Plans and billing
What Starter, Professional and Crew each include, how the transaction fee works, and how to change or cancel your plan.
There are three plans, and the line between them is simple enough to state in a sentence: Starter is everything that runs on our own systems. Professional is everything that runs on somebody else’s meter. Crew is Professional plus a team.
Understand what each plan includes
| Plan | Transaction fee | What it includes |
|---|---|---|
| Starter | 0.25% + card fees, with a $1 minimum | Everything that runs on our database — clients, jobs, proposals, invoices, payments, costing, checklists, reporting, your public page |
| Professional | 0.25% + card fees, no minimum | Everything on Starter, plus the things that cost us per use: AI drafting, receipt scanning, file and photo storage, text messages, maps and bank connections |
| Crew | 0.25% + card fees, no minimum | Professional, plus office seats and unlimited field workers |
That rule is worth knowing, because it predicts the answer without you having to look anything up. A calculation over your own records is on Starter. Anything that spends on a model, a carrier, a storage bill or a bank API is not.
Know how the transaction fee works
The fee is deducted from the payment, never added to what your client is charged.
A $150 invoice is a $150 charge to your client. On Starter, $144.35 reaches you after our 0.25% and the card processing.
The $1 minimum on Starter is what Professional removes. On small tickets that is the whole argument for upgrading: on a $40 service call, $1 is 2.5%.
Change your plan
Upgrade or cancel from your Billing page. Payment details, receipts and recurring charges are handled by Stripe rather than by us — we never see or store your card.
A change takes effect on your account immediately, and the features it gates follow.
Know what happens if you downgrade
Nothing you recorded is deleted by changing plans. What changes is what you can do next.
Where a feature stored something — a receipt image, a job photo — the record stays and the stored file is what becomes unavailable. A checklist report you already generated stays yours; a plan change is never what stops a customer being told what was done.
Get credit for referring somebody
If you invite another business and they subscribe, you earn credit against your own bill. See Referring another business.
This page describes Subscription & Entitlements - Documentation. It is written from that feature’s record and covers what has shipped, never what is planned.