Chase missing job documents from customers and drivers
Every Monday, WebRun opens Starlight Software and finds completed jobs that are still missing signed delivery receipts or other required documents, checks DocuSign for any envelopes already in flight, and drafts a document request email in Gmail for each outstanding gap, ready for your team to review and send.
- No credit card
- Under $0.01 per run
- Cancel anytime
How can I automatically chase missing job documents from dumpster rental customers?
Every Monday, WebRun finds completed dumpster rental jobs in Starlight Software that are missing signed delivery receipts or other required documents, cross-checks DocuSign for any envelopes already in flight, and drafts a collection request email in Gmail for each gap. Nothing is sent until your team reviews and approves.
- Every completed job with a missing document gets a drafted request ready to send on Monday
- Jobs with active DocuSign envelopes are never double-chased
- Expired and declined DocuSign envelopes are flagged for resending before they cause invoicing delays
Built for roll-off dumpster rental companies · waste haulers · dumpster rental office managers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.starlightsoftwaresolutions.comin a real browser with your saved login - no setup, no API keys. -
1
Starlight Software - find jobs with missing documents
starlightsoftwaresolutions.com How to Automate Starlight Software
WebRun opens Starlight Software to find jobs with missing documents. - Open Starlight Software and filter completed jobs from the past 14 days
- Check each job for attached delivery receipts, weight tickets, and any other required documents
- List all jobs with at least one missing required document, noting the customer name, job address, and document type needed
Done when All completed jobs with missing documents are identified and listed.
-
2
DocuSign - check for envelopes already in flight
docusign.com How to Automate DocuSign
WebRun opens DocuSign to check for envelopes already in flight. - Open DocuSign and search for any envelopes sent to the same customers in the past 14 days
- Mark jobs where a DocuSign envelope is already Sent or In Progress as pending, and skip them
- Flag any envelopes that are Expired or Declined so they can be resent
Done when Jobs with active or in-flight DocuSign envelopes are excluded from the draft queue.
-
3
Gmail - draft a document collection request for each gap
gmail.com How to Automate Gmail
WebRun opens Gmail to draft a document collection request for each gap. - Draft a short, professional document request email for each remaining job, naming the specific document needed and the job address
- Save each as a Gmail draft. Do not send anything.
- Add a note to each draft flagging any expired DocuSign envelopes that need resending
Done when A Gmail draft is ready for every job with an outstanding document gap, excluding those already in progress in DocuSign.
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 email customers to request documents without my approval?
No. Every document request is saved as a Gmail draft only. Your team reviews each draft and decides which ones to send before any email reaches a customer.
What if we already sent a DocuSign request for that job?
WebRun checks DocuSign before drafting and skips any job where an envelope is already Sent or In Progress. Only expired or declined envelopes are flagged for resending.
Which document types does it check for?
It checks for whatever document types are required on your jobs in Starlight Software, such as signed delivery receipts and weight tickets. You configure which document types are required during setup.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.