Follow up on open HVAC system replacement estimates
Every morning, WebRun opens ServiceTitan, finds replacement estimates that have gone unsigned for 3 or more days, drafts a follow-up email for each homeowner in Gmail, and posts your sales team a Slack list ranked by job value.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically follow up on open HVAC installation estimates?
WebRun opens ServiceTitan every morning, finds HVAC system replacement estimates that have gone unsigned for 3 or more days, and drafts a personalized follow-up email for each homeowner in Gmail. It posts your sales team a Slack list ranked by job value so the highest-priority leads get attention first.
- No high-value replacement estimate sits untouched for days
- Follow-up emails are personalized with each homeowner's specific equipment and job details
- Your sales team opens Slack to a ranked priority list every morning
Built for HVAC sales teams · residential HVAC contractors · heating and cooling companies · HVAC 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 unsigned replacement estimates
servicetitan.com How to Automate ServiceTitan
WebRun opens ServiceTitan to find unsigned replacement estimates. - Open ServiceTitan and navigate to the Estimates section
- Filter for estimates with status Pending or Unsold that are 3 or more days old
- Capture the customer name, address, equipment type, estimate value, and sent date for each
Done when Every open replacement estimate older than 3 days is listed with its details.
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2
Gmail - draft follow-up emails
gmail.com How to Automate Gmail
WebRun opens Gmail to draft follow-up emails. - Draft a personalized follow-up email for each homeowner referencing their specific equipment and estimate
- Keep the tone helpful and low pressure, offering to answer questions or schedule a walk-through
- Save each email as a draft in Gmail. Do not send any email without a team member reviewing it first
Done when A draft follow-up email exists in Gmail for every open estimate.
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3
Slack - alert sales team by job value
slack.com How to Automate Slack
WebRun opens Slack to alert sales team by job value. - Post a ranked list of open estimates to the sales Slack channel, highest value first
- Include each customer name, equipment type, estimate value, and days since sent
- Flag estimates older than 7 days with a note to prioritize a phone call
Done when Your sales team has a prioritized follow-up list in Slack.
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 approval?
No. Every follow-up email is saved as a Gmail draft. Your team reviews and sends each one manually, so no message goes out without a human in the loop.
How does it pick which estimates to follow up on?
It flags estimates that have been in Pending or Unsold status for 3 or more days in ServiceTitan. You can adjust the age threshold to match your sales process.
What if a homeowner already accepted the estimate?
It reads the live estimate status in ServiceTitan each run, so any estimate that moved to accepted or sold is skipped automatically.
Related templates
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