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Upgrading & downgrading

Change your FSM Navigator plan at any time to match your team's needs. When you upgrade, new features activate immediately. When you downgrade, unused time on your current plan is credited automatically so you only pay the difference.

Before you begin

  • You must be an Owner to change your subscription plan.
  • Navigate to Settings → Billing to view your current plan and start a change.
  • Review the Plans and pricing page if you are unsure which tier is right for you.

No lock-in

There are no contracts or cancellation fees. You can switch plans as often as you need.

Upgrade your plan

Upgrading unlocks additional features and removes user limits immediately.

  1. Go to Settings → Billing.
  2. Click Change plan.
  3. Select the plan you want to move to (Pro or Enterprise).
  4. Choose your billing cycle — Monthly or Annual.
  5. Review the price summary, which shows your prorated credit and the amount due today.
  6. Click Proceed to checkout to complete payment through the secure checkout page.
  7. After payment, you are returned to FSM Navigator with your new plan active.

What happens immediately after an upgrade

Change Effect
New features Available instantly — no logout or refresh required
User limits Removed (Pro and Enterprise support unlimited users)
Prorated credit Unused time on your old plan is applied as a credit toward the new plan
Billing cycle Resets to start today on your new plan
Invoice A new invoice is generated and available under Settings → Billing → Invoices

Instant activation

Pro and Enterprise features — such as auto-assignment, KPI dashboards, the customer portal, QuickBooks sync, offline mode, and inventory — activate the moment your payment is confirmed.

Downgrade your plan

Downgrading moves you to a lower-tier plan. You keep access to your current plan's features until the end of your billing period, and the lower plan takes effect at renewal.

  1. Go to Settings → Billing and click Change plan.
  2. Select the plan you want to downgrade to (Pro or Free).
  3. Review the warnings about features and user limits that will change.
  4. Confirm the downgrade.

Feature removal on downgrade

When your downgrade takes effect, features not included in your new plan become unavailable:

Downgrading from Features you lose
Enterprise → Pro Inventory management, asset management, work orders, REST API, custom skill categories, unlimited bulk import, extra job photos
Enterprise → Free All of the above, plus auto-assignment, KPI dashboards, recurring jobs, bulk import, company branding, customer portal, QuickBooks integration, customer alerts, offline mode
Pro → Free Auto-assignment, KPI dashboards, recurring jobs, bulk import, company branding, job photos, customer portal, QuickBooks integration, customer alerts, offline mode

Data is preserved

Your data is not deleted when you downgrade. If you upgrade again later, your previously created records — jobs, invoices, inventory, assets — will still be there.

Read-only access to previous-plan features

When you switch to a lower plan, the menu items for your previous-plan features stay visible in read-only mode — for example, Inventory, Assets, Work Orders, Recurring Jobs, and Team Chat — so you can still review historical records, export reports, and reference past data. Creating, editing, or assigning new records in those areas is paused until you upgrade back to a plan that includes the feature. This applies to every downgrade direction (Enterprise→Pro, Enterprise→Free, and Pro→Free). Read-only means truly read-only: write actions are blocked at both the user interface (buttons disabled, edit forms hidden) and the server (the API rejects write requests with a clear "subscription downgraded" message), so historical data stays safe even if you bookmark a deep link from when your plan was higher.

User limits on the Free plan

The Free plan supports a maximum of 5 active users. If your team exceeds this limit when a downgrade to Free takes effect:

  • Excess users are deactivated automatically.
  • The system keeps the company owner and the most recently active users.
  • The owner can choose which users to re-enable from Settings → Users.
  • Deactivated users cannot log in until they are re-enabled after upgrading to a paid plan.

Review your team before downgrading to Free

If you have more than 5 active users, make sure you know which team members will lose access. Consider deactivating unneeded accounts manually before the downgrade takes effect.

Inviting users on the Free plan

While your account is on the Free plan — whether by choice, after a downgrade, or after a paid subscription is cancelled or downgraded for non-payment — new invitations are limited to the 5-user cap. If your account is already at 5 active users, additional invitations are blocked until you re-subscribe to Pro or Enterprise.

How proration works

FSM Navigator uses automatic proration so you never overpay when switching plans mid-cycle.

When you upgrade:

  1. The system calculates the unused portion of your current billing period.
  2. That amount is applied as a credit toward your new plan.
  3. You pay only the difference between the credit and the new plan's cost for the remaining period.

When you downgrade:

  1. You continue using your current plan until the end of the billing period.
  2. At renewal, the lower plan's pricing takes effect.
  3. No refund is issued for the current period — you benefit from the higher-tier features until renewal.

Example

You are on the Pro monthly plan at $34.99/user and upgrade to Enterprise at $59.99/user halfway through your billing cycle. The system credits you for the unused half of your Pro plan and charges you the prorated Enterprise rate for the remaining days.

Plan change in progress

If you change your plan, the proration preview may briefly show a "plan change in progress" indicator while Stripe confirms the change. This typically clears within about 30 seconds — the page will retry automatically and show the updated preview as soon as your subscription is fully synced.

Switch billing cycles

You can switch between monthly and annual billing at any time.

  1. Go to Settings → Billing and click Change plan.
  2. Select your current plan but choose a different billing cycle.
  3. Review the pricing summary and complete checkout.
Switch What happens
Monthly → Annual You are charged the annual rate immediately. Unused monthly balance is credited. You save approximately 20%.
Annual → Monthly Takes effect at your next renewal date. You keep annual pricing until the period ends.

Save 20% with annual billing

Annual plans cost significantly less per user per month. For a 10-user Pro team, switching from monthly to annual saves nearly $840 per year.

Frequently asked questions

Can I upgrade and downgrade multiple times?

Yes. There are no restrictions on how often you change plans. Each change recalculates proration based on your current billing period.

Do I lose data when I downgrade?

No. All your jobs, customers, invoices, and other records are preserved. Features tied to a higher plan become unavailable, but the underlying data remains intact.

What if I downgrade from Enterprise and have active inventory or assets?

Your inventory and asset records are preserved in read-only mode. You can view existing data but cannot create or modify records until you upgrade back to Enterprise.

How do I cancel my subscription entirely?

Downgrading to the Free plan effectively cancels your paid subscription. You retain access to core features at no cost with up to 5 users. There is no separate cancellation step.

When does an upgrade take effect?

Immediately. New features are available the moment your payment processes successfully.