Review your plan and usage limits

Goal

Confirm the active subscription and take action before a resource or feature limit blocks operational work.

Prerequisites

• You are the owner or billing administrator for the active company.
• You can access Settings > Finance.
• You know which resource or feature triggered the review.

Steps

1. Open Settings > Finance and find Current Plan.
2. Confirm the plan name, subscription status, billing cycle, renewal or cancellation state, and any trial or grace-period message.
3. Review the usage bars for vehicles, users, AI operations, and storage. There is no bookings bar: there is no booking quota on any plan or on the trial.
4. A 14-day trial needs no card. On the current plans, a trial includes 500 AI operations in total for the whole trial (not a monthly quota, and with no separate daily ceiling), 5 vehicles, 3 user accounts, 1 connected mailbox, 1 GB of storage and 10 partners. A trial that started before the current plans keeps the allowances it started with. Add-ons cannot be purchased until a paid plan is selected.
5. Treat an unlimited value as unlimited. Do not calculate a percentage from the internal unlimited sentinel.
6. Compare the available plans and their listed resource allowances and features.
7. Select Upgrade or Change Plan only after confirming the target plan and billing cycle.
8. Use Manage Billing or Update Payment Method for the hosted billing portal, payment method, cancellation, and provider invoices.
9. Return to Finance after checkout and confirm that Current Plan and limits reflect the completed change.
10. If a feature remains gated, refresh the affected screen and verify that the feature belongs to the active plan.
11. Review Billing History and the upcoming invoice when you need proof of the platform subscription charge.

Expected result

The Current Plan, usage bars, feature access, payment method, and billing history agree with the active subscription.

Troubleshooting

• Usage is near or above a limit: reduce the resource or change plan before creating more records. Do not assume overage is automatically available.
• A successful checkout is not reflected: refresh Finance and confirm the billing provider completed the session before retrying.
• A feature is still unavailable: confirm the exact feature, active company, subscription status, and target plan.
• The company is in grace or locked: resolve billing from Finance. Operational mutations can be restricted while billing is unresolved.
• An AI action says limit reached during a trial: review AI Operations usage for the entire trial. New trials stop AI actions after 100 operations; the allowance does not reset each day.
• A platform invoice amount is unclear: open the hosted invoice from Billing History and compare the plan period and adjustments.

Guided check: Subscription access

4fleet can run an automated Subscription access check on this workspace. The check only reads what is already stored, changes nothing, and returns one line per test. A fail line is what is blocking you, a warning works but is degraded, skipped means the test did not apply here, and unknown means the record could not be read, so that line proves nothing either way. What each line means:

• Workspace approved (company_approved): fails while signup approval is pending, and fails permanently if the workspace was rejected at review.
• Account not locked (account_not_locked): fails when the account is locked, with the date and the recorded reason. Billing pages stay reachable so you can resolve it.
• Provisioning complete (provisioning_complete): fails when workspace setup did not finish, naming the state it stopped in. Parts of the app then have nothing to read.
• Subscription live (subscription_live): fails when the subscription is past due, canceled, paused or inactive. Paid features are switched off until it is restored.
• Trial not expired (trial_not_expired): fails when the trial has ended, with the date. Pick a plan to restore access. It is skipped when you are not on a trial.
• Not in grace period (not_in_grace_period): warns while you are inside a billing grace period, when the workspace is read-only for most actions, and fails once that period has ended.
• AI operations within limit (ai_ops_within_limit): warns when the included AI operations are used up for the billing period. Quoting, sending and dispatch keep working without AI.
• Bookings within limit (bookings_within_limit): reports how many bookings were created this period. There is no booking quota, so this line never warns.