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For elevator service contractors, dispatchers & maintenance coordinators

Schedule this month's preventive-maintenance visits

At the start of each month, WebRun opens FIELDBOSS, reads every maintenance contract and its visit frequency, works out which elevators are due for a preventive-maintenance visit, drafts a proposed schedule on Google Calendar, and posts your dispatcher a Slack summary to confirm or adjust.

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14,115 templates Safe automation No code
First Monday of the month at 7:00 AM WebRun
1 FIELDBOSS find units due for PM
2 Google Calendar draft the visit schedule
3 Slack summarize for the dispatcher
Run a sample
In short

How do I schedule monthly elevator preventive-maintenance visits?

At the start of each month, WebRun reads every FIELDBOSS maintenance contract and its visit frequency, works out which elevators are due for preventive maintenance, and drafts a proposed schedule on Google Calendar clustered by area. It posts your dispatcher a Slack summary flagging any overdue units, so the whole month is planned and a person confirms.

  • Every contracted unit gets its PM visit planned on time
  • Overdue units surface before they breach the contract
  • Visits cluster by area, cutting technician travel

Built for elevator service contractors · dispatchers · maintenance coordinators · field-service teams

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 www.fieldboss.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    FIELDBOSS - find units due for PM
    fieldboss.com How to Automate FIELDBOSS
    WebRun in FIELDBOSS: find units due for PM
    WebRun opens FIELDBOSS to find units due for preventive maintenance.
    • Open FIELDBOSS and list active maintenance contracts with their visit frequency
    • Work out which elevators are due for a PM visit this month
    • Note the site, unit, checklist, and any preferred access windows

    Done when Every unit due for a PM visit this month is listed with its checklist and access window.

  3. 2
    Google Calendar - draft the visit schedule
    calendar.google.com How to Automate Google Calendar
    WebRun in Google Calendar: draft the visit schedule
    WebRun drafts the proposed PM visits on Google Calendar.
    • Draft a proposed visit on the calendar for each due unit
    • Cluster visits by building and neighborhood to cut travel
    • Leave every event as a draft for the dispatcher to confirm. Never book a customer visit on its own

    Done when A proposed PM visit is drafted for each due unit, clustered to cut travel.

  4. 3
    Slack - summarize for the dispatcher
    slack.com How to Automate Slack
    WebRun in Slack: summarize for the dispatcher
    WebRun posts the dispatcher a monthly PM summary in Slack.
    • Post a summary: how many units are due and the proposed week for each
    • Flag any unit that has slipped past its contracted frequency
    • Leave the schedule for the dispatcher to confirm or move

    Done when The dispatcher has a proposed monthly schedule to confirm in Slack.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.fieldboss.com
ScheduleRuns automatically on this cadence
First Monday of the month at 7:00 AM
DeliveryHow each run's result reaches you
PM schedule · Slack
OutputWhat each run produces - A proposed monthly PM schedule with a drafted calendar visit per due unit, clustered by area, plus a Slack summary flagging any overdue units.
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 book customer visits without me?

No. WebRun drafts every proposed PM visit on the calendar and leaves it unconfirmed. Your dispatcher reviews the month in Slack and confirms or moves each one, so nothing is committed to a customer on its own.

How does it know which units are due?

It reads each maintenance contract's visit frequency and service history in FIELDBOSS, then works out which elevators are due this month and which have slipped past their contracted cadence.

Can it group visits to cut driving?

Yes. It clusters proposed visits by building and neighborhood so a tech covers nearby units in one trip, which your dispatcher can fine-tune before confirming.

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