Plan & usage

Use Settings → Plan & usage to review the plan and usage for the shop currently selected in TorqueOps. Ask the shop owner if your role cannot open this setting.

Check the current plan

The plan names are Starter, Operations, and Growth. Enterprise is contact-only. Use the current offer shown for your shop to check price, currency, billing interval, taxes, and any trial or renewal terms before confirming a change.

An offer can depend on country and billing eligibility. A plan name does not guarantee that a payment provider or messaging connection is available. See Integrations.

Read usage before adding work

Review the counts, limits, remaining capacity, and unavailable or reconciling states shown in Plan & usage.

The monthly work-order allowance follows the calendar month in the shop's configured timezone. Deleting or archiving a job does not return monthly creation usage.

Inventory capacity counts SKU definitions, not the quantity of parts in stock. The service limit counts reusable definitions in the shop's service catalog, not work already recorded on a job. Customer records, vehicle records, and saved history have no plan record-count cap. There is no separate estimate quota.

Seats include active memberships and unexpired pending invitations. Review invitations before adding someone again.

File storage is separate from record counts. 1 GiB = 1,073,741,824 bytes. Existing Operations accounts with a protected earlier storage allocation retain the actual amount shown in their account, at least 20 GiB. Check the allocation displayed for the selected shop.

The dashboard's analytics horizon controls the period queried. It does not delete older records or limit access to their individual history.

Resolve a capacity block

Check the selected shop, then refresh usage. If a count remains unavailable, do not treat it as zero. Follow the available action or ask the shop owner to review the plan.

A capacity limit by itself does not prevent finishing, invoicing, correcting, or reading existing work. Full storage blocks only operations that need additional storage; existing files remain available under their usual access permissions.

A downgrade does not automatically delete records or files. If usage exceeds the new limit, further growth in the affected capacity can be blocked. Do not delete jobs, invoices, financial history, or customer evidence to force the account to fit. Archiving does not reset monthly creation usage. See Data handling.

Start a Growth trial or subscription

1. In Plan & usage, compare the offers available to your shop and choose monthly or annual billing.
2. If eligible, choose Start trial for a 14-day Growth trial. A card is required. Review the recurring price and billing interval in Stripe Checkout before completing it. If a trial is not offered, the plan action starts a paid subscription instead.
3. Return to TorqueOps and verify the confirmed plan and trial end date. A redirect alone does not activate a trial or paid access.
4. To manage payment details or cancel, choose Billing to open Stripe's secure billing portal. Cancel before the trial ends to avoid its renewal charge. Unless cancelled, the selected recurring charge is attempted after 14 days. Confirm the resulting subscription state when you return.

Change a plan or cancel a scheduled change

1. Review the target plan, billing interval, charge, and effective date before confirming.
2. An upgrade charges the displayed prorated difference to the saved payment method and takes effect after payment is confirmed.
3. A downgrade or annual-to-monthly change is scheduled for the next renewal. The current plan and interval remain active until then, with no charge today. Confirm the target plan, interval, and date under Scheduled change.
4. To keep the current subscription or choose a different offer, select Cancel scheduled change and confirm. This cancels the pending change; the current plan and interval continue renewing. After the page confirms cancellation, choose another eligible offer if needed.

After a provider return, verify the current or scheduled plan state in TorqueOps. If a change is pending or unconfirmed, use Refresh billing before starting another change. Leaving Checkout without completing it does not grant plan access.

If a feature remains unavailable, read its displayed reason. Permission, plan, provider setup, and capacity are different requirements. See Troubleshooting.