Managing your subscription¶

FSM Navigator offers flexible subscription management so you can scale your plan as your business grows. This guide walks you through viewing your current plan, changing plans, understanding billing cycles, and handling payment issues.

Viewing your current plan¶

To see your active subscription:

1. Navigate to Settings → Billing.
2. Your current plan name, billing cycle, and next renewal date are displayed at the top of the page.
3. Below the summary you can see your active user count and any per-user charges.

Plans and pricing at a glance¶

FSM Navigator uses a per-user pricing model — you are billed only for active users. Choose monthly for flexibility or annual to save ~20%.

You can switch between monthly and annual billing at any time from Settings → Billing. Remaining balance from your current cycle is prorated automatically.

For a full feature-by-feature breakdown, see Plans and pricing.

Upgrading your plan¶

1. Go to Settings → Billing and click Change plan.
2. Select your desired plan and billing cycle.
3. Complete the secure checkout process.

What happens when you upgrade:

• Immediate access — All features from the new plan are unlocked instantly.
• Prorated charges — You pay only the difference for the remainder of your current billing period. Unused credit from your old plan is applied automatically.
• No data loss — All existing jobs, customers, and invoices remain untouched.

Downgrading your plan¶

1. Go to Settings → Billing and click Change plan.
2. Select the lower plan and confirm.

What happens when you downgrade:

• Access until period end — You keep your current features until the billing period ends.
• Feature reduction — After the period ends, higher-tier features become read-only. For example, moving from Enterprise to Pro means existing inventory records are viewable but you cannot create new ones.
• Data preserved — Your data is never deleted when you downgrade.

User limit impact (Free plan)¶

The Free plan supports a maximum of 5 active users. If you downgrade to Free with more than 5 users:

• Excess users are automatically deactivated to bring your account within the limit.
• The account owner and most recently active team members are kept active (up to 5 total).
• Deactivated users can be reactivated after upgrading to a higher plan.

Invoice history¶

All invoices are available under Settings → Billing → Invoices.

From this page you can:

• View a list of past invoices with date, amount, and payment status.
• Click any invoice to view its full details.
• Download PDF copies for your accounting records.

Invoices are generated at the start of each billing period and reflect your active user count and plan at that time.

Payment methods¶

Payment is handled through a secure checkout page. FSM Navigator accepts Visa, Mastercard, and American Express. To update your card, go to Settings → Billing → Update payment method.

What happens if payment fails¶

If a scheduled payment cannot be processed, FSM Navigator follows a structured recovery process:

1. Payment fails (Day 0) — You are notified by email and a 1-day grace period begins. Your account operates normally during the grace period.
2. Warning email (~12 hours) — A reminder is sent to all account owners.
3. Grace period expires (Day 1) — If still unresolved, your account is downgraded to the Free plan.

After the downgrade:

• You can log in and view existing data, but cannot create or modify records beyond Free plan limits.
• Your account is moved to the Free plan (excess users above 5 are deactivated).
• No data is deleted — everything is preserved.

If the subscription is fully cancelled (for example, after repeated failed payments or a manual cancellation):

• All active sessions are signed out — every team member needs to log in again.
• Customer payment processing is disconnected, so customers cannot pay invoices online until you re-subscribe and reconnect.
• A snapshot of your team is preserved so the deactivated users are restored automatically when you re-subscribe to a paid plan.

For the full timeline and effects, see Payment recovery and downgrade.

Reactivation after a downgrade¶

1. Go to Settings → Billing and click Reactivate subscription.
2. Select your desired plan and billing cycle.
3. Complete the secure checkout with a valid payment method.

Your account is restored immediately — all data is intact and all features from the selected plan are unlocked. Deactivated users can be re-enabled from Settings → Team (subject to plan user limits). A new billing period begins from the reactivation date.

Resuming after expiration¶

If your paid subscription has lapsed and your account has been moved to the Free plan, you will see a Resume your subscription banner across the top of the Billing page when you sign in. The banner remembers what plan you were on and how many seats you had, so picking up where you left off is fast.

To resume:

1. From Settings → Billing, click Resume on the banner. (You can also click Subscribe on any plan card to switch tiers at the same time.)
2. A confirmation panel opens, pre-filled with your previous plan and seat count. Adjust either if you need to.
3. Click Continue to checkout and enter a valid payment method on the secure checkout page.

What happens after a successful payment:

• Your subscription returns to Active on the plan you selected.
• Team members who were deactivated when the account moved to Free are automatically reactivated, up to the seat limit of the plan you chose.
• All paid-tier features (auto-assignment, recurring jobs, customer portal, inventory, asset management, and so on — depending on the plan) are unlocked instantly.
• A fresh billing period begins from the date you resumed.

Frequently asked questions¶

Next steps¶

• Plans and pricing — compare all features across Free, Pro, and Enterprise.
• Roles and permissions — understand user roles and how team members are managed.
• Company settings — configure your company profile and preferences.