Terms of Service

These Terms of Service ("Agreement") govern your access to and use of the WorkSlate platform, customer portal, and related services (collectively, the "Services") provided by WorkSlate, Inc., a Delaware corporation ("WorkSlate," "we," "us," or "our"). By creating an account, accessing the customer portal, or using any part of the Services, you ("Customer" or "you") agree to be bound by this Agreement. If you are using the Services on behalf of a business, you represent that you have authority to bind that entity.

1. Description of Services

WorkSlate provides a cloud-based field and home service management platform enabling businesses to manage jobs, dispatch technicians, generate quotes and invoices, collect payments, and communicate with end customers through a branded customer portal. Features may include:

• Online quote review and approval
• Invoice viewing and payment processing
• Job status tracking and scheduling notifications
• SMS and email messaging opt-in management
• Document storage and electronic signature collection
• AI-assisted features (job recommendations, automated messaging, predictive scheduling) — subject to the AI Addendum
• Reporting and analytics dashboards

2. Account Registration and Eligibility

To access the Services, you must register and provide accurate, complete information. You must be at least 18 years of age and legally capable of entering a binding contract. You are responsible for maintaining confidentiality of your credentials and all activity under your account. Notify us immediately at support@getworkslate.com if you suspect unauthorized access.

3. Subscription Plans and Billing

3.1 Fees. Access is provided on a subscription basis. Fees are described on the WorkSlate pricing page or in an executed Order Form. All fees are in U.S. dollars unless otherwise agreed in writing.

3.2 Billing Cycle. Subscriptions are billed in advance on a monthly or annual basis. Annual plans are non-refundable except as expressly provided herein.

3.3 Payment Authorization. You authorize WorkSlate to charge your payment method for all applicable fees. If payment fails, WorkSlate may suspend access after five (5) business days advance notice and opportunity to cure.

3.4 Taxes. All fees are exclusive of applicable taxes including sales tax, VAT, and GST. You are responsible for all applicable taxes. Where WorkSlate is required to collect and remit taxes, the amount will be added to your invoice.

3.5 Price Changes. WorkSlate may modify pricing with at least thirty (30) days advance written notice. Continued use after the effective date constitutes acceptance.

3.6 Refunds. Except as required by applicable law or expressly stated in a written agreement, fees paid are non-refundable. WorkSlate may provide pro-rated credits at its discretion for verified platform outages attributable to WorkSlate.

3.7 Customer Payments via Stripe Connect. If you enable customer payments, you onboard directly with our payment processor (Stripe). Funds for invoices you issue to your own End Users are settled to your connected Stripe account, not held by WorkSlate. You are solely responsible for the underlying transactions, including refunds, chargebacks, and tax collection on those transactions. WorkSlate is not a party to those transactions.

4. Customer Portal

WorkSlate may provide your end customers ("End Users") access to a branded customer portal to view quotes, approve work, pay invoices, and manage communication preferences. End User access is governed by the separate Customer Portal Terms of Service incorporated herein. You are responsible for ensuring your use of the portal and all communications sent through it comply with applicable law, including the TCPA, CAN-SPAM Act, CASL, and all applicable consumer protection and privacy laws in jurisdictions where your End Users reside.

5. Acceptable Use

You agree not to use the Services to:

• Violate any applicable local, national, or international law or regulation
• Send unsolicited communications to individuals who have not opted in
• Transmit content that is unlawful, defamatory, harassing, or fraudulent
• Reverse-engineer, decompile, or extract source code from the platform
• Resell or sublicense the Services without prior written consent
• Interfere with the integrity or performance of the Services or infrastructure
• Upload or transmit malicious code, viruses, or disruptive software
• Attempt to circumvent, manipulate, or exploit any AI or automated feature of the platform

6. Data Ownership and License

6.1 Your Data. You retain all ownership rights to data, content, and information you submit ("Customer Data"). You grant WorkSlate a limited, non-exclusive license to process Customer Data solely to provide and improve the Services as described in our Privacy Policy.

6.2 Aggregated Data. WorkSlate may use de-identified, aggregated data from platform usage for analytics and product improvement. Such data will not identify you or your End Users individually.

6.3 AI Training. WorkSlate will not use your Customer Data to train third-party AI models without your explicit consent. Use of data in connection with WorkSlate's own AI features is governed by the AI Addendum.

6.4 Feedback. If you provide feedback or suggestions, you grant WorkSlate a perpetual, royalty-free license to use such feedback without restriction or compensation.

7. Intellectual Property

The WorkSlate platform, software, trademarks, logos, and all related intellectual property are owned by WorkSlate, Inc. or its licensors. Nothing in this Agreement grants you any right, title, or interest in WorkSlate's intellectual property beyond the limited license to use the Services. You may not use WorkSlate's trademarks or branding without prior written consent.

8. Confidentiality

Each party agrees to keep confidential any non-public, proprietary information disclosed by the other party ("Confidential Information") and to use it only to perform obligations under this Agreement. Each party shall use at least reasonable care to protect the other's Confidential Information. Obligations do not apply to information that is publicly known, independently developed, or lawfully received from a third party without restriction.

