Field service mode can be used for free and with no time limit if your team is very small and one module is enough for you. There is nothing to enable or pay for separately: as long as you stay within the free conditions, no bill is issued.
What's included for free
Two conditions, and both must be met at the same time:
- Up to 2 employees. Active company employees are counted.
- Only the "Tasks" module. This is the core of the mode: creating tasks, assigning workers, completion statuses.
Everything else — the client portal, financial documents, inventory, work location control, and the other modules — is paid.
What happens when you go beyond the limits
The switch to a paid plan happens automatically, without separate consent and without stopping your work. Either of the two is enough:
- you enabled any module besides "Tasks";
- the company now has more than two active employees.
Nothing is blocked and nothing disappears: the company simply starts counting as paid.
How the payment is calculated. You pay for every enabled module and for every employee — including those who fit within the free limits, and including the "Tasks" module itself. Two examples:
- Three employees, only the "Tasks" module enabled. You pay for "Tasks" for all three.
- Two employees, but one more module is enabled — for example, "Financial documents". You pay for "Tasks", for "Financial documents", and for both employees.
Important: the reverse transition is also possible. If you disable the other modules and keep no more than two employees, the free usage conditions apply again.
How to tell that you are still within the free limits
- Count the employees yourself in the Employees section — there is no separate counter in the app.
- The enabled modules — in Company settings → Modules. The price of each module is listed there as well.
Access rights
| Role | What they can do |
|---|---|
| Employee | Doesn't see the plan settings |
| Administrator | Sees the enabled modules and the list of employees |
| Owner | Full access, including billing |
Possible problems and solutions
| Problem | Cause | Solution |
|---|---|---|
| A bill appeared although nothing was purchased | A module besides "Tasks" is enabled or a third employee was added | Open Company settings → Modules — it shows which modules are enabled. Count the employees yourself in the Employees section: there is no separate counter in the app |
| Enabled one module, but the bill also includes "Tasks" | The payment is calculated for every enabled module and for every employee, including "Tasks" itself | That's how billing works; to return to the free conditions, disable the extra module |
| The client portal or financial documents don't work | These are paid modules; they are not part of the free conditions | Enable the module you need — the company will switch to a paid plan |
| Disabled a module, but the bill remains | Billing is recalculated for the period in which the module was enabled | Wait for the next period |
FAQ
Question: Do I need to do anything to use it for free? Answer: No. As long as the two conditions are met — no more than two employees and only the "Tasks" module enabled — usage is free.
Question: Is this a trial period? Answer: No, there is no time limit.
Question: What is included in the "Tasks" module? Answer: Creating tasks, assigning workers, and completion statuses — the core of field service mode.
Question: What happens if I add a third employee? Answer: The company will automatically switch to a paid plan. Work won't stop.
Question: Can I return to the free conditions? Answer: Yes. Disable the other modules and keep no more than two employees.
Question: Is the client portal included in the free conditions? Answer: No, it's a separate paid module.
Question: I enabled one module, but I still have two employees. What is the bill for? Answer: For every enabled module and for every employee. If "Tasks" and "Financial documents" are enabled and there are two employees, you pay for both modules for both employees.
Question: And if there are three employees but only the "Tasks" module? Answer: You pay for "Tasks" for all three. The free conditions apply only while there are no more than two employees.