Process Overview

Process Overview

RenewalTracker is flexible and can support your ideal recurring renewal management process. Whether you simply want to set key renewal dates and be notified or you want to completely manage the entire renewal item process, RenewalTracker can help to streamline.

Create

Quickly create business licenses, permits, certificates, tax payments or any other type of recurring renewals for your organization.

Create your own item types and manage the renewal items you need to track within your organization’s structure.

Simply enter in a few key attributes such as renewal item name, due date and possibly amount and authority. RenewalTracker will monitor this new item as it comes due.

Enable RenewalTracker to automatically create items based on the desired renewal frequency.

Track

Easily view the online calendar dashboard and display listing of items to see past due, due immediately or coming due items that need attention.

Easily see items that are coming due in user defined time horizons such as within 30, 60, 90, and 120 days. Items that are due very shortly or are past due are very noticeable alerting you to their critical nature.

Items that are critical for you to track are instantly available and you can trust RenewalTracker to keep them on your radar.

Manage

Immediately access necessary item renewal fees, important dates, payment, accounting, taxing authority contacts and other supporting information and documentation.

As items come due RenewalTracker allows appropriate users to simply select the item and manage the critical information. Create user-defined fields to capture additional information needed to effectively manage your process.

Upload supporting documents and files in their native format into RenewalTracker for centralized management and safe keeping. They are just a click away.

Forget

Automatically notify required individuals of upcoming renewal items coming due by email altering them to take immediate action.

You can rest assured that Renewaltracker is actively managing your recurring renewal items.  After you initially create your item you can simply forget it and let RenewalTracker notify you when it is coming due via email based on your desired notification schedule.

Of course authorized users can also access RenewalTracker directly and manage the item as necessary.

Renew

Simply click an item to renew, generate an optional payment request for your internal payment group, email important information to others and automatically create the next item.

Your item moves along a status workflow process from initial creation, through payment, all the way through completion allowing essential tracking and information capturing.

Manually create the next item or let RenewalTracker automatically create the next item in series based on the item frequency. RenewalTracker makes it easy to manage your process.