Guide
Your plan and features
See what your plan includes, how many seats you are using, and how the modules you have shape what your team sees.
Before you start
- You need the Admin role. Plan and billing are admin-only.
- Find it under Settings, in Plan & Billing.
Settings › Plan & Billing: your plan and what it includes.
What your plan includes
Plan & Billing shows the plan your organization is on and a checklist of the modules it covers, like Clients, Projects, Deliverables, Time tracking, Invoicing, and import and export. It also shows how many seats you are using; each active member uses one, and a pending invite does not until it is accepted.
The modules in your plan are the ones your team sees. A module that is not included is hidden across the whole app, out of the sidebar and off the dashboard, so people only ever see the parts you actually have. Nothing is deleted by this, so if a module is added later, everything is there waiting.
Change your plan
Open Plan & Billing
Go to Settings, then Plan & Billing, to see your current plan and what it includes.
Get in touch to upgrade
Self-serve checkout is on the way. For now, upgrades are handled personally: click Contact us to upgrade, tell us what your team needs, and we will set it up for you.
Good to know
Everyone can use the modules your plan includes; only an admin sees the Plan & Billing page.
Turning a module on or off is tied to your plan, so it is something we set up with you rather than a switch you flip yourself.
Ready to see it on your own work?
WorkWiser is in early access. Tell us where to reach you and we will send an invite when it is your turn.