Payment failed or read-only: get full access back

Overview#

If your TradesWork subscription payment fails, you keep full access for a 7-day grace period while you update your card. After that, or when a trial or subscription ends, the company becomes read-only: everyone can still look everything up, but nothing can be changed until billing is fixed. Your data is never deleted for non-payment, and the billing page always stays open so you can pay.

Before you start#

• Only Owners and Admins can update billing. Everyone else sees Ask the owner to update billing.

Steps#

When a payment fails#

1. A yellow banner says The last payment failed. Update billing within N days to keep full access. The plan page badge shows Payment failed and Read-only in N days.

2. Open Settings › Your Account › Plan & Billing (or press Go to billing in the banner).

3. Press Manage billing and update your card in the billing portal.

4. When the payment goes through, the banner disappears.

When the company is read-only#

1. A red banner shows one of:

   • Payment is overdue. The company is read-only until billing is updated.

   • Your free trial has ended. The company is read-only until a plan is chosen.

   • Your subscription has ended. The company is read-only.

2. Open Settings › Your Account › Plan & Billing.

3. If payment is overdue, press Manage billing and update your card. After a trial or a cancelled subscription, choose a plan and press Subscribe.

4. Full access returns as soon as the payment is confirmed.

What read-only allows#

• Reading customers, jobs, invoices, the price book, reports and other records.

• The plan and billing page, so you can pay.

• Everything that changes data (booking, editing, invoicing, taking payments, settings) is withheld, and edit controls are hidden.

Settings that change this#

• Settings › Your Account › Plan & Billing: plan, card and status.

Tips#

• Keep a backup card on file in the billing portal so a single decline doesn't start the clock.

• Tell your team ahead of time: during read-only, technicians can't update jobs or take payments in the field app.

Troubleshooting#

• My team can't edit anything → the company is read-only. → An Owner or Admin fixes billing on the plan page.

• I updated my card but it's still read-only → the payment hasn't been confirmed yet. → Wait a few minutes and reload. Access comes back when the billing provider confirms the payment.

• I'm not an Owner or Admin → you'll see Ask the owner to update billing. → Tell your owner.

FAQ#

Is my data deleted if I don't pay? No. Read-only keeps everything.

Can my team take payments while we're read-only? No. Recording and taking payments are changes, so they're withheld until billing is fixed. Sort billing out quickly to avoid disruption in the field.

How long is the grace period? 7 days from the failed payment.

Coming from ServiceTitan#

Nothing to bring over here. This is about your TradesWork subscription.