Upcoming renewals
Keep ahead of expirations and service commitments
YOUR BUSINESS AT A GLANCE
Good to see you.
A simpler home for recurring customers, renewals, maintenance, and reports.
Private preview workspace
Everything is sample data unless you add your own. Data stays in this browser only; do not enter real client details yet.
Everything is sample data unless you add your own. Data stays in this browser only; do not enter real client details yet.
Maintenance activity
Current month service checklist
Your customers
Active relationships at a glance
CUSTOMER DIRECTORY
Clients
One account for each customer, across IT, security cameras, and other services.
RECURRING REVENUE
Service agreements
Record the monthly maintenance and managed-service plans your customers already have.
This version tracks expected recurring service value. It does not automatically charge cards, collect payments, or send invoices.
DON'T MISS A DEADLINE
Renewal tracker
Track domain, license, warranty, and service contract expiration dates.
SERVICE DELIVERY
Maintenance checklist
Document what you've actually checked — not just what was scheduled.
Check a task only when the work has been completed. Report generation uses your recorded status.
PROVE THE VALUE
Monthly client reports
Turn maintenance work into a professional report customers can read.
Create report
Reports are made from the demo checklist and information you enter below.
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Report preview
Select a customer, enter a few details, and choose Preview report.
PLANNED INTEGRATION
Quotes & invoices
Your existing FieldQuote quoting, invoices, signatures, and payment links will come later.
We're protecting the working FieldQuote app.
This module is intentionally not copied into the prototype yet. We will integrate proven functionality only after the standalone FieldQuote app is fully stable and after we design secure business accounts.
PLANNED INTEGRATION
Recurring billing
Subscription invoicing, payment collection, and reconciliation require a secure backend.
Billing comes after security and accounts.
For now, service agreements calculate estimated monthly recurring revenue. No funds are collected and no payment information is stored in this prototype.