Support / Account, team & billing

Subscribe, Change Seats, and Manage Billing

Updated · 2 min read

Only Owners can manage billing. Everyone else sees "Only an organization owner can manage billing."

Billing lives on the home page, not in Settings. Click Plans & trial in the header of the "Portfolios & schedules" page. If your company is read-only, the button reads Plans & billing, and Owners also see Restore billing in the banner at the top of the app.

Subscribe

  1. Open Plans & trial.
  2. Set Project manager seats and Superintendent seats. The panel shows a live "Estimated $X / month".
  3. Click Subscribe. Stripe's secure payment page opens.
  4. Enter your card, billing address, and optional tax ID, and confirm.

You come back to the app with the subscription active. If you subscribe during your trial, you keep the remaining trial days and the first charge happens when the trial ends. In the last couple of days of a trial, the app asks you to come back once the trial ends instead, so you're never charged early.

Add or remove seats

  1. Open Plans & trial.
  2. Change the seat counts.
  3. Click Change seats.

Changes are prorated, normally on your next invoice. Seat counts can only be changed in the app, not in the Stripe billing portal.

You can't reduce seats below what's in use. If you see "Remove members or pending invitations before reducing seats below current usage," disable or remove members, or revoke pending invites, then try again. See Invite and manage team members.

Update your card, download invoices, add a tax ID

Click Manage billing in the Plans panel. This opens the Stripe customer portal, where you can:

  • Add or replace your payment method
  • See and download past invoices and receipts
  • Update your billing address and tax ID

Sales tax or VAT is calculated automatically from your billing address. We never store card details. Stripe handles all payment data.

Cancel

In Manage billing, cancel the subscription. It stays active until the end of the period you've paid for, and the Plans panel shows "Cancellation scheduled for" that date. After that your company becomes read-only. Your schedules aren't deleted, and you can export them or resubscribe at any time.

Error messages

  • "Update your payment method in Manage billing before changing seats." A payment is overdue. Fix the card first.
  • "Another company update is finishing. Please try again shortly." Two changes overlapped. Wait a few seconds and retry.