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For chimney sweep companies, chimney inspection technicians & home service businesses

Remind customers when their annual chimney inspection is due

Every Monday, WebRun opens Smart Service, finds customers whose annual inspection or cleaning is due in the next 30 days, drafts a friendly reminder email for each in Gmail, and posts your office a Slack list of who is ready to call and book.

  • 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 Smart Service find customers due for annual inspection
2 Gmail draft reminder emails for review
3 Slack post the ready to book list
Run a sample
In short

How do I remind customers when their annual chimney inspection is due?

Every Monday, WebRun checks Smart Service for customers whose annual chimney inspection or sweep is due in the next 30 days, drafts a friendly reminder email for each in Gmail, and posts your office a ranked Slack list of who to call first. No email reaches a customer without a human reviewing and sending it.

  • Customers get a reminder before their inspection lapses into next season
  • Office opens Slack to a ranked booking list every Monday
  • Customers who already booked are skipped automatically from live Smart Service data

Built for chimney sweep companies · chimney inspection technicians · home service businesses · field service offices

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 smartservice.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Smart Service - find customers due for annual inspection
    smartservice.com How to Automate Smart Service
    WebRun in Smart Service: find customers due for annual inspection
    WebRun opens Smart Service to find customers due for annual inspection.
    • Open Smart Service and filter customers by last service date
    • Identify accounts whose annual inspection or sweep falls due in the next 30 days
    • Capture each customer's name, contact info, property address, and last service date

    Done when Every customer due for an annual inspection in the next 30 days is listed with their details.

  3. 2
    Gmail - draft reminder emails for review
    gmail.com How to Automate Gmail
    WebRun in Gmail: draft reminder emails for review
    WebRun opens Gmail to draft reminder emails for review.
    • Draft a friendly reminder email for each due customer with their last service date and a booking link
    • Leave every draft unsent in Gmail for the office to review and send
    • Flag any customer who did not respond to last year's reminder

    Done when A review-ready draft exists in Gmail for every due customer.

  4. 3
    Slack - post the ready to book list
    slack.com How to Automate Slack
    WebRun in Slack: post the ready to book list
    WebRun opens Slack to post the ready to book list.
    • Post a weekly list to the office Slack channel of customers ready to call and book
    • Sort the list by how overdue each customer already is

    Done when The office has this week's ready-to-book list in Slack.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
smartservice.com
ScheduleRuns automatically on this cadence
Every Monday at 8:00 AM
DeliveryHow each run's result reaches you
Ready-to-book list · Slack
OutputWhat each run produces - Gmail drafts for each due customer plus a Slack list ranked by how overdue their last service is.
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 email customers without anyone checking first?

No. Every reminder is saved as a Gmail draft for your office to review and send. Nothing reaches a customer without a human approving it first.

How far ahead does it flag customers?

It flags customers whose annual inspection or sweep falls due in the next 30 days, giving your office a full month to reach out and get on the calendar before the rush.

What happens to customers who already booked?

WebRun reads the live schedule in Smart Service each run, so anyone who already has an appointment booked is skipped automatically.

Put this on autopilot.

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