Billing & your subscription

Every new account starts on a 30-day free trial with no credit card. Nothing is ever charged automatically, because there is no card on file. The trial runs on the Basic plan, so it includes up to 5 team members and the team tools while you try it on real jobs. The AI assistant gets 50 requests for the whole trial. Your days left show under "Your account" at the top of the alerts bell and the Dashboard’s Needs Attention, and in the trial’s last 3 days they move up to the bar across the top of the app for the Owner, with Choose a plan. Someone with neither the bell nor the Dashboard, such as Crew, sees them on that bar throughout. In the last week, the Owner and Operations get a reminder in their daily summary email. When the trial ends you pick a plan, and everything you built during the trial is still there. Pick Starter and the Basic and Pro tools switch off, with their data kept for when you move up.

Every plan runs the whole job, from first lead to final payment. Starter is $79 a month for up to 2 team members. Basic is $199 a month for up to 5 and adds crew roles and dispatch, team time tracking, service plans and recurring billing, subcontractors, warranty claims, and analytics. Pro is $249 a month for up to 15, with everything in Basic. Every plan includes the AI assistant, with 25 requests a month on Starter, 250 on Basic, and 500 on Pro. There is never a per-user fee and no setup cost. Choose Annual and you pay for 11 months instead of 12: $869 a year for Starter, $2,189 a year for Basic, and $2,739 a year for Pro. Need more than 15 people? Contact us for custom pricing.

Billing belongs to the account owner. Nobody else on your team sees the section, and nobody else can start, switch, or cancel a subscription.

1. 1Click your avatar in the top right, then Settings.
2. 2Choose Billing, under Personal.
3. 3The card at the top shows where you stand: Trial with the days left, Payment failed, Canceled, or your plan, cycle, and renewal date.
4. 4If your account is ever locked out, the plan screen tells the rest of your team that billing is managed by your account owner.

1. 1Go to Settings → Billing.
2. 2Pick Monthly or Annual with the toggle. Annual is marked 1 month free.
3. 3Choose Starter, Choose Basic, or Choose Pro.
4. 4A Subscribe window opens with Stripe checkout running inside Managolio, so you are never sent off to another site and your card details never touch our servers.
5. 5Have a promo code? There is a field for it at checkout.
6. 6Finish, and your plan is live straight away.

That happens when you sign up from a plan link on our pricing page: we remember the plan and cycle you picked, so the first thing after sign-in is a Complete your subscription screen with checkout on it. You are not stuck. Choose Use my 30-day free trial instead and you go straight into setup on the free trial, with no card taken.

1. 1Go to Settings → Billing.
2. 2Set the toggle to Monthly or Annual, then choose Switch to Starter, Switch to Basic, or Switch to Pro.
3. 3Confirm. The change applies right away and the difference is prorated onto your next invoice.
4. 4Changing cycle works the same way: pick the other cycle, then switch. It updates the subscription you already have, so you are never billed twice.
5. 5Dropping to Basic with more than 5 team members shows Remove members to switch. Remove people first, or stay on Pro.
6. 6Moving to Starter needs your team to fit it: no more than 2 people, nobody on the Crew role, and no active recurring invoice schedule. The Starter card lists anything to change first.
7. 7Before a move to Starter, the confirmation also lists what Starter does not include that you have in use, such as unsettled warranty claims or service plans waiting on a customer. None of it is deleted, and it all comes back when you move up.
8. 8On a custom team size that Managolio set up for you, plan changes go through us: the billing page shows Custom plan with a Contact us button.

Starter includes 2 team members, Basic 5, and Pro 15. Your free trial runs on Basic, so it includes 5. A seat is used by everyone active on your team, including invites nobody has accepted yet. Customers in the portal and subcontractors do not use a seat. When you are full, the invite is refused with a note naming your cap: on Starter it points you at Basic, on Basic at Pro, and on Pro at us.

Card changes happen inside Managolio, with no redirect. You will not see this button during the trial, because there is no card on file until you subscribe.

1. 1Go to Settings → Billing.
2. 2Choose Update payment method.
3. 3Enter the new card in the Stripe window that opens.
4. 4It replaces the card on file for future renewals as soon as it is accepted.

In Settings → Billing, choose View invoices. That opens the Stripe billing portal with your full Managolio billing history and downloadable receipts. These are the invoices for your Managolio subscription, not the ones you send your own customers; those live under Invoices in the sidebar.

You do not get locked out the moment a renewal fails.

1. 1The billing card reads Payment failed, the bar across the top of the app tells everyone on your team ("Your last payment didn’t go through", with the days left to update the card and an Update billing button), and we email the Owner and Operations naming the date access would end.
2. 2You keep full access for 14 days from the failed renewal.
3. 3Stripe retries the card on its own schedule, so a card that starts working again can settle on its own.
4. 4To fix it now, go to Settings → Billing and choose Update payment method.
5. 5If the 14 days run out, the subscription is canceled and the account locks. Nothing is deleted.

There is no long-term contract, so you can cancel whenever you like.

1. 1Go to Settings → Billing and choose Cancel subscription.
2. 2Confirm. You keep full access until the end of the period you have already paid for, and the panel then shows that date.
3. 3Changed your mind before then? Choose Resume subscription and nothing is interrupted.
4. 4After that date the account locks and your data is kept. Subscribe again whenever you are ready and it all comes back.

Access is paused, not erased. Everyone in the company lands on a Choose a plan screen instead of the app, and nothing of yours is touched: leads, jobs, estimates, invoices, photos, and documents are all waiting. Pick a plan and it all comes straight back. The Owner or an Operations manager can also use Export records on that same screen to download your records as spreadsheets first, so you are never locked away from your own data.

Canceling stops the billing and keeps everything. Deleting the account is a separate button, and only the account owner has it: Settings → Business profile, under Danger zone. It cancels the subscription, ends portal access for your customers straight away, and permanently deletes everything after 30 days. You can restore the account yourself during those 30 days, and after that it is gone. Export your records before you go near it.