Pricing
Run the business. Add the field if you need it.
Core is the complete small business system. Complete includes the same system and adds scheduling, dispatch, jobs, visits, crews, and capacity. That is the entire plan difference.
Core
The complete system for running a small business.
$199 per month
Includes 3 users and 250 AI actions.
Customers, sales, proposals, invoices, payments, email, forms, automations, reporting, and Ask Oleera. Built for small businesses and solopreneurs that do not need to dispatch field teams.
- Contacts and complete customer history
- Sales pipeline with source carried to revenue
- Proposals and invoices with drawn signatures
- Card and ACH payments through your own Stripe
- Email campaigns from your own verified domain
- Lead capture forms and automations
- Booking pages and a shared calendar
- Ask Oleera, with the approvals queue
Not included: Scheduling, dispatch, jobs, visits, crews and capacity. Those are included with Complete.
Start free trialComplete
Adds field operationsCore, plus field operations.
$349 per month
Includes 3 users and 250 AI actions.
Everything in Core, plus the operational system for businesses that send people into the field.
- Everything in Core
- Dispatch board and the week across crews
- Jobs and visits as separate records
- Phone to booked visit in one screen
- Crews, certifications and shifts
- Capacity planning
- Field staff seats at $10 each
The rest of the bill
Everything that can change the number
There is nothing below this that is not on this page. No implementation fee, no per-record charge, no annual commitment.
| Item | Price | What it means |
|---|---|---|
| Users | 3 included, then $25/mo | Anybody who signs in and uses the system. Owners, office staff, managers. |
| Field staff | $10/mo each | A technician who needs to see the jobs assigned to them and nothing else. They cannot open your customer list, your pricing or your reports. Complete plan only, because there is nothing for them to see without it. |
| AI actions | 250 included, then $100 per 250 | One action is one conversation with Oleera, or one run of a standing instruction. Reading a screen is not an action. |
| Payments | 0.5%, capped at $10 on ACH | Only when a customer pays you through Oleera, and only on top of your own processor's fee. You connect your own Stripe account and the money goes to your bank, never through ours. |
| Email and SMS | Your own accounts | Email sends from a domain you verify, so your reputation is yours and not shared with strangers. You pay your provider directly, and for most businesses that is a few dollars a month. |
Worked examples
What each kind of business pays
A solo service business
One owner handles the customers, pipeline, proposals, invoices, appointments, follow-up, and reporting. There is no field team to schedule, so Core is the whole system they need.
- Core plan, 3 users included
- $199
- Per month
- $199
Core fills the role a small business normally expects from a CRM, including the billing and reporting that often end up somewhere else.
A ten person plumbing business
An owner, office manager, and dispatcher use the whole system. Ten plumbers need their own schedules and assigned jobs, so the business adds Complete and ten field staff seats.
- Complete plan, 3 users included
- $349
- 10 field staff at $10
- $100
- Per month
- $449
Complete fills both roles: the customer and marketing system, plus the field operations system the shop would otherwise buy separately.
Billing questions
The awkward ones, answered
Is there a free trial?
Yes. The trial lasts seven days. You save a card when you start, but it is not charged during the trial. We email you before the first charge, and cancelling before the trial ends costs nothing.
Can I cancel?
Any time, from inside the app, without emailing anybody. Cancelling takes effect at the end of the cycle you have already paid for, so you keep working until then. We do not refund unused time on a cycle.
What happens to my data if I leave?
Your account is archived for 90 days, and reactivating it in that window brings everything back exactly as it was. After 90 days it is permanently deleted. Before you go you can export contacts, invoices, proposals, deals, products, tasks and jobs to CSV whenever you want, without asking us.
What if a payment fails?
You get 14 days to fix it and nothing changes in the meantime. A business locked out on the morning a card expired is a cancellation we caused rather than one they chose. After 14 days the account is suspended for everybody on it, and you have 90 days from there to bring the balance current before anything is deleted.
Can I switch plans?
Up or down, whenever. Moving from Complete to Core switches off the operations screens and the field staff seats stop billing at the end of the cycle. Nothing is deleted, so moving back up restores it.
Do I have to sign a contract?
No. It is month to month. There is no annual commitment, no minimum term, and no early termination fee.
What does an AI action actually cost me?
Nothing until you pass 250 in a month, and most businesses do not. Asking Oleera a question is one action, however long the conversation runs. A standing instruction is one action each time it runs, so a daily instruction is about 30 a month. Past the allowance it is $100 for another 250.
Not sure which plan?
Core is for small businesses and solopreneurs that need the customer, sales, billing, marketing, reporting, and AI system. Complete is for businesses that also schedule and dispatch field teams.