Free guide · no email required
Getting started can feel like a migration project. You do not need to gather every document, agree a filing structure or clean up the shared drive first. Start with three real dates that already matter to your business, get them somewhere reliable with a named owner and a reminder, and build from there.
This guide is written for small businesses and independent professionals who currently keep renewal dates in a spreadsheet, an inbox or someone’s head. It takes three items, not three hundred.
These are illustrative examples, not legal requirements or intervals. What applies to your business depends on your contracts, your equipment and your own obligations.
Most businesses hold at least one policy with a renewal date. Take the policy schedule or the renewal notice from your insurer or broker and use the date printed there. Record the policy reference too, so whoever picks it up next knows which policy the date belongs to.
A qualification, training certificate or registration held by someone in the team. Use the expiry date shown on the certificate itself rather than an estimate, and note who holds it. If the certificate has no printed expiry, record the date your business has decided to review it and say so in the notes.
A service, test or inspection date for equipment you rely on. Take it from the last service report, the label on the equipment, or the contractor who carried out the work. Duevia does not decide what interval applies to your equipment — you record the date you have confirmed.
Choose three items
Pick the three where being late would cause the most disruption. Resist the urge to list everything on day one — a short list you trust is more useful than a long one you do not.
Confirm each date from the actual source
Open the document, the renewal notice, the contract or the service report and read the date from there. A date copied from memory or an old spreadsheet may no longer be accurate.
Add a document or a standalone reminder
If you have a file, upload it and confirm the details Duevia suggests. If there is no file — only a date someone told you or a date you agreed internally — add it as a reminder or obligation instead. Both live in the same workspace.
Set the responsible person
Name the person who will act before the date. An item without an owner tends to become everyone's job and therefore nobody's.
Check the reminder details
Confirm which email address will be notified and how far ahead, so the reminder arrives while there is still time to renew rather than on the day itself.
Duevia supports both uploaded documents with an expiry or due date and file-less items — a reminder or obligation where there is simply a date to track. The Free plan includes 10 active items, 1 user and email reminders, with no card required.
Renewal dates need to be reviewed and updated by you after each renewal. Duevia does not reschedule anything on its own, does not set future dates for you and does not determine which intervals apply to your business. When something is renewed, open the item, confirm the new date from the new document or notice, and update it.
Duevia does not verify certificates, determine your legal obligations or guarantee compliance. You remain responsible for confirming dates and meeting your obligations.
Add the three items you chose, set an owner and a reminder for each, and leave the rest of the list for another day.
10 active items free · 1 user · email reminders · no card required
