Start a trial, upgrade, or change plan

Plan changes happen on the Billing tab of Settings, in the sidebar. Only owners can make them.

Starting a trial

Paid plans come with 30 days free, no card required. Pick the plan and start — everything on that tier switches on immediately.

The 30 days run from the day you signed up, whichever plan you started on. If you signed up on Free, you can still switch a paid tier on inside that window without a card.

Turning something on from the screen you're on

Paid features stay visible on a plan that doesn't include them, marked with a padlock — Excel and PDF on Contractors, Import, Assignments in the sidebar, Subscribe on the Calendar.

Click the padlocked control.
A panel opens naming the plan that includes it and what it costs.
Inside your first 30 days, the button reads Start free trial of <plan>. Click it and the feature is on — no card, and you land back on the screen you were on.
After 30 days, the same button takes you to checkout instead.

Careful

One trial per organization, ever, and one window. Trial Starter, and you can't later trial Pro. Upgrading part-way through doesn't restart the clock either — switch on day 20 and you get the 10 days that are left, not another 30. So if you're weighing them up, trial the higher one: you can always come down, and Pro's reports and endorsement checks are the features people actually want to test.

When a trial ends

Features on that tier stop until you complete checkout. Padlocked controls stay where they are; they just lead to checkout rather than to a trial. Nothing is deleted — your contractors, documents and history all stay exactly where they are, and come back the moment you subscribe.

Your subscription stays attached to the plan you trialled, so converting is one checkout rather than choosing all over again. A banner across the app tells you where you stand.

Changing plans

Pick the new plan under Settings → Billing. Upgrades take effect straight away, and the difference for the rest of the month is settled on your next invoice.

From pay as you go to a monthly plan, picking the new plan opens checkout for it. Nothing changes until checkout is complete; then your old subscription closes — usage so far is billed, or unused time on a monthly plan is credited to your next invoice.

Back to Free from a paid plan, cancel your subscription instead. Your plan runs to the end of the month you've paid for, then the account moves to Free.

Downgrading to a tier whose contractor cap you're over doesn't delete anyone. You keep everybody; you can't add more, and document uploads pause until you're back under the cap or back on a bigger plan. See You've reached your contractor limit.

"Complete checkout"

This appears when a plan was chosen but payment never finished — a trial that ended, or a checkout closed halfway. No plan is granting anything until it's done, so adding contractors is blocked outright rather than falling back to the free tier.

Click through and complete it, and everything resumes.

Note

Payment is handled by Stripe. We never see or store your card number.