Renewals

Renew your contracts and services in a revolutionary way.

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This module is available and ready to use in the following application:

Automated renewal of services and contracts saves time and builds customer loyalty.

Features

All our processes are entirely tailored to your needs, here are some functions that we could adapt to your operations:

General Features

- Automated sending of service renewals according to global company criteria and customer file information (e.g. after a defined number of days or on a specific date)
- Allows you to accept or decline the renewal, and automatically adds the service to the schedule
- Follow-up emails and reminders

Customer Files

- A request for information will be sent to the customer to finalize the file and the information will be added to the customer file as it is received
(e.g. deposit, permit, certification, documents)
- Automated reminders
- Personalized links to a form associated with the customer file
- The client file is updated as soon as information is submitted by the client
- Information available in real-time

Activity Management

- Manual or automated assignment of tasks
- Appointment management with automated emails
- Automated creation of "Google Meet" links
- Reminders
- Daily review

Document Generation

- Order forms
- Work/production orders
- Shipping labels
- Invoices
- Job reports
- Reports

Automated Printing

- Automatic printing of documents generated on designated printers according to various criteria

Dispatch

- Several views are available for allocating tasks to your technicians and employees according to the workload for the day, the technician or the hire serviced. Your projects can be displayed in lists with several quick filters or on a map.

Automate your operations

Let us simplify your processes.

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