In this article you will learn about the Onfleet trial offer, how telephony billing works and how to view and manage your current plan.
- Billing Overview
- Frequently Asked Questions
- Call/SMS Billing Records
- View Current Plan
- Update Payment Information
- Cancel Account
Billing Overview
Trials: Onfleet offers a 14-day free trial to give you some time to determine whether the platform is a good fit for your needs. Should you have any questions during your trial, please contact sales@onfleet.com.
Once your 14-day free trial has ended you will be required to choose a plan from the Plans & Billing tab in your administrator's dashboard settings.
For more information about our available plans, see Onfleet Plans and Pricing.
Monthly plans: You will be immediately charged a prorated amount for the selected plan to cover the remainder of the current month. On the first of each following month, you will be automatically charged for the selected plan and any task overages and telephony used in the previous month.
Annual plans: You will be immediately charged a prorated amount for the selected plan to cover the remainder of the current month and for 12 additional months. On the first of each following month, you will be automatically charged for any task overages and telephony used in the previous month.
Upgrades: You may upgrade your plan at any time from the "Plans & Billing" tab of your administrator's dashboard settings.
Monthly Upgrades: If you are on a monthly plan and upgrade to a higher cost monthly plan, you will be charged a prorated amount for the remainder of the month and will immediately have access to the features of the new plan.
Annual Upgrades: If you are on an annual plan, you will be immediately credited with the unused months of your current plan and charged for 12 months of the new plan.
Downgrades: You may downgrade your plan within 30 days of the end of your plan renewal date. You will maintain access to your current plan's feature set until the end of the month, at which time you will be automatically downgraded to the new plan.
Credit Card Information: We do not store your credit card information, so none of your sensitive billing information ever hits our servers. We use Stripe, a PCI Service Provider Level 1 certified (the most stringent level of certification) payment processor to handle our recurring billing needs.
Frequently Asked Questions
What is a "task"?
A task is the core unit of work to be completed by drivers (e.g. a pickup or delivery). For billing purposes, tasks are counted when completed through Onfleet’s driver app or through any other method, such as an API call.
Why do you require a credit card for the free trial?
We require a credit card on file to configure your billing account and issue the free trial; however, no charges will be applied until you have selected a billing plan at the end of your 14-day trial period.
Can I get a discounted rate if I do high delivery volumes?
If your business expects to use more than 25,000 tasks per month, contact our sales team for enterprise pricing.
What payment methods does Onfleet accept?
You can pay for your plan’s monthly or annual subscription using Visa, Mastercard or American Express. Additional payment methods are available with our annual Professional and Enterprise plans. Contact sales for more information.
Why are you charging separately for calls and SMS?
Telephony rates vary by country and usage varies tremendously from customer to customer. In order to charge for telephony fairly, we negotiate the best rates possible with our providers and then bill you for just your usage at cost (no markup).
Call and SMS Billing Records
You can download a complete history of telephony charges from Settings > Billing > Download Telephony Records.
View Current Plan
You can view your current plan in the Plans & Billing tab in your admin's dashboard settings. You will also be able to see how many tasks have been completed in the current month, how many remaining in your plan, any overages or telephony fees, and other important information.
Update Payment Information
If you need to update your credit card, you can do so by clicking the Update Card button under the Billing details section of the Plans & Billing tab in your admin's dashboard settings.
Cancel Account
Trials: It is not necessary to cancel a trial account. If a trial expires and you do not choose a plan your credit card will not be charged.
Active Plans: To request the cancellation of your account, simply click "Request account cancellation" and our support team will cancel your account and provide confirmation via your admin email address.
Refunds: Per Onfleet's Terms of Service, there are no refunds of prepaid fees. If Onfleet determines a refund is justified in its sole discretion, Onfleet will deduct any processing fees incurred as part of the original transaction.