Billing, plans and canceling

Free trial

Every account starts with a 14-day free trial with everything in Business: permissions, custom and scheduled reports, the API and all. You can send up to 150 texts a month to your subs during the trial. No credit card needed to start.

When the trial ends without a plan, the account goes read-only: you can still sign in, look at everything, export all your data, contact support and ask for done-for-you setup. Pick a plan in Settings → Billing to keep editing.

Plans

Core is $149/month, Pro is $299/month, Business is $499/month. Every plan is priced per company, with unlimited users, subs and clients.

Core: scheduling, texts to subs, field tools, the client portal and calendar sync for up to 5 active jobs. The sample project you get at sign-up doesn't count, and complete or archived jobs free up a slot.

Pro: Everything in Core, Leads, estimates, proposals & e-sign, Change orders, Budgets & job cost, POs and bills, Invoices & online payments, QuickBooks Online sync, AI features, Reports.

Business: Permissions & restricted users, Custom reports & dashboards, Scheduled reports, API, webhooks & MCP, Risk register, Priority support.

Settings → Billing has the full side-by-side comparison. If you move to a plan without a feature you were using, nothing is deleted: scheduled report emails and webhooks pause (Settings shows why) and pick up again after you upgrade.

Yearly billing

Pay yearly and get two months free: Core $1,490/year (about $124/month), Pro $2,990/year (about $249/month), Business $4,990/year (about $416/month).

Price lock

The price you sign up at stays the same for as long as your subscription stays active. If we raise prices for new customers, yours doesn't change.

30-day money-back guarantee

1. Within 30 days of your first payment, the account owner opens Settings → Billing.
2. Click Request a refund and tell us why (optional).
3. We refund the payment to your card and email you when it's done. Refund requests work even if the account has gone read-only.

Canceling

No phone call or email needed. Monthly plans can be canceled anytime; yearly plans run to the end of the paid year.

1. Go to Settings → Billing.
2. Click Manage subscription and cancel.
3. You keep access until the end of the period you've paid for. Export your data any time from Settings → Import & export — export always works, even after canceling.