Track utility rebates from qualifying sale to payout
Every Monday, WebRun opens Savance Enterprise (Klipboard), finds equipment sales from the past week that qualify for a manufacturer or utility rebate, logs each one to a rebate tracking sheet with its status, and drafts the submission email with the required documentation for your team to review and send.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I track utility rebate submissions for HVAC equipment sales?
WebRun finds equipment sales that qualify for a utility or manufacturer rebate in Savance Enterprise (Klipboard) each Monday, logs each one to a tracking sheet with its status, and drafts the submission email with the model, serial, and install details attached for your team to review and send. Sales missing a required form are flagged instead of drafted.
- Qualifying sales are logged for rebate tracking the same week they happen
- Submission packets are drafted with documentation attached, ready for one review
- Sales missing a signed form are flagged before a submission goes out incomplete
Built for HVAC wholesale distributors · rebate program administrators · contractor sales teams · branch operations 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
klipboard.com/loginin a real browser with your saved login - no setup, no API keys. -
1
Savance Enterprise (Klipboard) - find rebate eligible equipment sales
klipboard.com How to Automate Savance Enterprise (Klipboard)
WebRun opens Savance Enterprise (Klipboard) to find rebate eligible equipment sales. - Open Savance Enterprise (Klipboard) and filter last week's sales to high efficiency models on a rebate list
- Capture the model, serial number, contractor, install address, and sale date for each
- Skip any sale already logged as submitted
Done when Every rebate eligible sale from the past week is captured with its details.
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2
Google Sheets - log each rebate and its status
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log each rebate and its status. - Add a row to the rebate tracking sheet for each qualifying sale
- Set its status to Awaiting Submission and note which utility program it falls under
- Update the status of any prior submission still awaiting payout
Done when Every qualifying sale is logged with a current status in the tracking sheet.
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3
Gmail - draft the submission packet
gmail.com How to Automate Gmail
WebRun opens Gmail to draft the submission packet. - Draft a submission email to the utility rebate program with the model, serial, and install details attached
- Leave every submission as a draft for your team to review before sending
- List which sales still need a signed form from the contractor before they can go out
Done when A submission draft exists for every sale ready to go, and missing paperwork is flagged.
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 submit rebates to the utility without review?
No. Every submission is saved as a Gmail draft with the documentation attached. Your team reviews it and sends it, WebRun never files a rebate on its own.
How does it know a sale qualifies?
It matches the model sold in Klipboard against your list of rebate eligible equipment, so only qualifying high efficiency units get tracked.
What if the contractor hasn't sent a signed form yet?
It flags that sale as missing paperwork instead of drafting an incomplete submission, so nothing goes out short a required document.
Related templates
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