All templates
For tree service companies, arborist businesses & tree care contractors

Collect deposits before tree jobs start so cash flow stays healthy

Every morning, WebRun opens Arborgold, finds upcoming jobs with no deposit collected, drafts a deposit request email for each customer, and posts a Slack list of outstanding deposits so your team can follow up before the job date.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every day at 8:00 AM WebRun
1 Arborgold find jobs missing a deposit
2 Gmail draft deposit request emails for review
3 Slack alert team to outstanding deposits
Run a sample
In short

How do I automatically collect deposits for upcoming tree service jobs?

WebRun opens Arborgold every morning and finds all upcoming tree jobs that are missing a deposit. It drafts a clear payment request email in Gmail for each customer and posts a Slack list sorted by job date so your team can review, send, and collect deposits before work begins.

  • No job starts without a deposit request already drafted and sent
  • Team sees outstanding deposits sorted by job date every morning
  • Cash flow improves as deposits arrive before work begins

Built for tree service companies · arborist businesses · tree care contractors · landscaping companies

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens www.arborgold.com/login in a real browser with your saved login - no setup, no API keys.

  2. 1
    Arborgold - find jobs missing a deposit
    arborgold.com How to Automate Arborgold
    WebRun in Arborgold: find jobs missing a deposit
    WebRun opens Arborgold to find jobs missing a deposit.
    • Open Arborgold and view the upcoming job schedule
    • Filter for jobs scheduled within the next 14 days that have no deposit recorded
    • Capture the customer name, contact email, job total, deposit amount required, and scheduled date

    Done when All upcoming jobs with missing deposits are listed with customer and payment details.

  3. 2
    Gmail - draft deposit request emails for review
    gmail.com How to Automate Gmail
    WebRun in Gmail: draft deposit request emails for review
    WebRun opens Gmail to draft deposit request emails for review.
    • Draft a deposit request email for each customer, stating the deposit amount, payment instructions, and job date
    • Reference the job description and total so the customer understands what they are paying toward
    • Leave each draft unsent for your review before sending

    Done when A Gmail draft deposit request is ready for every job missing a deposit.

  4. 3
    Slack - alert team to outstanding deposits
    slack.com How to Automate Slack
    WebRun in Slack: alert team to outstanding deposits
    WebRun opens Slack to alert team to outstanding deposits.
    • Post a list of outstanding deposit requests sorted by job date, soonest first
    • Note which customers already have a draft email waiting and which have been contacted before

    Done when Team has a clear Slack list of outstanding deposits and the status of each outreach draft.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.arborgold.com/login
ScheduleRuns automatically on this cadence
Every day at 8:00 AM
DeliveryHow each run's result reaches you
Deposit status · Slack
OutputWhat each run produces - Draft deposit request emails in Gmail plus a Slack list of outstanding deposits sorted by upcoming job date.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it send deposit requests without my approval?

No. Every deposit request is saved as a Gmail draft for your review. Nothing is sent to the customer until you approve and send it.

What if the customer already paid the deposit?

It reads live Arborgold job records each morning, so any job with a deposit already recorded is automatically excluded from the list.

Can I set a different deposit percentage or amount per job type?

Yes. Set your deposit rules in Arborgold and WebRun will reference the required deposit amount for each job when drafting the request.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.