Plans, trial and billing
Understand the Starter and Pro limits, what the beta gives you, how to subscribe or change plan through Stripe, and what happens when a workspace goes read-only.
Video tutorial coming soon
The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.
Rough runtime
3:45
Scenes
7
Lesson
1.7 · Getting started
File name
01-07 billing-and-plans.mp4
Before you record
- An owner account. Do not complete a real Stripe payment on camera; stop at the Stripe page.
- Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.
Shot list
| # | Time | Scene | Screen | On screen | Narration |
|---|---|---|---|---|---|
| 0 | 0:0020s | Intro: Plans, trial and billing | /settings/billing | Title card, then the first screen of the lesson. | Let us look at plans and billing so there are no surprises: what each plan includes, how to upgrade, and what happens when a trial ends. |
| 1 | 0:2038s | Open Billing | /settings/billing | In the sidebar under Setup, click "Billing". | Billing shows where you stand: your plan, its status, and what the next step costs. |
| 2 | 0:5838s | Read the status | /settings/billing | In Subscription Status read the status, the current period and "Trial ends" or "Beta ends". In Current Plan read Active seats and Extra seats. | Status tells you if you are in trial, beta or paid, and when the period ends. Seats here match the Team page. |
| 3 | 1:3638s | Compare plans | /plans | Open the public /plans page in a new tab and scroll to "Compare plan limits". | Starter is for a solo roofer: one seat, thirty proposals a month. Pro is for a team: five seats and no proposal limit. Enterprise is custom. |
| 4 | 2:1438s | Subscribe or upgrade | /settings/billing | In Billing Actions choose Monthly or Annual, then click "Upgrade to Pro" (or "Subscribe to Starter"). You are sent to Stripe Checkout; complete the payment there. | When you are ready, choose monthly or annual and upgrade. Stripe handles the card, and you come straight back here. |
| 5 | 2:5238s | Manage the subscription | /settings/billing | Click "Manage Billing" to open the Stripe customer portal, where you update the card, download receipts or cancel. Payment History on this page lists every billing event. | Manage Billing opens the Stripe portal for card changes, receipts and cancellation. Everything that happened is listed under Payment History. |
| 6 | 3:3015s | Recap & next lesson | /settings/billing | Hold on the finished result, then the end card. | That is billing. You now have an account, branding and a team. Next: the quick start, where we go from a new job to a signed proposal. |
Narration, in order
0. Intro: Plans, trial and billing
0:00 · 20sTitle card, then the first screen of the lesson.
Let us look at plans and billing so there are no surprises: what each plan includes, how to upgrade, and what happens when a trial ends.
1. Open Billing
0:20 · 38sIn the sidebar under Setup, click "Billing".
Billing shows where you stand: your plan, its status, and what the next step costs.
Show before cutting: Heading "Billing". Cards "Current Plan", "Subscription Status", "Pricing Preview", "Billing Actions" and "Payment History". During beta an "Early Access Beta" card shows Days remaining.
2. Read the status
0:58 · 38sIn Subscription Status read the status, the current period and "Trial ends" or "Beta ends". In Current Plan read Active seats and Extra seats.
Status tells you if you are in trial, beta or paid, and when the period ends. Seats here match the Team page.
Show before cutting: Dates are shown in full; seats match your Team page.
3. Compare plans
1:36 · 38sOpen the public /plans page in a new tab and scroll to "Compare plan limits".
Starter is for a solo roofer: one seat, thirty proposals a month. Pro is for a team: five seats and no proposal limit. Enterprise is custom.
Show before cutting: A table with Seats, Sent proposals, Layouts, Saved templates, Product list items, Price lists and Support for Starter, Pro and Enterprise.
4. Subscribe or upgrade
2:14 · 38sIn Billing Actions choose Monthly or Annual, then click "Upgrade to Pro" (or "Subscribe to Starter"). You are sent to Stripe Checkout; complete the payment there.
When you are ready, choose monthly or annual and upgrade. Stripe handles the card, and you come straight back here.
Show before cutting: You return to "Payment submitted successfully" (/settings/billing/success) or "Checkout was cancelled". During beta the buttons read "Available After Beta".
5. Manage the subscription
2:52 · 38sClick "Manage Billing" to open the Stripe customer portal, where you update the card, download receipts or cancel. Payment History on this page lists every billing event.
Manage Billing opens the Stripe portal for card changes, receipts and cancellation. Everything that happened is listed under Payment History.
Show before cutting: The Stripe portal opens; Payment History shows Date, Type, Amount, Provider, Status, Reference.
6. Recap & next lesson
3:30 · 15sHold on the finished result, then the end card.
That is billing. You now have an account, branding and a team. Next: the quick start, where we go from a new job to a signed proposal.
Finished this lesson?