Worksheet

Renewal tracker sheet

Tracker with one row per contract and columns for customer, site, equipment, serial, warranty end, AMC end, days left, reminder dates, quote status, owner, outcome and lapse reason. A top block counts contracts expiring this month, next month and the month after, so the coordinator sees the coming workload before the first call of the day.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “How warranty and AMC renewals lapse without anyone noticing”, www.gullysystem.com/blog/how-warranty-and-amc-renewals-lapse-without-anyone-noticing