Terms of Service

These Terms of Service (the “Terms”) are an agreement between you and ServiceRoot LLC, a Texas limited liability company (“ServiceRoot,” “we,” or “us”) — the company that builds and operates Beacon and Gateway. They explain the rules for using our products. By creating an account or using any ServiceRoot product, you agree to these Terms, so please read them.

1. Acceptance of these terms

By creating an account, clicking to accept, or using any part of our services, you confirm that you have read and agree to these Terms and to our Privacy Policy. If you are agreeing on behalf of a business, you confirm that you have the authority to bind that business, and “you” means that business. If you do not agree, please do not use our services.

2. The services we provide

ServiceRoot offers software for home-service businesses. Our current products are:

• Beacon — a tool that tracks phone calls and leads, measures booking performance, and helps coach dispatchers.
• Gateway — a universal lead-capture tool that collects leads from your website and sends them to Beacon.

We may add new products and features over time. These Terms cover those new products too, unless we provide separate terms for a specific product. We may also change, improve, or discontinue features, and we will give reasonable notice of major changes where we can.

3. Your account and security

To use most features you need an account. You agree to give accurate information and to keep it up to date. You are responsible for everything that happens under your account and for keeping your login details private. Each person who uses the service should have their own login — please do not share credentials. Tell us right away at support@serviceroot.io if you think someone has accessed your account without permission.

4. Acceptable use

You agree to use our services lawfully and fairly. You will not:

• break the law, or use the service to help others break the law;
• copy, scrape, or harvest data from the service by automated means we have not authorized;
• reverse engineer, decompile, or try to extract our source code, except where the law expressly allows it;
• interfere with, overload, or disrupt the service or its security;
• attempt to access accounts, data, or systems that do not belong to you;
• resell or sublicense the service without our written permission; or
• upload malware, or content that is unlawful, harmful, or infringes someone else’s rights.

We may suspend or limit access if we reasonably believe you are breaking these rules.

5. Your data and your customers’ data

You keep ownership of the information you put into our services and the information we collect on your behalf — for example, your call records, leads, jobs, and the contact details of your customers. We call all of this “Your Data.”

Because Your Data often includes personal information about your own customers, you are responsible for:

• having the right to collect that information and share it with us;
• giving your customers any notices, and honoring any choices, that the law requires; and
• using Your Data, and our services, in line with applicable privacy and communications laws.

You grant ServiceRoot permission to host, process, and display Your Data for the purpose of operating and improving the services for you. How we handle personal information is described in our Privacy Policy.

6. Third-party integrations

Our services are more useful when connected to tools you already use, such as Jobber, Dialpad, and — in the future — ServiceTitan, Housecall Pro, and Workiz.

When you connect one of these tools, you authorize ServiceRoot to access that account on your behalf and to read the information needed to provide the service — for example, jobs and client records from Jobber, or call records and recordings from Dialpad.

Our integrations are read-only by design. Beacon reads information from the tools you connect; it does not write, change, or delete any data in them. This is a general policy that applies to every integration — those available today and those we add in the future — including Jobber, Dialpad, ServiceTitan, Housecall Pro, and Workiz.

You can disconnect an integration at any time from your settings. Third-party tools are controlled by those companies, not by ServiceRoot, and your use of them is governed by their own terms and privacy policies. We are not responsible for third-party tools, and we cannot guarantee they will always be available or error-free.

7. Subscription, billing, and cancellation

Some products and features require a paid subscription. Current pricing and plan details are as displayed in the Beacon dashboard, or as otherwise agreed with you in writing.

Unless we state otherwise:

• fees are billed in advance on a recurring basis (for example, monthly);
• payments are handled by our third-party payment processor, Stripe, and by subscribing you also agree to Stripe’s terms;
• fees are non-refundable, including for partial billing periods, except where the law requires otherwise;
• you can cancel at any time from your account settings or by contacting us; cancellation stops future charges, so you will not be billed for the next cycle, but it does not refund the current billing period; and
• we may change pricing — we will give advance notice, and changes take effect at your next billing cycle.

If a payment fails, we may suspend paid features until it is resolved.

8. Intellectual property

ServiceRoot owns the services — the software, design, text, logos, and everything else we created — and all related intellectual property rights. We grant you a limited, non-exclusive, non-transferable right to use the services while these Terms are in effect and your account is in good standing. These Terms do not give you any ownership of the services.

If you send us feedback or suggestions, we may use them to improve our products without any obligation to you. Your Data remains yours, as described in Section 5.

9. Disclaimers

We work hard to make our services reliable and useful, but we provide them “as is” and “as available.” To the fullest extent the law allows, ServiceRoot makes no warranties of any kind — express or implied — including implied warranties of merchantability, fitness for a particular purpose, and non-infringement.

In particular, our analytics, scores, and coaching suggestions are informational tools to support your decisions. They are not professional advice and not a guarantee of business results. You are responsible for the decisions you make using them.

10. Limitation of liability

To the fullest extent the law allows:

• ServiceRoot will not be liable for indirect, incidental, special, consequential, or punitive damages, or for lost profits, lost revenue, lost data, or lost business opportunities; and
• ServiceRoot’s total liability for any claim relating to the services will not exceed the greater of (a) US $100 or (b) the total amount you paid ServiceRoot for the services in the 12 months before the event that gave rise to the claim.

Some places do not allow certain limitations, so parts of this section may not apply to you.

11. Indemnification

You agree to defend and indemnify ServiceRoot and its owners, employees, and contractors from claims, losses, and reasonable legal costs that arise from: (a) your use of the services; (b) Your Data, including any claim that you did not have the right to collect or share it; or (c) your breach of these Terms or of applicable law. We will let you know about the claim and may take part in the defense.

12. Termination

You may stop using the services and close your account at any time. We may suspend or end your access if you break these Terms, if it is needed to protect the service or other users, or if the law requires it. We will give notice where reasonable.

When your account ends, your right to use the services stops. We then handle Your Data on this schedule: we retain it for 30 days after cancellation in case you choose to reactivate; after that, we permanently delete it within an additional 60 days (within 90 days of termination in total). Residual copies may remain in our encrypted backups for up to 180 days from termination, after which they are overwritten. During the first 30 days after cancellation you may contact us to request an export of Your Data. We keep information longer only where the law requires it, for example for tax or accounting records. This schedule matches Section 8 of our Privacy Policy.

Sections that by their nature should outlast termination — such as data ownership, intellectual property, disclaimers, limitation of liability, and indemnification — will continue to apply.

13. Governing law

These Terms are governed by the laws of the State of Texas, United States, without regard to its conflict-of-laws rules. You and ServiceRoot agree that any dispute relating to these Terms or the services will be brought exclusively in the state or federal courts located in Dallas County, Texas, and both parties consent to the personal jurisdiction of those courts.

14. Changes to these terms

We may update these Terms as our products and the law evolve. If we make a significant change, we will update the “Last updated” date at the top and take reasonable steps to let you know, such as an email or an in-product notice. If you keep using the services after a change takes effect, that means you accept the updated Terms.

15. Contact us

Questions about these Terms? Email us at legal@serviceroot.io, or write to us at ServiceRoot LLC, Dallas, TX. For general support, contact support@serviceroot.io.