Many locations
Track recurring documents across locations without losing sight of owners and dates.
For franchise operators
Flow365 Expiry helps franchise operators organize permits, licenses, contracts, insurance policies, vendor documents, certifications, owners, reminders, and proof history.
Built for multi-location permits, licenses, vendor COIs, franchise-related contracts, insurance policies, certifications, and recurring renewal dates.
The problem
Multi-location operators need visibility into permits, licenses, vendor documents, contracts, and insurance renewal dates. Flow365 Expiry keeps the dates, owners, reminders, and proof together.
Track recurring documents across locations without losing sight of owners and dates.
Keep COIs, insurance documents, and renewed proof connected to each record.
Track formal notice dates and renewal windows before they pass.
Workflow
Add location records, assign owners, send reminders, and attach renewed proof.
Create records for permits, licenses, contracts, vendor documents, policies, and certifications.
Track owner, location, vendor contact, expiration date, renewal window, notice date, and notes.
Enter the new expiration date and attach updated proof after renewal.
AI document review
Flow365 Expiry can review uploaded documents, extract possible expiration dates, and draft records for you. You stay in control: review the AI draft, approve what looks right, and only then save it into the tracker.
Use AI review to find dates in COIs, permits, licenses, contracts, insurance policies, certifications, and vendor documents.
AI drafts the expiration record, but your team reviews the date, owner, document type, notes, and proof before accepting it.
Approved records can keep the uploaded document connected, so the expiration date and source proof stay together.
A practical tracker for franchise renewals, locations, owners, reminders, and proof history.
Yes. Flow365 Expiry can track date-based records across many locations using owners, notes, and record details.
Yes. Contract expiration dates, renewal windows, and formal notice dates are supported use cases.
Yes. CSV import can help move spreadsheet records into Flow365 Expiry.
Use Flow365 Expiry to track franchise documents, owners, reminders, and proof.