Reach homeowners who need a panel or service upgrade
Every Monday, WebRun opens Service Fusion, finds past customers whose job history or panel age suggests an upgrade is due, drafts outreach emails in Gmail for your review, and logs the contact list to a Google Sheet.
- No credit card
- Under $0.01 per run
- Cancel anytime
How can I automatically reach past customers who need a panel or service upgrade?
WebRun searches your Service Fusion customer history every Monday, identifies homeowners whose panel age or job history signals an upgrade need, and drafts targeted outreach emails in Gmail for your approval. It also logs every candidate to a Google Sheet so your team can track who has been contacted and book panel upgrade jobs efficiently.
- Past customers are re-engaged for high-value panel upgrade jobs each week
- Drafts are ready for review in minutes, not hours
- A tracked outreach sheet prevents duplicate contacts and shows conversion progress
Built for electrical contractors · residential electricians · electrical service companies · master electricians
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 - identify upgrade candidates
servicefusion.com How to Automate Service Fusion
WebRun opens Service Fusion to identify upgrade candidates. - Open Service Fusion and search customer job history
- Filter for customers whose last electrical job was 3 or more years ago, or whose notes mention an older panel (60 amp, 100 amp, fuse box)
- Capture customer name, address, contact email, last job date, and relevant notes
- Exclude customers with a panel upgrade job already in progress or completed in the past 12 months
Done when A list of panel upgrade candidates is ready with their contact details.
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2
Gmail - draft outreach emails
gmail.com How to Automate Gmail
WebRun opens Gmail to draft outreach emails. - Draft a personalized outreach email for each candidate mentioning their address and the value of a modern 200-amp panel or service upgrade
- Reference safety, EV charger readiness, or home sale preparation as relevant talking points from the job notes
- Save each email as a draft in Gmail for the office manager or owner to review before sending
- Never send any outreach email automatically
Done when A Gmail draft exists for every candidate on this week's outreach list.
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3
Google Sheets - log the outreach list
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log the outreach list. - Append each candidate as a new row in the outreach tracking sheet with name, address, email, last job date, and outreach status
- Mark status as Draft Ready so the team can track who has been contacted
Done when The outreach sheet is updated with this week's candidates and their status.
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 emails to homeowners without my approval?
No. Every outreach email is saved as a draft in Gmail. Nothing is sent until your team reviews and approves each one.
How does WebRun know which customers need a panel upgrade?
It reads job history and notes in Service Fusion, flagging customers with older panels (60 amp or 100 amp), fuse boxes, or jobs last completed 3 or more years ago as likely upgrade candidates.
Can I control how many outreach emails go out each week?
Yes. Because every draft requires manual review before sending, you decide how many to approve and send each week. The sheet gives you a full list so you can pace the outreach.
Related templates
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