Everything about your subscription. Plan changes, cancellation, payment method, invoices. Lives on one page: Settings → Subscription.
The 4-Tier Model
| Plan | Monthly | Annual | Best for |
|---|---|---|---|
| Starter | $149/mo | $1,250/yr | Smaller operators getting organized |
| Core | $229/mo | $1,925/yr | Running day-to-day operations |
| Growth | $309/mo | $2,595/yr | Operating and growing the business |
| Enterprise | Custom | Custom | Multi-location, permissions, rollout |
Every plan includes: unlimited users, no per-unit fees, no long-term contracts. Cancel anytime. Annual plans save ~30%.
7-Day Free Trial
All self-serve plans (Starter, Core, Growth) start with a 7-day free trial. Your card is authorized at signup but not charged until the trial ends. Cancel any time during the 7 days and you won't be billed.
Who Can Manage the Subscription
Only users with the Admin or Owner role see the plan management controls. Dispatchers, drivers, mechanics, and customers do not have access. If you need access, ask another admin to update your role in Settings → Team Management.
How to Change Your Plan
You can upgrade or downgrade at any time. Changes take effect immediately and Stripe automatically prorates the difference.
Switching Monthly ↔ Annual
On the "Choose your plan" page, each plan card has a Monthly / Yearly toggle. Pick the interval you want and select the plan. Same proration rules apply.
Upgrades
Immediate. You get access to the new plan's features right away. Stripe charges the prorated difference for the remainder of the current billing period.
Downgrades
Immediate. You'll lose access to features not included in the lower plan. Any unused portion of your current plan is prorated as a credit on your next invoice.
How to Cancel
No phone call or support ticket required. Cancellation is near one-click.
What Happens After Canceling
Canceling During Your Free Trial
If you cancel before the 7-day trial ends, you will not be charged. Your access continues through the end of the trial period.
Refunds
Plans are billed in advance. Canceling mid-cycle keeps your access through the end of the paid period rather than issuing a refund. Stripe prorates plan changes (upgrades/downgrades) as credits on your next invoice. If you believe you were billed in error, email support@portaprosoftware.com.
Managing Your Billing Account
Click View billing account on the Subscription settings page to open the Stripe billing portal, where you can:
Subscription Status
| Status | Meaning |
|---|---|
| Trialing | Active 7-day free trial |
| Active | Paid subscription in good standing |
| Past Due | Payment failed. Update your payment method |
| Canceled | Subscription ended. Resubscribe to restore access |
Past Due
Stripe automatically retries and sends email reminders. You'll see a red Update Payment Method button on the Subscription settings page. If all retries fail, your subscription is automatically canceled.
Resubscribing
Go to Settings → Subscription. If your subscription has ended, click Resubscribe. If cancellation is pending (end of period), open View billing account and reactivate from the Stripe portal.
Plan Features
Starter. $149/mo
Unlimited users, no per-unit fees, no contracts. Includes: Customers, Leads & deals, Jobs & dispatch, Route plan, Quotes & invoices, Payments, Inventory, Basic customer portal, Customer requests (portal requests for equipment, service, pickups, dumpsters and problems, worked in Inbox → Requests), Service Hub, Team Chat, Basic reports, Basic settings & user access.
Core. $229/mo
Everything in Starter, plus: Books & bookkeeping, Expenses/bills/vendors/banking, Fleet management, Maintenance/work orders/parts inventory, Team management, Consumables, Service reports, Operational reporting.
Growth. $309/mo (Most Popular)
Everything in Core, plus: Marketing campaigns (SMS & email), Reviews/NPS/referrals, Agreements & e-signatures, Event layouts (drawings of tents, tables and seating that customers can comment on and approve), Inbox messaging. Unified two-way messaging across portal, text, and email (formerly Support Tickets; Inbox → Requests is on every plan), Supply requests from the customer portal, Meetings (video calls with guest links), Radio (push-to-talk voice for the field), Celebration cards & birthday reminders, Hiring (careers page, CDL-aware applications, candidate board, Hire), Advanced customer portal, Automation sequences, Advanced analytics/templates/AI content.
Enterprise / Multi-Location. Custom
Everything in Growth, plus: Multi-location/multi-yard support, Advanced permissions/custom roles, Location-scoped reporting, Priority support. Schedule a call or email sales@portaprosoftware.com.
FAQ
Can I pause my subscription? Not currently. Cancel and resubscribe later. Your data is preserved.
Can I be billed by invoice / ACH / check? Self-serve plans are credit card only. Enterprise customers can arrange alternate terms. contact sales.
What's the difference between my PortaPro subscription and Stripe Connect / Payments? Two separate things: your PortaPro subscription (what you pay PortaPro) is managed at Settings → Subscription. Stripe Connect / Payments (how your customers pay you) is managed at Settings → Payments.