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For chimney sweep companies, chimney repair technicians & field service offices

Turn failed inspections into repair quotes ready for review

Every morning, WebRun opens Smart Service, finds yesterday's inspections that failed or flagged needed repairs, drafts a repair estimate in QuickBooks for each property, and drafts a follow-up email in Gmail explaining the findings so your office can review and send it to the customer.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every morning at 7:30 AM WebRun
1 Smart Service find failed inspections needing repair
2 QuickBooks draft the repair estimate
3 Gmail draft the follow-up email
Run a sample
In short

How do I turn a failed chimney inspection into a repair quote for the customer?

Every morning, WebRun checks Smart Service for inspections that failed or flagged a needed repair, drafts a repair estimate in QuickBooks using your standard pricing, and drafts a follow-up email in Gmail explaining the finding. Both stay as unsent drafts, so your office reviews the quote and the message before either reaches the customer.

  • Every failed inspection gets a priced repair quote the same morning
  • Customer follow-up emails are ready to send, not written from scratch
  • Repairs already booked are skipped automatically from live Smart Service data

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

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 failed inspections needing repair
    smartservice.com How to Automate Smart Service
    WebRun in Smart Service: find failed inspections needing repair
    WebRun opens Smart Service to find failed inspections needing repair.
    • Open Smart Service and filter yesterday's completed inspections to failed or needs repair
    • Capture the customer, property address, and the specific deficiency noted by the technician
    • Note the recommended repair or part, such as a cracked flue liner or a damaged crown

    Done when Every failed inspection from yesterday is listed with its deficiency and recommended repair.

  3. 2
    QuickBooks - draft the repair estimate
    • Create a draft estimate in QuickBooks for the recommended repair using your standard pricing
    • Leave the estimate as a draft. Do not send or convert it to an invoice
    • Attach the technician's notes to the estimate for context

    Done when A draft repair estimate exists in QuickBooks for every failed inspection.

  4. 3
    Gmail - draft the follow-up email
    gmail.com How to Automate Gmail
    WebRun in Gmail: draft the follow-up email
    WebRun opens Gmail to draft the follow-up email.
    • Draft a plain language follow-up email explaining what the technician found and why the repair matters
    • Reference the QuickBooks estimate so the customer can see the price
    • Leave every email as an unsent draft for the office to review and send

    Done when A review-ready follow-up draft exists in Gmail for every failed inspection.

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 morning at 7:30 AM
DeliveryHow each run's result reaches you
Repair follow-up drafts · Gmail
OutputWhat each run produces - A draft QuickBooks estimate and a draft Gmail follow-up for every inspection that failed or found needed repairs.
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 about failed inspections without review?

No. Every follow-up is saved as a Gmail draft, and every estimate is saved as a QuickBooks draft. Nothing is sent or converted to an invoice until your office approves it.

Does it set the repair price itself?

It builds the draft estimate from your existing QuickBooks price list and item catalog, so the numbers match what your office already charges. Your team can still adjust it before sending.

What if the customer already scheduled the repair?

WebRun checks the live job list in Smart Service each morning, so any failed inspection that already has a follow-up job booked is skipped.

Put this on autopilot.

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