Manage Subscription and Billing

What this guide covers

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.

Before you begin

• Workspace members can review the billing summary.
• Only an active company Owner or Admin can change a plan, open payment-method management, or complete another billing action.

Step 1: Open billing settings

1. Go to /settings.
2. Under Subscription, click Billing.
3. The billing overview loads showing your current plan and payment status.

Screenshot: The billing overview showing the current plan name, seat count, monthly cost, next billing date, and payment method on file.

Step 2: View your current plan

The billing overview displays:

• Plan Name: your current subscription tier.
• Seat Count: the number of active team members.
• Monthly Cost: your current billing amount.
• Next Billing Date: when your next payment is due.
• Payment Method: the card or payment method on file.

Step 3: Change your plan

1. Expand Plan options and click Open plans.
2. Compare the live Starter, Team, Business, and Enterprise options and choose monthly or annual billing.
3. Select the plan or interval you want.
4. For an existing provider-managed subscription, review the in-context change preview, including timing, prorated amount, and capacity blockers.
5. Confirm only after the preview is available and any blockers are resolved. A new or trial subscription may continue to secure checkout instead.

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.

Step 4: Update your payment method

1. Return to Subscription > Billing.
2. Expand Payment.
3. Click the payment-management button. JobsiteOn opens the secure billing provider only after confirming your company role again.
4. Add or update the payment method there, then return to Billing to verify the current status.

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.

Step 5: View billing history

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.

When your free trial ends

Every new workspace starts on a full-featured Business trial, so you can try everything before deciding. When the trial ends:

1. JobsiteOn shows a full-screen plan selection the next time you sign in: the three plans side by side with what each one includes, all on one screen so there is nothing to scroll for. Switch between Monthly and Annual to see both prices. For the full product comparison and AI credit details, see the Plans page once you are subscribed.
2. Pick Starter, Team, or Business and complete payment to continue. Features above your chosen plan stay visible in the menu with an Upgrade badge, and open an upgrade page instead of the feature.
3. Nothing is lost while you decide. The workspace stays available for billing recovery until an owner subscribes. The 90-day cancellation retention clock does not start when a free 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.

When a payment is past due

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.

When cancellation is scheduled

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.

Cancelling your subscription

1. Open Subscription > Billing as a workspace owner or admin.
2. Click Cancel subscription in the current-plan section.
3. Review the confirmation. Your paid access continues through the date shown.
4. Confirm the cancellation.
5. Verify that Billing shows Cancellation scheduled and the paid-through date. Click Keep subscription if you change your mind before that date.

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.

Related articles

• Navigate the Settings Page
• Set Up Payment Processing
• Export Your Data