For Sales reps · Office team
Re-engagement & warranty follow-ups
Automatically surface customers whose warranty is ending, so follow-up work doesn't fall through the cracks.
Most recurring-service businesses do one-off jobs that carry a warranty — a pest treatment guaranteed for 30 days, for example. Re-engagement watches those warranty windows and surfaces the customer as a follow-up opportunity right when it's time to reach back out, instead of relying on someone remembering.
How it works
Completed one-off jobs with a warranty show up in Re-engagement (under Leads) grouped into buckets — due soon, due now, and overdue. A job won't appear if the customer already has an active contract, newer work booked, or an open lead — so you only see genuine gaps.
Working a follow-up
- 1
Open Re-engagement
Go to Leads → Re-engagement and pick a bucket (due soon / due now / overdue).
- 2
Create a lead
Click a job in the list to create a follow-up lead from it, pre-filled with the customer's details.
- 3
Work it like any lead
It joins your normal pipeline — call the customer, quote a renewal, and convert to a new job or contract.
Automating it
In your re-engagement settings, you can turn on auto-create so a follow-up lead is generated automatically a set number of days before the warranty ends, instead of waiting for someone to check the list.
Example
Turning a warranty into a renewal
A one-off termite treatment carries a 90-day warranty. With auto-create set to 14 days, a follow-up lead appears in your pipeline two weeks before it expires. Your sales rep calls, offers an annual contract instead of another one-off, and the customer signs up — converting a warranty expiry into recurring revenue.
Related docs
Leads & pipeline
Capture enquiries, move them through a kanban pipeline, and convert them into paying customers.
Dispatch
Create, assign, track, and close out field jobs from the dispatch board — the operational heart of the app.
Contracts
Set up recurring service agreements with a visit schedule and payment plan, and let the visits generate themselves.