Billing

Everything about your QuoteCore+ subscription lives at Account > Billing. From here you can:

• See your current plan, status, and storage usage
• Start the 14-day free trial (new accounts only)
• Switch to a paid plan via secure Stripe checkout
• Manage card details, download invoices, or cancel via the Stripe customer portal

Plans at a glance

Plan	Price	Quotes / month	Storage	Highlights
14-day Trial	Free	10	100 MB	All features unlocked, tiny caps
Starter	$19/mo ($40)	25	200 MB	Manual quotes, accept pages
Growth	$29/mo ($60)	50	2 GB	+ Digital takeoff, email send
Professional	$39/mo ($90)	100	3 GB	+ Flashings, material orders, follow-ups
Pro Plus	$59/mo ($120)	200	5 GB	Higher caps, 3 included seats
Premium	Coming soon	-	-	Extra features, larger caps

For the full caps breakdown (components, flashings, material orders), see Tier limits.

The "Current plan" card

At the top of the billing page you'll see:

• Plan name (capitalised) - e.g. Starter, Pro Plus.
• Status badge - active, trialing, past_due, grace, suspended, or canceled.
• Trial countdown - when you're on the trial, the number of days left.
• Next billing date - when your next payment is scheduled.
• Storage usage - how much of your plan's storage limit you've used, with a progress bar.
• Manage subscription button - opens the Stripe customer portal for paying customers.

If your effective plan differs from your purchased plan (during a payment failure grace period, for example), you'll see a "downgraded from X" note.

The plan grid

Below the current plan card is a grid of every available plan. Each card shows:

• Display name and price (with strikethrough MSRP)
• Tagline (e.g. "Entry plan for solo contractors")
• A few headline numbers (quotes/month, storage)
• View button - opens a modal with the full feature breakdown
• Choose / Start trial / Manage to switch button - primary action

The card for your current plan has a green "CURRENT" badge and the action button is disabled.

The View modal

Clicking View on any plan opens a modal showing:

• Numeric caps - quotes/month, storage, components, flashings, material orders/month, included seats
• Feature checklist - green tick or grey cross for each gated feature (digital takeoff, flashings, material orders, follow-ups, email send, activity card)
• Marketing bullets - plain-English summary of what's included
• Close and Purchase buttons

The Purchase button triggers the same flow as the card's primary button (Stripe checkout for paid plans, instant activation for trial).

How upgrading works

For new accounts (no active subscription):

For existing paying customers wanting to switch tiers: use Manage subscription (see below). Stripe handles the plan switch with correct proration.

How downgrading and cancelling work

Both go through the Manage subscription button on the current-plan card, which opens the Stripe customer portal.

In the portal you can:

• Cancel subscription - stops the renewal at the end of the current paid period. You keep paid features until the period ends.
• Switch plan - moves you to a different tier. Stripe charges (or credits) the prorated difference immediately.
• Update card - swap your payment method.
• Download invoices - past invoices as PDFs.

What happens at the cap

Every paid plan has caps. When you hit one:

• The action that would exceed the cap (creating a new quote, adding a component, etc.) opens an upgrade modal with a "View plans" button.
• Existing data is never deleted - caps only block new additions.
• Monthly counters (quotes, material orders) reset on the 1st of each month (UTC).
• Lifetime counters (components, flashings) only reduce when you delete entries.

Full mechanics: Tier limits.

Payment failures and dunning

If a renewal payment fails:

You can recover at any time during the dunning curve by updating your card in the portal.

Disputes and refunds

If you dispute a charge with your bank (chargeback):

• We're notified automatically and a support ticket is created on your account.
• Your subscription is marked disputed until the dispute closes.
• When the dispute closes (won or lost), the ticket auto-resolves and your status returns to normal - or, if you won the chargeback, your subscription is cancelled.

For refund requests outside of a dispute, contact us via Support.

Where to find it

Account > Billing.

Related

• Trial - how the 14-day trial works.
• Tier limits - what each cap means.
• Upgrading and cancelling - the step-by-step walkthrough.
• Storage and payment - what happens if a payment fails mid-quote.
• Contact support - for refund questions or billing disputes.