Exports pile up
Membership and inside-sales reports get downloaded, edited, and forgotten before the next branch meeting.
Housecall Pro and ServiceTitan import templates are ready.
See import help
Built for home service contractors
Stop losing memberships to missed follow-ups.
Renewal Desk turns your ServiceTitan, Housecall Pro, CSV, and XLSX exports into a shared team workspace so every renewal, unsold estimate, and referral gets followed up.
Renewal Desk - Workspace: AirFlow HVAC
184Active renewals
At riskValue surfaced
37%First-touch wins
Priority queue
Henderson, R. - Silver PlanExpires in 3 days - no contact in 18 days
Risk 94
Kim, L. - Gold Plan + unsold estimateOpen estimate value - assigned to inside sales
Risk 72
Torres, M. - Bronze PlanText sent yesterday - follow-up due today
Risk 31
The problem
Follow-up revenue gets lost when the process lives in spreadsheets.
Without one shared system, renewals expire quietly, estimates go cold, and managers cannot see what is actually converting.
Touches are unclear
Teams cannot quickly tell who called, who texted, who left a voicemail, or which touch converted.
Outcomes stay fuzzy
Renewals, sales, declines, reviews, referrals, and payouts need to roll up by rep, import, and workspace.
How it works
No complex setup. No new field software.
Start with the report your office already exports, then move the team through one active queue.
1
Upload the report
Choose membership or inside sales, review the mapping, and commit clean rows.
2
Work the queue
Call, text, leave voicemail, request referrals, and keep every touch timestamped.
3
Close the outcome
Track renewed, sold, declined, review, referral, payout, and rep performance.
Platform
One workspace for retention, inside sales, and referrals.
CSV/XLSX imports
Bring in ServiceTitan, Housecall Pro, and spreadsheet exports without API setup on day one.
Shared team workspace
Owner, manager, CSR, dispatcher, and sales rep logins work the same company book.
Risk-based queues
Filter by upload date, expiration date, follow-up date, risk, value, status, campaign, and owner.
Touch history
Track calls, texts, email, voicemail, direct mail, campaigns, referrals, reviews, and close notes.
Manager dashboard
See conversion, recovered value, rep activity, first-touch wins, referrals, and payout context.
Secure sign-in
Hosted on SOC 2 Type 2 and ISO 27001 certified infrastructure. TLS encrypted sessions protect your workspace.
Results
Make the follow-up motion measurable.
Use Renewal Desk to see which lists, statuses, reps, and touches turn active follow-up into closed outcomes.
37%
First-touch close visibility
At-risk
Value surfaced in queue
<10min
Typical export-to-queue setup
Works with the reports your team can export today.
ServiceTitan exports
Housecall Pro exports
CSV reports
XLSX workbooks
Pricing
Start with one location. Scale when the team is ready.
Review the current self-serve plans, annual options, and team-size details on the pricing page.
TLS encrypted sessions
Hosted on SOC 2 Type 2 and ISO 27001 certified infrastructure
Customer lists are not sold
Export your workspace data
Get started
Get the first workspace live.
Create a workspace, upload a report, invite the team, and start closing renewals and unsold estimates from one queue.