Draft pickup texts the moment service is done
Every few minutes, WebRun opens Ideal DMS, finds repair orders newly marked complete, drafts a ready for pickup text through TargetCRM texting with the unit and total due, and leaves it queued in Slack for your service advisor to review before it goes out.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I text customers automatically when their unit is ready for pickup?
WebRun checks Ideal DMS every few minutes for repair orders newly marked complete, then drafts a ready for pickup text through TargetCRM texting with the unit and amount due. It queues each draft in Slack for your service advisor to review, so customers hear their mower or chainsaw is ready within minutes, and nothing texts out without a human's approval.
- Customers hear their unit is ready within minutes of the repair order closing
- Every text is queued for a human tap, none send unreviewed
- No customer gets a duplicate pickup notice
Built for outdoor power equipment dealers · service advisors · OPE service departments · small engine repair shops
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
www.idealcomputersystems.comin a real browser with your saved login - no setup, no API keys. -
1
Ideal DMS - draft pickup texts for completed orders
idealcomputersystems.com How to Automate Ideal DMS
WebRun opens Ideal DMS to draft pickup texts for completed orders. - Open Ideal DMS and filter repair orders to status Complete, not yet notified
- Pull the customer name, unit, and total due for each
- Draft a ready for pickup text through TargetCRM texting with the unit and amount due
- Leave every drafted text queued, not sent
Done when Every newly completed repair order has a drafted pickup text queued in TargetCRM.
-
2
Slack - queue drafts for advisor review
slack.com How to Automate Slack
WebRun opens Slack to queue drafts for advisor review. - Post the service channel a list of queued pickup texts with customer initials and unit
- Tag the assigned service advisor on each
- Remind the advisor that nothing sends until they approve it
Done when The service advisor has today's queued pickup texts ready to review and send.
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 text customers without a person checking first?
No. WebRun only drafts the pickup text in TargetCRM texting and queues it for your service advisor. Every text still needs a human tap to send, so nothing reaches a customer unreviewed.
What does the pickup text say?
A short, on brand message with the customer's name, the unit, and the total due, pulled straight from the closed repair order so the numbers always match Ideal DMS.
Will it text the same customer twice?
No. WebRun only drafts a text for repair orders it has not already queued, so a customer will not get a duplicate pickup notice.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.