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Its maintenance contract renewal season! Aspire has some great resources in the knowledge base to aid in this process!

Using The Renewal Report For Contracts

Understanding Contract Renewal Settings In Aspire

Best Practice For Multi-Year Contracts

 

Hi Ryan - If I am in a seasonal market but use the contract dates of jan-dec so that we can work on tickets in the shoulder seasons, what is the best date to use in the Renewal Report?  I want to see the status of all renewal opportunities for all of my 2024 maintenance jobs.  Today the date defaults to 12/26/24 and that shows all my 2024 opportunities (start date 1/1/24, end date 12/31/24) with a renewal status of “Lost/Cancelled”.  If I change the date to January 4, 2025 (which, in reading the article should show all of my 2025 opportunities since they have a start date of 1/1/25 and an end date of 12/31/25 and all of my 2024 opportunities have had 2025 renewal opportunities created) but the list only has 19 opportunities on it.  I can’t figure out why.


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