Never find out your insurance lapsed from a customer.
Keep your licenses, insurance, certificates, permits and vehicle registrations with the paper attached. Crewbird puts anything expiring on Today and emails you 30 days out, 7 days out and on the day.
What it does
One list
License, insurance, certificate, permit, registration, each with its number, issuer and date.
The paper attached
The PDF or photo is right there when a customer asks for proof.
Reminders that land
On Today, and by email at 30 days, 7 days and the day it expires.
Owners and office only
Crew never see policy numbers.
How it goes
- Add each document with its expiry date.
- Attach the paper.
- Renew, change the date, and the reminders start over.
Questions
Who gets the reminder emails?
Owners and office staff of the business.
What if something has no expiry?
Leave the date empty. It stays in the list without reminders.