PlanIt Estimating · Settings, Branding & Account

Upgrade, change or cancel your plan

This guide is awaiting review — the steps may change.

What does this do?

Plans are changed from the pricing page and confirmed inside the app. Moving between plans changes your existing subscription, with the difference worked out for you on the next invoice; there is no new account and nothing to set up twice.

How to use it

  1. Go to planitflooring.com/pricing and press the button on the plan you want.
  2. Sign in to PlanIt if asked. A Move to <plan> panel appears showing the monthly price.
  3. Press Continue to payment (first subscription) or Move to <plan> (changing an existing one). Press Not now to back out.
  4. First subscriptions go to a Stripe checkout page. Your account, data and login stay exactly as they are.
  5. To update your card, or to cancel, press Manage subscription on the plan bar at the bottom of the app to open your billing portal.
  6. If a payment fails, the bar says so with an Update card button. You keep full access for 14 days of grace before the account drops to the Free plan.
Open PlanIt Estimating Still stuck? Email support

Related guides

Contact PlanIt support

Help & Support opens an email to the PlanIt team. A real person reads every message. Use it for anything Ask PlanIt cannot answer, or when something looks wrong.

Getting Started

Log out or switch to a different account

One PlanIt login works across Estimating, PlanIt EPOS, the customer portal and the fitter app. Log out when you hand a device to someone else or need to sign in as a different account.

Getting StartedEPOS

Your plan, free trial and billing for the till

The till is part of the Business plan: £99 per site a month for three seats and one till, with stock control and trade accounts. New accounts start on a 14-day trial with a card taken at sign-up; you are emailed when the trial ends and the first payment is taken three days later.

Settings & Account

Accept updated Terms & Conditions at sign-in

When PlanIt publishes a new version of its terms, you see an Updated Terms & Conditions screen the next time you sign in. Read what changed, agree, and carry on; it takes a few seconds and only happens when the terms actually change.

Settings, Branding & Account

Add bank details for deposits

Add your business bank details once and PlanIt shows them to the customer on the acceptance screen, together with the deposit amount and a payment reference. UK accounts use a sort code and account number; Irish and other euro-area accounts use an IBAN.

Settings, Branding & Account

Add your logo and brand colours

Your logo and colours go on every quote, fitter sheet, the login screen and every export. Pick a preset theme or your own colours, then save. Branding only sticks when you press Save Branding.

Settings, Branding & Account
Questions this guide answers
  • How do I upgrade to Business or Professional?
  • How do I change or cancel my plan?
  • My card payment failed, what do I do?
  • Is there a minimum term?

Last updated 2026-09-03 · Direct link for this feature