Billing FAQ

1. When does billing start?

When you create an account, you start by entering a few details, such as your website URL, lead routing email, and bot color. After that, we generate the AI assistant script for your website.

After that, you have the option to either: (a) go to the payment screen to complete the transaction, or (b) talk to someone from our sales team.

If you choose to advance to the payment screen, billing begins when you pick your plan and submit payment to complete setup. From there:

• The first charge happens immediately when you check out
• You’re then billed monthly on the same calendar day each month
• If you choose to talk to a member of our team instead of self-serve checkout, billing starts once your agreement is finalized and the subscription is activated

2. What happens at the end of my term? Does it auto-renew?

Yes. All plans auto-renew by default at the end of the term (quarterly or annual), and billing continues monthly unless you give notice before renewal.

3. What is your cancellation policy?

You can cancel renewal at any time, however service continues through the end of your term.

Quarterly: you can notify us any time that you don’t want to renew. Your subscription stays active (and continues billing monthly) through the end of the current quarter.

Annual: to prevent renewal, send an email to support@roof.ai. We ask that you give us at least 30 days notice before the end of your contract.

4. Can I upgrade my plan in the middle of my term?

Yes. For now, plan changes are handled by our team: email support@roof.ai and we’ll help you switch to the right tier. Changes take effect on your next billing cycle.

5. Are there any usage limits on conversations or chat volume?

No, there are no limits on any of our plans.

6. Can I add the Mortgage add-on to any plan?

Mortgage is included as part of the Roof AI Lifecycle plan, and can be added on the Intel plan. However, it’s unavailable as part of the Core plan.

7. What payment methods do you accept?

For self-serve checkout, you can pay using credit/debit card, Apple Pay, and Google Pay.

8. Can I change my payment method?

Yes – if you need to update the card on file, contact support@roof.ai and we’ll send you a secure billing link to update your payment method.

9. Where can I find my invoices and receipts?

You can download invoices and receipts through your personalized billing portal here.

10. Do you charge setup or onboarding fees for the Core plan?

No, there are no setup or onboarding fees for Roof AI’s Core plan.

1. When does billing start?

When you create an account, you start by entering a few details, such as your website URL, lead routing email, and bot color. After that, we generate the AI assistant script for your website.

After that, you have the option to either: (a) go to the payment screen to complete the transaction, or (b) talk to someone from our sales team.

If you choose to advance to the payment screen, billing begins when you pick your plan and submit payment to complete setup. From there:

• The first charge happens immediately when you check out
• You’re then billed monthly on the same calendar day each month
• If you choose to talk to a member of our team instead of self-serve checkout, billing starts once your agreement is finalized and the subscription is activated

2. What happens at the end of my term? Does it auto-renew?

Yes. All plans auto-renew by default at the end of the term (quarterly or annual), and billing continues monthly unless you give notice before renewal.

3. What is your cancellation policy?

You can cancel renewal at any time, however service continues through the end of your term.

Quarterly: you can notify us any time that you don’t want to renew. Your subscription stays active (and continues billing monthly) through the end of the current quarter.

Annual: to prevent renewal, send an email to support@roof.ai. We ask that you give us at least 30 days notice before the end of your contract.

4. Can I upgrade my plan in the middle of my term?

Yes. For now, plan changes are handled by our team: email support@roof.ai and we’ll help you switch to the right tier. Changes take effect on your next billing cycle.

5. Are there any usage limits on conversations or chat volume?

No, there are no limits on any of our plans.

6. Can I add the Mortgage add-on to any plan?

Mortgage is included as part of the Roof AI Lifecycle plan, and can be added on the Intel plan. However, it’s unavailable as part of the Core plan.

7. What payment methods do you accept?

For self-serve checkout, you can pay using credit/debit card, Apple Pay, and Google Pay.

8. Can I change my payment method?

Yes – if you need to update the card on file, contact support@roof.ai and we’ll send you a secure billing link to update your payment method.

9. Where can I find my invoices and receipts?

You can download invoices and receipts through your personalized billing portal here.

1. When does billing start?

When you create an account, you start by entering a few details, such as your website URL, lead routing email, and bot color. After that, we generate the AI assistant script for your website.

After that, you have the option to either: (a) go to the payment screen to complete the transaction, or (b) talk to someone from our sales team.

If you choose to advance to the payment screen, billing begins when you pick your plan and submit payment to complete setup. From there:

• The first charge happens immediately when you check out
• You’re then billed monthly on the same calendar day each month
• If you choose to talk to a member of our team instead of self-serve checkout, billing starts once your agreement is finalized and the subscription is activated

2. What happens at the end of my term? Does it auto-renew?

Yes. All plans auto-renew by default at the end of the term (quarterly or annual), and billing continues monthly unless you give notice before renewal.

3. What is your cancellation policy?

You can cancel renewal at any time, however service continues through the end of your term.

Quarterly: you can notify us any time that you don’t want to renew. Your subscription stays active (and continues billing monthly) through the end of the current quarter.

Annual: to prevent renewal, send an email to support@roof.ai. We ask that you give us at least 30 days notice before the end of your contract.

4. Can I upgrade my plan in the middle of my term?

Yes. For now, plan changes are handled by our team: email support@roof.ai and we’ll help you switch to the right tier. Changes take effect on your next billing cycle.

5. Are there any usage limits on conversations or chat volume?

No, there are no limits on any of our plans.

6. Can I add the Mortgage add-on to any plan?

Mortgage is included as part of the Roof AI Lifecycle plan, and can be added on the Intel plan. However, it’s unavailable as part of the Core plan.

7. What payment methods do you accept?

For self-serve checkout, you can pay using credit/debit card, Apple Pay, and Google Pay.

8. Can I change my payment method?

Yes – if you need to update the card on file, contact support@roof.ai and we’ll send you a secure billing link to update your payment method.

9. Where can I find my invoices and receipts?

You can download invoices and receipts through your personalized billing portal here.