Know exactly which service agreements renew in the next ninety days, what each one is worth, what it covers, and which customers have used enough of their coverage to renew happily. Recurring revenue stops leaking through the gap where nobody was watching.
The live Taskade Genesis app on this page is a working agreement tracker. Open a contract, look at how coverage, visits, and renewal dates connect, then use it and you own a running copy in about ten seconds. That is the try-then-clone advantage in one click.
That app is the License Manager Dashboard, a live Taskade Genesis app you can click through and clone in about ten seconds. It is not a service agreement renewal tracker out of the box, so treat it as the starting point: clone it, then carry its expiry tracking across and describe the rest of this build to Taskade Genesis.
The build is a real contract record. Each agreement carries the customer, the covered sites and units, the start and end dates, the billing frequency and amount, what labor and parts are covered, what is explicitly excluded, the number of visits included, and how many have been used. The renewal pipeline sorts by date and by value, and the agent flags the accounts that need attention first: high-value contracts approaching expiry, customers whose usage far exceeds what they pay, and agreements that have quietly delivered nothing all year and will be a hard renewal conversation.
Read the book of business in whichever layout suits:
- Table view for every agreement with value, expiry, coverage, and usage in columns
- Board view for the renewal pipeline: upcoming, contacted, quoted, renewed, lapsed
- Calendar view to see renewal dates and billing dates across the year
- List view to read one agreement terms in full
- Plus Mind Map, Gantt, and Org Chart across the 7 project views
Automations protect the revenue. With Taskade automations, an agreement crossing ninety days to expiry opens a renewal task with the usage summary attached, a renewal quote goes out on a schedule you set, and a lapsed agreement escalates rather than disappearing. Across 100+ bidirectional integrations, billing events pull payment status in while Gmail and Slack push renewal reminders out. See scheduled automations and Stripe checkout actions.
The AI agents here carry 34 built-in tools including persistent memory, web search, file analysis, custom slash commands, and multi-agent collaboration. The Renewal agent drafts the conversation using that customer own year: visits delivered, problems caught early, and money the agreement saved them, which is a far better renewal pitch than a price increase letter.
Use the app, invite your service manager and office, and the contracts, the usage history, and the renewal pipeline are yours.
Explore live contract trackers in the Community Gallery, start a build at Taskade Genesis, or read the finance app guide. Covered visits are generated by preventive maintenance scheduling, and coverage decides pricing in same-day invoicing.
Renewals are won during the year, not during the renewal conversation. A customer who saw their visits happen on time, received a report each time, and had one problem caught early renews without much discussion. A customer who heard nothing for eleven months treats the renewal as an open question, no matter how good the technical work was. That is why the usage record matters more than the pitch. When you can show visits delivered, problems found, and failures avoided, the conversation is about next year rather than about whether the agreement was worth anything at all.
Frequently Asked Questions
How does it know how much coverage a customer has used?
Every visit and every covered repair links back to the agreement, so used visits, covered labor hours, and covered parts value are running totals rather than something you reconstruct at renewal time.
Can it handle different agreement tiers?
Yes. Describe your tiers, whether that is silver, gold, and platinum or something specific to your trade, and each agreement records which tier applies along with its own coverage rules and pricing.
What about multi-year agreements with annual billing?
Term and billing frequency are separate fields, so a three-year agreement billed monthly tracks correctly, and both the billing schedule and the true expiry appear on the calendar.
Does it tell me which agreements are unprofitable?
Yes. Covered cost delivered against contract value is visible per agreement, so the two or three contracts quietly losing money are identifiable before you renew them at the same price.
Can renewal quotes go out automatically?
The draft is automatic and the send is yours to approve, which is the right split for a revenue conversation. The draft arrives with the usage summary already written.
What happens when an agreement lapses?
It moves to a lapsed state with a win-back task rather than vanishing, and the customer keeps their equipment history. Many lapsed accounts come back, and they come back faster when the record is intact.
Can customers see their own coverage?
Yes. A per-customer view shows visits used, visits remaining, and what is covered, which prevents most coverage disputes before they start. Business plans and above support a branded portal with sign-in.
Should we raise prices at renewal?
That is your call, but the conversation goes far better when you can show the year of work first. A renewal that leads with visits delivered, problems caught, and failures avoided can carry a price adjustment. One that arrives as a bare number rarely can.
