Account Details & Upgrade or Cancel

Account Details, Upgrade, and Cancellation Management

Overview

The Account Details section provides visibility into subscription information, plan status, and administrative controls. Access to this section is limited to the primary contact designated on the account. Only the primary contact may perform actions such as upgrading a plan or submitting a cancellation request.

Accessing Account Details

To view account-specific information:

1. Open the Menu.

2. Select Settings.

3. Scroll to the bottom of the Settings page to locate the Subscription Details section.

If the user is not the primary contact, this section will not be displayed.

Available Information in Account Details

The Account Details section may include:

• Current subscription plan

• Renewal date and billing frequency

• Number of active users and usage limits

• Payment method status (if applicable)

• Account creation date

• Primary contact designation

• Links to administrative actions such as upgrade or cancellation

Displayed information may vary depending on the customer’s plan and billing configuration.

Upgrading the Account

If the primary contact chooses to upgrade:

• An Upgrade option will appear within the Subscription Details section.

• Selecting this option will display the available plan tiers.

• Upon selecting a new tier, the system will adjust the subscription immediately or at the next billing cycle, depending on plan rules.

• Any prorated charges or credits will be automatically calculated according to the subscription terms.

Submitting a Cancellation Request

If cancellation is required:

• A Cancellation Request option will appear in the Subscription Details section for the primary contact.

• Selecting this option will open the cancellation form.

• The primary contact must complete all required fields before the request can be submitted.

• If logged in, the cancellation form may also be accessed directly via the following link:

https://www.contractorforeman.net/manage_settings.php

Upon submission, the request enters the standard processing workflow defined for account termination.

Additional Notes

• Only the primary contact has the authority to modify subscription status.

• Changes to primary contact designation must be completed prior to attempting upgrades or cancellations.

• Account Details may not reflect real-time billing changes if external payment processing delays occur.