How to Use Plan & Features

Plan & Features is where you choose your plan, manage billing, buy add-ons, and switch off anything you do not use. Switched-off features disappear from the navigation for everyone in your company, and nothing is deleted: flip one back on and it is exactly as you left it.

Find it at Settings > Plan & Features.

The three plans

Plan	Price	For
Starter	$99/mo	Everything a small crew needs to run the day
Pro	$229/mo	Growing companies running programs and contracts
Scale	$399/mo	Full visibility for multi-crew operations

Starter includes scheduling, routes and route memorization, customers, leads and estimates, invoicing and flexible billing, the customer portal with online payments, the crew mobile app, the website builder, mail merge and campaigns, and up to 2 crews.

Pro adds everything in Starter plus programs and rounds with per-round billing, chemical tracking and EPA logs, seasons and the season planner, multi-year contracts and renewals, storm event dispatch, custom reports, the reviews and feedback engine, property maps, and up to 10 crews.

Scale adds everything in Pro plus visual report dashboards and unlimited crews. No plan limits the number of users.

Your current plan is badged CURRENT PLAN. The other two carry an Upgrade to or Downgrade to button, so you can see which way each move goes. Starter is the smallest plan, then Pro, then Scale.

Switching plans

Click Upgrade to or Downgrade to on the plan you want. The summary shows the move and the price change (for example $399 to $229 a month), and lists anything a downgrade would hide. Confirm, and the change takes effect immediately.

During the free trial you can switch between plans as often as you like. Nothing is charged and no card is needed.
Moving up (for example Starter to Pro) charges your card straight away for the rest of the current billing period, less the unused part of your old plan. If the card is declined, your plan stays as it is and you can update the card with Manage billing.
Moving down credits the unused part of your old plan to your next invoice. Features that are not in the smaller plan are hidden, but your data is kept and comes back if you move up again.
If you have cancelled and your subscription is due to end, switching plans does not undo the cancellation. Choose Keep my subscription first if you want to keep it.

Every plan is billed monthly. There is no annual plan.

Each plan includes a monthly allowance of AI credits for the AI Assistant and Draft with AI:

Plan	AI credits per month
Starter	500
Pro	1,500
Scale	4,000

See AI Features and Usage for what each action costs.

Crew limits

Each plan includes a set number of crews:

Plan	Crews
Starter	Up to 2
Pro	Up to 10
Scale	Unlimited

Once you reach your plan’s limit, creating another crew is blocked and you are offered an upgrade. If you move to a smaller plan while you have more crews than it allows, your existing crews are never deleted. You just can’t add new ones until you are under the limit or upgrade again.

New accounts start on a 14-day free trial of the plan picked at signup (Pro is preselected). No card is needed to start.

The AI Assistant is not available during the trial. It turns on once your paid subscription starts. The AI Receptionist add-on also needs a paid subscription.
To end the trial early and start paying, click Subscribe now on this page. If you have not added a card yet, add one first with Manage billing; your subscription then starts straight away.
If the trial ends without a card on file, the account becomes read-only (see below) until you subscribe.

Manage billing

Click Manage billing to open a secure Stripe billing page where you can:

add or update the card you pay with
see and download past invoices
cancel your subscription

Cancelling takes effect at the end of the current billing period. You keep full access until then.

To change plans, use the Upgrade to and Downgrade to buttons on this page rather than the Stripe billing page.

Add-ons

The Add-ons section lets you buy extras on top of your plan. Add-ons need an active paid subscription, so they are not available during the free trial.

Add-on	Price	What you get
AI credit pack, 500	$10, one time	500 extra AI credits
AI credit pack, 1,500	$25, one time	1,500 extra AI credits
AI Receptionist	$39/month	30 conversations included each calendar month, then $0.75 each

AI credit packs are one-time purchases. Pack credits never expire and are used only after your monthly plan credits run out.

You can also turn on the AI Receptionist from Receptionist > Setup > Activate. See AI Receptionist.

If your billing lapses: read-only mode

Your account becomes read-only if the subscription lapses, which happens when:

the free trial ends without a card,
a payment fails, or
you cancel and the billing period ends.

In read-only mode:

You and your team can still log in and see all of your data, and you can still open Manage billing to fix things.
Your data is never deleted.
Creating or editing records is paused.
Automated emails, campaigns and review requests pause.
Auto-billing of your customers pauses.
The AI Receptionist pauses.
Your customers can still pay existing invoices through the customer portal.

Pay the outstanding balance or resubscribe and full access comes back right away.

The feature toggles

Below the plans, every gated feature has its own switch, grouped the way the menu is:

Mobile & Portal — Crew Mobile App, Customer Portal
Tools — Website Builder, Mail Merge & Campaigns, AI Assistant & Drafting, Custom Reports, Visual Reports
Receptionist — AI Receptionist
Work — Programs & Rounds, Chemical Tracking, Seasons & Season Planner, Contracts, Property Maps
Schedule — Storm Events
Financials — Renewals
Marketing — Reviews & Feedback

A feature your plan does not include cannot be switched on here; that needs a plan change.

Some switches affect more than the menu:

Customer Portal off takes your customer portal offline. Your customers can’t sign in until you switch it back on.
Website Builder off takes your published website offline. Switch it back on and the site is restored as it was.
Crew Mobile App off blocks the crew mobile app for your whole company.

Why switch a feature off

The honest reason is menu clutter. A lawn-only company that never plows does not need Storm Events in the sidebar, and a company that does its own marketing elsewhere does not need Mail Merge. Turning them off makes the product smaller for everyone in the company, which makes it easier to train someone on.

Three things worth knowing before you flip one:

It applies to the whole company, not just you. Everyone loses the menu entry.
The data stays. Switching Contracts off does not cancel your contracts. It hides the screen. Switch it back on and everything is there.
Customer-facing features go offline. The portal, your published website and the crew app stop working while their switch is off (see above).