Keep service agreement renewals from slipping through the cracks
Every morning, WebRun opens Smart Service, finds service agreements expiring in the next 30 days, drafts a renewal invoice in QuickBooks at the customer's current price, drafts a short renewal reminder text in Twilio, and posts your office a Slack worklist of what needs review.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I stay on top of chimney service agreement renewals before they lapse?
Every morning, WebRun checks Smart Service for service agreements expiring within 30 days, drafts a renewal invoice in QuickBooks at the customer's current price, drafts a short reminder text in Twilio, and posts your office a Slack worklist of what needs review. Nothing is sent to a customer until your office approves the invoice and the text.
- No service agreement lapses without a renewal invoice and reminder ready to go
- Office reviews a daily renewal worklist instead of tracking expirations by hand
- Already renewed or canceled agreements are skipped automatically
Built for chimney sweep companies · chimney maintenance plan providers · field service billing 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 expiring service agreements
smartservice.com How to Automate Smart Service
WebRun opens Smart Service to find expiring service agreements. - Open Smart Service and filter service agreements by end date
- Identify agreements expiring in the next 30 days
- Capture the customer, plan tier, price, and renewal date for each
Done when Every service agreement expiring in the next 30 days is listed with its details.
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2
QuickBooks - draft the renewal invoice
- Create a draft renewal invoice in QuickBooks at the customer's current plan price
- Leave the invoice as a draft. Do not send it
- Note any price change from last year's agreement on the draft
Done when A draft renewal invoice exists in QuickBooks for every expiring agreement.
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3
Twilio - draft the renewal reminder text
twilio.com How to Automate Twilio
WebRun opens Twilio to draft the renewal reminder text. - Draft a short renewal reminder text referencing the plan and the renewal date
- Leave every draft unsent in Twilio for the office to review before sending
- Note for the office to confirm the price before it goes out
Done when A review-ready renewal text is drafted in Twilio for every expiring agreement.
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4
Slack - notify the office renewals are ready
slack.com How to Automate Slack
WebRun opens Slack to notify the office renewals are ready. - Post a daily list to the office Slack channel of agreements up for renewal
- Note which ones already have a drafted invoice and text ready to send
Done when The office has today's renewal worklist in Slack.
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 send the renewal invoice or text without approval?
No. The renewal invoice stays a QuickBooks draft and the reminder stays a Twilio draft until your office reviews and sends them. Nothing goes to the customer automatically.
What if the renewal price changed from last year?
The draft invoice notes any difference from the customer's prior agreement price, so your office can confirm or adjust it before sending.
What happens to agreements that already renewed?
WebRun reads the live agreement status in Smart Service each morning, so any agreement already renewed or canceled is left off the worklist.
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