For finance leaders

An invoice where every line is a company you recognize.

CIDSync bills branded caller ID the way you wish everything did: one published schedule, a named line per ServiceTitan tenant, proration both ways, and auditable terms.

The trial runs in preview mode. Its output doubles as an audit of your current caller-ID posture, before a dollar moves.

Designed to reconcile

Three properties your close process will like.

Named line items

Every ServiceTitan tenant is its own invoice line at its own band rate: first tenant $99/month, tenants 2-10 at $29, 11+ at $19. The fee is flat per tenant, with no per-call or usage component from CIDSync. Fifteen companies read as fifteen lines that map to your entity list, not one mystery total. Proration lines are cause-labeled: added this, removed that.

One price for everyone

The volume schedule is the published list. Identical fleets pay identical math, and discounts are public, time-boxed programs, never quiet side deals. Agencies buy at the same schedule today (talk to us about client fleets). List changes only apply at renewal, with 60 days’ notice.

Terms with no trapdoors

Removing a tenant credits unused time immediately, and band re-pricing applies from the next cycle. No invoice restates a closed period. Annual prepay is 10× monthly (two months free); mid-year removals become credit that never expires, and closing the account refunds pro-rata at monthly rates, so the clawback never produces a balance due.

Illustrative invoice excerpt
ABC Heating & Air, tenant 1$99.00
XYZ Plumbing, tenant 2$29.00
Anytown Electric, tenant 3$29.00
Proration: Anytown Electric added Jun 14$16.43
Credit: Example Drain Co. removed Jun 3−$26.10
Total$147.33

Names and amounts are illustrative. The shape is the point: every line is a company you recognize, and every adjustment says why it exists.

A single-digit percentage protecting the rest.

Speed to lead is a real line in your budget: the ad spend and staffing that get a rep dialing a fresh lead within the minute. A “Spam Likely” label writes that speed off at the last step, when the call goes out and nobody picks up. Your brands already pay their caller-ID provider platform fees and per-call charges under your own agreements. CIDSync never marks up, rebills, or touches those. What it does is keep that spend effective: every new tracking number registered, every drift caught, every change logged, with dry-run previews on demand. For a multi-brand fleet, that typically prices out to a low single-digit percentage of the branded-calling spend it protects, an illustrative figure you can replace with your own: the fleet calculator on the pricing page runs your exact tenant count through the schedule. And the audit trail quantifies what CIDSync catches, so the renewal decision is evidence, not faith.

  • No markup or rebilling of provider fees, ever
  • Complete per-tenant history, exportable to CSV whenever you want it
  • Nightly sync with unlimited on-demand runs and dry-run previews, every change logged per tenant. Ops reviews the run history, finance reconciles the line
  • Read-only source access; encrypted credentials nobody can display, and the security page documents the controls
  • Cancel from the portal; registrations remain yours, data export stays open 60 days, credentials deleted within 30

What your close process will ask

How do mid-cycle changes hit the invoice? +

Adding a tenant creates a prorated, cause-labeled line immediately. Removing one credits unused time immediately. If a change in tenant count shifts your band placement, the re-pricing applies from the next cycle, never retroactively, so no invoice restates a period you already closed.

What are the annual prepay mechanics, exactly? +

Annual is 10× your monthly total (two months free) and always an explicit choice; monthly is the default. Mid-term additions prorate at the annual rate. Removals convert unused value to non-expiring account credit. Full account closure refunds pro-rata with elapsed months recalculated at monthly rates, floored at zero. With any promotion code active, prepay gives one month free instead of two: discounts meet, they don’t multiply.

Is there a contract term or auto-renewal trap? +

Monthly plans are month to month; cancel from the Stripe portal, effective end of period. The trial shows its conversion date at signup and sends a reminder before the first charge.

Who issues the invoice, and how do we pay? +

Invoices and receipts are issued by Stripe, with self-serve invoice history and PDF receipts in your billing portal, nothing to request, nothing to chase at close. Payment is by card through Stripe today, and CIDSync never stores card numbers. Need a W-9 or a different billing contact? Email billing@cidsync.com.

What can you hand our vendor-review process? +

The honest package: read-only source access, credentials encrypted with AES-GCM and shown only as fingerprints after save, documented data flows, a sub-processor summary, and the privacy policy, all summarized on the security page. CIDSync is not SOC 2 certified today, and we won’t claim a third-party audit until one exists; your questionnaire gets answered with what’s actually in place.

Can we validate value before committing? +

Yes. The 7-day trial runs in preview mode and produces the full plan for your fleet: what’s already registered, what’s missing, what conflicts. That preview is itself a small audit of your current caller-ID posture, and it costs nothing if you cancel.

Spend that reconciles. Assurance that shows its work.

Review the published schedule, or run the 7-day preview and let the audit trail make the case.

CIDSync is an independent product. It is not affiliated with, endorsed by, or sponsored by ServiceTitan, Hiya, First Orion, TNS, or any carrier. Branded calling is delivered through Hiya Connect under your own agreement, and CIDSync does not guarantee answer rates, spam-label removal, or how any carrier displays your numbers. Spend percentages are illustrative and depend on your provider rates and call volumes.