Manage Subscription and Billing
How to view your current plan, upgrade or downgrade, update payment methods, and download billing invoices.
How to view your current plan, upgrade or downgrade, update payment methods, and download billing invoices.
This guide walks you through managing your JobsiteOn subscription. You will learn how to view your current plan, change plans, update your payment method, and access billing history.
/settings.Screenshot: The billing overview showing the current plan name, seat count, monthly cost, next billing date, and payment method on file.
The billing overview displays:
Animation: Opening Plans, selecting a plan, reviewing the exact change preview, and confirming the change.
JobsiteOn shows whether a change is immediate or scheduled before you confirm it. Downgrades that would exceed the target plan's member capacity remain blocked until you reduce the active and pending seat count.
Upgrades take effect after Stripe confirms the change. Downgrades and a move from annual to monthly billing are normally scheduled for the end of the term you already paid for. Your monthly job and AI usage windows do not become annual when you choose annual billing.
Enterprise is sales-managed. Contact sales to provision or change an Enterprise contract. The self-service checkout, plan-change, and cancellation actions do not modify an Enterprise contract.
For a no-card trial, saving a payment method does not start a subscription or change your plan. A plan starts only after you choose it and Stripe confirms the subscription checkout. If Stripe already manages the trial subscription, the saved payment method will be used when the trial ends.
Expand the charges and invoice-history sections on the Billing page. Open an available invoice or receipt link to view the provider-hosted document.
Tip: Download your annual billing summary at the end of each year for tax deduction purposes.
Every new workspace starts on a full-featured Business trial, so you can try everything before deciding. When the trial ends:
Already paid? Manage billing, Contact support and Sign out stay available along the bottom of the screen the whole time.
Note: Only workspace owners and admins can choose a plan. Other team members see a message asking them to contact the workspace owner.
The plans appear immediately and do not depend on your connection, so this screen still works if the network is briefly unavailable. Choosing a plan does need a connection, since it hands off to our payment provider.
On the trial-ended screen or Plans page, select Have a coupon code?. On the trial-ended screen it is the first link under the plans, next to Looking for enterprise?. A small window opens. Choose the plan, enter your code, then select Check code.
A discount code is applied as soon as it checks out. Select Done to close the window. Every plan the code covers now shows its usual price crossed out in red, the price with your code, and how long the discount lasts. Plans the code does not cover keep their usual price. The discount stays when you switch between Monthly and Annual. Choose a plan to continue to checkout and review Stripe's final total, including tax, before confirming.
The link reads Coupon CODE applied while a code is in place. Select it again to try a different code, or select Remove coupon to go back to the usual prices.
A percentage code can cover up to 100% of the subscription price. Fixed-amount codes reduce the invoice by the amount shown, down to zero. Offers can cover one invoice, a number of calendar months, or every invoice indefinitely. A discount does not change the plan's usage or member limits. A months-long discount applies to invoices issued during that period, not a prorated portion of an annual invoice.
A free access period works differently: select Activate free access to start the selected plan without entering a card. These codes can grant a number of days or calendar months. Access becomes read-only at the exact expiry time. There is no automatic charge, and the normal no-card trial recovery rules still apply. Free periods cannot replace a paid subscription or another unexpired promotional trial.
For an existing paid subscription, open Subscription > Billing, check the code, then select Apply to subscription. It applies to future invoices; it does not refund an invoice already paid. Only one discount can be active on the subscription at a time.
The Promotions section in Billing shows redeemed codes, their terms, status, expiry date, and days remaining. Codes may be restricted to a verified account email, selected plans, a redemption deadline, or a maximum number of workspaces. Each workspace can redeem a code once. An unfinished checkout temporarily reserves a redemption until Stripe confirms it expired.
To change a code after starting checkout, open the coupon window again and select Cancel an unfinished checkout. This expires the unpaid checkout only, not your subscription. Then check the new code and start again. A checkout still being prepared or already completed cannot be canceled here.
JobsiteOn keeps full access for 7 days from the first failed payment while the payment provider retries the charge. An owner or admin can open billing during that period to update the payment method.
If payment is still unresolved when the 7-day grace period ends, the workspace becomes read-only. You can still sign in, move through the workspace, review records, and open billing. Creating or changing records is blocked until an owner or admin fixes billing. Other members see a prompt to contact the person who manages the subscription.
A successful retry restores the active plan and clears the past-due state.
Scheduling cancellation does not end access immediately. The current plan and its limits remain available through the exact end of the paid term. An owner or admin can click Keep subscription on the Billing page before that time.
At the paid-through time, the workspace becomes read-only and the 90-day data retention window begins. Resubscribing during that window restores the workspace and keeps the existing records. See Data Retention Policy for the retention timeline.
If you bought your plan in the JobsiteOn app on an iPhone or iPad, Apple bills it through the App Store. Billing and Plans on the web show the plan with Billed through the App Store, and they do not offer payment-method, plan-change, coupon, or cancellation actions, because Apple manages that subscription.
To change or cancel the plan, use your iPhone or iPad: open Settings, tap Apple ID, then Subscriptions, and choose JobsiteOn. If the App Store cannot renew the plan, update your payment method in the same place. Your workspace, limits, and data are the same whichever store bills you.
When an App Store plan ends, you can choose a plan on the web again.
Enterprise contracts are managed by sales and do not use this self-service cancellation flow.
During a no-card trial, the button reads End trial. Ending that trial makes the workspace read-only immediately, but it does not start the 90-day paid cancellation retention clock. You can return later and choose a paid plan.
If Stripe already manages the trial subscription, cancellation is scheduled for the end of the current trial or billing period. Billing shows the access end date and a Keep subscription action until that date.
Note: Consider downgrading to a lower tier before cancelling. Review the current data-retention article before making a final decision.
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