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Renewals

Renewals

Add renewal and contract-end watches to accounts, opportunities and estimates, and see when each will create its follow-up.

Reviewed AdminVertiqa 1.75+

A renewal watch reminds you before a contract ends or a renewal comes due. Each watch belongs to an account, opportunity or estimate, and has a renewal date and how many days' notice you want. Open Settings → Renewals (route /settings/renewals). You need permission to edit opportunities to see this page.

The Renewals page with Evaluate now and New watch buttons, and the message No renewal watches yet with its own New watch button.
Watches are checked once a day.

Add a watch

  1. Select New watch.

  2. Choose the Record type (Account, Opportunity or Estimate), then search for the record and select it.

  3. Give it a Label, such as "Annual maintenance contract". The label becomes the follow-up task's subject.

  4. Choose the Owner, who gets the follow-up task. Without an owner, the task is unassigned.

  5. Pick the Renewal date and how many days' notice you want in Notify before (days), from 0 to 365.

  6. Leave Repeats on for a renewal that comes round again, and set Repeat every (days), 365 for a yearly renewal. Turn it off for a one-off date, such as a contract end.

  7. Add Notes for the owner if it helps, and select Create watch.

    The New renewal watch dialog with Record type set to Account, the account Bright Path Academy, the label Annual maintenance contract, the owner Dana Owens, the renewal date Oct 28, 2026, Notify before set to 30 days, Repeats switched on with Repeat every 365 days, a note to quote the new rate card, and Cancel and Create watch buttons.
    The dialog says what's missing before it saves.

How a watch works

Once a day, Vertiqa checks every active watch. When a renewal is within the watch's notice period, it creates a follow-up task on the record for the owner. A watch doesn't fire twice in the same day.

After it fires, a repeating watch moves its renewal date on by its repeat interval, ready for the next cycle. A one-off watch is paused instead.

The Renewals list

For each watch, the list shows:

  • Label, and the Record it belongs to. Select the record type to open the record.
  • Renewal date, and how many days away it is.
  • Notify before: the days of notice.
  • Status: Active or Paused, and Recurring for a watch that repeats.
  • Last alert: when it last created a follow-up.

The ⋯ menu on a row has Edit (change the label, owner, dates and notes; a watch stays on its record), Pause or Resume, and Delete. Deleting a watch keeps any follow-up tasks it already created.

Evaluate now runs the daily check straight away and says how many follow-ups it created.