Frequently Asked Questions

It depends on your plan. Solo accounts on Tabsy Express go live right after checkout — create your account, add your company details and logo, and you're ready to start adding clients and sending estimates. For crews on Tabsy LPM, the workspace is provisioned automatically after checkout and your login details are emailed within minutes. Either way, you can import existing client data from a CSV file to speed things up.

Not at all. Tabsy is designed for business owners, not IT professionals. If you can use email and basic office software, you can use Tabsy. Our interface is intuitive and we provide step-by-step guidance for every feature.

Yes. Every plan starts with a 30-day free trial. You enter your card at signup but nothing is charged until the trial ends — cancel anytime during the trial and you'll never be billed. Prefer a guided walkthrough first? You can also book a live demo and we'll show you around.

No hidden fees from Tabsy. Optional add-ons you choose (such as extra storage or Bank & Cards) are priced separately; otherwise the only additional costs come when you accept payments from clients: Stripe's standard processing fee (2.9% + $0.30 per successful US card charge, less for ACH — Stripe's published rate at stripe.com/pricing, verified October 2026), and a 0.5% Tabsy platform fee that is never more than Stripe's own fee on the same payment. E-signatures are built in, with nothing extra to pay.

Absolutely. Add users whenever you need them and your bill adjusts automatically. If you remove users, you'll see the savings reflected on your next billing cycle. There are no long-term contracts or commitments - you can cancel anytime.

Yes! Pay annually and save 20% compared to monthly billing. Annual billing is calculated based on your team size at the time of purchase. Contact us for custom quotes on larger teams.

Yes. Every plan — Tabsy Express and Tabsy LPM — starts with a 30-day free trial. You enter your card at signup but nothing is charged until the trial ends — cancel anytime during the trial and you'll never be billed. We'll never pressure you to stay.

E-signature is built into Tabsy, so you attach contracts to your estimates or send them separately, and clients receive an email, review the document, and sign electronically in their browser — no DocuSign or HelloSign subscription needed. You get notified instantly when contracts are signed, and both parties receive a copy.

Through Stripe, you can accept all major credit cards (Visa, Mastercard, American Express, Discover), debit cards, and ACH bank transfers, and clients can pay directly from their invoice with a single click. Funds are deposited to your bank account on Stripe's schedule. Cash, check or PayPal payments can be recorded by hand. Online payments: Stripe's published rate (2.9% + 30¢ per US card charge, less for ACH) plus a 0.5% Tabsy platform fee, never more than Stripe's own fee on that payment.

Yes. Set up an invoice once, choose the frequency (weekly, monthly, quarterly, etc.), and Tabsy automatically generates and sends invoices on schedule. You can also set up automatic payment collection if clients have a card on file. It's perfect for retainer clients or subscription services.

Each client engagement can have an associated project. Use visual boards to track progress, create tasks, set deadlines, and assign work to team members. Add milestones to break large projects into phases. Clients can optionally be given view access to see project progress.

Yes, your data is always yours. You can export clients, invoices, estimates, and other data at any time in standard formats (CSV, PDF). If you ever decide to leave Tabsy, you can take all your data with you.

We target 99.9% uptime. Our platform is built on redundant infrastructure across multiple availability zones. In the rare event of scheduled maintenance, we perform updates during off-peak hours and notify users in advance.

Yes. When you sign up, you'll receive a welcome email with quick-start guides, and for teams we offer optional onboarding calls where we walk you through setup, importing data, and configuring your workflow. Just reach out to support to schedule a session.

Yes. You can submit feature requests through our feedback portal, and we review all suggestions and prioritize based on customer demand. We love hearing from customers, and many of our best features came directly from user feedback.