PRACTICAL GUIDE

Plans and billing

Understand the Free tier, 60-day card-required Pro trial, subscription access and unlimited team membership.

STEP 01

Compare Free and Pro

The Free tier supports individual use while Pro unlocks the company operation and unlimited team members.

  1. 1

    Open Pricing and compare the features needed for forms, collaboration, GPS, integrations and administration.

  2. 2

    Create a Free workspace, secure it with MFA, then add a card through secure billing to activate the 60-day Pro trial.

  3. 3

    Review the plan before the trial ends and keep only the access the company intends to use.

STEP 02

Manage a subscription

Only an owner or authorised administrator should change company billing.

  1. 1

    Open Billing and confirm the current plan, trial or subscription state.

  2. 2

    Choose the upgrade or management action and complete it in the secure billing portal.

  3. 3

    Return to PreStartPilot and confirm the plan status has updated before relying on paid capabilities.

STEP 03

Open invoices and payment details

Payment methods and invoices are handled in the hosted billing portal.

  1. 1

    Open Billing and choose Manage billing.

  2. 2

    Use the portal to update the payment method, billing details or download an available invoice.

  3. 3

    Close the portal when finished and do not share payment links or account credentials.