Remind recurring customers when their next service is due
Every Monday, WebRun checks Workiz for clients on recurring service plans whose next visit falls in the coming week, drafts a personalised reminder email in Gmail for each one, and updates an Airtable tracker with the outreach status so nothing slips through the cracks.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically remind recurring pressure washing clients when their next service is due?
Every Monday WebRun opens Workiz, identifies recurring clients whose next pressure washing service falls within the next seven days, and drafts a personalised reminder email for each one in Gmail ready for your review. It also updates an Airtable tracker with each client's outreach status so no service interval is missed.
- No recurring service interval is missed or forgotten
- Every reminder is personalised and ready to send in one click
- Airtable tracker gives you a live view of which clients have been contacted
Built for pressure washing companies with service contracts · exterior cleaning businesses · field service recurring billing 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
app.workiz.comin a real browser with your saved login - no setup, no API keys. -
1
Workiz - find recurring clients with service due this week
workiz.com How to Automate Workiz
WebRun opens Workiz to find recurring clients with service due this week. - Open Workiz and navigate to the Clients list
- Filter to clients with a recurring service schedule whose next visit falls within the next 7 days
- Capture the client name, email, service type, last visit date, and next due date for each
Done when Every recurring client with a service due this week is listed with their contact details.
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2
Gmail - draft personalised reminder for each client
gmail.com How to Automate Gmail
WebRun opens Gmail to draft personalised reminder for each client. - Draft a personalised reminder email for each client referencing their service type and due date
- Include a prompt for the client to confirm their preferred appointment window
- Leave every draft unsent for your review before sending
Done when A draft reminder email exists in Gmail for every recurring client due this week.
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3
Airtable - update recurring service outreach tracker
airtable.com How to Automate Airtable
WebRun opens Airtable to update recurring service outreach tracker. - Open the recurring service outreach Airtable base
- Update each client's record with the reminder draft date and status 'Awaiting Approval'
- Flag any client who has not responded to a previous reminder
Done when The Airtable tracker reflects this week's outreach status for every recurring client.
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 email clients without me reviewing the messages first?
No. Every reminder is drafted in Gmail and left unsent for your approval. No client receives a message until you review and send it yourself.
What if a client already has an appointment booked for this week?
WebRun checks the Workiz schedule and skips any client who already has a confirmed job booked within the coming week.
Can it handle different service intervals like monthly or quarterly?
Yes. WebRun reads each client's recurring schedule in Workiz, whether monthly, quarterly, or custom, and only flags those whose next service falls within the current week.
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