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Create renewal task to update client service records

Create renewal task to update client service records

Renewal proposals often arrive with no handoff, so planners can’t update service or job records. Assign one task per renewal so planners complete accounting updates and reconcile contracts same day.

Create renewal task to update client service records

Overview

When renewal proposals arrive without a clear handoff, planners miss service updates and billing slips get delayed. Turn every renewal into one assigned ops task so planners complete accounting updates and reconcile renewals same day.

Create renewal task to update client service records