Billing and trial policy

How trials, subscriptions, seats, and billing holds work

This policy explains the commercial rules around trials, subscription activation, included seats, additional users, and what happens when billing is overdue.

Last updated: May 21, 2026

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1. Trial structure

Trials are meant to let a contractor team prove the workflow before committing to a subscription. Trials may differ by plan type, such as solo versus organization access.

  • Trials may be limited by users, projects, storage, uploads, exports, or advanced processing.
  • Trial limits may be enforced automatically inside the app.
  • Abandoned or non-converted trial data may be deleted after a reasonable grace period.

2. Subscription activation

Paid access starts when the organization activates a subscription through the configured billing flow. Login itself should not trigger a surprise charge.

3. Seats and organization billing

Organization subscriptions are billed at the organization level. Included users, extra users, and seat changes are governed by the active pricing plan.

  • A user marked active may count as a billable seat.
  • Deactivating a user may reduce future billed seat counts depending on the billing cycle and provider rules.
  • Seat overages, plan upgrades, and plan changes may be reflected in the next invoice or proration event.

4. Payment state and access holds

If a subscription becomes past due, canceled, unpaid, or otherwise inactive, the platform may restrict access, move the organization into a billing hold state, or limit administrative actions until the billing issue is resolved.

5. Refunds and disputes

Unless otherwise stated in a written agreement, subscription charges are generally non-refundable once a paid billing period begins. Billing disputes should be raised promptly through the billing contact or payment provider workflow.

6. Pricing changes

Pricing, included limits, and plan structure may change over time. Material pricing changes should be communicated before they apply to an existing paid organization.

Transparent policies matter before teams trust the platform with project records, billing, and job documents.

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