PRO Office Client Document Expiry Reminder Sheet

PRO Office Client Document Expiry Reminder Sheet is an offline app (one HTML file in a zip) for an officer or office that tracks the licences, cards, tenancy contracts and policies of many client companies and wants to be the one who renews them. Each document has an expiry date, a renewal fee you quote, a status and a reminder log. The Today page lists the reminders that are due today, using the reminder steps you set, with a WhatsApp message to the client contact.

The problem it removes: Expiry dates for dozens of client companies sit in a notebook, a shared sheet and the officer's memory. A client is reminded once or not at all, nobody notes what was quoted, and the client renews with someone else or lets the licence lapse. This app shows which client is due a reminder today, how many reminders each document has had, what the office expects to earn from renewals, and which documents expired without a renewal.

What is inside:

• Client companies with a contact person, mobile number and the officer who looks after them
• Documents per client with the type, a description, expiry date, renewal period in months, renewal fee quoted and status
• A reminder ladder: at 60, 30 and 14 days before expiry by default, which you can change in Settings
• Reminder log with the date, channel and the client's answer, so a document is not reminded twice at the same step
• Today page: reminders due today with a WhatsApp message, expired documents not renewed, quotes waiting for an answer and renewal fees expected by month
• One tap creates the next renewal for every renewed document, with the new expiry date counted from the old one
• Calendar of expiries, a printable notice to a client listing their documents and a printable 60 day list
• Example data you can load in one click, a Start here guide and an Honest limits panel
• JSON backup and restore, CSV export, and CSV import with a check of every row before anything is added

Who it is for: PRO officers, corporate services providers and small consultancies in the UAE who look after the licence, card, tenancy and insurance renewals of several client companies and want the renewal work for their own office.

What it is NOT: It does not know any renewal rule, grace period, fine or fee: all dates and fees are entered by the user. It is for the many client companies of one office, not for one company's own documents and not for an employer's staff files. It does not connect to any government system, store scans or send messages by itself. It is not legal, tax or accounting advice, it is not connected to any government system, bank or messaging service, and it does not file or send anything by itself. UAE e-invoicing is not part of it.

Your data stays on this device in your browser. Back it up with Export; clearing browser data loses it otherwise.

Verified by us: scripted tests in Chromium (128 checks through the real screens: adding, editing and deleting records in every table, required-field messages, backup then clear then restore, CSV export then import, keyboard order, print layouts rendered to PDF, no horizontal scrolling at 375 and 1280 pixels, no network requests) and an independent recalculation by a separately written Python evaluator of 1431 calculated values (25 randomised rows plus the example data) with 0 mismatches. Not tested: Safari and Firefox beyond what is stated here, and no real printer was used (print layouts were checked as PDF).