Overview

BlueClerk offers tiered pricing based on your monthly job volume. All plans include unlimited users, full features, and $3/month in AI credits. Your first 30 days are free, and payments are automatically processed via Stripe. You can manage your subscription, update payment methods, and view invoices anytime through the billing portal.

Pricing Tiers

Starter - $29/month

200 jobs/month
Unlimited team members
Tickets & scheduling
Invoicing & estimates
Customer management
$3/month AI credits included

Pro - $69/month

700 jobs/month
Everything in Starter
Smart Estimator
Reports & analytics
Accounting integrations
$3/month AI credits included

Business - $99/month

1,500 jobs/month
Everything in Pro
Priority support
Advanced reporting
Custom branding
$3/month AI credits included

Enterprise - $149/month

3,000 jobs/month
Everything in Business
Dedicated support
Custom integrations
SLA guarantee
$3/month AI credits included

When Payment Starts

30-day free trial - No credit card required to start
Automatic billing begins after trial ends
Monthly billing cycle - Same day each month
Prorated charges if you upgrade mid-cycle

Auto-Upgrade on Job Limit

If you exceed your tier's job limit, BlueClerk automatically upgrades you to the next tier:

Instant upgrade when you go over your limit
Prorated billing - You only pay for the remaining days in your billing cycle at the new rate
Email notification sent when auto-upgrade occurs
No service interruption - Your team keeps working without downtime

Example: If you're on Starter (200 jobs) and create your 201st job on day 15 of your billing cycle, you'll be automatically upgraded to Pro ($69/month) and charged a prorated amount for the remaining 15 days.

Manual Downgrades

You can downgrade to a lower tier at any time:

Takes effect at end of current billing cycle - No immediate change to your access
No refund for current month - You keep your current tier features until the cycle ends
Plan your usage - Make sure you won't exceed the lower tier's job limit when the downgrade takes effect

To downgrade:

Go to Settings > Billing
Click "Change Plan"
Select a lower tier
Confirm downgrade
Downgrade processes at end of billing cycle

How Plan Changes Work

Upgrading

Immediate access to new tier features
Prorated charge for the upgrade (only pay for remaining days in cycle)
Next bill will be the full amount of the new tier

Downgrading

No immediate change - Keep current features until cycle ends
Takes effect on your next billing date
No refund for current month
Warning if over limit - System alerts you if your current job count exceeds the new tier's limit

Auto-Upgrade vs Manual Upgrade

Auto-upgrade: Triggered automatically when you exceed your job limit
Manual upgrade: You choose to upgrade before hitting your limit (same proration applies)

Managing Your Subscription

Update Payment Method

Go to Settings > Billing
Click "Manage Billing"
Update card in the Stripe portal
Changes save automatically

View Invoices

Go to Settings > Billing
Click "Billing History"
Download any invoice as PDF

Cancel Subscription

Go to Settings > Billing
Click "Cancel Subscription"
Confirm cancellation
Access continues until end of billing period

AI Credits

Every plan includes $3/month in AI credits for:

Smart Estimator takeoffs
AI-powered support chat
Voice command processing
Job report analysis

How Credits Work

Resets monthly on your billing date
Additional credits available for purchase
Usage tracking visible in Settings > Billing
Rollover: Unused credits don't carry over to next month

Questions

Q: What happens if I exceed my job limit? A: BlueClerk automatically upgrades you to the next tier with prorated billing and sends you an email notification. There's no service interruption.

Q: Can I downgrade my plan? A: Yes, downgrades take effect at the end of your current billing cycle. You won't receive a refund for the current month, but you'll keep your current tier's features until the cycle ends.

Q: What counts as a "job"? A: A job is a scheduled visit to perform work. Creating a ticket doesn't count - only scheduling a job from that ticket counts toward your monthly limit.

Q: Do I get a refund if I upgrade mid-cycle? A: You don't pay twice - upgrades are prorated. You only pay the difference between your old and new tier for the remaining days in your billing cycle.

Q: What if I cancel mid-month? A: You keep access until the end of your current billing period. No refund is issued for partial months.

Q: Can I change plans multiple times? A: Yes, you can upgrade anytime (instant, prorated) or downgrade (takes effect end of cycle). Auto-upgrades happen automatically when you exceed limits.

Subscription Billing