Contract & Recurring Client Management

What it is

A contract and recurring billing app for B2B service companies that want no missed renewal, no forgotten price adjustment and no unbilled invoice. Follow every contract from request to signature, renewal or end, and see MRR, renewals and overdue receivables in one place.

Who it's for

• B2B service companies with monthly retainers, such as managed IT, facilities and consulting
• Finance teams that bill recurring contracts every month
• Account owners who handle renewals
• Legal teams that draft and review contracts
• Leadership that follows MRR, ARR and revenue retention

What you can do

• Track contracts through request, draft, review, approval, signature, active, renewing, renewed and ended
• See MRR, ARR, net revenue retention, renewals due in 90 days and overdue receivables on the overview
• Read where revenue moved in a monthly MRR waterfall with new, expansion, contraction and churn
• Get renewal tasks 90, 60 and 30 days before the end date on a renewals board
• Propose price adjustments by index (CPI or fixed %) and approve them as amendments
• Bill active contracts every month and follow overdue invoices with dunning stages
• Record payments and see MRR, contracts and invoices per customer

App features

How it works

Sales creates a contract request; legal drafts and reviews it. Finance or leadership approves, depending on the monthly value, and the signature makes the contract active.

Invoices are created on each billing day and payments mark them paid; unpaid invoices become overdue. On the anniversary, a price adjustment is proposed for approval.

Before the end date, renewal tasks guide the account owner to renew, renegotiate or let the contract end.

How to set up this template

1. 1
   Click Use App

   Create your Jestor account and install Contract & Recurring Client Management. It works on desktop and mobile.

2. 2
   Sales creates a contract request; legal drafts and reviews it.

   Sales creates a contract request; legal drafts and reviews it.

3. 3
   Finance or leadership approves

   Finance or leadership approves, depending on the monthly value, and the signature makes the contract active.

4. 4
   Invoices are created on each billing day and payments mark them

   Invoices are created on each billing day and payments mark them paid; unpaid invoices become overdue.

Integrations and customization

Works on desktop and mobile. Contract types, approval limits and the dunning schedule can be changed without code, and you can add fields, tables and automations to fit your contracts. Invoices have an optional ERP ID field for teams that connect an ERP.

• Adjust fields, categories, statuses and rules without code.
• Add screens, reports and automations as the operation needs them.

And that's just the start: you can edit any part of this template and go much further just by asking Jestor's AI. Describe what you need, like a new field, automation, report or integration, and the AI builds or adjusts it for you, no code required.

Frequently asked questions