Settings · Licenses & insurance
How do I get reminded before my license or insurance expires?
ComputerOpen Settings, then Licenses & insurance and Add one.
PhoneOpen Settings, then Licenses & insurance and Add one.
Track a license, policy, registration, certificate or bond by expiry date. Optional PDF/photo: up to 10 MB. Emails follow business timezone: 60, 30 and 7 days before, and on the day. Added 20 days out? One 30-day reminder. More than two days expired? No late email; it stays marked Expired until renewed or archived.
Renew with a new date. Your document stays unless replaced; history keeps earlier terms and files. Quote/invoice license numbers go in Business details. Owner only. Exports include records/history; files stay in DeskOps.