Plans and billing

For
Facility managers
Where
Web app
Time to read
3 minutes
Time to watch
3 minutes

KleanProof has two self-serve plans. Crew suits one team on the road, with 3 seats. Operation suits several supervisors across a portfolio, with 10 seats, custom-branded reports and white-glove onboarding. Both include unlimited sites and inspections. See pricing for current prices.

Every plan starts with a 30-day free trial. Only admins see billing. Everyone else is told their admins handle it.

Step by step

1Start your free trial

If we set up your workspace after a demo, your trial is already running with no card. Admins see a countdown at the bottom of the left-hand menu with Add billing details under it. Click it whenever you are ready, pick a plan and add a card. If the end of your trial is more than two days away, you are not charged until that date. If the trial ends first, KleanProof keeps working for 3 more days, then locks until an admin adds billing details. Nothing is deleted.

If you signed up on the website, the billing page asks you to pick a plan before you can use the workspace. Choose Monthly or Annual. Annual billing gives you 2 months free. The currency is picked from where you are, and you can tap it to switch between Canadian and US dollars.

Click Start free trial on the plan you want and add a card on the secure Stripe checkout. You are not charged for 30 days. Cancel before then and you pay nothing.

If you run several branches or a franchise group, click Talk to us for a plan that fits.

Start your 30-day free trial page with Monthly and Annual options, a CAD currency button, and cards for the Crew plan with 3 seats and the Operation plan with 10 seats, each with a Start free trial button
Start your 30-day free trial page with Monthly and Annual options, a CAD currency button, and cards for the Crew plan with 3 seats and the Operation plan with 10 seats, each with a Start free trial button

2Check your plan

Click Settings at the bottom of the left-hand menu, then Billing. It shows your plan and how many people are active in the workspace. Click Manage billing to open the billing page.

During the trial, the billing page shows Free trial and the date and amount of your first payment. After that it shows Active and your next payment.

3Update your card

Under Payment method, click Update card and enter the new card. It replaces the old one for every payment from then on. Card details go straight to Stripe, our payment processor, and KleanProof never sees or stores them.

Receipts and invoices are emailed to the address shown below your card. Click Change to send them somewhere else, such as your accounts team.

4Change your plan

Click Change plan, then pick Crew or Operation and Monthly or Yearly. Before anything changes you see what is due today and what you pay after that.

Moving up charges the difference for the rest of your current billing period. Moving down turns the unused part into credit that is used up before your card is charged again. During the free trial nothing is charged, and your first payment is simply on the new plan.

Your extra seats move with you. Going up to Operation, any extra seats you had on Crew fold into its 10, so you stop paying for them separately. Going down to Crew, you keep just enough extra seats for everyone active. Crew goes up to 7 seats, so if more people than that are active, archive members first, then switch.

5Add or remove seats

Under Seats you see how many are in use and how many you have. Click Add seats (or Change seats), use + and − to pick how many extra seats you want, and check the cost before you confirm. Extra seats are $50 CAD a month each ($35 USD) on any plan, or ten times that on yearly billing.

Crew goes up to 7 seats (3 plus 4 extra). An 8th seat would cost the same as Operation, which comes with 10, so when you go past 7 the Seats window offers Switch to Operation instead.

Adding seats charges for the rest of your current billing period, then they renew with your plan. Removing seats turns the unused part into credit. During the free trial nothing is charged. You can't go below the number of people already active, so archive members first if you need to.

6Download invoices

Every invoice is listed under Invoices with its date, amount and whether it is paid. Click PDF to download it, or View to open the invoice and receipt.

7Cancel or keep your plan

Click Cancel plan (or Cancel trial). You can tell us why, which is optional. You won't be charged again, and your team keeps full access until the end of the period you already paid for. Your sites, inspections and reports stay saved.

Changed your mind? Click Keep my plan any time before that date and it carries on as if nothing happened.

When a payment fails

If a payment does not go through, admins see Payment needs attention with the amount owed, and your team cannot get in until it is fixed. Your data is safe.

Click Use a new card to enter a different card. It is charged right away. If the card on file should work now, click Try this card again. Access comes back as soon as the payment clears.

Workspace not active yet

If someone on your team sees Workspace not active yet, billing needs an admin. Either no plan has been picked yet or a payment needs attention. Ask an admin to open the billing page and sort it out.

Common questions

Do I need a credit card to start a free trial?
Not if we set up your workspace after a demo. That trial runs with no card, and you add billing details whenever you are ready. If you sign up on the website yourself, you add a card to start, and it is not charged for 30 days.
Who takes a seat?
Everyone who signs in, such as admins, supervisors and inspectors. Cleaning staff who get reports by link do not take a seat. Adding cleaning staff who don't log in explains how they work.
Can I switch from Crew to Operation later?
Yes. On the billing page click Change plan and pick Operation. You see the exact cost before you confirm.
Who can see and change billing?
Only admins. Inviting your team and setting roles covers roles and the workspace owner.

More help