Subscription & cancellation

Know the price and terms before subscribing.

Updated October 9, 2026

Plans and monthly prices

Starter is $99 per month for up to 5 technicians. Professional is $199 per month for up to 15 technicians. Business is $349 per month for up to 30 technicians. Applicable taxes, if any, may be added by the payment processor.

Monthly reporting and remote management consulting

Monthly Performance Reporting is $399 per month. Remote Management Consulting is $1,500 per month. Both are paid services billed at checkout and monthly until canceled, with no automatic free trial. Reporting includes a monthly technician scorecard, coaching priorities, an action plan, and a remote review call. Consulting includes weekly coaching calls, supervisor-delivered training packets, and performance management support. Email Schweitzer@servicemanagermetrics.com after checkout to arrange your kickoff. If moving from reporting to consulting, contact Scott before subscribing to arrange the advertised $399 first-month credit and stop the reporting renewal. The standard consulting link charges $1,500 and does not automatically apply this credit or cancel an existing reporting subscription.

Software dashboard subscriptions are purchased separately from these services. Consulting includes report review as part of management support; discuss any existing reporting subscription and the deliverables you need with Scott before buying both. Confirm team coverage, report delivery timing, and call duration before subscribing.

Fourteen-day trial

A trial request does not collect payment-card information or automatically begin a paid subscription. Trial access lasts 14 days from the dates shown in the customer record. Starting a paid plan requires completing a separate Stripe-hosted checkout.

Recurring billing

By completing checkout, you authorize Stripe to charge the selected monthly price on a recurring basis until cancellation. Stripe collects payment information on its hosted page; Service Manager Metrics does not store raw card numbers.

Cancellation

You may request cancellation at any time from the authorized account email using this direct cancel-subscription email. Cancellation stops future renewals and takes effect at the end of the current paid billing period unless a different date is required by law. Cancel before the next renewal date to avoid the next charge.

Refunds

Monthly subscription charges are non-refundable once paid, except when required by law or when Service Manager Metrics confirms that a billing error occurred. Canceling does not create a prorated refund for unused time in the current billing period.

Plan limits and changes

Each plan is limited to the technician count shown above. A plan change may alter the monthly price and capacity. Any new price must be disclosed before it is charged.

Trial data after conversion

When the customer-specific checkout reference is processed correctly, the existing trial dashboard and saved history continue with the paid subscription; customers do not need to enter the same setup information again.

Related terms

Use of SMM is also governed by the Service Terms and Privacy & Data Use Notice.