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Change or Cancel Your Technology Management Program

How to request an upgrade, downgrade, or cancellation and when the change can take effect.

You can request an upgrade, downgrade, or cancellation at any time with one billing cycle’s written notice.

Before requesting a change

  • Upgrades and downgrades: You can change your plan once every 90 days.
  • Cancellations: After cancellation, your company is not eligible for a new subscription for 90 days.

Submit your request

  1. Log in to the client portal.
  2. Select Support Request in the top navigation.
  3. Choose the program account request type. If the form uses the label Admin Program Account, select that option.
  4. Submit your written request describing the upgrade, downgrade, or cancellation you need.

You will receive an email asking you to schedule a program change or offboarding call.

For information about active work and available task capacity, see Tasks and Billing Cycles.