Billing FAQ for paid plans

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 your AI assistant's 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 or quarterly depending on the billing term you chose
• 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 (monthly or quarterly), and billing continues 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. To cancel your Roof AI subscription on either a monthly or quarterly plan, simply visit your AI assistant settings.

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

Yes, you can upgrade your plan from your AI assistant settings.

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

No, there are no limits on any of our paid plans. Our free plan has a limit of 5 leads per month, with unlimited conversations.

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

Mortgage is included as part of the Roof AI Full service plan, and can be added on the Intelligence 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, you can do so in your assistant settings.

9. Where can I find my invoices and receipts?

You can visit the billing section in your assistant settings. Additionally, you will receive invoices from Stripe.

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

No, there are no setup or onboarding fees for any of Roof AI’s plans.