Billing and your account.

1. Plans

Every plan has the rep app, quoting, proposals with online signing, the CRM and service, and Stripe deposits with QuickBooks. Higher plans add AI previews for reps (Plus), the website visualizer, review management and visitor tracking (Pro), and commercial bids (Commercial).

Prices, logins and preview allowances for each plan: getheadrail.com/pricing.

2. How billing works

1. You sign an Order Form with HeadRail. It names your plan, price, billing option and term.
2. We send you a secure card payment link (Stripe).
3. You pay on Stripe's page. Your card is saved there, not in HeadRail.
4. Later payments are charged to that card automatically, as your Order Form says.

Receipts come by email. Need an invoice or a different billing email? Write to admin@getheadrail.com.

3. Add a login or more previews

1. Email admin@getheadrail.com with what you need: an extra login, a preview pack (100 more previews a month), or a different plan.
2. We send you the change to approve and update your account, usually within 1 business day.
3. Then invite the new person in Admin › Team (see Invite your reps).

Add-on prices are on the pricing page.

4. See your previews this month

1. Open Admin › Usage.
2. Read the bars for reps and for your website: used, allowance and percent.

See it by day and by rep below. Allowances reset on the 1st of each month. When an allowance runs out, previews pause until next month: reps see "Your monthly previews are used up", and website visitors are asked for a quote instead.

5. Past due and paused accounts

An account is paused only after a payment is more than 15 days late and we have given you at least 5 days' written notice. Pay, or email us, and we turn it back on. Your data is never deleted because a payment is late.

6. Cancel

1. Download your data first (next section).
2. Email admin@getheadrail.com from the owner's address and say you want to cancel.
3. We confirm the last day of service by email.

A monthly plan ends at the end of the billing period. An annual plan runs, and is paid, to the end of its term; cancel before the deadline in your Order Form to stop it renewing. After the service ends you have 30 days to ask for an export.

7. Download all your data

Any time, on any account status, including paused.

1. Sign in as an owner.
2. Open Admin › Team.
3. Scroll to Your data.
4. Click Download all my data.

One file with your customers, quotes, CRM history, orders, signed proposals, service, commercial work, catalog and price books. Photos are not in the file: ask us if you need them. Spreadsheets of leads, customers and the pipeline are in Export your data.

8. Ask us to delete your data

1. Download your data first. Deleting cannot be undone.
2. Email admin@getheadrail.com from the owner's address and ask us to delete your account data.

We delete it within 30 days of your request, except anything the law requires us to keep, and confirm by email. Backup copies are overwritten within 30 days after that. One customer asking to be removed? An owner can delete a single lead in Admin › Leads (open the lead, then Delete lead). A customer who signed is kept: email us about those.