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Pest Control Use case Agent · App

See which contracts need a renewal decision

A renewal needs more than a date on a calendar. Set up an agent to bring the contract details and a draft message to the person who can approve the next step.

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Start with the dates in the agreement

Record the renewal date and any notice deadline with the contract owner and a reference to the agreement. Someone needs to check those dates against the contract itself.

Bring the awkward cases to the owner

Set up the agent to flag missing dates, price changes and unclear terms when it prepares the renewal list. The owner can resolve them before a message goes out.

Record what the customer agreed

Keep replies and the next confirmed date with the contract. This workflow needs setting up around your register; it isn’t included automatically with the Field service app.

How to set up see which contracts need a renewal decision on Clawnify

  1. Check a few agreements

    Confirm their renewal dates, notice periods and owners against the contracts.

  2. Choose when to act

    Decide how far ahead to flag a renewal and who deals with missing information.

  3. Approve customer contact

    The owner checks the terms and message before it goes out through the channel you’ve connected.

Questions we get asked

Is contract renewal tracking included in the Field service app?

No. The Field service app holds customers and jobs. This guide describes an agent workflow you can have set up around your contract register, with the dates and approval rules your business uses.

What information does the renewal workflow need?

For each agreement, record the customer, contract owner, renewal date, notice period and where to find the contract. Check those details against the agreement. If a date or term is unclear, leave it for the owner to resolve rather than letting the workflow guess.

Will it renew a contract or send a price change automatically?

The example here stops for the owner to approve the message. During setup, decide which channel to use, who may send and who handles replies. A drafted message doesn’t change the contract, and it doesn’t establish that the customer has accepted new terms.

Can it work from contracts in another system?

That depends on the connection or export the system provides. Check it first, then choose where the authoritative dates will live. If someone corrects a date, the workflow needs to read the correction rather than an old copy.

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Plan the round before you confirm the visits Put booked visits and callbacks in the same weekly calendar. Before you promise a time, check who can attend and whether they can get into the site. Write up the visit while it’s still fresh Put the findings, checklist and materials used on the job record. With those details in place, you can prepare a customer report in your own format and have the technician check it.