Pricing
Create your free account, confirm your email, and set up your business. Choose a paid plan later in Settings > Billing when you're ready to upgrade. No credit card required to sign up.
Starter includes an agreement-only portal for plan details, benefits and remaining visits. Enhanced adds the full customer document portal for estimates, invoices and their payment links. Individual invoice and estimate share links are separate from the customer portal and follow their own document permissions.
| Features | Free $0/mo | Most Popular Starter $10/mo Billed $99/year $8.25/mo equivalent Save 18% with annual billing | Enhanced $29/mo Billed $250/year $20.83/mo equivalent Save 28% with annual billing |
|---|---|---|---|
| Usage Limits | |||
| Customers | 5 | 50 | Unlimited |
| Invoices per month | 10 | 200 | Unlimited |
| Estimates per month | 10 | 200 | Unlimited |
| Team members | 1 | 1 | 5 |
Invoicing | |||
| Invoicing access | Included | Included | Included |
| Send Invoices by TextSTARTER | Not included | Included | Included |
Estimates & Proposals | |||
| Estimates & Proposals access | Included | Included | Included |
| Snap ProposalsENHANCED | Not included | Not included | Included |
Online Payments | |||
| Online Payments access | Included | Included | Included |
Automated Follow-ups | |||
| Automated Follow-ups access | Included | Included | Included |
| SMS NotificationsSTARTER | Not included | Included | Included |
Jobs & Projects | |||
| Jobs & Projects access | Included | Included | Included |
Scheduling & CalendarSTARTER | |||
| Scheduling & Calendar access | Not included | Included | Included |
| Job SchedulingSTARTER | Not included | Included | Included |
| Calendar ViewSTARTER | Not included | Included | Included |
| Google Calendar SyncSTARTER | Not included | Included | Included |
| Microsoft 365 SyncSTARTER | Not included | Included | Included |
| Zoho Calendar SyncSTARTER | Not included | Included | Included |
| Schedule NotesSTARTER | Not included | Included | Included |
Change OrdersENHANCED | |||
| Change Orders access | Not included | Not included | Included |
| Create Change OrdersENHANCED | Not included | Not included | Included |
| Client SignaturesENHANCED | Not included | Not included | Included |
| Link to JobsENHANCED | Not included | Not included | Included |
| Convert to InvoiceENHANCED | Not included | Not included | Included |
Service AgreementsSTARTER | |||
| Service Agreements access | Not included | Included | Included |
| Reusable Service PlansSTARTER | Not included | Included | Included |
| Sell a Plan in a Few TapsSTARTER | Not included | Included | Included |
| Automatic Membership BillingSTARTER | Not included | Included | Included |
| Visits Tracked per TermSTARTER | Not included | Included | Included |
| Member PricingSTARTER | Not included | Included | Included |
| Pause, Resume, Cancel, RenewSTARTER | Not included | Included | Included |
| Service Agreement Details in the PortalSTARTER | Not included | Included | Included |
Reports & Analytics | |||
| Reports & Analytics access | Included | Included | Included |
Customer Management | |||
| Customer Management access | Included | Included | Included |
Full Customer Document PortalENHANCED | |||
| Full Customer Document Portal access | Not included | Not included | Included |
| Invoice Viewing in the Customer PortalENHANCED | Not included | Not included | Included |
| Estimate Approval in the Customer PortalENHANCED | Not included | Not included | Included |
| Online Payment in the Customer PortalENHANCED | Not included | Not included | Included |
| Payment History in the Customer PortalENHANCED | Not included | Not included | Included |
| Document Downloads in the Customer PortalENHANCED | Not included | Not included | Included |
Branding & Email | |||
| Branding & Email access | Not included | Included | Included |
| White-Label OptionSTARTER | Not included | Included | Included |
Built for Your Phone | |||
| Built for Your Phone access | Included | Included | Included |
Security & Team | |||
| Security & Team access | Included | Included | Included |
| Support | |||
| Email support | Included | Included | Included |
| Priority support | Not included | Not included | Included |
Pricing Questions
Is there really a free plan?
Yes. The Free plan is free forever. No card is required to sign up. Your trial starts after email confirmation; choose a paid plan in Billing when you are ready to upgrade.
What happens when my trial ends?
You keep full access to the Free plan, or upgrade to keep premium features. Either way, your invoices, estimates, and customer data stay available while your account is active.
How does billing work?
Paid plans are billed securely through Stripe. Available monthly prices, annual totals and equivalent monthly amounts are shown together. Review your selected billing interval and total in checkout before upgrading.
Can I change plans later?
Yes. You can upgrade from your account settings at any time, and the new plan takes effect right away.