Plans

There are three plans: Starter, Growth and Scale. Each includes everything in the one below it.

The plans differ in the AI features they include:

• Starter has clients and properties, bookings, jobs and the calendar, a price list with checklists, trade records, certifications, email reminders for visits, staff and roles, invoices (made, emailed and paid by hand, with part payments and refunds), the reports page and the activity history. It has no AI features.
• Growth adds online payments (card, PayPal and Direct Debit), the client portal and its help assistant, payment reminders, leads, quotes and the sales calendar, importing clients from a spreadsheet, the purchase ledger, service reminders, text message reminders with a monthly allowance and the option to buy extra texts, email logging by BCC, export for accounts, the report builder, and Draft with AI on invoice and quote emails.
• Scale adds Outlook sync, the in-app help assistant for staff, AI suggestions on the sales dashboard, and describing a report in your own words in the report builder.

A page for something your plan does not include tells you which plan has it. Nothing you have already added is lost if you change plan.

Each plan also has an AI allowance: a number of AI tokens each month for the whole company, and a number of AI requests each person can make in a day. Ask an owner, or the help assistant, for your company's current figures.

Direct Debit, emailing in by BCC and Outlook sync are not AI features and are not limited by plan.