Help Article
Pricing & Plans
Free Trial Guide
Everything you need to know about your AtomicSam free trial — what's included, timeline, and how to upgrade
3 min read
Updated August 28, 2026
Overview
AtomicSam offers a 14-day free trial with full access to all features. No credit card is required to start. This guide explains what's included, what happens at the end of your trial, and how to upgrade.
What's Included
During your trial, you have access to everything:
- Unlimited jobs, quotes, and invoices
- Full time tracking and timesheet features
- Cost management and purchase orders
- All accounting integrations (Xero, QuickBooks)
- AI features (job descriptions, client research, task suggestions)
- All document templates and branding options
- Up to 5 team members
💡 Tip: Make the most of your trial by connecting your accounting system (Xero or QuickBooks) early. This lets you test the complete quote-to-invoice workflow including export.
Trial Timeline
| Day | What Happens |
|---|---|
| Day 1 | Trial starts — set up your organisation, invite team members, import data |
| Day 7 | Mid-trial check-in email with tips and setup suggestions |
| Day 12 | Reminder email — 2 days remaining |
| Day 14 | Trial ends — read-only access until you upgrade |
What Happens When the Trial Ends
When your 14-day trial expires:
- Your account enters read-only mode — you can view all data but cannot create or edit
- Your data is preserved — nothing is deleted
- Active integrations are paused
- You can upgrade at any time to restore full access
ℹ️ Note: Your data is retained for 90 days after trial expiry. After that, inactive trial accounts and their data may be permanently removed.
Upgrading During or After Trial
- Go to Settings → Subscription.
- Choose your preferred plan (see Plan Comparison).
- Enter payment details.
- Click Subscribe — your account is immediately upgraded with no interruption.
Extending Your Trial
Need more time? Contact our support team before your trial expires and we can arrange a short extension on a case-by-case basis.
Getting Help During Your Trial
- Use the Help button (bottom-right) for in-app guidance
- Browse the Knowledge Base for step-by-step articles
- Use the Feedback button to reach our support team directly
- Follow the Onboarding Guide for a structured setup path