Get a clear weekly HVAC revenue and job report every Monday
Every Monday, WebRun opens ServiceTitan, pulls all completed jobs and revenue from the previous week, breaks it down by job type, technician, and service category, logs the summary to a Google Sheet, and posts a clean report to your management Slack channel.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I get an automatic weekly HVAC revenue and job performance report?
WebRun opens ServiceTitan every Monday, pulls all completed jobs and revenue from the previous week, and breaks them down by job type and technician. It logs the summary to a Google Sheet and posts a clean revenue report to your management Slack channel so your team starts the week with a clear picture of last week's performance.
- Management sees last week's revenue and job count every Monday before 8 AM
- Per-technician performance is broken out without any manual reporting
- Historical data is logged automatically to a Google Sheet for trend tracking
Built for HVAC business owners · HVAC managers · heating and cooling companies · field service operations 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
go.servicetitan.comin a real browser with your saved login - no setup, no API keys. -
1
ServiceTitan - pull last week's jobs and revenue
servicetitan.com How to Automate ServiceTitan
WebRun opens ServiceTitan to pull last week's jobs and revenue. - Open ServiceTitan and navigate to the Reports or Jobs section
- Filter for jobs completed in the previous calendar week
- Capture total revenue, job count, revenue by job type (install, maintenance, repair), and jobs completed per technician
- Note any jobs still open or invoices not yet collected from last week
Done when Last week's job count, revenue totals, and per-technician breakdown are captured.
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2
Google Sheets - log weekly summary to spreadsheet
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log weekly summary to spreadsheet. - Open the weekly revenue tracking spreadsheet in Google Sheets
- Add a new row for this week with the date range, total revenue, job count, and the per-job-type and per-technician breakdown
- The spreadsheet automatically charts trends across weeks
Done when This week's summary row is logged in the Google Sheet with all revenue and job metrics.
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3
Slack - post report to management
slack.com How to Automate Slack
WebRun opens Slack to post report to management. - Post a formatted weekly revenue report to the management Slack channel
- Include total revenue, job count, top-performing technician, and revenue by job category
- Add a link to the Google Sheet for the full breakdown
- Flag any significant changes from the prior week, such as revenue up or down by more than 15 percent
Done when Management has last week's revenue and job summary in Slack with a link to the full report.
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
Does this report contact customers or send any external messages?
No. The weekly report is posted only to your internal management Slack channel and logged to your private Google Sheet. No external messages are sent.
Can it break down revenue by technician as well as job type?
Yes. It pulls revenue and job count per technician from ServiceTitan and includes a per-technician breakdown in both the Slack report and the Google Sheet.
How far back does the report look?
It covers the previous full calendar week, Monday to Sunday, and compares it to the week before so you can spot trends without opening ServiceTitan manually.
Related templates
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