Managing Your Subscription
This section provides comprehensive information about SwiftReporter's subscription plans, features, and how to manage your subscription status through the app.
Getting Started with Subscriptions
Free Trial
When you sign up for SwiftReporter, you automatically receive a 30-day free trial that gives you access to all features:
- Create unlimited inspections
- Generate unlimited reports
- Access all templates and AI features
- Full functionality during the trial period
Your trial status and expiration date are displayed in your Account Settings.
Subscription Plans
SwiftReporter offers subscription plans designed for professional inspectors:
- Monthly Subscription: Unlimited reports and inspections
- Annual Subscription: Better value with yearly billing
- Individual Reports: Purchase report credits without a subscription
Viewing Your Subscription Status
Account Settings
Access your subscription information through:
- Navigate to Account Settings from the main menu
- View your Subscription Details section
Your subscription status will show one of the following:
- Active: Your subscription is current and active
- Trialing: You're in your 30-day free trial period
- Past Due: Payment is overdue but access continues temporarily
- Unpaid: Payment failed and needs attention
- Canceled: Subscription is cancelled but may have remaining access
- Free Tier: Using the free version with limited features
Key Information Displayed
- Current Status: Active, trialing, past due, etc.
- Renewal/Expiration Date: When your subscription renews or trial ends
- Cancellation Notices: If your subscription is set to cancel
- Reports Remaining: For users with individual report credits
Managing Your Subscription
Accessing Subscription Management
- Go to Account Settings
- Click Manage Subscription (for active subscribers)
- You'll be redirected to the secure Stripe Customer Portal
What You Can Do in the Customer Portal
The Stripe Customer Portal allows you to:
- Update Payment Methods: Add, remove, or update credit cards
- View Billing History: Download invoices and payment records
- Change Subscription Plans: Upgrade or downgrade your plan
- Cancel Subscription: End your subscription with proper notice
- Update Billing Information: Change address and contact details
- Download Receipts: Access all payment documentation
Subscription Cancellation
If you need to cancel your subscription:
- Access the Customer Portal through Manage Subscription
- Select Cancel Subscription in the portal
- Follow the prompts to confirm cancellation
- Your access continues until the end of your billing period
Important: Once cancelled, your subscription will show "set to cancel automatically at the end of this period" in your Account Settings.
Alternative: Individual Reports
When to Use Individual Reports
Individual report purchases are ideal for:
- Occasional inspectors who don't need unlimited reports
- Users who want to try the service beyond the trial
- Seasonal inspection work
- Backup option when subscription expires
Purchasing Individual Reports
- Navigate to Account Settings
- Click Purchase More Reports
- Select the number of reports you need
- Complete checkout through Stripe
Each report credit allows you to generate one complete inspection report.
Subscription Status Scenarios
Active Subscription
- Unlimited report generation
- Full access to all features
- Automatic renewal on billing date
- Access to customer portal for management
Trial Period
- 30 days of unlimited access
- All features available
- No payment required during trial
- Warning notifications as trial expiration approaches
Past Due or Unpaid
- Temporary continued access
- Urgent payment required
- Access to customer portal to update payment
- Service may be limited if payment remains outstanding
Canceled Subscription
- Access continues until period end
- Cannot generate new reports after expiration
- Option to resubscribe available
- Existing data remains accessible
Billing and Payments
Payment Security
- All payments processed securely through Stripe
- Industry-standard encryption and security
- PCI-compliant payment processing
- No credit card information stored in SwiftReporter
Payment Methods
Accepted payment methods include:
- Major credit cards (Visa, MasterCard, American Express, Discover)
- Bank transfers (where available)
- Other methods supported by Stripe in your region
Billing Cycles
- Monthly: Billed every 30 days from signup
- Annual: Billed yearly with potential savings
- Individual Reports: One-time payments per purchase
Troubleshooting Common Issues
Payment Failed
If your payment fails:
- Check your payment method is valid and has sufficient funds
- Update payment information in the Customer Portal
- Contact your bank if the card is being declined
- Reach out to support if issues persist
Cannot Access Customer Portal
If you can't access the management portal:
- Ensure you have an active subscription or trial
- Check your internet connection
- Try logging out and back in to refresh your session
- Contact support if the issue continues
Tips for Managing Your Subscription
- Monitor Usage: Keep track of your inspection volume to choose the right plan
- Update Payment Methods: Ensure your payment information stays current
- Download Invoices: Save receipts for business expense tracking
- Plan Renewals: Be aware of renewal dates to avoid service interruption
- Consider Annual Plans: Often provide better value than monthly billing
- Use Free Trial Fully: Explore all features during your trial period
