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

• Only the workspace Owner can access billing settings.
• Admin users see a "Contact your workspace owner" message in the billing section.

Step 1: Open billing settings

1. Go to /settings.
2. Under the Workspace group, 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. Click Manage Subscription.
2. The billing portal opens showing available plans.
3. Select the plan you want to switch to.
4. Review the pricing change and click Confirm.

Animation: Clicking Manage Subscription, selecting a higher tier plan, reviewing the prorated amount, and confirming the upgrade.

Upgrades take effect immediately. Downgrades take effect at the end of the current billing period.

Step 4: Update your payment method

1. In the billing portal, click Payment Methods.
2. Click Add Payment Method to add a new card.
3. Enter your card details and click Save.
4. Set the new card as the default if desired.

Step 5: View billing history

Scroll down in the billing portal to see a list of all past invoices. Click any invoice to view or download a PDF receipt.

Tip: Download your annual billing summary at the end of each year for tax deduction purposes.

Cancelling your subscription

1. Click Manage Subscription in the billing portal.
2. Scroll to the bottom and click Cancel Subscription.
3. Your access continues until the end of the current billing period.
4. After cancellation, your data is retained for 90 days before permanent deletion.

Note: Consider downgrading to a lower tier before cancelling. Cancellation means losing access to all workspace data after the retention period.

Related articles

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