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Renewals

Catch contracts before they lapse, renew them with a price change and send a renewal quote.

1

Open Renewals. The tabs list contracts ending in 30, 60 and 90 days, plus Expired, not renewed and Renewed.

Renewals, Expiring in 30 days tab with four contracts, each with WhatsApp, Quote PDF and Renew
2

Click Renew. Enter the Price change % and the new value is calculated (10% on ₹36,000 gives ₹39,600). Check the new start and end dates, visits per year and technician.

Renew AMC-0021 dialog with a 10% price change, new value 39600, new start 11 Nov 2026 and new end 10 Nov 2027
3

Click Renew contract. The app creates the next contract with its own visit schedule and marks the old one Renewed.

4

Send a renewal quote. Click Quote PDF, check the price change, dates and visits per year, and click Download quote PDF. The PDF shows the current and renewal period, visits per year, the new value, GST and the total, and says the quote is valid until the contract ends.