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Help Center › Admin screens, field by field › View as customer: test the Hub on any plan or billing state
View as customer: test the Hub on any plan or billing state
Use the View as customer button on the Contractor Hub to see what a customer on any plan or payment state would see.
On this page
Where: the Contractor Hub (the front-end app), not a WordPress settings page. A small floating button appears at the bottom left: View as customer (it reads “Viewing as: …” while a test is on). Only administrators see it; the server sends the list to administrators only.
I could not find a tool called “Try a customer’s plan” in the code. The View as tester is the tool that does that job. (not verified in code: any other tool by that name)
What it does
You see the real Hub as a customer in the chosen state would, with nothing charged or changed. It applies only to your own account and expires by itself after 8 hours. Billing actions (checkout, plan change, cancel, card portal, verification codes) are refused with a “Test view” message. Your real records still count, so usage bars compare your real data with that plan’s limits.
Controls
| Control (exact label) | What it does |
|---|---|
| View as customer button | Opens or closes the panel titled “Test the customer experience”. |
| ← Back to my own account (shown only during a test) | Ends the test and reloads. |
| No plan yet (new sign-up) (group Start) | Shows the Hub with no subscription. |
| Free trial (Start) | Trial on your trial plan; trial length shown is shorter than the full trial by 12 days. |
| Starter plan (paid), Professional plan (paid), Business plan (paid), Pro+ plan (paid) (group Paid plans; names follow your plan names) | An active paid subscription on that plan. |
| Payment overdue: some tools paused (group When payment fails) | Past due, at the restricted-stage day from your Plans settings, on the Professional plan. |
| Payment overdue: read-only | Past due at the read-only day. |
| Suspended | Account paused. |
| Subscription ended | Cancelled. |
Steps
- Open the Contractor Hub while signed in as an administrator.
- Click View as customer at the bottom left.
- Click a state. The page reloads and the button turns orange: “Viewing as: …”.
- Look around. Check what is locked and what the upgrade prompts say.
- Click View as customer again and choose ← Back to my own account.
If something goes wrong
- No button: you are not an administrator or you are not on the Hub.
- A billing button says “Test view”: that is deliberate; end the test first.
- It ended on its own: tests last 8 hours.