- What's included
- Unlimited estimates
- Job booking & calendar
- Invoicing & email invoices
- Stripe payment links
- Customer database
- Basic AI assistant
- Basic bookkeeping dashboard
Pick the plan that matches how your business runs today. Upgrade when you add team members, locations, and automation. No contracts, cancel anytime.
The cards help you pick fast. This table helps you justify the upgrade.
| Feature | Starter | Pro | Business |
|---|---|---|---|
| Core tools | |||
| Estimates, invoices & payments | Included | Included | Included |
| Job booking & calendar | Included | Included | Included |
| Customer database | Included | Included | Included |
| Stripe payment links | Included | Included | Included |
| AI & automation | |||
| AI assistant | Basic | Advanced | Advanced |
| Automated follow-ups | — | Included | Included |
| AI business insights | — | Included | Included |
| AI receptionist integration | — | — | Included |
| Reporting & team | |||
| Bookkeeping & P&L | Basic dashboard | Full reporting | Advanced analytics |
| Expense tracking | — | Included | Included |
| Team members | Owner only | Up to 5 | Unlimited |
| Multiple teams & locations | — | — | Included |
| Branding & support | |||
| Custom branding | — | — | Included |
| API integrations | — | — | Included |
| Support | Standard | Priority | Dedicated onboarding |
Yes. Every plan starts with a 14-day free trial. We ask for a card up front, but you're not charged until the trial ends — cancel anytime before then and you won't pay a cent.
Absolutely. Upgrade or downgrade anytime from your subscription settings. Changes take effect immediately and we prorate the difference.
A team member is anyone with their own login — office staff, team leads, or field techs. Starter is built for a single owner-operator, Pro includes up to 5 seats, and Business is unlimited.
Umano uses Stripe for card payments. Your customers pay through a secure link on your invoice, and the money lands directly in your connected account. Standard Stripe processing fees apply.
Yes. Switch the toggle at the top of the page to annual billing and save 20% compared to paying monthly.
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