As your business grows, you may find you need more team seats than your current plan provides. QuickEstimate makes it straightforward to upgrade your plan at any time — your existing data, estimates, and settings are fully preserved, and your team keeps working without any interruption.
Upgrade vs. adding extra seats
If you only need a few more seats, you may not need to upgrade your plan at all — you can purchase additional seats directly on your current plan (available on Pro and Business). Upgrading your plan makes more sense when you also want access to higher-tier features, or when you need more seats than your current plan's maximum allows.
Which Plan Should I Upgrade To?
Here is a quick overview of what each plan supports to help you decide:
| Plan | Included seats | Max seats | Best for |
|---|---|---|---|
| Starter | 1 | 1 | Solo tradespeople |
| Pro | 3 | 10 | Small teams up to 10 |
| Business | 10 | 50 | Growing teams up to 50 |
| Enterprise | Custom | Unlimited | Large organisations |
You can view a full side-by-side plan comparison — including all features, not just seats — by going to Account Settings → Plan & Billing → Compare Plans.
How to Upgrade Your Plan
Only the account Owner can upgrade the plan. Admins can view billing details but cannot make plan changes.
Click your account name in the top-right corner of any page and select Account Settings from the dropdown menu.
Select Plan & Billing from the left-hand settings menu. Your current plan, renewal date, and seat usage are shown at the top of this page.
Under your current plan summary, click the Change Plan button to open the plan selector.
Choose the plan you want to upgrade to. You will see a breakdown of what is included and the price difference compared to your current plan. Select your preferred billing frequency — monthly or annual (annual saves up to 20%).
QuickEstimate calculates a prorated charge for the remainder of your current billing cycle — you only pay the difference, not the full new plan price upfront. Review the cost summary and click Confirm Upgrade to complete the change.
Your new seat allowance is available immediately after upgrading. Head to Account Settings → Team to invite new members right away.
If you are upgrading from a monthly plan to an annual plan at the same time, the prorated calculation takes into account the days remaining in your current monthly cycle before switching you to the annual billing schedule.
What Happens to Your Data and Settings
Upgrading your plan is seamless — nothing is lost or reset during the process:
- All existing estimates, proposals, clients, and line items remain exactly as they are.
- Your team members keep their current roles, permissions, and notification preferences.
- Any templates, custom labour rates, and saved settings are preserved.
- Your integration connections — such as Xero or QuickBooks — stay active and do not need to be reconnected.
- The upgrade takes effect immediately; there is no maintenance window or downtime.
Upgrading to a higher plan unlocks new features immediately, but if you later downgrade, any data that relies on higher-tier features — such as advanced reporting or custom approval workflows — may become read-only or restricted. It is worth reviewing what each plan includes before switching.
Upgrading to Enterprise
If your team exceeds 50 members or you have specific requirements around custom onboarding, invoicing, SSO, or dedicated account management, the Enterprise plan is designed for you. Enterprise plans are not self-serve — they are tailored to your organisation's size and needs.
- Contact our sales team via the Get in Touch page or email sales@quickestimate.io.
- We will walk you through a demo, discuss your requirements, and put together a custom quote.
- Enterprise accounts can be migrated from any existing plan with full data continuity and a dedicated onboarding specialist.