Draft QuickBooks invoices from approved crude haul tickets
Every morning, WebRun opens Engage Mobilize, pulls crude-hauling tickets approved since the last run, drafts a matching invoice in QuickBooks for each customer with the barrels, rate, and lease, and emails your billing team a Gmail summary of the drafts waiting for review before any invoice is sent.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically draft QuickBooks invoices from crude haul tickets?
Every morning, WebRun opens Engage Mobilize, pulls crude-hauling tickets approved since the last run, and drafts a QuickBooks invoice for each customer with the barrels, rate, lease, and accessorials. It emails billing a Gmail summary of the drafts and any unbillable tickets, and leaves every invoice unsent for a human to review before it goes out.
- Approved tickets become draft invoices the next morning
- No invoice is sent to a customer without human review
- Tickets missing a rate or customer match are flagged, not guessed
Built for oilfield billing teams · crude hauling companies · trucking back office · oil and gas operators
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
www.engagemobilize.comin a real browser with your saved login - no setup, no API keys. -
1
Engage Mobilize - pull approved crude tickets
engagemobilize.com How to Automate Engage Mobilize
WebRun pulls approved crude haul tickets from Engage Mobilize. - Open Engage Mobilize and filter to crude-hauling tickets approved since the last run
- Read the customer, lease, barrels hauled, rate, and any accessorial charges for each ticket
- Group tickets by customer so each customer gets one invoice, and skip tickets already billed
Done when Every newly approved crude ticket is grouped by customer with its billable details.
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2
QuickBooks - draft an invoice per customer
- Open QuickBooks and create a draft invoice for each customer with a line per ticket
- Enter the barrels, rate, lease reference, and accessorials, and attach the ticket numbers
- Save each invoice as a draft and leave it unsent for the billing team to review and approve
Done when A draft invoice exists in QuickBooks for every customer with approved tickets, all unsent.
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3
Gmail - summarize drafts for billing review
gmail.com How to Automate Gmail
WebRun summarizes the invoice drafts for the billing team in Gmail. - Draft a Gmail summary to the billing team listing each customer, ticket count, barrels, and invoice total
- Flag any ticket missing a rate or customer match that could not be drafted
- Leave the summary as a draft so billing reviews the invoices in QuickBooks and sends them from there
Done when Billing has a Gmail summary of the invoice drafts and any tickets that need attention.
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 send invoices to customers on its own?
No. WebRun saves every invoice as an unsent draft in QuickBooks and emails billing a summary. Your team reviews each draft and sends it from QuickBooks, so nothing is billed to a customer without a human approving it first.
How does it know the rate for each ticket?
It reads the barrels, rate, and accessorials already recorded on each approved ticket in Engage Mobilize. If a ticket is missing a rate or a customer match, WebRun flags it in the Gmail summary rather than guessing.
Will it double-bill a ticket?
No. WebRun skips any ticket already marked as billed and groups the remaining approved tickets by customer, so each ticket appears on exactly one draft invoice.
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