Chase overdue HVAC invoices before they age out
Every Monday, WebRun opens ServiceTitan, finds invoices past their due date, drafts a polite payment reminder email for each customer in Gmail, and posts your office team a Slack chase list with balances and days overdue.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically chase overdue invoices for my HVAC business?
WebRun opens ServiceTitan every Monday, finds all overdue invoices, and drafts a polite payment reminder in Gmail for each customer. It posts your office team a Slack chase list ranked by balance, so the largest outstanding amounts get attention first and no overdue invoice slips through the week.
- Every overdue invoice gets a polite reminder drafted before it ages further
- Your office team gets a ranked Slack list of outstanding balances each Monday
- Paid invoices are excluded automatically from each run
Built for HVAC contractors · HVAC office managers · heating and cooling companies · field service businesses
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 overdue invoices
servicetitan.com How to Automate ServiceTitan
WebRun opens ServiceTitan to find overdue invoices. - Open ServiceTitan and navigate to the Invoices or Accounts Receivable section
- Filter for invoices with a status of Unpaid or Overdue and a due date in the past
- Capture the customer name, invoice number, balance, due date, and days overdue for each
Done when Every overdue invoice is listed with its balance and customer details.
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2
Gmail - draft payment reminders
gmail.com How to Automate Gmail
WebRun opens Gmail to draft payment reminders. - Draft a polite, on-brand payment reminder email for each overdue customer
- Include the invoice number, outstanding balance, and a link or instructions to pay
- For balances over your review threshold, save as a draft and do not send. For smaller balances, you may auto-send if you configure that threshold. By default, all drafts await review
Done when A draft reminder email exists in Gmail for every overdue invoice.
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3
Slack - post weekly chase list
slack.com How to Automate Slack
WebRun opens Slack to post weekly chase list. - Post this week's overdue invoice chase list to your office Slack channel
- Rank by balance descending so the largest amounts appear first
- Flag invoices more than 30 days overdue for a personal phone call
Done when Your office team has this week's chase 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 customers without my approval?
No. By default, every reminder email is saved as a Gmail draft for your team to review. Nothing is sent to a customer until a human approves it.
What if a customer has already paid?
It reads the live invoice status in ServiceTitan each Monday, so any invoice marked paid or settled is automatically excluded from the chase list.
Can it handle multiple overdue invoices for the same customer?
Yes. It groups all open invoices by customer and drafts one combined reminder that lists every outstanding balance, keeping the communication clear.
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