Renewals – Qano

Automate Your Renewals, Simplify Your Management

No more manual follow-ups or missed opportunities. The system automatically handles the renewal of your services and contracts, reaching out to your clients for confirmation. Once approved, the renewal is generated, and the invoice is automatically created within your applications.

For some services, a date is already assigned, and the client simply needs to confirm it. Save time, reduce oversights, and ensure seamless continuity of your operations with a simplified and efficient renewal process.

Easily track deadlines, send automatic reminders to clients, and streamline renewal workflows. With this automated management, you enhance customer retention and maintain smooth follow-ups on your commitments.

Ce module est disponible et prêt à être utilisé dans l'application suivante :

Fonctionnalités

Tous nos processus sont entièrement bâtis sur mesure selon vos besoins, voici quelques fonctionnalités que nous pourrions adapter à vos opérations

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.

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