Plan changes happen on the Subscription screen 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.
Careful
When a trial ends
Features on that tier stop until you complete checkout. 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 on the Subscription screen. Upgrades take effect straight away.
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.
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