Billing and Payment

Find answers to common queries on the billing process, trials and invoices

Updated over a week ago

YOUR SUBSCRIPTION TO LOC8

Overview

This article explains the different subscription plans that LOC8 offers, how to upgrade or downgrade plans, and how to cancel your subscription.

Subscription Plans

LOC8 offers four different subscription plans for users to choose from: Basic, Advanced, Pro, and Enterprise.

How to Upgrade or Downgrade Your Subscription Plan

You can upgrade or downgrade your subscription plan at any time. To do so, simply login to your LOC8 account and go to the “Subscription Plans” tab. From there, you will be able to choose which plan you’d like to upgrade or downgrade to. After making the change, you’ll receive an email with a breakdown of the change.

How to Cancel Your Subscription

To cancel your Loc8 subscription, login to your account and go to the “Subscription Plans” tab. From there, you can request cancellation. Please note the following

  1. As soon as your request is received, your subscription will be scheduled for cancellation, which will occur as soon as your current billing period ends

  2. If at any point prior to cancellation you decide to continue your subscription, you can simply reach out to our customer support team and they'll remove the cancellation request

  3. After your subscription has been cancelled, you will lose access to all features and benefits of your Loc8 plan, and your account will be deleted along with all account level data

Troubleshooting and FAQs

If you have any problems with upgrading or downgrading your plan or cancelling your subscription, please contact our customer support team. We are happy to assist you!

As soon as you sign up, you become the Loc8 Subscriber under your chosen plan. You will just have one subscription while using Loc8.

You can upgrade, downgrade, add or remove addons, manage your users/team, manage customers, jobs and your business on the whole. You can find the list of features listed out here.

Your subscription is comprised of a couple of key attributes:

The subscriber

Usually the person who signed up to Loc8. All invoices and correspondence from us relating to your subscription are sent to the subscriber. If you need to change the subscriber, you can do so by contacting support.

The plan

Comprises the base functionality available to you, including how many workforce licenses are available and how much you pay for your licenses. You can upgrade or downgrade your plan, and you can also extend its functionality by enabling addons.

The billing period

The period of time we charge you for using Loc8, starting from when you first pay for your Loc8 subscription and ending one month later. The next billing period starts immediately thereafter, renewing your subscription.

Every time your subscription renews, you are paying up-front for any active workforce licenses and addons for the next month as well as any accrued pro-rated charges for increased license counts or addons enabled throughout the billing period that just lapsed.

What is a workforce license?

Every user, technician and contractor that forms a part of your workforce uses a license, and depending your plan, each license typically carries a cost which forms the base cost of your subscription to Loc8.

What is an addon?

In the Loc8 world, an addon is an optional extra, usually a specific feature or set of features that you add on top of your base plan. Addons usually carry a cost in addition to your workforce licenses, however some are free.

PAYMENT AND INVOICES

What payment methods do you accept?

We accept payments via credit card (Visa, Master Card and Amex) for customers using our Professional plan.

For customers using our Enterprise plan you can arrange to pay using a number of different methods. Please contact the Loc8 support team to know the different modes of payment via the instant chat box or email support@loc8.com.

When do I provide my card details?

You may enter your credit card details anytime. If you have opted in to a trial, you may add your card anytime during the trial, just before the trial ends or even after the trial has ended.

You may also update your card details during an active billing period which is recommended if your card is due to expire.

How do I pay my bills?

If you pay via credit card, your accrued balance will be automatically charged to your card when your subscription renews at the start of each billing period.

If you add new workforce licenses or addons throughout your billing period you will accrue a pro-rated charge against your subscription which will be debited as part of your next payment.

What happens if my subscription becomes overdue?

If your payment is late or missed, it is likely due to your credit card having expired. We will allow a grace period, during which we will retry the charge on your card.

Whilst your subscription is in an overdue status, you will be reminded in Loc8 and via email, however your team will be able to continue using Loc8 for the duration of the grace period.

If after multiple attempts, our automated system is still unable to process the charge on your card, your subscription will be cancelled and eventually deleted. To gain access to your account after it has been cancelled, please submit a reactivation request to support@loc8.com.

How do I access invoices?

