Billing
Switching plans without losing data
Upgrades happen mid-month, downgrades take effect next cycle. Either way, your phone numbers, knowledge, cadences, and call history stay where they are.
Max SvejdaCo-founder, CEO4 min readUpdated Apr 12, 2026On this page
What's kept across plan changes
Switching plans never deletes data. Specifically, all of these survive any plan change:
- Phone numbers (LARA)
- Call history and transcripts
- Pulse knowledge sources, sessions, and chunks
- Boost cadences, review requests, and reviews
- Team members, roles, and notification settings
- All integration connections (ServiceTitan, Housecall Pro, etc.)
Limits, not data
Downgrading might cap how much new data you can add (e.g. fewer phone numbers), but Laddr never deletes existing records to fit you into the new plan.
Upgrade
- Open /organization/billing.
- Click Change plan → pick the higher tier.
- Confirm. The upgrade is immediate; new features unlock on the spot.
- Stripe charges a prorated amount for the rest of the billing period.
Downgrade
Downgrades take effect at the next renewal — you keep paid features until then so you don't lose access mid-cycle.
- Open /organization/billing.
- Click Change plan → pick the lower tier.
- Confirm. You'll see the date the change takes effect.
- Cancel the scheduled change anytime before that date if you change your mind.
Heads up on phone numbers
If your new plan allows fewer phone numbers, Laddr asks you which to keep before the downgrade lands. The unselected numbers stay reachable through your renewal date, then release on the next billing cycle.
Hitting plan limits
If you exceed a usage limit (calls, sessions, knowledge chunks), Laddr does NOT cut off mid-month. We notify the owner and offer a one-click upgrade. Service continues either way.
Annual to monthly (and back)
- Monthly → Annual: discount applies immediately, prorated against your monthly charge.
- Annual → Monthly: takes effect at the end of your annual term — no refunds for unused months.
- Annual term refunds: only within 14 days of the original purchase, and only if no usage credit has been consumed.
Stuck mid-change
If your plan change does not show up right away, refresh the page and check again in a minute or two. If it still has not updated after 5 minutes, contact support and we will fix it for you.