9. Privacy and Data Protection

Your use of the Services is subject to WorkSlate's Privacy Policy (getworkslate.com/legal/privacy-policy), incorporated herein by reference. Use of the Services involving processing of personal data of individuals in the EEA, UK, Switzerland, or other jurisdictions with applicable data protection requirements may require execution of a Data Processing Addendum ("DPA"). Contact legal@getworkslate.com to request a DPA.

10. AI-Assisted Features

Certain features of the Services are powered by artificial intelligence and machine learning ("AI Features"). Your use of AI Features is subject to the WorkSlate AI Addendum, incorporated herein by reference and available at getworkslate.com/legal/ai-addendum. By using AI Features, you agree to the terms of the AI Addendum.

11. Third-Party Services

The Services may integrate with third-party platforms, payment processors, or APIs (including but not limited to Stripe, Supabase, Resend, Twilio, Anthropic, and QuickBooks). WorkSlate is not responsible for the availability, accuracy, or data practices of third-party services. Your use of third-party services is governed by their respective terms.

12. Service Availability and Modifications

WorkSlate will use commercially reasonable efforts to maintain platform availability but does not warrant uninterrupted or error-free operation. WorkSlate may modify, suspend, or discontinue features with at least thirty (30) days advance notice for material changes, except in emergencies or when required by law.

13. Disclaimers

THE SERVICES ARE PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTY OF ANY KIND. WORKSLATE EXPRESSLY DISCLAIMS ALL WARRANTIES, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. AI FEATURES ARE PROVIDED WITHOUT GUARANTEE OF ACCURACY, COMPLETENESS, OR FITNESS FOR ANY PARTICULAR PURPOSE.

14. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, WORKSLATE'S TOTAL LIABILITY FOR ANY CLAIMS SHALL NOT EXCEED THE FEES PAID BY YOU IN THE TWELVE (12) MONTHS PRECEDING THE CLAIM. IN NO EVENT SHALL WORKSLATE BE LIABLE FOR INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, OR PUNITIVE DAMAGES. Nothing in this section limits liability that cannot be excluded under applicable law, including EU consumer protection law.

15. Indemnification

You agree to indemnify, defend, and hold harmless WorkSlate and its officers, directors, employees, and agents from claims, damages, and expenses (including reasonable attorneys' fees) arising from: (a) your use of the Services in violation of this Agreement; (b) your violation of applicable law; (c) content or data you submit; or (d) your infringement of third-party intellectual property or privacy rights.

16. Account Deletion and Termination

16.1 Termination by You. You may cancel your subscription at any time through account settings or by contacting support@getworkslate.com. Subscription access continues through the end of the current billing period.

16.2 Permanent Account Deletion. If you request permanent deletion of your account, the process and consequences are governed by the Permanent Account Deletion Terms, incorporated herein by reference (available at getworkslate.com/legal/account-deletion). Permanent deletion is irreversible. You should export any data you wish to retain before submitting a deletion request.

16.3 Termination by WorkSlate. WorkSlate may terminate or suspend your account immediately for material breach, non-payment after cure periods, or if required by law.

16.4 Effect of Termination. Upon termination, your right to access the Services ceases immediately. Customer Data is subject to the retention and deletion process described in the Permanent Account Deletion Terms and Privacy Policy.

17. Governing Law and Dispute Resolution

This Agreement is governed by the laws of the State of Delaware, without regard to conflict of law principles. Disputes will first be subject to good-faith negotiation. If unresolved within thirty (30) days, disputes shall be submitted to binding arbitration under AAA Commercial Arbitration Rules, seated in Wilmington, Delaware. Either party may seek injunctive relief in any competent court to protect intellectual property or confidential information.

For customers in the EU or UK: Nothing limits your rights under applicable consumer protection law, including the right to bring claims before local courts or supervisory authorities. For customers in Australia: Nothing excludes rights under the Australian Consumer Law that cannot be excluded.

18. International Use

The Services are operated from the United States. Users outside the U.S. are responsible for compliance with local laws. Users in the EEA, UK, Canada, or Australia may have additional rights under local law that supersede conflicting provisions of this Agreement where required.

19. Entire Agreement and Related Documents

This Agreement, together with the following incorporated documents, constitutes the entire agreement between the parties:

• Privacy Policy
• Cookie and Web Application Policy
• SMS Messaging Terms and Conditions
• Data Processing Addendum (where executed)
• AI Addendum
• Customer Portal Terms of Service
• Permanent Account Deletion Terms
• Any executed Order Form

20. Miscellaneous

20.1 Severability. If any provision is found unenforceable, the remaining provisions continue in full force.

20.2 Waiver. Failure to enforce any provision does not constitute a waiver of future enforcement rights.

20.3 Assignment. You may not assign this Agreement without WorkSlate's prior written consent. WorkSlate may assign in connection with a merger, acquisition, or asset sale.

20.4 Force Majeure. Neither party is liable for failure to perform due to causes beyond reasonable control, including natural disasters, government action, or internet disruptions.

20.5 Changes. WorkSlate may update this Agreement with at least thirty (30) days advance notice. Continued use after the effective date constitutes acceptance.

20.6 Contact. Legal inquiries: legal@getworkslate.com | WorkSlate, Inc., Legal Department, 501 Union St Ste 545 PMB 876495, Nashville, TN 37219-1876.