Money & Billing | Workspace
Understand your ServiceTooly subscription
Review plan access, trial time, usage, invoices, and the effect of changing or canceling a plan.
Sign in to your company workspace to use the related controls.
What this section includes
- Open Subscription & Billing
- Check usage-based charges
- Update payment details
- Change the plan
- Cancel or reactivate
Start-to-finish instructions
Open Subscription & Billing
Review the exact effective status, plan, renewal date, included features, and current usage.
Check usage-based charges
AI, voice, messaging, or lead products may be billed by actual use in addition to the base plan.
Update payment details
Use the secure billing portal; do not send payment information to support.
Change the plan
Review when the change takes effect, prorated amounts, and which features will be added or removed.
Cancel or reactivate
Read the effective date and data-access notice before confirming, then save the confirmation.
Helpful tip: A failed payment and a manually suspended company are different statuses; the billing page explains the effective status.
What success looks like
- The record is saved, the status is correct, and the next person can see what to do without asking for missing details.
Common problems
- If a button or page is unavailable, confirm your company, plan, role, and the status shown on the page before retrying.