Automated Contract Renewal & Payment Links
A done-for-you home services automation built for the Billing Coordinator, connecting Twilio, QuickBooks, and Google Sheets so the work below happens on its own.
What this automation does, step by step
Forty-five days before a customer's service contract is set to expire, this automation generates a renewal invoice with a one-click payment link and sends it by email and text, then repeats the reminder at 20 days and 5 days if the invoice remains unpaid.
Customers who pay renew instantly with no phone call and no paper contract to sign; customers who let the deadline pass are automatically moved to a lapsed-contract list and handed to the office for a personal check-in call.
What used to require someone tracking expiration dates in a spreadsheet and chasing signatures now runs itself, and the business stops losing recurring contract revenue simply because a renewal date slipped past unnoticed.
- QuickBooks or Stripe (renewal payment links)
- Twilio
- Zapier or Make.com
- CRM or field service software
- Google Sheets (contract expiration tracker)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Without automation, a billing coordinator has to notice problems after they've already happened, then scramble to fix them manually one at a time. It rarely feels urgent in the moment, but it adds up fast.
With this automation
- Win-back sequences triggered by inactivity, not guesswork
- Renewals and memberships that never lapse silently
- Referral and loyalty programs that track themselves
- Segmented campaigns built from actual purchase history
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