IVP.ai for contracts & renewals teams in field services

Review renewals before they’re due, with the cost to serve in view.

Find the contracts coming up for renewal, check each price against what it really costs to service, and send the invoices once a person has approved the changes.

IVP.ai / Deskless

January 2027 renewals

Renewals due in 60 days

86 contracts checked. 11 need a decision.

Most contracts clear the margin check. Eleven cost nearly as much to service as they bring in.

Contracts due
86
renewing in January
Cleared
75
margin above 10%
For review
11
margin under 10%
Price changes
0
until a person approves

Contracts by margin band

  • Above 30%48 of 86 · 56%
  • 10% to 30%27 of 86 · 31%
  • Under 10%11 of 86 · 13%

Contracts by margin

ContractAnnual valueCost to serveMargin
C-2291£4,800£3,12035.0%
C-2307£2,150£2,0604.2%
C-2318£9,600£6,24035.0%
C-2334£1,380£1,2906.5%

Cost to serve is visits, labour and parts over the last 12 months. Showing four of 86.

The run in words

Eleven contracts barely pay.

All 86 contracts due in January were checked against last year’s cost to serve. 75 cleared. Eleven have a margin under 10%.

No price changes yet

Price changes wait for a person to approve them. Invoices go out in one run once they are approved.

Next steps

  1. 01

    Decide pricing on the eleven low-margin contracts.

    Owner: Contracts lead

  2. 02

    Approve and send the 75 cleared renewals.

    Owner: Finance

Example inputs: job management + CRM + accounts

Illustrative data

Illustrative report, fictional data. Not customer results or a live product screenshot.

Illustrative report with fictional data, not customer results or a live product screenshot.

01 / Workflows

Three contracts & renewals workflows we build first.

Each one runs on the IVP.ai Data Layer, joined from the systems you already use. Deskless by IVP.ai runs them on a schedule, flags what needs a person and only acts if you set it up to.

  1. 01

    Renewal pricing check

    Each contract coming up for renewal is checked against what it cost to service last year. Contracts that pass are cleared. The rest go to your team to decide.

  2. 02

    Approval, then invoicing

    Your team reviews the exceptions and approves the price changes. Only then are renewal invoices drafted and sent in one run. No price changes without a person.

  3. 03

    Follow-up and set-up

    Unpaid renewals are chased, and once a customer pays, their maintenance visits are set up and the customer is told.

Case studies

Proof.

A national fire safety company priced and reported on more than 100 contracts in its first live run, and sent over 90 renewal invoices in a single dispatch.

Fire Safety

Seven AI Agents That Know When to Stop

Maintenance renewals automated end to end, with every pricing decision still made by a person.

100+ contracts priced in the first run

HubSpot · Uptick

Show us your workflow.

Bring your renewal spreadsheet. We’ll walk through it with you and show how it would run on your own data.