QuoteCore+
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Plans, payments, upgrades, downgrades, cancellations, and invoices.

Billing

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

  • See your current plan, status, and storage usage
  • Subscribe to a paid plan via secure Stripe checkout
  • Manage card details, download invoices, or cancel via the Stripe customer portal

Plans at a glance

PlanPriceQuotes / monthStorageHighlights
Starter$19/mo ($40)25500 MBManual quotes, accept pages, material orders, invoices
Professional$39/mo ($90)1003 GB+ Digital takeoff, drawings & images, follow-ups, catalogs, message center
Pro Plus$59/mo ($120)2005 GBHigher caps, 3 included seats
PremiumComing soon--Extra features, larger caps

For the full caps breakdown (components, drawings & images, 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, past_due, grace, suspended, or canceled.
  • 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 / 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, drawings & images, material orders/month, included seats
  • Feature checklist - green tick or grey cross for each gated feature (digital takeoff, drawings & images, 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).

How upgrading works

For new accounts (no active subscription):

  1. Click Choose <plan> on the plan you want, or Purchase from inside the View modal.
  2. You're sent to a Stripe-hosted checkout page showing the launch discount applied (e.g. Growth: subtotal $60, discount -$31, total $29/mo).
  3. Enter your card details and confirm. Stripe charges you immediately.
  4. You're sent back to the billing page. A green banner confirms the subscription started.
  5. Your plan updates within a few seconds once Stripe's webhook confirms payment.

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, drawings & images) only reduce when you delete entries.

Full mechanics: Tier limits.

Payment failures and dunning

If a renewal payment fails:

  1. Day 0 - first failed payment. Status moves to past_due. Stripe automatically retries.
  2. Day 3 / 5 / 7 - Stripe retries the card.
  3. Day 14 - if still unpaid, status moves to grace. You keep read access; new mutations are limited.
  4. Day 24 - if still unpaid, account is suspended. Sign-in works, all data is preserved, but creating/editing is blocked.
  5. Day 75 - pending_data_purge. Account is suspended pending data review. Reach out to support before any data is removed; deletion is operator-initiated, not automatic at this stage.

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.

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Plans & billing

Last updated: Mon Jun 29 2026 00:00:00 GMT+0000 (Coordinated Universal Time)