You can move to a paid plan whenever you're ready. Everything you've already entered stays put: customers, jobs, estimates, invoices, payments, photos and your team.
How to upgrade
Open Features and tap Compare plans, or open any feature marked Paid plan. Pick a plan and check out. The app opens the plans page in your phone's browser, since plans aren't bought inside the app.
What changes
- Texting from your business number. Texts go out from the CRM, and replies come back into Conversations.
- Missed-call text back, reminders and automations start working.
- On My Way can include a live map of the truck.
- Call tracking numbers, asset tracking and review requests become available.
The Messages app hand-off goes away once you're on a paid plan, because the CRM sends the texts itself.