Follow up on every open generator quote before it goes cold
Every morning, WebRun opens FieldServio, finds generator install or repair quotes that have sat open for 5 or more days with no response, checks QuickBooks to confirm the job has not already been invoiced elsewhere, and drafts a friendly follow-up email in Outlook for each so no open quote goes cold from neglect.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically follow up on standby generator quotes that have gone unanswered?
WebRun checks FieldServio every morning for generator quotes open 5 or more days with no response, confirms in QuickBooks that the job has not already been invoiced, and drafts a friendly follow-up email in Outlook for each one, left for your sales team to review and send. Open quotes get a second touch instead of going cold from neglect.
- Every open quote gets a second touch instead of going cold from neglect
- Quotes already converted elsewhere are excluded automatically, so no duplicate outreach
- Sales works from a ready-to-send draft instead of writing each follow-up from scratch
Built for standby generator dealers · generator sales teams · service coordinators · install sales representatives
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.fieldservio.comin a real browser with your saved login - no setup, no API keys. -
1
FieldServio - find quotes open 5 or more days
fieldservio.com How to Automate FieldServio
WebRun opens FieldServio to find quotes open 5 or more days. - Open FieldServio and filter quotes by status Sent and age
- Find quotes sent 5 or more days ago with no customer response logged
- Capture customer name, quote amount, scope of work, and date sent
Done when Every open quote 5 or more days old is listed with its details.
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2
QuickBooks - confirm the job has not been invoiced
- Check whether an invoice already exists for the matching customer and job
- Exclude any quote whose job has already been invoiced, meaning it converted through another channel
Done when Each open quote is confirmed as not yet invoiced.
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3
Outlook - draft the follow-up email
microsoft.com How to Automate Outlook
WebRun opens Outlook to draft the follow-up email. - Draft a friendly follow-up email for each open quote asking if the customer has questions or wants to move forward
- Reference the quote amount and scope of work
- Save each email as a draft in Outlook for the sales team to review
- Never send a quote follow-up automatically
Done when A follow-up draft is ready in Outlook for every open quote still unconverted.
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 the customer without me seeing it first?
No. Every follow-up is saved as a draft in Outlook. Your sales team reviews and sends it, so no customer gets a message WebRun sent on its own.
How does it avoid following up on a quote that already turned into a job?
It checks QuickBooks for a matching invoice before drafting anything. If the job already converted, whether through the quote or another channel, it is excluded from the follow-up list.
How old does a quote have to be before it gets a follow-up?
5 or more days with no logged response, by default. You can adjust that window when setting up the workflow to match how your team likes to pace follow-ups.
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