Schedule P: Plans, Usage and Billing

P1. Plans

You choose one main plan for your main solution, sized on your total volume across every Desk and Channel. All prices are monthly and quoted plus tax.

Each conversation beyond the allowance: $0.25.

P2. What each plan includes

• Core: one phone line; Cards by email and the Leadin dashboard. An integration (ServiceTitan, Housecall Pro, or Shopify) is a $350 one-time add-on.
• Growth: two phone lines; SMS emergency alerts; one integration included.
• Pro: up to five phone lines; integrations included; receptionist mode (prep notes on calls a person at your company answered); a quarterly customer experience review.
• Every plan: the personalized greeting that names your business, the dashboard with individual sign-in, and voicemail with transcription.
• Web chat as the main solution: the same plans; phone-line counts do not apply.

P3. Add-ons

3.1 Every solution, Channel, or Desk beyond your main solution is an add-on. A Desk is a separate business or brand with its own greeting and Customer Content. Extra phone lines of the same Desk follow your plan's line count instead.

3.2 Add-on price: $147 a month plus tax on Core; $97 a month plus tax on Growth, Pro, and the chamber plan. Each add-on adds 300 conversations to your allowance and adds no leads saved or inquiries handled. No setup fee applies to any add-on, including add-ons on the chamber plan ($97 a month plus tax).

3.3 Cross-referral between your Desks and Channels (Master Agreement 22) is included whenever you have two or more.

P4. The two counters

Both counters are shared across every Desk and Channel on your Order Form.

4.1 Lead saved (Schedule A) or inquiry handled (Schedules B, C, D, and E): one Card that Leadin Solutions delivers to you from any Channel, meaning a Job Card, an Inquiry Card, an Event Card, or a Chat Card in which the End-Customer's request and contact details reached you. The same person contacting the same business within 7 days counts as one. This is what your plan's included amount and extra price apply to.

4.2 Conversation: one person interacting with the Platform on one Channel within a 24-hour window starting at their first message: a caller who presses 9 and texts, a caller who leaves a voicemail, or a visitor who writes in the web chat. Further messages from that person on that Channel within the window are the same conversation.

4.3 Spam, callers who never press 9 or leave a voicemail, and test or demo traffic designated by Leadin Solutions count in neither counter.

4.4 Leadin Solutions' system records are the basis for billing both counters. Both are shown in your dashboard with each counted item listed. You may question a count within 30 days of the invoice that includes it, and Leadin Solutions will review it and credit any error.

P5. Billing

5.1 Billing start. Billing starts on the Provision Date: the day Leadin Solutions assigns your dedicated phone number or, for web chat only, the day your web chat is ready to install. Your billing period starts on that day, and you keep that billing date every month.

5.2 What is charged when. The monthly fee and add-on fees are charged at the start of each billing period. Extra leads saved, extra inquiries handled, and extra conversations from a period are charged on the next invoice. The setup fee, where it applies, is charged with the first invoice.

5.3 Allowances reset at the start of each billing period. Unused amounts do not roll over.

5.4 No interruption. The Platform never stops answering when an allowance is used up; extras are billed.

5.5 Usage notices. Leadin Solutions emails you at 80% and 100% of each allowance. These notices are a courtesy; a missed or late notice does not cancel charges for usage actually delivered.

5.6 Upgrade advice. Leadin Solutions tracks your pace on both counters. When the projection for a period passes the point where the next plan becomes cheaper, Leadin Solutions tells you once per period, showing both monthly totals and offering to switch. You decide; Leadin Solutions never changes your plan without your consent, and there is no credit after the fact. This advice is a courtesy and does not cancel charges for usage actually delivered.

5.7 Plan and add-on changes. An upgrade during a period applies to the whole current period: the difference in monthly fee is charged at the switch, and all usage in that period counts against the new plan. A downgrade, or removing an add-on, takes effect at the next period. Adding an add-on takes effect immediately, prorated.

5.8 Integrations. On Core, each integration is a $350 one-time fee. On Growth and Pro, the integrations in P2 are included.

5.9 Cancellation. Master Agreement 9.2 applies: no minimum term, cancellation executed within 5 business days, service to the end of the paid period, and the final invoice includes extras from that last period.

5.10 Price changes. Leadin Solutions may change plan prices, add-on prices, allowances, or extra prices on 30 days' written notice, effective at your next billing period after the notice period. You may cancel before the change takes effect.

5.11 Design Partners. During a Design Partner engagement, for any solution or combination of solutions, no fees and no setup fee are charged, and usage on both counters is counted for information only and never billed.

5.12 Service-level credits under the Schedules are applied against the monthly fee and are unchanged by this Schedule.

P6. Taxes

Standard plans are tax-exclusive. Stripe Tax calculates the tax at your billing address. A negotiated enterprise fee may be stated as tax-inclusive on an Order Form issued by Leadin Solutions.

P7. Founding Member Offer Retired

The Founding Member offer is retired. No Founding Member agreement was ever signed, so no Founding rate lock or Founding allowance exists, and none is offered under v10.

P8. Terminology

"Leads saved" is used for Schedule A. "Inquiries handled" is used for Schedules B, C, D, and E. A Card is never described as a booking or a commitment.