Billing and plans

Your plan sets how many people you can add and which features you can use. Prices are before tax.

Find your plan in Settings > Plan.

Who can do this: Owners and admins can see the plan page. Only owners can change billing.

Plans

• Starter: 1 admin seat and 5 field users. Includes stock, kits and reports.
• Crew: 2 admin seats and 25 field users. Everything in Starter, plus jobs, audits, service and custom fields.
• Enterprise: 15 admin seats and unlimited field users, with all features. Priced by quote.

Prices in Canadian dollars:

Plan	Monthly	Yearly
Starter	$29	$290
Crew	$79	$790
Enterprise	from $499	-

Prices in US dollars:

Plan	Monthly	Yearly
Starter	$21	$210
Crew	$57	$570

Yearly prices are 10 times the monthly price.

An extra admin seat costs $15 a month or $150 a year in CAD. In USD it is $11 a month or $110 a year. You can add up to 20 extra admin seats. To change them, set Extra admin seats on the Plan page and select Update seats. You can’t go below the admin seats already in use.

Start a free trial

You can try QuipTrak free for 30 days. You don’t need a card. Choose the trial at sign-up, or click Start the 30-day free trial instead. Each company can use the free trial once.

You can also take 90 days at half price. You get 50% off the first 3 monthly invoices. This needs a card now. It is for monthly billing only, and for new companies only.

If you pay during the trial, billing starts when the trial ends.

Choose a plan

In Choose a plan, pick the Plan and the Billing period (monthly or yearly), then your Billing country. Select Continue to checkout to pay with Stripe.

Change your plan

Under Change plan, pick the new plan and select Change plan. Upgrades take effect now, and are prorated. Downgrades take effect at the end of the period. To undo a waiting change, select Keep current plan. You can’t change extra seats while a change is waiting or a payment is overdue.

Manage billing

Select Manage billing to open the Stripe portal. There you can change your card, see invoices, change your billing address or tax ID, or cancel. Cancelling takes effect at the end of the billing period, and your plan stays until then.

Stripe takes payment and holds your card and billing details. That data is stored in the United States. Your billing country sets the currency: CAD for Canada, and USD everywhere else. You can’t change it later. Statements show “Sold through Link”. Stripe handles sales tax and receipts.

Failed payment

If a payment fails, your plan stays for 14 days. Owners are reminded 3 days before. You see “Payment failed. Update your card in Manage billing; your plan stays until {date}.” Paying the invoice in the portal restores your plan.

When there is no plan in force

Your plan is not in force when the trial is over, you have cancelled, or the grace period has ended. Then you can’t add or set up anything new. Daily work still goes on.

These always work, even with no plan in force:

• Scans, check-outs and returns
• Stock movements
• Audits you already started
• Work saved on a phone and sent when you reconnect
• Exports
• Editing what already exists

If a feature is not part of your plan, you see “That isn’t part of your company’s plan.”

If you are at a seat limit, you can’t add more people. After a downgrade, everyone keeps access. You just can’t add anyone new.

Limit warnings

When you reach 80% of a limit, and again when you reach the limit, owners and admins see a banner. They also get an email.

Promo codes

Enter a Promo code at sign-up or in Choose a plan, then select Apply. Spaces, dashes and capital letters don’t matter. The letters O and 0, and I, L and 1, are read the same way.

Trial codes of 31 to 180 days work only at sign-up. If a code doesn’t work, QuipTrak tells you why. For example, it may be expired, used up, or for a different plan.