Nothing is charged automatically. There is no credit card on file. When you are ready, choose a plan and add your billing details. If you do nothing, your account simply pauses; your data is kept so you can pick up where you left off.

Pricing is per user, per month. A user is anyone with a login: office staff, dispatchers, and field technicians. There is no user cap on any plan: add or remove users at any time and billing adjusts accordingly.

Essentials covers the day-to-day: CRM, jobs, scheduling, routes, estimates, invoices, and reporting. Most growing teams choose Growth for online payments, the Client Center portal, dispatch, and the no-code customization layer. Professional adds optimization, inventory, advanced analytics, and customer texting and voice. You can switch plans at any time.

A few Professional capabilities, like automations and workflows, sales and marketing management, Zapier, and the knowledge library, are in active development and included in the plan at no extra cost the moment they ship. Everything else in the table is live today.

No long-term contracts, no setup fees, and no six-month rollout. Plans are month-to-month, and you can cancel anytime. Prefer to pay yearly? Annual billing saves about 10% on every plan.

Yes. ProHelper includes Excel/CSV import for customers, properties, items, and more, so you can bring your business in without starting from scratch, and export your data anytime. No consultant or onboarding fee required: most teams are set up and running in a day, not months.