Features vary by plan
Plans, branding, reports, and account settings
Understand workspace ownership, appearance, billing, and exports.
Choose the right plan
Free includes one active project, two clients, quotes, messaging, the client portal, and draft invoices. Pro adds unlimited projects and clients, uploads, change orders, invoice sending, payments, and testing. Business adds team accounts, custom branding, advanced scheduling, and more storage. See current pricing for the full comparison.
Manage the subscription
The workspace owner opens Billing to manage the plan and the separate Tickets add-on. Review the amount and billing interval before confirming a change. Your workspace subscription does not connect the Stripe account that receives client invoice payments; that setup lives in Settings.
Set your brand and theme
On Business, open Branding to set the company name, logo, and accent color. Review the result in the client-facing experience. The Theme selector lets each user choose Light, Dark, or Use device theme; that preference is saved in their browser.
Review reports and export records
Open Reports to review the available project and financial summaries. Use the export actions offered by the relevant pages when you need a copy of records. These reports summarize what is recorded in KlientLab; they are not a replacement for your accounting or tax records.
Password help and account closure
Use Settings to change your password, or Reset password from the sign-in page if you cannot access your account. Canceling a subscription does not delete the workspace. For closure, data export, or deletion arrangements, email [email protected]. Never send your password, payment card details, or Stripe secret keys.