Chase missing selections and change-order documents from clients
Every Monday, WebRun opens Buildertrend, finds every pending client selection and unsigned change order, checks DocuSign for any envelopes still awaiting signature, drafts a clear document-request email for each client in Gmail, and leaves every draft unsent for your team to review before anything reaches a homeowner.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically chase clients for pending selections and unsigned change orders?
Every Monday, WebRun scans Buildertrend for pending client selections and unsigned change orders, checks DocuSign for outstanding envelopes, and drafts one consolidated document-request email per client in Gmail. Every draft waits for human review before any homeowner receives a message, keeping jobs moving without bypassing your approval.
- Pending selections and unsigned change orders are caught weekly before they delay a phase
- Each homeowner receives one consolidated request, not multiple separate messages
- Team reviews every draft before it reaches a client
Built for home builders · custom home project coordinators · residential construction managers · client experience teams
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.buildertrend.netin a real browser with your saved login - no setup, no API keys. -
1
Buildertrend - find pending selections and change orders
buildertrend.com How to Automate Buildertrend
WebRun opens Buildertrend to find pending selections and change orders. - Open Buildertrend and navigate to the Selections section
- Filter for selections that are still pending client approval and note the deadline, category, and job for each
- Navigate to Change Orders and find any with status Pending Signature, capturing the change description, amount, and job
Done when All pending selections and unsigned change orders are listed with their details.
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2
DocuSign - check for unsigned envelopes
docusign.com How to Automate DocuSign
WebRun opens DocuSign to check for unsigned envelopes. - Check DocuSign for any change-order envelopes that have been sent but not yet signed
- Note which envelopes are past their requested signing deadline
Done when All outstanding DocuSign envelopes are identified and their age is noted.
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3
Gmail - draft document-request email for each client
gmail.com How to Automate Gmail
WebRun opens Gmail to draft document-request email for each client. - For each client with pending items, draft one consolidated email listing what is outstanding and why it matters for their project schedule
- Leave every draft unsent in Gmail for a team member to review before it goes to the homeowner
- Never send document requests to clients automatically. All outreach requires human approval.
Done when A consolidated Gmail draft exists for every client with outstanding selections or change orders, unsent.
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 homeowners without my team reviewing the message first?
No. Every draft stays unsent in Gmail until a team member reads it and clicks Send. No homeowner receives anything automatically.
What if a client has both a pending selection and an unsigned change order?
It consolidates all outstanding items into one email per client so the homeowner gets a single, organised request rather than multiple separate messages.
How far back does it look for unsigned change orders?
It reads the current open status in both Buildertrend and DocuSign, so any unsigned change order regardless of age appears on the chase list.
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