--- title: "Understanding Contract Renewal Settings" slug: "understanding-contract-renewal-settings" tags: ["Language - English", "Area - Recurring Services", "Area - Administration", "Area - Estimating", "Industry - Landscaping", "Type - Concept", "Role - System Admin", "Role - Branch Admin", "Skill Level - 2 (Intermediate)"] updated: 2025-10-20T18:23:52Z published: 2025-10-20T18:23:52Z canonical: "guide.youraspire.com/understanding-contract-renewal-settings" --- > ## Documentation Index > Fetch the complete documentation index at: https://guide.youraspire.com/llms.txt > Use this file to discover all available pages before exploring further. # Understanding Contract Renewal Settings ## **Purpose** In Aspire, you are able to renew contracts and set custom preferences for the renewal process using the *Opportunity Renewal* screen. Whether you need to create individual or bulk renewals, this improved process heavily alleviates the burden of mistakes and eliminates repetitive workloads! During an *Opportunity Renewal*, you are able to make updates to your *Item Catalog* information. This means that you will be able to see those changes applied immediately in the renewal for items and moving forward, wherever the item or kit appears! ## **Requirements** ✅In order to access the *Renewal Settings* screen, you must have *System Admin* added to your user role. ✅In order to renew opportunities with *Bulk Actions* in the *Opportunities* module, you would need to have the permission of *Annual Renewals* added to your user role. ## **Configuring Your Renewal Settings** You can set your opportunity renewal options and choose whether or not your users can change the settings you have set. 📌Note: Changes made in *Administration* are used by default on the *Opportunity Renewal* screen when renewing *Contracts.* To set up your *Opportunity Renewa*l preferences: - Go to your *Profile Icon* and select *Administration.* *![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/understanding-contract-renewal-settings-image-13lc77xj.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A58%3A16Z&se=2026-11-13T10%3A58%3A16Z&sr=c&sp=r&sig=e2g7JYEbbGGg4MqGzfhrC2ma%2Fuz3eAP02ZwJ3pj6gN0%3D)* - Select *Estimating* and then click *Renewals*. ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/understanding-contract-renewal-settings-image-f5c84uhs.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A58%3A16Z&se=2026-11-13T10%3A58%3A16Z&sr=c&sp=r&sig=e2g7JYEbbGGg4MqGzfhrC2ma%2Fuz3eAP02ZwJ3pj6gN0%3D) - The *Renewals* window will appear. Select the settings that you want to set as your default. ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/understanding-contract-renewal-settings-image-znvze0d5.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A58%3A16Z&se=2026-11-13T10%3A58%3A16Z&sr=c&sp=r&sig=e2g7JYEbbGGg4MqGzfhrC2ma%2Fuz3eAP02ZwJ3pj6gN0%3D) 🧠If you do not check *Allow Users to Change Renewal Options* at the top of this screen, the selections you make can not be changed by users. ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/understanding-contract-renewal-settings-image-jyrcae9k.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A58%3A16Z&se=2026-11-13T10%3A58%3A16Z&sr=c&sp=r&sig=e2g7JYEbbGGg4MqGzfhrC2ma%2Fuz3eAP02ZwJ3pj6gN0%3D) ## **Contract Renewal Screen Overview** The *Opportunity Renewal* screen allows you to make more informed decisions about renewing your contracts. This opportunity renewal screen appears after you choose to renew a won contract individually or in bulk. ### **Takeoffs** #### **Update Takeoffs with Current Property Information** **![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/understanding-contract-renewal-settings-image-ehizr22z.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A58%3A16Z&se=2026-11-13T10%3A58%3A16Z&sr=c&sp=r&sig=e2g7JYEbbGGg4MqGzfhrC2ma%2Fuz3eAP02ZwJ3pj6gN0%3D)** Choose to update using the current takeoff information for the property tied to your contracts. Only takeoff quantities will be updated with this option. Other values related to quantities will stay the same. #### **Copy Takeoffs from Renewed Opportunity** **![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/understanding-contract-renewal-settings-image-f4dgrcdu.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A58%3A16Z&se=2026-11-13T10%3A58%3A16Z&sr=c&sp=r&sig=e2g7JYEbbGGg4MqGzfhrC2ma%2Fuz3eAP02ZwJ3pj6gN0%3D)** If you use this option, updated takeoff quantities will not be reflected in your renewal. Instead, the takeoffs set up in your original opportunity are used. ### **Service Name** These options allow you to avoid having to enter service display names manually. #### **Update Service Display Names from Service Catalog** **![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/understanding-contract-renewal-settings-image-urou9wfx.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A58%3A16Z&se=2026-11-13T10%3A58%3A16Z&sr=c&sp=r&sig=e2g7JYEbbGGg4MqGzfhrC2ma%2Fuz3eAP02ZwJ3pj6gN0%3D)** This option uses service names directly from the *Service Catalog* within the *Administration* menu. #### **Copy Service Display Names from Renewed Opportunity** **![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/understanding-contract-renewal-settings-image-6lpuv405.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A58%3A16Z&se=2026-11-13T10%3A58%3A16Z&sr=c&sp=r&sig=e2g7JYEbbGGg4MqGzfhrC2ma%2Fuz3eAP02ZwJ3pj6gN0%3D)** Selecting this option transfers service names from the original opportunity to the renewal. ### **Prices** This option allows you to keep the prices established in the original opportunity in the renewal or update the price with or without markups, given the current cost changes of items, kits, and services. #### **Keep previous Service Prices from renewal** **![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/understanding-contract-renewal-settings-image-55r9956c.