Keep HVAC truck stock topped up with automatic reorder drafts
Every Monday, WebRun opens FieldEdge, checks truck stock and parts inventory against your reorder thresholds, logs low-stock items to a Google Sheet, and posts a Slack alert so your manager can review and approve purchase orders before the week begins.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically track and reorder HVAC truck stock when it runs low?
WebRun opens FieldEdge every Monday, checks all truck stock and parts against your reorder thresholds, and logs every low-stock item to a Google Sheet with a Pending Approval status. Your manager gets a Slack alert with the reorder list link so they can review and approve each line before any order is placed.
- Low-stock parts are flagged every Monday before technicians hit the road
- Every reorder requires manager approval before any order is submitted
- Out-of-stock critical parts are highlighted at the top of every alert
Built for HVAC contractors · HVAC operations managers · heating and cooling companies · field service parts coordinators
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
fieldedge.com/loginin a real browser with your saved login - no setup, no API keys. -
1
FieldEdge - check truck stock levels
fieldedge.com
WebRun opens FieldEdge to check truck stock levels. - Open FieldEdge and navigate to the Inventory or Truck Stock section
- Review each part and supply against its reorder threshold
- Capture the part name, part number, current quantity, reorder threshold, and preferred supplier for every item below threshold
Done when Every part or supply below its reorder threshold is listed with its details.
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2
Google Sheets - log low-stock items and draft POs
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log low-stock items and draft POs. - Open the truck stock reorder spreadsheet in Google Sheets
- Add a new row for each low-stock item with part name, part number, current quantity, reorder quantity, and supplier
- Mark each row as Pending Approval so your manager can review before any order is placed
Done when Every low-stock item is logged in the Google Sheet with a Pending Approval status.
-
3
Slack - alert manager for approval
slack.com How to Automate Slack
WebRun opens Slack to alert manager for approval. - Post a Slack alert to your operations channel with the count of items below reorder threshold
- Include a link to the Google Sheet for the manager to review and approve
- Flag any critical parts that are completely out of stock at the top of the alert
Done when Your manager has a Slack alert with the reorder list link and a count of low-stock items.
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 place purchase orders automatically?
No. WebRun logs low-stock items to a Google Sheet and marks them as Pending Approval. No order is placed or submitted until your manager reviews and approves each line.
How does it know what the reorder threshold is for each part?
It reads the reorder threshold you have set in FieldEdge for each part. If a threshold is not set, the item is flagged in the Slack alert so you can add one.
What if stock levels change during the week?
The run reflects the quantities in FieldEdge at the time it checks each Monday morning. If you want more frequent checks, you can configure WebRun to run daily instead.
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