Refund Policy

Last updated: September 15, 2026

1. Free Tier

Free tiers are not billed, so there is nothing to refund.

2. Trials and Billing

Qualifying Indie, Indie Pro, Franchise, and Franchise Pro plans begin with a 30-day dealership trial that does not require a payment method to start. Qualifying paid Solo plans begin with a 14-day solo trial, and checkout requires a payment method unless a promotion code entered in SummitDesk covers the full price. Checkout shows the trial that applies and the recurring monthly price. The subscription is not charged during a trial. If a payment method is on file when the trial ends, the plan renews at the checkout price; cancel before the trial ends to avoid the first charge. If a dealership trial ends with no payment method on file and an amount is due, the subscription pauses and nothing is charged, and SummitDesk stays locked for that dealership until a plan is chosen and paid for.

Trial Rules

  • Trials apply only to the paid plan shown at checkout
  • Trial access includes that plan's features. Usage during a trial is subject to trial limits, which can differ from the plan's paid monthly allowances; included SummitIQ usage, VIN decodes, and third-party data lookups remain limited
  • Free signups do not activate founding pricing
  • There is one trial per solo account or dealership. Canceling and resubscribing does not start another trial.
  • Checkout shows whether a trial applies and how long it lasts. Changing plans during a trial keeps the original trial end date and does not restart its clock.

Billing

  • Paid subscriptions renew monthly at the checkout price until canceled
  • Cancellation stops the next renewal and does not prorate the current paid period
  • Correctly billed subscription charges are generally non-refundable. We correct billing errors and provide refunds required by law.

3. Founding Pricing

Founding pricing applies only to the SummitDesk dealership founding program. Existing customer discounts and legacy renewal prices remain governed by their own offers.

  • Offered to the first 50 dealerships that start Indie, Indie Pro, Franchise, or Franchise Pro, while founding spots remain
  • 50% off the list price for the first six paid monthly invoices, then 25% off the list price while the subscription remains continuously active
  • Applied by SummitDesk before the dealership's first paid invoice; it is not shown on the checkout page
  • Does not attach to free accounts, Solo plans, or Enterprise agreements
  • Ends on cancellation and does not return unless SummitDesk expressly reinstates it
  • Cannot be transferred to another dealership
  • Does not automatically extend to custom add-ons, future modules, or sales-assisted enterprise agreements
  • A one-time promotion offered by SummitDesk can be combined with founding pricing under that promotion's terms.

4. Cancellations

You can manage cancellation through the billing settings tied to your SummitDesk account. Upon cancellation:

  • You retain access until the end of your billing period
  • No prorated refund is issued for unused time in the current period
  • Your data remains subject to SummitDesk retention policies
  • If founding pricing applied, canceling the qualifying core plan ends that protected rate

5. AI Usage Charges

Consumed AI services and delivered add-ons are generally non-refundable, except for billing errors or refunds required by law. A plan allowance change does not remove purchased credit balances.

6. Downgrades

To request a lower paid tier, contact support@summitdesk.io before renewal. We confirm the plan and effective date; a request is not an immediate plan change. To move to a free tier, cancel renewal in your billing settings. For a downgrade:

  • The change takes effect at the end of your current billing cycle
  • No refunds for unused time on the higher tier
  • Data remains subject to the retention and access terms of the Services
  • Features from the higher tier become inaccessible after downgrade

7. How to Request a Refund

If you believe SummitDesk billed you incorrectly, contact us at:

Email: support@summitdesk.io
Subject: Billing Review Request - [Your Account Email]

Include your account email, dealership name if applicable, and a description of the billing issue.

8. Exceptions

We review duplicate charges, incorrect amounts, and other billing errors. Nothing in this policy limits refunds or other rights required by law. Subject to those exceptions, refunds may be denied if:

  • The request concerns a properly billed recurring period after the trial window
  • Account was terminated for Terms of Service violations
  • Fraudulent activity is detected
  • The request concerns consumed AI services or add-ons

9. Contact Us

Questions about refunds? Contact us at:

SummitDesk
Email: support@summitdesk.io