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Renewal reminders

Pro and Enterprise feature

Service agreements are available on the Pro and Enterprise plans. On Pro, an agreement covers a customer or one of their sites, with labor-only or inspection-only coverage, and its fee can be billed. Agreements tied to individual equipment and coverage that includes parts need the Enterprise plan, because they build on asset management and inventory. Compare plans to find the right fit for your business.

An agreement that lapses without anyone noticing is a customer you stop being paid by and keep serving. FSM Navigator® warns you before that happens, on a lead time you set per agreement.

Set the lead time

Renewal notice on the agreement form is how many days before the end date you want warning. It defaults to 30 days, and you can set it per agreement — a big annual account might want 90 days so there is time to negotiate; a small one might only need a fortnight.

What you get

Once an agreement comes inside its own lead time, it is included in a daily digest telling you which agreements are coming up for renewal and when each one ends. The digest goes to the people who own this area — owners and asset managers — by email, and to Telegram if your company has it switched on.

Once per agreement, not once per day

Each agreement is announced once. You are not re-mailed the same agreement every morning for the next 30 days. If you set a long lead time, you will hear about it early and then it is on you to act.

Why an agreement might not warn you

Situation Why
The agreement is not active An agreement you have switched off is not going to lapse
It has already ended The reminder runs ahead of the end date, not after it. An agreement that ran out months ago is not announced
Its lead time has not started yet An agreement ending in a year with a 30-day notice is announced 30 days out
It has already been announced See above — each agreement is announced once

A new agreement inside its own lead time still warns you

If you add a short agreement that is already inside its notice window — say a 14-day agreement with a 30-day notice — it is picked up rather than skipped.

Renewal notices and asset alerts are different things

Your assets have their own expiry alerting, driven by a company-wide lead time in settings. That watches equipment and uses one setting for everything.

Renewal reminders watch agreements and use the lead time on each agreement. An agreement with no equipment attached is invisible to the asset alerting and is still covered here. You want both.