Billing FAQ
Straight answers about trials, plans, invoices, and cancellations — no fine print you have to hunt for.
Trying it before you buy
Do I need a credit card to start my trial?
No. Signing up gives you full access to Squared Away for 14 days with no credit card required. You only enter payment details when you decide to subscribe to Basic or Pro.
What happens when my 14-day trial ends?
You'll be prompted to choose Basic or Pro before you can keep using the app. Since there's no card on file during the trial, nothing is ever charged automatically — you pick a plan and check out when you're ready.
Can I try staff accounts and the time clock during my trial?
Yes. Your trial gives you full access so you can test everything, including inviting team members, before deciding which plan actually fits your business.
What each plan actually includes
What do I get on Basic ($19/month)?
Unlimited recurring checklists, daily, weekly, and monthly schedules, and real-time completion tracking. Basic is built for one person running their own checklists — you.
What does Pro ($49/month) add on top of Basic?
Staff accounts. On Pro you can invite your team — each person gets their own login, a mobile time clock to clock in and out, and you get exportable timesheets plus visibility into who completed what and when.
I'm on Basic and want to add a staff member — can I?
Basic is priced and built around a single user. Staff logins, the time clock, and timesheets are Pro features. If more than one person needs to use Squared Away day to day, upgrade to Pro first — that's what keeps time tracking and task ownership accurate for your whole team, instead of everyone sharing one login.
Is there a cap on how many staff I can add on Pro?
No. Pro includes unlimited team member accounts — add your whole crew at no extra per-seat cost.
How you actually get charged
How does billing work?
Squared Away is a monthly subscription billed through Stripe. You're charged the day you subscribe, then again on that same date every month until you cancel.
What payment methods do you accept?
Credit and debit cards, processed securely through Stripe. Squared Away never sees or stores your card details.
Can I switch between Basic and Pro later?
Yes. Sign in and open Manage billing to switch between Basic and Pro in Stripe's customer portal. Stripe proration handles the charge difference automatically — no need to resubscribe from the pricing page if you're already an active customer. If something looks wrong, email support.
Getting paperwork for your books
Will I get a receipt for each payment?
Yes. Stripe automatically emails a receipt to your account email every time you're charged.
Where can I see my past invoices?
Open Manage billing while signed in — Stripe's customer portal lists your past invoices and receipts. You also get a receipt email after every charge. Need help finding one? Email support.
Getting out is as simple as getting in
How do I cancel?
Sign in, open Manage billing, and cancel in Stripe's customer portal. You keep access through the end of the period you already paid for. Prefer not to use the portal? Email support and we'll help.
If I cancel, do I lose access immediately?
No. You keep full access through the end of the billing period you already paid for. Your subscription simply won't renew after that — you're never cut off mid-period.
Do you offer refunds?
We don't refund the current billing period once it's been charged, but you can cancel anytime to make sure you're not charged again.
What happens to my checklists and history if I cancel?
Nothing is deleted. Your checklists, staff, and history stay tied to your account — cancelling just stops billing and access until you resubscribe.
What happens if my card payment fails?
Your account is marked past due and you'll be asked to update your payment method before you can get back into the app. Nothing is cancelled automatically the moment a single payment fails.
Ask before you pay.
We'd rather answer it now than have you find out the hard way.
Email support