Overview
Custom Renewals let you track any recurring obligation that doesn't fall under Insurance, Warranty, Subscription, Service Due, or Filings. Examples: annual calibration, license renewals, permit renewals, etc.
Adding a Custom Renewal
- Navigate to Renewals > Custom Renewals
- Click the + button
- Fill in the form
Form Fields
| Field | Required | Description |
|---|---|---|
| Renewal Type | Auto | Custom Renewal (or your custom type name) |
| Asset Name | Yes | Select the asset |
| Service Provider | No | Provider name |
| Provider Email / Contact | No | Provider contact details |
| Premium Frequency | Yes | Payment frequency |
| Start Date / End Date | Yes | Renewal validity period |
| Title | Yes | Name of the renewal |
| Amount | No | Renewal cost |
| Annual Premium | No | Yearly premium if applicable |
| Policy No | No | Reference number |
| Notes | No | Additional information |
Tip: Use Custom Renewals for things like: equipment calibration certificates, fire safety permits, pollution control certificates, trade licenses, etc.