How do I upgrade my plan?

Adding more features to your account

We recommend meeting with your Account Manager first to discuss our different plans to gain a better understanding of which features come with each tier. You can upgrade or decrease your plans tier at anytime so trying a new plan is risk free!

 

If you'd like to upgrade the plan on your own simply visit the Contractor Commerce Dashboard and navigate over to Settings > Billing/Plan > Plan and select the plan you would like. It will automatically charge the payment method you have on file:

 


What happens if I upgrade my plan in the middle of the month?

Any time elapsed in the month on your previous plan level will be pro-rated and applied as a credit towards your new upgraded plan level. We will then bill you the remainder owed at the end of the month!

 


How does the setup fee work?

Its very similar to the upgrade pro-rating. Any funds paid towards setup fees are automatically counted. You just pay the difference in setup fees. This is charged automatically. It is recommended to book a call with a Customer Success Manager at this time so they can go over your new plan features and help you roll those out quickly.