Follow up on financing approvals so garage door customers book while approved
Every morning, WebRun opens ServiceTitan, finds estimates where financing was offered or approved but the job has not yet been booked, drafts a follow-up email for each customer in Gmail reminding them to schedule while their approval is active, and alerts your team in Slack to review and send the drafts.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I follow up automatically with garage door customers who have financing approved but have not booked?
Every morning, WebRun checks ServiceTitan for open estimates where financing was offered but no job has been booked, drafts a timely follow-up email in Gmail for each customer urging them to schedule while their approval is active, and posts a value-sorted list to your sales team in Slack. No email goes out without team approval.
- Financing-approved customers are followed up every morning before their approval window closes
- Largest financed estimates are shown at the top of the Slack list for priority action
- Customers who already booked are excluded automatically from live ServiceTitan data
Built for garage door sales teams · home service business owners · field 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
go.servicetitan.comin a real browser with your saved login - no setup, no API keys. -
1
ServiceTitan - find financing-approved estimates with no booked job
servicetitan.com How to Automate ServiceTitan
WebRun opens ServiceTitan to find financing-approved estimates with no booked job. - Open ServiceTitan and navigate to the Estimates section
- Filter for estimates that include a financing option and remain in Open status
- Capture customer name, email, estimate total, financing amount, and days since the estimate was created
- Skip customers already followed up in the last three days
Done when All open estimates with a financing component and no booked job are listed.
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2
Gmail - draft follow-up emails for financing customers
gmail.com How to Automate Gmail
WebRun opens Gmail to draft follow-up emails for financing customers. - Draft a follow-up email for each customer noting their estimate and the financing option available
- Emphasize the urgency of booking while their financing approval is active
- Include a clear call to action to call or click to schedule
- Leave each email as a draft for team review before sending
Done when A Gmail draft exists for every eligible financing follow-up customer.
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3
Slack - alert team of follow-up drafts to review
slack.com How to Automate Slack
WebRun opens Slack to alert team of follow-up drafts to review. - Post an alert to the sales Slack channel with today's list of financing follow-up drafts
- Sort by estimate value so the largest financed jobs are at the top
- Note how many days each estimate has been open
Done when Sales team sees the financing follow-up list in Slack and can approve drafts in Gmail.
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 without my team reviewing the message?
No. Every follow-up is saved as a Gmail draft for your team to review and approve before it reaches any customer. Nothing is sent automatically.
How does it know which customers have a financing option on their estimate?
WebRun reads the estimate details in ServiceTitan. Any estimate that includes a line item or note indicating financing was offered or approved is included in the follow-up list.
What if the customer already booked after the estimate was created?
WebRun checks whether a job exists for the estimate in ServiceTitan. Customers who have already converted to a booked job are excluded from the follow-up list automatically.
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