, upholstery cleaning services & residential cleaning businesses

Book annual deep-clean customers before they forget

Every Monday, WebRun opens ServiceMonster, finds customers whose last deep clean was between 10 and 13 months ago, drafts a personalised annual recall email for each, and posts a Slack summary so you can review and approve before anything is sent.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every Monday at 8:00 AM WebRun
1 ServiceMonster find customers near their 12-month anniversary
2 Gmail draft annual deep-clean recall emails
3 Slack notify you to review and approve
Run a sample
In short

How do I automatically recall carpet cleaning customers for their annual deep clean?

WebRun opens ServiceMonster every Monday, finds customers whose last deep-clean falls in the 10 to 13-month window, and drafts a personalised annual recall email in Gmail for each one. A Slack summary shows how many drafts are ready so you can review and send them before the anniversary passes and those customers book elsewhere.

  • Annual deep-clean customers are contacted before they book a competitor
  • Recall drafts reference the exact last service date for a personal touch
  • Customers with future bookings are excluded automatically every run

Built for carpet cleaning companies · upholstery cleaning services · residential cleaning businesses · field service operators

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.servicemonster.net in a real browser with your saved login - no setup, no API keys.

  2. 1
    ServiceMonster - find customers near their 12-month anniversary
    servicemonster.net
    WebRun in ServiceMonster: find customers near their 12-month anniversary
    WebRun opens ServiceMonster to find customers near their 12-month anniversary.
    • Open ServiceMonster and filter job history to find customers whose last deep-clean job was between 10 and 13 months ago
    • Capture the customer name, contact email, last service date, service type, and property address for each
    • Skip customers who already have a future appointment booked or a do-not-contact tag

    Done when Every customer in the annual recall window is listed with their last service date and contact details.

  3. 2
    Gmail - draft annual deep-clean recall emails
    gmail.com How to Automate Gmail
    WebRun in Gmail: draft annual deep-clean recall emails
    WebRun opens Gmail to draft annual deep-clean recall emails.
    • Draft a personalised annual deep-clean recall email for each customer, noting how long it has been since their last service
    • Highlight the benefits of an annual professional deep clean and invite them to rebook
    • Save every email as a draft, leaving it unsent for your review and approval

    Done when A ready-to-send annual recall draft exists in Gmail for every customer in the recall window.

  4. 3
    Slack - notify you to review and approve
    slack.com How to Automate Slack
    WebRun in Slack: notify you to review and approve
    WebRun opens Slack to notify you to review and approve.
    • Post a Slack summary showing how many annual recall drafts are ready
    • List the first few customers with their last service date so you can spot-check the personalisation
    • Include a link to the Gmail drafts folder

    Done when You have a Slack notification with the recall draft count and a link to approve and send.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.servicemonster.net
ScheduleRuns automatically on this cadence
Every Monday at 8:00 AM
DeliveryHow each run's result reaches you
Recall drafts · Gmail
OutputWhat each run produces - Gmail draft annual deep-clean recall emails for every customer in the 10 to 13-month window, plus a Slack summary 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 recall emails to customers without my approval?

No. Every recall email is saved as a Gmail draft for you to review first. Nothing is sent until you approve it, so you control every message before it reaches a customer.

What is the 10 to 13-month window and can I change it?

The window starts contacting customers 10 months after their last deep clean so you catch them early, and closes at 13 months to avoid chasing customers who just rebooked. You can adjust both thresholds to match your service schedule.

What if a customer already has a booking or has asked not to be contacted?

It checks ServiceMonster for future appointments and do-not-contact tags before each run, so those customers are excluded automatically from the recall batch.

Put this on autopilot.

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