Contract and renewal software for commercial service companies. Landscape maintenance, janitorial, security, commercial HVAC.
Halo reads your QuickBooks sales data and your contracts. It finds the customers you bill every month with nothing signed and the escalators that never reached a bill, drafts the agreement or the increase letter, and then tracks every renewal and increase so none of it slips again.
Opens an email to ben@myhalo.ai. Attach the export and any signed agreements. Your findings and drafted paperwork come back within a week, in your company's name. About 20 minutes of your time.
No integration. No login to your QuickBooks. No signup.
Halo matches every customer in your sales data against your contracts. Customers billed for years with nothing signed. Contracts with a 3% or CPI clause the invoice never caught up with. Each one listed, with how long it has been that way and what it has cost.
A plain service agreement for every handshake customer. An increase letter for every missed escalator, citing the clause, with the new amount worked out. You read them, change what you want, and send them.
After the first scan, Halo holds every renewal date and escalator. It flags each one ahead of time, has the notice drafted, and checks that the next invoice carries the new price.
Escalators get missed because nobody is watching the calendar in January. Halo is. Every contract term, renewal date and increase clause sits in one list, and the letter is drafted before the date arrives.
Send a fresh export whenever you like and Halo re-checks the invoices against what should have changed.
The Sales by Customer Detail report from QuickBooks for the last 24 months, plus any signed agreements you have. Scans and photos are fine.
It matches every customer against your contracts, flags each one billed with nothing signed and each escalator that never hit an invoice, and drafts the agreement or the letter for it.
The findings, the service agreements and the increase letters, in your company's name. Send them to your customers yourself. From there Halo tracks every date.
Your customer list is the most valuable thing in your business. These terms do not change.
Sales by Customer Detail, last 24 months, plus any signed agreements, to ben@myhalo.ai. Findings and drafted paperwork back within a week. Free.
Email your QuickBooks export