Convert more financing approvals into booked electrical jobs
Every morning, WebRun checks Service Fusion for customers who received a financing approval for a panel upgrade, generator, or EV charger job but have not yet scheduled, drafts a follow-up email reminding them their approval is ready, and alerts your sales team in Slack.
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How do I follow up automatically with customers who were approved for electrical financing?
WebRun checks Service Fusion every morning for customers with an active financing approval who have not yet booked their panel upgrade, EV charger, or generator installation. It drafts a timely follow-up email in Gmail for each customer and alerts your sales team in Slack sorted by days since approval, so no financing approval expires without a personal follow-up.
- Financing approvals are followed up within 48 hours before they expire
- Sales team sees a ranked list of unconverted approvals every morning
- High-value jobs like panel upgrades and EV charger installs convert at a higher rate
Built for electrical contractors · electrical sales teams · residential electrical companies · electrical service managers
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
app.servicefusion.comin a real browser with your saved login - no setup, no API keys. -
1
Service Fusion - find approved but unbooked financing customers
servicefusion.com How to Automate Service Fusion
WebRun opens Service Fusion to find approved but unbooked financing customers. - Open Service Fusion and filter customers tagged with a financing status of Approved or Pre-Approved
- Identify customers whose financing approval was recorded more than 2 days ago with no job scheduled or booked
- Capture customer name, contact email, job type (panel upgrade, EV charger, generator, whole-home rewire), approval amount, and approval date
- Skip customers who have already received a financing follow-up in the past 5 days
Done when All customers with an unused financing approval older than 2 days are identified.
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2
Gmail - draft financing follow-up emails
gmail.com How to Automate Gmail
WebRun opens Gmail to draft financing follow-up emails. - Draft a follow-up email for each customer congratulating them on their financing approval and reminding them that their approval is active and ready to use
- Reference the specific job type they were approved for and the typical project timeline
- Highlight the benefit of locking in their project now while their approval is current
- Add a clear call to action: call to schedule or reply to book
- Save the draft in Gmail for a team member to review before sending
- Never send financing follow-up emails automatically
Done when A personalized financing follow-up draft is ready in Gmail for each eligible customer.
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3
Slack - alert sales team to unconverted approvals
slack.com How to Automate Slack
WebRun opens Slack to alert sales team to unconverted approvals. - Post an alert to the sales Slack channel listing each customer with an unused financing approval, the job type, and the days since approval
- Sort by days since approval descending so the most time-sensitive customers appear first
- Confirm that Gmail drafts are ready for the team to review and send
Done when The sales team has a prioritized list of unbooked financing approvals 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 contact financing customers automatically?
No. Every follow-up email is saved as a Gmail draft for your team to review and approve before it is sent to any customer.
How does WebRun know which customers have a financing approval?
It reads financing status fields and tags in Service Fusion. If your team tags customers as Approved or Pre-Approved when an application comes back, WebRun picks them up automatically.
What if the customer's financing approval expires before they book?
The Slack alert escalates urgency by sorting customers with the oldest approvals first. Your team can call those customers directly or update the approval status in Service Fusion to remove them from the list.
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