Draft cap and damper upsell quotes from inspection notes
Every night, WebRun opens Smart Service, finds today's inspections where a technician recommended a new cap, damper, or chase cover, drafts a priced quote in QuickBooks for each recommendation, and posts your office a Slack list of upsell opportunities ready to offer tomorrow.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I turn a technician's cap or damper recommendation into a customer quote?
Every night, WebRun checks Smart Service for inspections where a technician recommended a new cap, damper, or chase cover, drafts a priced quote in QuickBooks from your existing price list, and posts your office a Slack list of the opportunities found. Your team decides who to call, WebRun never contacts the customer itself.
- Every cap or damper recommendation gets a priced quote the same night
- Office opens Slack to a ready to offer upsell list every morning
- Recommendations that already turned into a job are skipped automatically
Built for chimney sweep companies · chimney cap and damper installers · field service sales teams
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
smartservice.comin a real browser with your saved login - no setup, no API keys. -
1
Smart Service - find inspections with a cap or damper recommendation
smartservice.com How to Automate Smart Service
WebRun opens Smart Service to find inspections with a cap or damper recommendation. - Open Smart Service and check today's completed inspections for technician recommendations
- Filter to notes recommending a new cap, damper, or chase cover
- Capture the customer, property address, and the specific part recommended
Done when Every inspection with a cap or damper recommendation is listed with its details.
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2
QuickBooks - draft the priced upsell quote
- Create a draft quote in QuickBooks for the recommended part and labor using your price list
- Leave the quote as a draft. Do not send it to the customer
- Attach the technician's note explaining why the part is recommended
Done when A draft upsell quote exists in QuickBooks for every recommendation.
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3
Slack - list today's upsell opportunities
slack.com How to Automate Slack
WebRun opens Slack to list today's upsell opportunities. - Post an evening list to the office Slack channel of today's upsell opportunities
- Include the customer, the recommended part, and the draft quote amount
Done when The office has tonight's upsell list in Slack, ready to offer tomorrow.
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
Does it contact the customer about the upsell directly?
No. WebRun only drafts a priced quote in QuickBooks and lists the opportunity in Slack for your office. Reaching out to the customer is always a human call or email from your team.
Where does the quote price come from?
It pulls from your existing QuickBooks price list and item catalog, so every draft quote matches what your office already charges for that part and labor.
What if the technician already quoted the customer on site?
WebRun reads the technician's notes and the job status in Smart Service, so a recommendation that already has a quote or an accepted job attached is skipped.
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