Programs & seasons
The recurring book that contracts and renewals roll forward every year.
Contracts & renewals · Pro
Multi-Year Contracts & Renewal Software
Your book renews itself — with a built-in price bump. Auto-renewing contracts roll their terms forward on their own schedule, and the Renewal Wizard carries everyone else into the new season in a few clicks. Available on the Pro and Scale plans.
The problem, plainly
The most expensive revenue you lose is the revenue you already had.
Every season change, some slice of last year’s customers just… doesn’t come back. Not because they were unhappy — because nobody re-signed them, re-priced them, and put them back on the schedule in time. Renewal isn’t a sales problem; it’s a workflow problem. So we built the workflow.
Auto-renewing contracts
Put your steady customers on contracts that renew themselves.
A contract carries the agreement: the term, the pricing model — per visit, per round, seasonal flat, monthly flat, or T&M — the annual uplift percentage, and the auto-renew toggle. From there, a nightly process does the remembering for you.
As a term end approaches, the contract enters its Renewing window: a renewal proposal is prepared and the customer has their opt-out period. When the window passes, the term rolls forward and the uplift is applied to the base amount — automatically. A three-year snow contract with a 4% annual bump just… continues, priced right, every year.
What happens nightly, without you
- 1
Notice
Contracts approaching term end move to Renewing status; a renewal proposal PDF is prepared. This is the customer’s opt-out window.
- 2
Roll forward
Once the window passes, term dates roll into the next year and the annual uplift % is applied to the base amount.
- 3
You review
Renewing contracts are visible the whole time — cancel one during the window if a customer bows out.
The wizard, in three steps
- 1 — Review the selection
- Renew one customer or a whole book — drop anything that shouldn’t roll forward.
- 2 — Configure
- Pick the target season (or create it right there), copy line items, set the price uplift (0–50%), and optionally generate a renewal proposal PDF per customer to email or print.
- 3 — Preview & confirm
- See exactly what will be created before you commit. Each job and program can only be renewed once — duplicates are impossible.
The Renewal Wizard
Roll last year's book into this year — with a price bump — in an afternoon.
For everyone not on a contract, the Renewal Reminders page shows every job and program due in a window you control — 30 days ahead by default, up to a year. From there the wizard copies them into the new season: programs with their round windows shifted forward, jobs with their line items uplifted, everything pointed at the right year.
Customers who haven’t said yes stay on the list — it never expires them — and the renewal-outcomes report tells you exactly what was accepted, declined, or pending, so you know who needs a call in February.
Works together
Renewals close the loop on the whole year
Customer portal
Estimate approval with a typed signature — captured and timestamped online.
Invoicing & payments
Renewed work bills the same way it did last year — per visit, per round, or monthly.
Snow & storm dispatch
Seasonal snow contracts span calendar years and renew the same way.
Questions
Contracts & renewals FAQ
What happens at renewal time on an auto-renew contract?
A nightly process watches every active contract. As the term end approaches — inside the renewal-notice window you set — the contract moves to Renewing status and a renewal proposal PDF is prepared. That window is the customer’s chance to opt out. Once it passes, the term rolls into the next year and the agreed annual uplift is applied to the base amount automatically. No yearly selection step, no spreadsheet.
How big can the built-in price uplift be?
You set an annual uplift percentage from 0 to 50% on each contract (and the same range is available in the Renewal Wizard for non-contract jobs). Set 0 to hold pricing flat.
What pricing models do contracts support?
Per visit, per round, seasonal flat, monthly flat, time & materials, and T&M with a cap — plus an optional prepay discount percentage. The contract handles the agreement (term and pricing); next year’s jobs and visits are still created through your normal renewal run.
What does the Renewal Wizard do?
It finds jobs and programs due for renewal in a configurable days-ahead window (1–365 days), then walks you through rolling them into next year’s season in three steps: review the selection, configure (target season, copy line items, price uplift, optional proposal PDFs per customer), and confirm. Renewed items drop off the list automatically, and each job or program can only be renewed once — so nothing gets duplicated.
What carries over when I renew?
A renewed program copies into the new year with every round window shifted forward and statuses reset. A renewed job copies the customer, site, description, and billing setup, points at the new season and program, and carries its line items with the uplift applied — then resets its workflow status so you treat it as a fresh sale to confirm.
What about the customers who don’t renew right away?
They stay on the reminders list — it never expires them — so a late "yes" in March renews as easily as an early one in November. And a renewal-outcomes report shows what was accepted, declined, or still pending across the book.
Can a customer cancel an auto-renewing contract?
Yes. During the Renewing window — before the term rolls — you open their contract and cancel it. Contracts without auto-renew simply reach their term end, and you renew those customers manually with the wizard if they’re staying.
Which plans include contracts and renewals?
Multi-year contracts and the Renewals module are available on the Pro and Scale plans.
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