Account, plans, and sharing

Check your plan, limits, billing, and customer share links on the Account page—not in Resources.

How to get there

Sign in, then click Account in the site header. That opens /account. Resources is documentation only; use Back to App if you are in these guides and need the workspace.

Plans

Free, Individual, and Pro are self-serve on the Pricing page. Limits below are the included amounts. Remaining usage is on Account. AI credit amounts are on Pricing.

  • Free — try the workflow at trial scale: 2 inspection reports, 3 assemblies (each CAD model, schematic, or BOM counts as one), and 1 GB of cloud storage. PDF download may ask for credits or an upgrade.
  • Individual — a solo shop: 25 reports, 25 assemblies, 10 GB storage, and unlimited PDF downloads without company branding. Generate uses BlockForm AI credits.
  • Pro — unlimited reports and assemblies, 100 GB storage, company logo and name on PDFs, append supporting files, Share Report links, Photo Library, Work Board, and the option to use your own AI keys.

Optional add-ons (extra reports, assemblies, storage, or one-time AI credit packs) are purchased from Account. See Pricing for current AI credits and add-on prices.

Upgrade and quota prompts

If you hit a plan limit, BlockForm shows a modal instead of a failed upload or a blank error. Typical prompts: too many inspection reports, too many assemblies, storage full, or not enough AI or PDF credits. Open Account to see usage, buy an add-on, or upgrade. The Pricing page lists current plans.

On Pro, Team, and Enterprise, Share Report sits between View PDF and Download PDF in the Report Editor. It creates a customer link to a PDF-only snapshot—no editor controls.

  • Optional password, expiry date, and view-only (the recipient cannot download).
  • The customer opens a URL like /share/r/…. If a password is set, they unlock the PDF first.
  • Revoke, filter Active / Revoked, and review issued links from Account Share links.

Your own AI keys

Pro (and Team or Enterprise) can save an API key on Account for Gemini, Grok, Claude, Codex, OpenAI, OpenRouter, or an OpenAI-compatible endpoint. When a key is active, Generate uses that provider and does not consume BlockForm AI credits. Free and Individual always use BlockForm's included model and plan credits. Keys for the public REST API are created in Global Settings → API, not here.

Team and Enterprise

Team is contact-only today—it is not on self-serve signup. If you see User Directory, Roles, or team fields on Account, those sections are for organizations on Team or Enterprise billing and do not apply to solo Free, Individual, or Pro accounts. Email support@email.blockforminspection.com to discuss multi-seat options.

If you get stuck

  • Share link expired or the password is wrong — the recipient sees a block, not the PDF. Issue a new link from the Report Editor or check Account → Share links.
  • View-only share — there is no download control, and adding ?download=1 to the URL does not download the file.
  • You cancelled — access continues through the end of the current billing period.
  • Billing or account problems — email support rather than the Feedback form.