Billing & Plans

Ziptask offers four plan tiers. All plans are billed in USD and can be cancelled at any time from the billing portal.

Plans

Plan	Price	Key features
Free	$0 / forever	Core tasks, items, due dates, assignment, real-time updates, comments, color tags; max 10 active lists
Starter	$24 / month	Everything Free + unlimited lists, file attachments, templates, recurring lists, calendar, task approvals, recent activity feed, custom roles
Pro	$49 / month	Everything Starter + performance tracking, leaderboard & rewards, teams, reporting & CSV export
Business	$79 / month	Everything Pro + early access to new features, speech to list, full activity log, projects & cost tracking, API access (coming soon)

Permissions

Action	Root	Admin	User
View current plan and billing status	✓	✗	✗
Upgrade / downgrade plan	✓	✗	✗
Access billing portal (invoices, card)	✓	✗	✗

How it works

Only Root can upgrade, downgrade, or cancel a subscription.
Clicking Upgrade opens a Stripe Checkout page in a browser tab. After payment succeeds, the account is automatically upgraded and the relevant features are unlocked.
Plan changes take effect within a few seconds of a successful payment.
On cancellation or failed payment, the account reverts to Free and all paid features are disabled.

Free trial

Paid plans include a 30-day free trial the first time an account subscribes.

Starting a paid plan opens Stripe Checkout, which requires a card but does not charge during the trial. Checkout clearly shows the trial length, that $0 is due today, and the date/amount of the first charge.
The account gets full access to that plan’s features for the whole trial (it shows as the paid plan with a “trial” status).
At the end of the trial the card is charged automatically and the subscription continues. Cancel any time before then (Account Settings → Billing) to avoid the charge — the account returns to the Free plan.
The trial is one per customer — cancelling and re-subscribing does not grant a second free trial.
The Free plan is separate: it needs no card and lasts forever (limited features). “Free to start” refers to the Free plan; the trial is a time-limited taste of a paid plan.

The trial length is configurable per environment (the PAID_TRIAL_DAYS setting), so it may differ from 30 days for a promotion. Set 0 to turn trials off. The marketing pricing page reads a matching value — keep the two in sync.

Free 14-day trial (no credit card)

New accounts can try every Business feature free for 14 days with no card, then automatically return to Free when it ends. This is separate from the card-required paid-plan trial above.

How to start: Root sees a “Start your free 14-day trial” call-to-action in several places — the welcome screen after signup, a card on the dashboard, the sidebar, and Account Settings → Billing. Starting it opens a short sheet where the owner can optionally pick starter packs; no payment details are collected. It works on the web and in the mobile apps.
Starter packs (a head start): the start-trial sheet offers ready-made checklist packs, with the one matching the account’s industry (from signup) pre-selected. Any packs the owner picks are copied into My Templates as editable templates when the trial begins — so the account isn’t blank on day one. Packs are optional; the trial starts fine with none, and the copies are the owner’s to edit or delete. Tapping a locked feature (the “Unlock” prompt) opens this same sheet when the account is still eligible for the trial; once the trial has already been used, that prompt shows plan options instead.
During the trial: the account has full Business access — recurring lists, photo proof, approvals, points & rewards, projects, reporting, and more. A “X days left in your free trial” reminder appears while it runs.
When it ends: the account automatically returns to Free. All data is kept — existing lists, projects, and points remain and stay viewable; the account just can’t create new active lists past the Free limit (10) or use the paid features until it upgrades. Features that were in use become locked with an upgrade prompt, not deleted.
One per account: the free trial can only be taken once. A Root who later subscribes to a paid plan converts straight to paid — they do not also get a second (30-day card) trial.
Upgrading during or after: put a card down any time to keep the features. On the mobile apps, upgrading to a paid plan is done on the web (the apps can’t take payment) — the free trial itself is unaffected by this and starts normally in-app.

Only the account owner (Root) can start the free trial.

Trial report (what you used → which plan keeps it)

When a free trial ends, Ziptask builds a personalized trial report so the owner doesn’t have to guess which plan to pick. It looks at what the account actually did during the trial and sorts each premium feature into one of three states:

Used — the feature was genuinely relied on (e.g. a recurring list that spawned and got worked, a project with real lists or costs). Only Used features drive the recommendation.
Explored — the feature was tried but not really adopted (e.g. a project created and left empty). Shown for transparency, but it does not push the recommendation to a higher plan — so someone who poked at Projects once isn’t told they need Business.
Not used — untouched.

From the Used features, the report recommends the lowest plan that keeps all of them. If the account didn’t lean on any paid feature, no plan is pushed — it just says Free covers them.

Where it shows: after the trial ends, the dashboard and Account Settings → Billing banners change to a short summary — the recommended plan, the features they used, an Upgrade button, and a “View trial report” link. The link opens the full three-state breakdown grouped by plan.
Who sees it: the account owner (Root) only.
Thresholds are conservative on purpose — the report would rather under-recommend (a motivated owner upgrades to a higher plan themselves) than over-recommend and cause sticker shock.
Availability: reports are generated for trials that end going forward; accounts whose trials ended earlier show the standard upgrade prompt instead. A few view-only features (Reporting, the Activity Log viewer, Calendar sync) aren’t yet in the report because there’s no usage signal stored for them.

Where billing is managed (web vs. mobile apps)

Plans, upgrades, downgrades, and payment are managed on the web app only (open Ziptask in a browser at your account URL).
The iOS and Android apps do not sell or change subscriptions. On mobile you can still see your current plan, but there is no Upgrade or Manage-billing button — purchase and payment happen on the web. This follows the Apple App Store and Google Play rules for subscriptions.
On mobile, the account owner sees a short note in Account Settings → Billing — “Manage your plan and billing at ziptask.app.” — so it’s clear where to go to make changes.
Any plan you buy on the web works everywhere: once an account is upgraded, the paid features unlock automatically in the mobile apps too.
If a payment fails, the mobile apps show a general “billing issue” notice; the full details and the option to update your payment method are on the web.
Welcome email: when someone creates a new account (email/password or Google/Apple sign-in), the account owner receives a welcome email that links to the web app where they can compare plans and upgrade.

Support notes

If a user’s plan didn’t update after a successful payment, ask them to wait a few minutes and refresh — plan changes are applied automatically once the payment is confirmed. If it still hasn’t updated, contact support.
Root can access the billing portal (cancel, update card, view invoices) from Account Settings → Billing on the web app.
If a user asks how to upgrade from their phone, tell them to open Ziptask in a web browser and upgrade there — the mobile apps intentionally don’t include purchasing. The new plan will then be active on their phone automatically.