Billing, Cancellation and Refunds

1. Free Trial

Every new plan starts with a 7-day free trial. The sign-up page shows the trial end date and the exact amount charged then. We email a reminder 3 days before it ends. Cancel before the trial ends and you pay nothing, including for guided setup.

2. Automatic Renewal

After the trial, your plan and add-ons renew automatically every month (or every year) at the agreed price until you cancel. You agree to this in a separate required box at checkout, and we email an acknowledgment with the terms and how to cancel. For yearly plans we email a reminder 30 days before each renewal. We give 30 days' notice before any price change.

3. How to Cancel

Go to Admin → Plan & Billing → Cancel My Plan (two clicks). No phone call or chat is needed, and we don't make you go through offers to cancel. Canceling stops all future renewals right away; your service keeps working until the end of the period you paid for. We confirm by email. Changed your mind? Press Keep My Plan before the period ends.

If you can't sign in, cancel through the request form and we'll process it the same business day.

4. Refunds

• Monthly plans and add-ons: canceling stops the next charge. We don't refund the current month, except as listed below.
• Yearly plans: cancel within 14 days after a yearly charge (the first one or a renewal) for a full refund of that charge. After 14 days, the plan runs to the end of the year with no further charge.
• Website design ($399): fully refunded if you cancel within 14 days after it is charged and the design work hasn't started.
• Refill packs of minutes and texts never expire while you're subscribed; unused packs are refundable within 14 days of purchase. Used packs, pay-as-you-go texts and minutes, and property lookups above the allowance are not refundable. Unused monthly allowances aren't refunded: a plan's included allowance resets each month, and a bought add-on's rolls over one month.
• Auto-refill, if you turn it on, buys the pack you chose each time you run out and charges your card on file, until you turn it off (up to the monthly limit you set); we email a receipt each time. Packs bought this way are refunded like any other pack.
• Our mistakes: if you were charged in error, double-charged, or the service was unavailable for a long period because of us, we refund the affected amount.
• If we end the service or materially reduce a paid feature, we refund prepaid fees for the unused period.

Refunds go back to the original payment method, usually within 5 to 10 business days. Ask through the request form within 60 days of the charge.

5. Failed Payments

If a payment fails we email you and show a notice in Admin; Stripe retries automatically. Update your card in Plan & Billing. If it stays unpaid after the retries, the account may be paused until it's paid. Nothing is deleted while paused.

6. After Your Plan Ends

You can ask for a copy of all your data for 90 days after your plan ends. Then it is deleted, except what the law requires us to keep. Export anything your profession requires you to keep before then.