Upgrading or downgrading your plan

Upgrading and downgrading are both done from the Billing page. Upgrades take effect straight away. Downgrades are scheduled for the end of your current billing period so you get the rest of what you've already paid for.

Before you start

• You need to be an admin.
• You're on Settings → Billing.
• Your subscription status is Active.

Upgrading from Core to Pro

1. Click Upgrade to Pro on the Billing page.
2. Read the summary in the sheet that opens, including the new monthly amount.
3. Confirm.

What happens:

• The upgrade is immediate. You get Pro features (reports, API access, planning and job sheets, auction sheet extraction, larger user and vehicle limits) straight away.
• Your next invoice is prorated so you only pay for the time remaining in the current billing period at the Pro rate.
• Your extraction allowance activates immediately.

See What's included on Core vs Pro for the feature and limits comparison.

Downgrading from Pro to Core

1. Click Downgrade to Core on the Billing page.
2. Read the summary in the sheet, including the date the change takes effect.
3. Confirm.

What happens:

• The downgrade is scheduled, not immediate. Your plan stays on Pro until the end of your current billing period.
• The Billing page shows a note saying your plan will change to Core on that date.
• You keep Pro features and allowances until the change takes effect.
• At the scheduled date, your plan automatically flips to Core and future invoices are at the Core rate.

Things to check before you downgrade

When the downgrade takes effect:

• User limit drops from 25 to 5. If you have more than 5 active members, access is affected. Review your team before the change date.
• Active vehicle limit drops from unlimited to 50. Above-limit vehicles stay, but adding new ones is blocked.
• Reports, API access, planning sheets, and job sheets stop working.
• Auction sheet extraction stops. Existing extractions stay visible and approvable; uploading new sheets is blocked.

If any of these break your workflow, either postpone the downgrade or address the overage before the date.

Cancelling a scheduled downgrade

Changed your mind before the scheduled date? Click Cancel scheduled downgrade on the Billing page.

• The scheduled change is reversed.
• Your plan stays on Pro.
• Your next invoice is at the Pro rate as before.

You can re-schedule another downgrade any time.

If self-service buttons don't appear

• Legacy-granted plans don't expose self-service upgrades or downgrades. Contact support to change plan.
• Past due or Canceled subscriptions hide the upgrade and downgrade buttons. Fix the payment issue first; covered in When a payment fails.