For contractors
3 minChoose a plan and manage billing
Review the trial, compare plan limits, choose a paid plan, and open the Stripe billing portal.
Organization owners only
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1.Open Account
Click "Account" in the top navigation. The page heading is "Account & Billing," and the first section is "Current plan."
During the trial, the plan card shows "Trial active:" and how much time is left. The trial supports up to 25 subcontractors for 14 days.
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2.Compare the plans
Find "Choose a plan." COI Compass shows three monthly plans: "Starter" at $79/mo for "Up to 25 subs," "Growth" at $129/mo for "Up to 75 subs," and "Pro" at $199/mo for "Unlimited subs."
"Growth" is marked "Most picked." The active plan is marked "Active," and its button reads "Current plan."
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3.Choose a plan
Click "Choose Starter," "Choose Growth," or "Choose Pro" to open Stripe checkout. While the handoff is loading, the button reads "Opening checkout..."
After checkout succeeds, you return to Account and see "Subscription activated." If checkout is cancelled, you can come back to "Choose a plan" later.
If a plan cannot support your current roster, its button reads "Roster too large." - 4
4.Handle roster limits
Starter supports up to 25 active subcontractors. Growth supports up to 75 active subcontractors. Pro allows unlimited subcontractors.
If your roster is larger than a plan allows, archive enough active subcontractors first or choose a bigger plan. When an active plan is over its limit, existing records stay visible, but adding or restoring subcontractors, upload links, COI uploads, and automation pause until the overage is fixed.
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5.Manage billing
After a Stripe customer exists, the current plan card shows "Manage subscription." Click it to open the Stripe customer portal for invoices, payment method changes, cancellation, and subscription changes.
Use the "Refunds and cancellation" link on the current plan card when you need the policy details.
Common questions
What happens if my trial expires?
COI Compass sends you back to Account so an owner can choose a plan. Product pages stay locked until billing access is restored.
Can I pick a smaller plan later?
Yes, but your active roster must fit that plan first. Archive active subcontractors until the roster is within the lower limit, then choose the plan or manage the subscription in Stripe.