Never Let a Termite Bond Lapse — Renew Every Customer on Time
Termite bonds renew annually and lapsed ones are lost recurring revenue plus angry claim-time customers. Track every bond and drive renewals with escalating reminders.
- 1
Register the Bonds
List each customer's bond anniversary and fee.
- 2
Invoice Ahead
Add a
Schedule Triggersending renewal notices 45 days out with a pay link. - 3
Escalate Gently
Remind at 21 and 7 days, noting coverage lapses if unpaid.
- 4
Confirm Renewal
Log payment and set next year's cycle.
- 5
Activate and Test
Activate the workflow with a test renewal. Confirm the reminder ladder fires.
Frequently asked questions
Why do bonds lapse?
Almost always forgetting, not choice — reminders recover revenue customers intended to pay.
What's the coverage angle?
A lapsed bond means an uncovered termite claim — the reminders genuinely protect the customer too.
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