Renew customers for next season

Prepare a renewal

A renewal sends last season's customers a quote for next season, built from the jobs they already have.

1. Open Jobs, then Renewals, and choose New renewal.
2. Pick the service and the season to renew for.
3. Set the price change: no change, Increase percent or Increase dollars.
4. Choose Preview customers and untick anyone who shouldn't get one.
5. Choose Prepare. The renewals are built as quotes, nothing is sent yet.

Send and track

Open the renewal and check the list, then choose Send renewals. Each customer gets an email with their quote for next season.

The Status column shows who has answered. Reminders stop as soon as the customer answers. Customers with several services can get one renewal for all of them with Group by customer.

When customers say yes

An approved renewal is applied to the customer's job for next season at the new price, so there is nothing to retype.

Each renewal also says what happens if a customer never answers: Keep at the new price or Do not schedule.