How to Upgrade, Downgrade, and Use Resource Packs

Your business grows and changes — your TenancyDesk plan should adapt with it. This guide covers everything about plan changes and resource packs.

Upgrading Your Plan

When to Upgrade

You've hit capacity limits:

• Approaching max team members (e.g., 19/20 on Pro)
• Near max active deals (e.g., 90/100)
• Storage almost full (8 GB/10 GB used)
• Consistently buying the same resource pack month after month

Your team is growing:

• Solo → Starter: Hiring your first employee
• Starter → Pro: Team growing beyond 5 agents
• Pro → Enterprise: Team exceeding 20 agents

You need Enterprise-only features:

• API integrations (connect with external CRM/ERP)
• SSO/SAML (centralized authentication)
• Multi-branch management
• Custom branding (white-label portal)

Upgrade Process

Steps:

1. Go to Settings → Billing
2. Click Upgrade Plan
3. Select new plan (Starter, Pro, or Enterprise)
4. Review price difference
5. Confirm upgrade

What happens immediately:

• Higher usage limits unlock instantly
• Enterprise features activate (if upgrading to Enterprise)
• Billing prorated automatically
• No service interruption

Prorated Billing Example:

• Current plan: Starter (AED 299/month)
• Upgrade to: Pro (AED 599/month)
• Upgrade date: March 15 (mid-month)
• Days used on Starter: 15 days (AED 150)
• Days left on Pro: 15 days (AED 300)
• You pay: AED 300 (for remaining 15 days)
• Next month: Full AED 599/month

No double billing: Credits from unused Starter days applied automatically.

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Downgrading Your Plan

Important Considerations

Think carefully before downgrading:

Limit implications:

• If you have 80 active deals and downgrade to Starter (25 max):
  • Existing deals stay active (grandfathered)
  • Cannot create new deals until count drops below 25
  • Must complete or close deals before creating new ones

Enterprise feature loss (if downgrading from Enterprise):

• API access revoked (integrations will stop working)
• SSO disabled (users switch to email/password login)
• Multi-branch consolidated to single branch
• Custom branding removed
• Webhook deliveries stop

Data preservation:

• All deals, documents, contacts preserved
• Historical data intact
• But you cannot create new items beyond your new plan's limits

Downgrade Process

1. Go to Settings → Billing
2. Click Change Plan
3. Select lower plan
4. System shows Impact Report:
   • Limit changes
   • Enterprise features you'll lose (if applicable)
   • Data migration notes
5. Confirm understanding
6. Downgrade scheduled for next billing cycle (not immediate)

Why next billing cycle?

• Prevents accidental downgrades
• Gives time to reconsider
• Ensures you get full month value

Refund policy: No partial refunds for mid-month downgrades.

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Managing Your Subscription

Billing Cycle

Monthly billing (default):

• Charged on same date each month
• Auto-renews unless cancelled
• Invoices sent 3 days before charge

Annual billing (save 20%):

• Pay for 12 months upfront
• 20% discount on all plans
• Enterprise: Often required for custom pricing

Payment Methods

Accepted:

• Credit/Debit card: Auto-billing (recommended)
• Bank transfer: For annual plans or Enterprise
• Company cheque: Enterprise plans only

Failed payment handling:

• Day 1: Auto-retry
• Day 3: Email reminder + retry
• Day 7: Service suspended (read-only mode)
• Day 14: Account deactivated
• Day 30: Data scheduled for deletion

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Resource Packs: The Complete Guide

What Are Resource Packs?

Resource packs are one-time purchases that temporarily increase your plan's usage limits. Unlike your subscription, resource packs:

• Are charged once at the time of purchase (not recurring)
• Are valid for 30 days from purchase date
• Do not auto-renew — buy a new pack when you need one
• Are processed via Paddle invoice (instant charge, proper VAT invoice)

Available Resource Packs

10 resource packs in two size categories:

Standard Packs (available from Solo plan)

Premium Packs (available from Starter plan)

Purchasing Resource Packs

Method 1: Inline Purchase (when approaching limits)

When you reach 75-90% of a usage limit, a warning appears directly in the relevant Settings section:

• Example: "Deal Slots 22/25" → "Purchase +10 Deals Pack (49 AED)"
• One-click purchase without leaving the page
• Charged instantly, pack active immediately

Method 2: Billing Tab (full catalog)

1. Go to Settings → Billing → Resource Packs tab
2. Browse all 10 packs
3. Click Buy Resource Pack on any pack
4. Review price (including 5% VAT)
5. Confirm purchase
6. Pack activates immediately

Resource Pack Purchase Details

Billing:

• Charged as a one-time Paddle invoice (instant charge)
• Proper VAT invoice generated for accounting
• No proration — you get the full 30 days regardless of when you buy

Expiry:

• Pack expires exactly 30 days after purchase
• Unused capacity is not refunded or rolled over
• Purchase a new pack if you still need extra capacity

Stacking:

• You can purchase multiple packs of the same type
• Example: 2× +10 Deals packs = 20 extra deals for 30 days
• Each pack expires independently (30 days from its own purchase date)

When to Use Resource Packs vs. Upgrading

Use resource packs when:

• You need a temporary capacity boost (seasonal spike, one-time project)
• You're hitting ONE limit but not others (e.g., deals are full but team size is fine)
• Cost of pack < 30% of next plan upgrade
• You want to test whether higher capacity is needed before committing to an upgrade

Upgrade to next plan when:

• You consistently buy the same resource pack 3+ months in a row
• You're hitting MULTIPLE limits simultaneously (deals + users + storage)
• Your team size requires the next tier
• You need Enterprise-only features (API, SSO, multi-branch)

Quick comparison:

• Starter (AED 299) hitting deal limit → +10 Deals pack (49 AED) = AED 348/month vs. Pro upgrade (AED 599)
• If you only need more deals occasionally, the pack saves you AED 251/month
• If you need more deals every month, upgrading to Pro is more cost-effective (100 deals included)

Resource Pack FAQs

Q: Do resource packs auto-renew? A: No. Each pack is a one-time purchase valid for 30 days. You must manually purchase a new pack if needed.

Q: What happens when a resource pack expires? A: Your limits return to your base plan values. If you're over the limit (e.g., you have 30 deals on a 25-deal Starter plan), existing items remain active but you cannot create new ones until you're back under the limit.

Q: Can I get a refund on a resource pack? A: Resource packs are non-refundable since they are instant one-time charges. Consider your needs carefully before purchasing.

Q: Can Solo plan users purchase all packs? A: Solo users can purchase the 6 standard packs. The 4 premium packs (larger deals, team members, storage packs) require Starter plan minimum.

Q: Do resource packs work with annual billing? A: Yes. Resource packs are always one-time purchases regardless of whether your base plan is monthly or annual.

Q: What if I upgrade my plan while a resource pack is active? A: The resource pack remains active until its 30-day expiry. Your new plan's higher limits apply on top of any active packs.

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Start with the plan that fits your current needs. Use resource packs for temporary boosts, and upgrade when your team consistently outgrows your plan.