Overview

Auto-Renew renews customers into next season's programs without sending estimates.


Use this option if:

  • You don’t offer prepays

  • You want a simple “renew everyone as-is” workflow

  • You don't need to pull in price overrides from previous estimates.


If you haven't already read the article that explains the overall renewal process, please read that here.

1. Start Auto-Renew

  1. Go to the Programs screen and click on "Renew Programs/Services" Button

  2. If you have not created your programs for next year, you need to go to this article and follow the steps to do that.

  3. If your programs are created for next year, proceed.

  4. Select Auto-Renew

  5. Choose whichever current year programs you would like to auto-renew

2. Exclude Customers to Renew

You can:

  • Include all customers

  • Exclude properties by tags, status, service area, program or property type.

3. Map Current Year Programs → Next Year Programs

Make sure each old program is mapped to the correct new program.

4. Adjust Pricing (Optional)

You can:

  • Apply global increases

  • Adjust individual prices

  • Remove overrides

  • Clean up $0 overrides


Note: If you are going to remove $0 overrides, we recommend doing this before making any other bulk adjustments.


5. Review & Complete Auto-Renew

SPRAYE shows a final summary of:

  • # of properties being renewed

  • Program mappings


If you would like to send your customers an email regarding their renewal, you will choose that option and customize the subject and message you would like to send when completing this process (this message will send immediately to all customers being renewed).


If everything looks right, click Complete.


6. After Auto-Renew

Customers are immediately moved into 2026 programs and are ready for scheduling.

You may still:

  • Adjust service pricing

  • Remove properties from programs manually

  • Update price overrides for non-prepay programs

7. FAQ

  • Can I run it in batches? Absolutely. You can exclude certain parts of your customer list and run them separately.

  • Can I auto-renew some and send estimates to others? Yes, by excluding those customers from this process and all others from the estimates process.

  • Can I fix mistakes afterward? Yes, manually.