Account & Billing

Manage your WorkZen plan, subscriptions, billing details, and account settings, from upgrading your plan to closing your account.

Start here

WorkZen plans, what's in each, and how to switchWhat Zen (Free), ZenGrow, and ZenAI include, how monthly vs yearly billing works, and what actually happens when you upgrade, downgrade, or cancel.2 min read

Everyday tasks

Manage payment methods and view your invoicesAdd or replace the card paying for your subscriptions, set the default, and download your payment history as PDFs.1 min read What the Needs attention alerts meanWorkZen alerts admins when something breaks that only they can fix, like a disconnected integration or a failed subscription payment.2 min read

Go further

Export all your WorkZen dataGet a complete copy of your company data as a zip of CSV files, emailed to you. What the export contains, who can request it, and how often.2 min read

Fix a problem

How to close your WorkZen accountWhat closing your account deletes, the 30-day grace period that protects you, and how to export your data before it's gone.1 min read Why can't I log in?Decode the invalid credentials message, account lockouts, verification code loops, and reset emails that never arrive, with the fix for each cause.2 min read

Explore other topics

Getting Started Leads Clients & Properties Jobs & Scheduling Estimates Invoices & Payments Expenses Catalogs & Pricing Team & Permissions Phone & AI Receptionist Messaging Reports Integrations