Plans and billing
ProjectSmith is billed monthly, per seat, in US dollars. You choose how many Member and Planner seats the workspace has, and give them to people on Settings > Users. People without a seat, such as Autotask resources who only appear in capacity planning, are free.
Only the workspace Owner and Admins can see and change billing, whatever seat they hold.
Prices
Section titled “Prices”| Seat | Price | Who it’s for |
|---|---|---|
| Member | US$20 per person per month | Technicians and engineers: keep track of time and work your own tasks |
| Planner | US$59 per person per month | Project managers, service delivery managers and team leads: everything managerial |
A Member seat covers boards and tasks, My time (week grid, timer, submit), leave requests, raising approval requests, and your own capacity and utilisation.
A Planner seat adds everything managerial: approving time, leave and requests; project budgets and fixed-price milestones; the portfolio; planning capacity for other people; team utilisation and project reports; and creating projects and board templates.
Owners and Admins administer users, billing and settings on any seat. Seats decide what someone can use; roles decide what they can administer. See Roles and sections.
- One price per seat. No tiers, no annual contract, no onboarding fee.
- The minimum is US$99/month (1 Planner + 2 Members). There is no separate minimum charge.
- The Autotask connector is included.
A worked example
Section titled “A worked example”An MSP with 10 technicians on Member seats and 2 project managers on Planner seats pays:
| 10 Members × US$20 | US$200 |
| 2 Planners × US$59 | US$118 |
| Per month | US$318, plus applicable taxes |
The free trial
Section titled “The free trial”- A new workspace starts with a 14-day free trial and every feature, Planner features included.
- No card is needed to start. Nothing is charged during the trial.
- To keep going after the trial, an Owner or Admin adds a card on Settings > Billing at any time during the trial. Billing starts when the trial ends.
- We email the Owner before the trial ends.
- If the trial ends with no card on file, the workspace is suspended: people can’t use it until an Owner or Admin adds a card on Settings > Billing. Nothing is deleted, and adding a card reactivates it.
Card details are collected by Stripe, our payment processor. ProjectSmith never sees or stores the full card number.
Currency and tax
Section titled “Currency and tax”Every workspace is billed in US dollars (USD) only. Your bank or card issuer may convert the charge to your local currency.
Your workspace currency (shown on Settings > Workspace) is your Autotask currency. It’s used for project budgets, charges and milestones, and doesn’t change what you’re billed in.
Prices are plus applicable taxes; any tax that applies is shown on the invoice. Prices are listed on the pricing page, and you’re told in advance of any change.
Change your seat counts
Section titled “Change your seat counts”You can add or remove seats at any time.
- Go to Settings > Billing.
- Under Seats, change the number of Member seats or Planner seats.
- Confirm. The new seats are available to assign straight away.
Screenshot placeholder: Settings > Billing with the seat quantities and the next invoice estimate.
Mid-month changes
Section titled “Mid-month changes”Changes are prorated:
- Adding seats mid-month: you pay for the rest of the current month for the new seats. The amount is added to your next invoice.
- Removing seats mid-month: the unused part of the month is credited against your next invoice.
You can’t remove seats that are in use. To go from 10 Member seats to 8, first take the seat away from two people (or deactivate them) on Settings > Users, then reduce the count. You also can’t go below the minimum of 1 Planner and 2 Members.
Invoices and payment
Section titled “Invoices and payment”- Your card is charged automatically each month once the trial has ended.
- Every invoice is listed under Invoices on Settings > Billing, with a PDF to download. Invoices and card details are handled by Stripe.
- To change the card, go to Settings > Billing and update the payment method, or use Manage in Stripe.
If a payment fails
Section titled “If a payment fails”The Owner is emailed and Settings > Billing shows that the last payment failed. Update the card and the payment is retried. If payment still can’t be collected, the workspace may be suspended until it is paid. Your data is kept.
Cancelling
Section titled “Cancelling”The Owner cancels on Settings > Billing (under Cancel subscription). The subscription runs to the end of the period you’ve paid for and isn’t renewed; you can undo the cancellation until then. During the trial, nothing has been charged, so there’s nothing to refund.
Deleting your workspace
Section titled “Deleting your workspace”When you no longer need the workspace, the Owner can first export its data from Settings > Workspace, then request deletion there. Access ends straight away, and the subscription is set to end with the current billing period at the same moment, so you don’t need to cancel it separately and there are no further invoices. The workspace’s data is permanently deleted 30 days after the request, so there’s time to change your mind. Audit records are kept. Nothing is deleted from your Autotask. See Export your data and delete your workspace and Data residency and sub-processors.
Common questions
Section titled “Common questions”Do I pay for people who appear in capacity planning but never sign in? No. Only seats cost money.
Can I get an annual plan? No. Every plan is monthly, which means you can change seat counts whenever your team changes.
Can I be billed in Australian dollars, pounds or euros? No. Billing is in US dollars only.
Can I pay by invoice instead of card? Contact support to talk about it.