Getting Started

Subscription Management

The Subscription page is where you manage your account. Field Service CRM users are responsible for their own subscription management, activation of new users or deactivation of the unused ones, along with the costs associated with the number of users on the account. If you want to review your subscription, you can do it in Company Settings, My Subscription section.

The top section on the right shows your current plan details, payment details with the ability to change your credit card, and a button to request account cancellation. To make changes to your account, such as adding users or a customer portal, click Configure Plan.

In this window you can increase or decrease the number of users, and choose from add-ons such as text number and customer portal access.

The last section of this page is your list of subscription invoices. The latest few invoices are shown first, and you can click All Invoices to show more. To view an invoice, click its three-dot icon and choose Download PDF.

 

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