Plan & Billing
Office web page → Settings → Plan & Billing. Only the company's owner can buy or cancel a plan.
Plans
- Free trial: 30 days, everything on.
- Solo: 1 estimator or office seat.
- Flight Crew: up to 5 estimator or office seats.
- Multi-location: several branches or a franchise group. Ask Preflight to set it up.
Techs are always free on every plan.
Field Seats (add-on): a Field Tech is a tech who also builds, saves and sends residential estimates in the phone app. Each Field Seat is added to your plan (prorated) under Plan & Billing → Field Seats. The trial includes 2.
Add-ons
Online Booking, Smart Booking & Marketing, Crew & Supervisor, Fleet & Equipment, Rug Plant and Time Clock. Each is priced on Plan & Billing.
- Smart Booking & Marketing is the upgrade package: Online Booking, Fill the Route (neighbors to call around booked jobs), automatic neighbor offers (coming), and service reminder emails.
- With estimating: add any of them to Solo or Flight Crew. Add and Remove change your plan right away; the difference is prorated on your next bill.
- On their own: Fleet & Equipment, Rug Plant and Time Clock can be bought without estimating (a higher price). Check them, then Buy just those. Add estimating later and they move to their with-estimating price.
- Full Flight: every add-on with estimating, for one price — less than buying them separately.
- During the free trial, every add-on that's for sale is on, so you can try it.
- Online Booking, Smart Booking & Marketing and Crew & Supervisor work with estimating, so they need Solo or Flight Crew.
Paying
Choose a plan, monthly or yearly, and you go to Stripe's secure checkout page. Preflight never sees your card. When you come back, your plan is active. Stripe emails your receipts, and the charge shows as PREFLIGHT on your statement.
Manage Billing
Manage Billing opens Stripe's billing page, where the owner can update the card, see and download invoices and receipts, switch between Solo and Flight Crew or monthly and yearly (prorated), or cancel.
If a payment fails
Stripe tries the card again over the next few days and emails you. Update the card in Manage Billing. Everything keeps working for a week after the last paid period while you sort it out.
Canceling
Cancel plan keeps it working to the end of the period you've paid for. Your data stays yours.
When a trial or plan ends
Nothing is deleted. Proposals just can't be sent, from the app or the web, until the owner picks a plan. The app shows a banner a week before a trial ends.