Doc No. HELP-001 Aug 2026
All guides

Getting started

What is Submittal Kit Create Your Workspace Your First Project Search Everything The Dashboard Help and What's New

Projects & Schedule

Project Settings Schedule and Milestones

Equipment Register

Equipment Register Basics Import a BOM Equipment Documents

Parts & Library

The Parts Library Part Documents Find Datasheets The Document Library Search Inside Documents

Submittals

Create a Submittal Configure Sections Choose Equipment Scope Compile a Submittal O&M Manuals Submittal Numbering Cover Pages

Revisions & Review

Issue a Revision Submittal Log Returned Reviews Record an External Submittal

RFIs

RFI Basics RFI Log RFI Layouts

Field & QA

Punch Lists As-Built Redlines

Specifications & Scope

Upload Specifications

Procurement & Change Orders

Quotes and Purchase Orders Coverage and Lead Times Change Orders Budget and SOV

Directory & Team

Firms & Contacts Team & Access Personnel & Certifications

Settings & Billing

Company Identity Library Vocabulary Billing and Plans

Integrations

Connect an Agent

Help Settings & Billing

View as Markdown

Billing and Plans

How the free trial, Pro and Enterprise plans, checkout, and the billing portal work.

Billing should never be the interesting part of your day. Here is everything there is to know, so you can read it once and get back to work.

Billing during the trial: the plan and days remaining before a decision

The free trial

Every new workspace starts with a 14-day free trial of the full product. During the last week, a banner counts down the days remaining, and you'll get an email reminder before the end. If the trial expires before a plan is chosen, the workspace locks: nothing is deleted, all projects, parts, and documents stay safe, and access is restored the moment an admin subscribes.

Plans

  • Pro is the full system of record: submittals, RFIs, punch lists, procurement, change orders, budget and SOV. $149 per month, or $1,490 per year (two months free).
  • Enterprise adds Controlled Documents: customer-approved, versioned layouts that your RFIs and punch rounds render on, with version locking and an approval trail, for companies whose contracts require formal document control. To move to Enterprise, contact [email protected].

Both plans cover your whole team; access is managed under Team & access, not per seat surprise.

Subscribe and manage billing

Billing is admin-only, under Settings, Billing. Members don't see it at all.

  1. Pick Monthly or Annual and complete checkout.
  2. The Billing page then shows your plan, billing interval, and renewal date.
  3. Use Manage billing to open the billing portal, where you update the payment method, download invoices, or cancel. A cancelled plan runs to the end of the period you've paid for.

If a payment fails, the workspace keeps working while a banner asks an admin to update the card in the billing portal, so a stale card number never stops a submittal from going out that day.

Locked out mid-project because a trial ended over the weekend? Have an admin subscribe under Settings, Billing, and the workspace reopens immediately, exactly as you left it.

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Updated Aug 15, 2026

Can't find it? [email protected]