We email invoices to the account Subscriber (the person who signed up to Loc8). In the future we will make current and past invoices available in the Loc8 Usage and Billing settings area.

How do I change the address on an invoice?

In Loc8, you can configure your address under Company Settings.

Click the Settings icon from the main menu panel on the left of your screen and go to Admin Settings > Company > Company Settings > General.

You will find both the Primary Address and Billing address.

PLAN AND ADDON TRIALS

How do plan trials work?

We offer a free trial of 14 days on our paid Professional plan. You can make best use of the trial by exploring and testing your business scenarios and reaching out to our support team for any enquiries.

If you are happy with the plan you’ve selected, please enter your credit card details during the trial and once the trial has ended you will be charged for the next month, with the charge comprised of any active workforce licenses and addons. There is no charge applied for usage during the trial, so if you wish to downgrade or cancel your subscription you may do so without any obligation.

NOTE: Please note that we only offer one plan trial. If you would like to learn about the additional features offered in higher plans after you've made the most of a trial, please feel free to contact our support team and they can organise a walkthrough for you.

How do addon trials work?

For customers paying for a subscription to the Professional plan:

We offer a free trial of 7 days for most addons. The availability and length of a trial is clearly indicated on each addon within the Addons and Integrations of your Loc8 account.

For customers trialling a subscription to the Professional plan:

The typical 7 day addon trial length is actually extended to run for the entire length of the plan trial. This effectively provides up to a 14 day addon trial if you enable the addon on the first day of your plan trial, or a minimum of 7 days if you enable the addon after the half way mark of your plan trial.

If you are happy with the addon you've selected, you don't need to do a thing. It will simply form a part of the amount you are charged every time your paid subscription renews. If you don't want the addon, you can simply remove it at any point before the trial ends.

NOTE: We only offer one trial per addon. If you would like to gain access to an addon that you have already trialled, you will need to pay for the access.

Please note that if you are subscribed to our Enterprise plan, you will need to contact your Loc8 account manager to enable addon access.

I'm trialling Loc8, however can no longer access any of the features

You have reached the end of your trial period. The next step is to add your card details to your account so that our system can begin paid subscription.

UPGRADES, DOWNGRADES AND CHANGES

What happens if I enable an addon part way through a billing period?

If you enable an addon you will accrue a pro-rated charge for the remainder of the current billing period, which will then be charged when your subscription renews. If the addon included a free trial, the pro-rated charge will only apply from the day after the addon trial concludes.

To see which addons you will be charged for on your subscription, go to Addons and Integrations. Then select the Addons checkbox and scroll down to the Addons section.

What happens if I remove an addon part way through a billing period?

If you remove an addon nothing happens right away because you will have already paid for that addon through to the end of your current billing period. When your next billing period begins however, the addon will be removed and you will no longer be charged for that addon.

To remove addons or to see which addons are scheduled for removal, go to Addons and Integrations. Then select the Addons checkbox and scroll down to the Addons section.

What happens if I add a user or technician part way through a billing period?

If you add new workforce licenses you will accrue a pro-rated charge for the remainder of the current billing period, which will then be charged when your subscription renews. For example, if you pay for 10 users when your subscription renews, and then increase to 13 users a few days later we will apply a pro-rated amount to your subscription for remainder of the current billing period calculated at the price of the new tier.

What happens if I remove or disable a user or technician part way through a billing period?

If you remove or disable a workforce license nothing happens right away. When your subscription renews however we will reassess the number of licenses active at that point and charge you accordingly. 

We keep track of the number of workforce licenses that you have paid for to ensure you don’t pay twice during a single billing period. For example, if you pay for 10 users when your subscription renews, and then increase to 13 users a few days later we will apply a pro-rated amount to your subscription for remainder of the current billing period calculated at the price of the new tier. If you then decrease to 10 again the next day, however then go back up to 13th day after that, you will not be charged again.

What happens if I choose to downgrade part way through a billing period?

The plan you have downgraded to will come into effect only at the end of your current billing period, and there will be no refund or credit applied to your account.

If currently active addons are not available in your new plan, they will be removed once the downgrade has taken effect, and you will no longer be charged for them. If they are available in the new plan however you will be charged the prevailing rate for that addon against the new plan.


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