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A58%3A16Z&se=2026-11-13T10%3A58%3A16Z&sr=c&sp=r&sig=e2g7JYEbbGGg4MqGzfhrC2ma%2Fuz3eAP02ZwJ3pj6gN0%3D)** This option carries the prices from the original opportunity over to the renewed opportunity without including markups. #### **Update Service Prices, based on current catalog Item Costs with renewal Markups** **![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/understanding-contract-renewal-settings-image-wdzoc9vl.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A58%3A16Z&se=2026-11-13T10%3A58%3A16Z&sr=c&sp=r&sig=e2g7JYEbbGGg4MqGzfhrC2ma%2Fuz3eAP02ZwJ3pj6gN0%3D)** This option recalculates the price using the current cost of items in the item catalog and the markups used in the original opportunity. #### **Update Service Prices based on current catalog Item Costs with current Markups** **![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/understanding-contract-renewal-settings-image-k9ywr1sm.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A58%3A16Z&se=2026-11-13T10%3A58%3A16Z&sr=c&sp=r&sig=e2g7JYEbbGGg4MqGzfhrC2ma%2Fuz3eAP02ZwJ3pj6gN0%3D)** This option recalculates the price using the current cost of items in the item catalog and current markups established at the system level. ### **Visits Checklists** This option is for opportunities that have existing *Visit Checklists*. You will always see this option displayed even if the *Opportunity* or *Service Catalog* does not contain visit checklists. This next section helps you decide whether to transfer visit checklists from the original opportunity. #### **Update Visit Checklists from Service Catalog** **![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/understanding-contract-renewal-settings-image-77pfz7cn.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A58%3A16Z&se=2026-11-13T10%3A58%3A16Z&sr=c&sp=r&sig=e2g7JYEbbGGg4MqGzfhrC2ma%2Fuz3eAP02ZwJ3pj6gN0%3D)** This option updates the services based on *Service Catalog* configurations from the administration menu. #### **Copy Visit Checklists from Renewed Opportunity** **![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/understanding-contract-renewal-settings-image-5bk6sf72.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A58%3A16Z&se=2026-11-13T10%3A58%3A16Z&sr=c&sp=r&sig=e2g7JYEbbGGg4MqGzfhrC2ma%2Fuz3eAP02ZwJ3pj6gN0%3D)** When a renewal is completed, this option transfers the *Visit Checklists* from the original opportunity to the renewal. 🧠To learn more about *Visit Checklists*, read [this article](https://guide.youraspire.com/docs/service-visit-checklists). ### **Schedule an Event Assignments** The next section in this window allows you to control *Route* and *Sequence Numbers* when renewing your opportunities. #### **Reset Default Routes and Sequence Numbers** Choosing the first option in this section removes routes and sequence numbers from your renewed opportunity. ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/understanding-contract-renewal-settings-image-1ddeo23m.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A58%3A16Z&se=2026-11-13T10%3A58%3A16Z&sr=c&sp=r&sig=e2g7JYEbbGGg4MqGzfhrC2ma%2Fuz3eAP02ZwJ3pj6gN0%3D) #### **Keep Default Routes and Sequence Numbers from Renewed Opportunity** The second option in this section keeps the routes and sequence numbers set in the original opportunity. ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/understanding-contract-renewal-settings-image-khloelix.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A58%3A16Z&se=2026-11-13T10%3A58%3A16Z&sr=c&sp=r&sig=e2g7JYEbbGGg4MqGzfhrC2ma%2Fuz3eAP02ZwJ3pj6gN0%3D) ## **Opportunity Branch Overrides** **![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/understanding-contract-renewal-settings-image-xrox9jv9.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A58%3A16Z&se=2026-11-13T10%3A58%3A16Z&sr=c&sp=r&sig=e2g7JYEbbGGg4MqGzfhrC2ma%2Fuz3eAP02ZwJ3pj6gN0%3D)** When you have *Opportunity Branch Override* selected in *Administration*, this affects your opportunity renewals. If this setting is in use when a contract is renewed, the *Branch* overrides made on your original opportunity will carry over to the renewed opportunity. When the opportunity branch override is not checked, this will appear as a blank field on the contract renewal. 🧠 If you choose to update the price with updated markups and a pricing override is set up in your system, the value set by the override will be reflected in the price, not the updated markup value. ## **Pay Codes** When a contract is renewed, the pay codes and override pay codes from the original opportunity get applied to the renewed contract. If the original contract does not have default or override pay codes, Aspire will apply the pay code information from the *Service Catalog*. ## **Renewing Contracts With Bulk Actions** **![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/understanding-contract-renewal-settings-image-076hrrkf.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A58%3A16Z&se=2026-11-13T10%3A58%3A16Z&sr=c&sp=r&sig=e2g7JYEbbGGg4MqGzfhrC2ma%2Fuz3eAP02ZwJ3pj6gN0%3D)** Opportunities that are renewed with *Bulk Actions* will have a status of *Bidding*. ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/understanding-contract-renewal-settings-image-1r0vabaq.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A58%3A16Z&se=2026-11-13T10%3A58%3A16Z&sr=c&sp=r&sig=e2g7JYEbbGGg4MqGzfhrC2ma%2Fuz3eAP02ZwJ3pj6gN0%3D) The *Renewals* window will appear when renewing opportunities in bulk so that you have the same control over what information is transferred to the renewal as you would when renewing an opportunity individually from the *Opportunity* details screen.