14 days · no card · no upsell on day 3

Two trials. Pick the one that fits.

The Solo trial is 14 days of Pro — the kitchen sink for the operator who is the business. The Team trial is 14 days of Corporate — the kitchen sink for the operator who runs the business. No card. Both end with convert-or-fall-back-to-Free.

Solo trial · 14 days of Pro

For the operator who is the business.

Up to 5 users on a single Team. You get every paid Solo feature.

3 price profiles · 75 bids/month
50 customers · 50 recurring contracts
E-sign — 1 per signed bid
AI drafting on every bid
Recurring invoicing + autopay
Better proposal tracking + the morning brief
Priority concierge support

Start the Solo trial

Converts to Pro at $39/mo on day 14. Falls to Free if you don't.

Team trial · 14 days of Corporate

For the operator who runs the business.

Multi-user, multi-Team, white-glove onboarding, dedicated CSM.

20+ Teams · 100+ users included
500+ bids/month · 1,000+ customers
AI drafting on every bid + e-sign
1,000+ recurring contracts (specialized scaled pricing on request)
Crews + dispatch + Schedule Pro + Customer Portal Pro
MFA + OIDC + SAML SSO
White-glove onboarding (1–2h with the team)
Dedicated CSM + named support contact
Your own email domain (DKIM/SPF verified)

Start the Team trial

Converts to Corporate at $119/mo. $1.50/user beyond 100. Falls to Free if you don't.

How the trial works

You get 14 days. Then you choose.

No card. No surprise. The trial unlocks every feature in the tier; on day 14 you convert, downgrade to Free, or extend (one-time, on a case-by-case basis).

Day	What happens	Why
0 · Signup	We open the gates. Welcome email goes out.	Set the clock. Open every gate.
1 · First return	We log your return.	The trial is active only if you come back.
7 · Mid-trial	Email: a check-in. We look at how far you've gotten and tailor the next touch.	Halfway checkpoint. How we show up next depends on this.
12 · Trial ending	Email: "2 days left — anything broken, I'll fix it for you."	Personal touch. We do the work; you say yes or no.
14 · Trial end	If you haven't converted, the trial tier turns off. You land on Free. Email: "Here's what you built."	No silent extension. The clock runs out; you choose.
Anytime · Manual convert	We flip the switch for you (one-click in the app is on the way).	For users we walk through onboarding by hand.

How we read your trial

What we pay attention to.

A short list of actions that tell us whether the trial is working. We weight the high-value actions more: a won bid counts for more than a profile. The signal decides when we reach out — and how. Same rubric for both Solo and Team trials.

What you do	Weight	Why we count it
Build a price profile	25	You're past the calculator-only tier.
Add a customer or building	15	You're building the pipeline.
Send a bid	25	You're using the wedge.
Generate a customer-facing PDF	20	You trusted TidySuite with a customer-facing artifact.
Win a bid	15	You closed a deal.
Come back the day after signing up	10	You didn't bounce.
What the score means
At Risk	< 30	We write you a personal note.
Engaged	30–69	Trial keeps going. Day-7 check-in.
Convert-Ready	≥ 70	We check in. Day-12 personal note.

Trial FAQ

Honest answers.

Which trial is right for me?

If you're the operator who is the business — one person, maybe a partner, your inbox — the Solo trial is yours. 14 days of Pro, $39/mo if you convert. If you're the operator who runs the business — staff, multiple locations, possibly multiple entities — the Team trial is yours. 14 days of Corporate, $119/mo if you convert ($1.50/user beyond 100). The trial matches what you're actually buying into.

What does the trial include?

You get every feature in the trial's tier. The Solo trial is 14 days of Pro: AI drafting on every bid, 75 bids/mo, 50 customers, 50 recurring contracts, autopay, better proposal tracking, the morning brief, priority concierge. The Team trial is 14 days of Corporate: 20+ Teams, 100+ users, 500+ bids/mo, AI drafting on every bid, 1,000+ recurring contracts, Schedule Pro, Customer Portal Pro, MFA + SSO, white-glove onboarding, dedicated CSM, your own email domain. No card needed for either.

Is the trial really free? No card needed?

Yes. We don't ask for a card on signup. The 14 days are Pro (Solo trial) or Corporate (Team trial), full stop. On day 14, if you haven't converted, you fall back to Free automatically — no charge, no surprise, no "you forgot to cancel" email.

What happens on day 14 if I don't convert?

The trial tier turns off. You land on Free. You keep everything Free includes — calculator, PDF, 10 bids/month, 15 customers, e-sign, print-and-sign. You lose the trial-tier features (autopay, the morning brief, the better tracking, AI drafting, etc.) but your data is untouched. You can convert any time after — we don't delete the org on trial expiry.

Can I switch from Solo to Team mid-trial?

Not mid-trial. The two trials unlock different tiers, and switching the trial tier mid-stream is more confusing than it's worth. If you picked wrong, we end the trial early and start you on the other one. Send a Concierge ticket and we'll do it manually — usually within an hour.

Can I extend the trial?

Once, on a case-by-case basis. If your trial signal is high on day 14, the team may auto-extend by 7 days — the "give them a second wind" rule. We don't extend past that. If you need more time, ask support and we'll figure it out together.

What if I just want Free without the trial?

Skip this page. Go straight to /pricing and pick the Free card. No clock starts. Free is a real free tier — 10 bids, 15 customers, forever.

How is "concierge support" different from regular support?

Concierge is a personal, two-way channel. Open a ticket from the in-app form (or email hello@tidyhq.app) and a real person on the team responds within 1 business day — usually within a few hours. We can fix broken data, configure your pricing profile with you, or just walk through a confusing bid. On Business and Corporate, you get priority queueing; on Corporate, you get a named contact.

Is there a "convert to paid" button in-app?

Self-serve billing is on the way. Until it lands, we flip the switch for you — you'll get an email from hello@tidyhq.app with a single-click confirmation, and your tier flips to Pro or Corporate in seconds. The in-app /app/billing page with a one-click Convert button is the next thing on the list.