Create a module for tracking customer contracts with renewal date alerts
We are a MSP company with service tiers, email, cloud, firewall, antivirus services with annual contracts. It would be nice to integrate something like Monkeybox into Repairshopr. Be able to assign contracts to a specific contract manager, due dates would then be sent to contract manager to manage client contracts and new contracts be sent on time so no lapses occur, etc.
We are going to mark this as complete based on our contracts module, you could create one for each of those with expiration dates – and tie those to recurring invoices.
If there is a critical missing piece – please comment!
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Terrance Thompson commented
Cant set expatriation date on contract module.. help
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Nancy Sabino commented
+1 for MSP feature