FieldDoc Billing Overview

Related: FieldDoc Pricing

How does FieldDoc bill customers and what type of subscription options does FieldDoc offer?

FieldDoc offers two distinct types of plans: Self-Serve and Sales Lead plans.

• Self-serve plans include a monthly or annual billing option and are billed per organization, not per account.

• Account-managed Aggregator plans calculate billing based on the scale and needs of the lead organization. Reach out to our team to get started.

FieldDoc also offers add-on services for any organization with a FieldDoc subscription. All add-on services are serviced through a unique statement of work.

What is a self-serve plan?

Self-serve plans are plans that include monthly and annual billing options - allowing you to manage billing directly through FieldDoc. Self-serve plans include:

• Standard Plan

• Groundwork

What is an account-managed plan?

Account-managed plans are built in collaboration with the FieldDoc team. The account-managed plans include:

• Aggregator Plan

• Add-on services.

How are self-serve plans billed?

• The Standard plan offers monthly and annual billing options, billed per organization, not per account. The Organization owner will manage the billing and have access to invoicing.

• The owner can choose to pay by credit card or bank statement. If you require a different form of payment due to restrictions at your organization, please get in touch with our team at [e-mail].

How are Account-managed plans billed?

Billing for Aggregator accounts is calculated and invoiced differently. We will discuss the payment options during our development of a statement of work.

When am I charged for my standard plan?

• When a new standard subscription is started, you are given a one-week free trial period. At the end of the trial period, your form of payment will be charged, unless you cancel before the end of the trial period.

• Charge frequency will be based on your choice fo a monthly or annual payment and will be based on the date that your registration started.

How are individual plans priced, and what are the costs for collaborators per month or year?

Visit our pricing page.

How are plans using Groundwork billed?

Groundwork is billed separately from the FieldDoc subscriptions.

How do I change the email address associated with my plan's billing?

Reach out to [e-mail] to change the email address associated with your plan's bill.

How do I upgrade or downgrade my self-serve plan?

Your Organization's owner can cancel your organization's subscription at any time. The plan will be downgraded to Basic for all users in your account at the end of the current billing cycle.

How do I delete my FieldDoc account?

Reach out to [e-mail] to delete your user account.

How do I review and download my plan's invoice?

Your organization owner can access all invoices from the organization settings.