Frequently asked questions

Everything we get asked most often. Can't find what you're looking for? Email us.

Billing & cancellation

How does the Starter free trial work?
The 30-day free trial is on the Starter tier only — Professional and Business plans don't include a trial and are paid from day 1. You enter your card details at signup but aren't charged for 30 days. During the trial you get 5 quotes and every feature. On day 31 we bill your card at £39+VAT/mo. Cancel any time before day 30 and you'll never be charged. The trial is one-per-account: if you cancel and resubscribe later, you'll be billed from day 1 on whichever plan you pick.
What if I forget to cancel before day 31?
Your card is charged at the regular Starter price (£39+VAT/mo) and you continue on the Starter monthly plan with 5 quotes per cycle. You can cancel any time after — access stays until the end of the period you've been billed for — but the first month's charge isn't refundable. To avoid this, cancel any time during the 30-day trial via Account → Manage billing → Cancel plan; cancellations made during the trial are never charged.
How do I manage my billing or switch tiers?
On the Account page, the Subscription card on the right shows your tier, usage and renewal date. Click 'Manage billing' to open the Stripe Customer Portal — that's where you change plan, update your payment card, download invoices, or cancel. The 'Change plan' button next to it jumps straight to the plan picker. Upgrades are pro-rated and take effect immediately; downgrades apply at the start of your next billing cycle. Stripe holds your card details; we never see or store them.
How do I cancel my subscription?
Account → 'Manage billing' → in the Stripe Customer Portal click 'Cancel plan' and confirm. Your plan stays active until the end of the current billing period (the cancellation date appears on your Account page once scheduled), and you keep all features and remaining quote quota until then. No pro-rata refund. Resubscribe any time before the period ends to undo it.
What happens to my quotes if I cancel?
Cancellation only stops new charges — it doesn't delete anything. Your account stays open and every quote and project you've created stays accessible in read-only mode: you can log in, view your quotes, and export them to PDF any time. Editing (manual line-item changes and AI chat refinements) and creating new quotes are paused until you resubscribe, since each AI call costs us tokens and we keep editing tied to an active plan. Resubscribe any time to unlock everything again.
What if my free trial ends and I don't subscribe?
If you reach the end of your 30-day Starter trial without subscribing, your account stays open but you'll need to subscribe to keep using BuilderExpert AI — including viewing or exporting the quotes you built during the trial. We can't keep AI quotes accessible to free users since each one costs us in AI tokens. The good news: subscribing later restores immediate access to everything you built during the trial. (If you've already paid at any point, even one month, you keep read-only quote access forever — see the previous question.)
Is VAT included?
No — all prices are excluding VAT. UK customers pay +20% VAT. We're VAT-registered, so you'll receive a proper invoice for your accounts.
Can I export my data if I leave?
Yes — download every quote as PDF any time, even after cancelling. Your data is yours.

Quotes & quotas

What counts as a quote?
One AI-generated quote, regardless of how many times you edit it afterwards. If you generate an extension quote and then use 50 AI chat edits to refine it, that still counts as one quote. You only consume quota when you create a new quote from scratch.
Do unused quotes roll over?
No — your quota resets at the start of each billing period. This keeps the product simple and avoids gaming the system.
What happens if I hit my quota?
You'll see an 'Upgrade to continue' message on your next attempt. You can upgrade to a higher tier instantly and carry on; your new quota takes effect immediately.

Account & navigation

How do I find my Account page?
Once you're signed in, the top of every app page shows a strip with Dashboard / Projects / Account. Click 'Account' to open your settings. (Your avatar in the top-right of the dark navbar takes you to the Dashboard, where the same strip is shown.)
Can I change my login email?
No. Your login email is tied to your Stripe customer record so it can't be changed in the app. The email that appears on your quote PDFs (your 'Business Email') is separate and can be edited any time from Account → Profile.
How do I change the email shown on my quotes?
Account → Profile → Business Email. Whatever you enter there prints on every PDF (under your phone number) regardless of the email you use to sign in. Leave it blank to omit it from the PDF entirely.
How do I change my password?
Account → in the Profile card, click 'Change password →' under your email. A modal opens asking for your current password and a new one (10+ characters with upper case, lower case, and a digit). You stay signed in on this device.
I forgot my password — how do I reset it?
On the Login page, click 'Forgot password?'. We email a reset link to your account address. The link is single-use and expires after 1 hour. Reset attempts are limited to 3 per hour per IP to stop abuse.
How do I update my company name, phone, address, VAT or logo?
All on Account → Profile. Click your logo thumbnail to open the logo editor (upload, choose position left/right, size small/medium/large). Hit 'Save' at the bottom of the Profile card to commit everything in one go. These fields are what print on every quote PDF.
Why do I have to verify my email?
It stops bot signups and ensures password resets actually reach you. Click the link in the email we sent at signup; if you didn't receive it, hit 'Resend verification email' on the login page. (Successfully resetting your password also marks your email as verified — if you can receive emails to the address, you own it.)

Deleting your account

How do I delete my account?
Account → Danger Zone card (right column, below your Subscription) → Delete Account → enter your password, type DELETE in capitals, then confirm. The action runs immediately and is irreversible.
What exactly gets deleted?
Three things happen in order: (a) any active Stripe subscription is cancelled immediately with no further invoices, (b) your Stripe customer record is removed so we can't bill you again, (c) your user row, every project, every quote, your logo and branding, and any pending email-verification or password-reset tokens are permanently wiped from our database. Security audit events (login attempts, account-deletion record) are kept with your user ID cleared — purely for compliance and abuse investigation, with no personal data attached.
Will I get a refund if I delete mid-period?
No. The remaining time on your current billing period is forfeited and we don't issue a final pro-rata invoice. If you've already paid and want to use the time you've paid for, cancel your subscription instead (Manage billing → Cancel plan) — cancellation keeps your account live until the period ends, then stops charges.
Can deletion be undone? What should I do before I click?
Deletion can't be reversed. Before confirming: (a) export any quotes you want to keep as PDF (Quote → Export PDF), and (b) download any invoices you need for your accounts (Account → Manage billing → Invoice history). Once your customer record is gone, neither is reachable.
Can I sign up again later with the same email?
Yes. Once an account is deleted the email is freed, so you can register again from scratch — but it's a brand-new account with no history of your previous projects, quotes, or invoices.

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