Billing and Subscription

The Billing page is where you manage your CE Pro subscription, monitor add-on usage, track referral credits, and view invoice history. Go to Billing in the sidebar to access it.

Plans and Pricing Tiers

CE Pro offers tiered subscription plans designed for different business sizes and needs. Each tier unlocks additional features and higher usage limits.

Plan Comparison

Billing Frequency

All plans are available on monthly or annual billing. Annual billing provides a discount compared to the month-to-month rate. Your billing frequency is shown on the Subscription card.

Subscription Card

The Subscription card displays your current plan details at a glance:

• Plan Name -- Your current subscription tier.
• Status Badge -- Active, Invite Only, Past Due, or Cancelled.
• Billing Period -- Monthly or Annual, with the next billing date.
• Access Info -- If your organization is in prelaunch access, the card may show onboarding or billing status details.

Tip: If your status shows Past Due, update your payment method immediately through the Stripe portal to avoid service interruption.

Upgrading Your Plan

1. Go to Billing in the sidebar.
2. Click Manage Subscription on the Subscription card.
3. The Stripe customer portal opens in a new tab.
4. Select the plan you want to upgrade to.
5. Confirm the change.

When you upgrade mid-cycle, Stripe prorates the charges. You are credited for the unused portion of your current plan and charged the prorated amount for the new plan. The change takes effect immediately.

What Happens After Upgrading

• New features unlock instantly.
• Higher usage limits apply immediately.
• Your next invoice reflects the new plan price.
• Your billing date does not change.

Downgrading Your Plan

1. Go to Billing in the sidebar.
2. Click Manage Subscription.
3. In the Stripe portal, select a lower-tier plan.
4. Confirm the change.

Downgrades take effect at the end of your current billing cycle. You retain access to all features of your current plan until the cycle ends.

What to Check Before Downgrading

• Team members -- If your current team size exceeds the lower plan's limit, you need to remove team members first.
• Active modules -- Modules not included in the lower plan will be disabled at the end of the cycle. Export any data you need beforehand.
• Webhook and API access -- If moving to a plan without API access, active webhooks will stop firing.

SMS Add-On Credits

The SMS Add-on card shows the status of your text messaging capability:

• Status -- Active or Inactive. Active means you can send SMS messages from CE Pro.
• Messages Used This Month -- A count of SMS messages sent during the current billing cycle.
• Credit Balance -- If your plan uses SMS credits, this shows your remaining balance.

How SMS Credits Work

SMS credits are consumed each time CE Pro sends a text message. Each outbound message costs one credit. Inbound messages (customer replies) do not consume credits.

If your plan includes SMS, credits replenish at the start of each billing cycle. If SMS is an add-on for your plan tier, you purchase credit bundles through the Stripe portal.

Purchasing Additional SMS Credits

1. Click Manage Subscription on the Subscription card.
2. In the Stripe portal, find the SMS add-on section.
3. Select a credit bundle.
4. Complete the purchase.

Credits are added to your account immediately.

Tip: Monitor your SMS usage throughout the month. If you run automated follow-up sequences, usage can increase quickly during busy seasons.

AI Usage Card

The AI Usage card summarizes your AI consumption for the current billing cycle:

• Input Tokens -- The number of tokens sent to AI models.
• Output Tokens -- The number of tokens generated by AI models.
• Images -- The number of AI image operations (photo estimates, mockups).
• Credits -- Your total AI credit usage and remaining balance.

If you are approaching your credit limit, the behavior depends on your Usage Limit Action setting in Account Settings. See the Account Settings article for details on configuring Warn, Block, or Overage modes.

Referral Program

The Referral card displays your referral program details:

• Referral Code -- Your unique code. Share it with other service business owners.
• Referral Link -- A shareable URL that includes your code.
• Total Referrals -- The number of businesses that signed up using your code.
• Credited -- Referrals that have been confirmed and applied as account credits.
• Pending -- Referrals that signed up but have not yet qualified.
• Earned -- The total dollar amount you have earned through referrals.

Referral credits are applied as discounts on future invoices. They do not expire as long as your account remains active.

Tip: Share your referral link with other service business owners at trade shows, in online communities, or through industry groups.

Viewing Invoices

The Invoice History table shows all past billing invoices from CE Pro. Each row includes:

• Invoice Number -- The unique identifier.
• Amount -- The dollar amount charged.
• Status -- Paid, Open, or Failed.
• Date -- The date the invoice was issued.
• Download -- A link to download the invoice as a PDF.

Click the Download link on any row to save a PDF copy for your records or accountant.

Failed Invoices

If an invoice shows a Failed status, it means the charge was declined. Common causes:

• Expired credit card.
• Insufficient funds.
• Bank-level fraud block.

Update your payment method through the Stripe portal to resolve failed charges. CE Pro retries failed charges automatically for up to 7 days.

Managing Payment Methods

All payment method management is handled through the Stripe customer portal.

Updating Your Payment Method

1. Go to Billing in the sidebar.
2. Click Manage Subscription.
3. In the Stripe portal, click Payment Methods.
4. Add a new card or bank account.
5. Set it as your default payment method.
6. Remove outdated payment methods if desired.

Accepted Payment Methods

CE Pro accepts the following through Stripe:

• Credit cards (Visa, Mastercard, American Express, Discover).
• Debit cards.
• ACH bank transfers (where available).

Stripe Portal Access

The Stripe customer portal is a secure, hosted page provided by Stripe. It handles all sensitive payment information. CE Pro never stores your full credit card number or bank account details.

From the Stripe portal you can:

• View and update payment methods.
• Change your subscription plan.
• View and download invoices.
• Cancel your subscription.
• Update your billing address.

Waitlist and Early Access

CleanEstimate Pro is currently onboarding new organizations through a waitlist and phased early access rollout.

During this period:

• New organizations may join the waitlist instead of creating an instant self-serve account.
• Early access invitations may be issued in batches as onboarding capacity opens.
• Billing details and plan selection may be collected during onboarding rather than through an immediate free-trial flow.
• Access and feature availability may vary while the platform is still rolling out.

Tips

• Check the Billing page after onboarding to confirm your subscription status and payment method details.
• Download invoice PDFs at the end of each month for your accounting records.
• Monitor AI usage if you use features like the photo estimator, AI lead scoring, or AI-generated proposal text. Heavy usage can consume credits quickly.
• If you are on the waitlist, watch for your onboarding email so you can activate your account when your invite opens.
• If you refer other businesses, check the Referral card periodically to track your earned credits.