VistaFlow Terms of Service

1. VistaFlow Service

VistaFlow provides software tools designed to help contractors and service businesses manage business operations, including features such as:

• Leads
• Customers
• Estimates
• Contracts
• Jobs
• Scheduling
• Teams
• Time tracking
• Expenses
• Invoices
• Payments
• Reporting
• Related business workflows

Features may vary depending on your subscription plan.

2. Eligibility

You must be legally capable of entering into a binding agreement to use VistaFlow.

If you use VistaFlow on behalf of a company or organization, you represent that you have authority to bind that organization to these Terms.

3. Accounts

You are responsible for:

• Providing accurate account information
• Maintaining the security of your login credentials
• Controlling access to your account
• Activities performed through your account

You must promptly notify VistaFlow if you believe your account has been compromised.

4. Subscription Plans

VistaFlow may offer multiple plans, including:

• Solo
• Crew
• Company
• Other plans or add-ons introduced in the future

Certain plans may be free.

Paid plans may include recurring monthly or annual subscription charges.

Features, usage limits, included users, and pricing may vary by plan.

5. Free Plan

VistaFlow may offer a free Solo plan.

The free plan may include limitations on:

• Number of users
• Features
• Automations
• Reporting
• Advanced team functionality
• Other premium capabilities

VistaFlow may modify the features included in the free plan over time.

6. Additional Users

Certain paid plans may include a specified number of active users.

If a plan allows additional users beyond the included amount, additional per-user charges may apply.

Inactive or archived users may be excluded from billable user counts according to VistaFlow’s current billing rules.

7. Free Trials of Paid Plans

VistaFlow may offer a free 30-day trial of a paid plan (such as Crew or Company). No credit card is required to start a trial.

A trial begins only when you explicitly confirm that you want to start it. Viewing a locked feature, opening a trial offer, or viewing plan details never starts a trial.

Each company is generally eligible for one Crew trial and one Company trial. A trial may not be restarted after it has ended, been cancelled, or been used.

During a trial, your account temporarily receives the trial plan’s features and included user allowance. Your permanent subscription plan and billing are not changed by starting a trial.

Trials do not automatically convert into a paid subscription. Nothing is charged automatically when a trial ends.

When a trial ends without a purchase, access to the trial plan’s paid features is restricted again. Your permanent plan remains available.

Data you create while using trial features is retained by VistaFlow. Some paid-feature records may be limited or read-only until you upgrade, but trial-created data is not deleted.

To keep paid-tier access after a trial ends, you must purchase a subscription through VistaFlow’s Stripe checkout.

If you already have a paid subscription, starting a trial of a higher-tier plan does not change your existing subscription or billing.

8. Billing

Paid subscriptions are billed according to the pricing and billing interval selected at purchase.

By subscribing to a paid plan, you authorize VistaFlow and its payment processor to charge the applicable fees.

Subscriptions may renew automatically unless cancelled.

Taxes may be added where required by law.

9. Pricing Changes

VistaFlow may change pricing for future subscriptions or renewals.

Where appropriate, VistaFlow may provide advance notice of pricing changes.

Certain customers may receive founding, promotional, or grandfathered pricing.

Any protected pricing arrangement will be governed by the terms presented when that pricing was granted.

10. Cancellation

You may cancel a paid subscription through available account settings or by contacting VistaFlow.

Unless otherwise stated, cancellation stops future renewal charges.

Access to paid features may continue through the end of the current paid billing period.

Fees already paid are generally non-refundable except where required by law or expressly stated otherwise.

11. Customer Data

You retain ownership of the business information and content you enter into VistaFlow.

You grant VistaFlow a limited right to host, process, transmit, back up, and display that information only as necessary to provide and operate the service.

You are responsible for ensuring you have the right to enter and process customer information through VistaFlow.

12. Email Connections

VistaFlow may allow you to connect a Google, Microsoft, or other supported email account.

When you connect an account, you authorize VistaFlow to perform the email functions you enable.

VistaFlow may use the connected account to send customer-facing documents and communications on your behalf.

You are responsible for:

• The content you send
• The recipients you contact
• Compliance with applicable email and anti-spam laws
• Maintaining authorization to communicate with recipients

VistaFlow does not guarantee delivery of every email.

13. Estimates, Contracts, and Business Documents

VistaFlow provides tools to create and manage business documents.

VistaFlow is not a law firm and does not provide legal advice.

Templates, workflows, and generated documents may not meet the legal requirements of every jurisdiction or business situation.

You are responsible for reviewing documents and determining whether they are appropriate for your business.

14. Customer Acceptance and Electronic Actions

VistaFlow may allow customers to accept or decline estimates, approve documents, provide reasons for declining, or take other actions electronically.

You are responsible for determining whether those electronic actions meet your business or legal requirements.

VistaFlow does not guarantee that an electronic acceptance constitutes an enforceable contract in every jurisdiction or circumstance.

15. Payments

VistaFlow may integrate with third-party payment processors.

VistaFlow is not a bank or financial institution.

Payment processing may be subject to separate terms from the payment processor.

VistaFlow is not responsible for:

• Chargebacks
• Payment processor holds
• Bank delays
• Failed transfers
• Fraudulent payment activity
• Processor account restrictions

16. Job Costing and Financial Information

VistaFlow may provide financial calculations, job-costing information, profit estimates, reports, and analytics.

These features are informational tools and may depend on the accuracy of information entered by users.

VistaFlow does not provide accounting, tax, financial, payroll, or investment advice.

Users should consult qualified professionals where appropriate.

17. Acceptable Use

You may not use VistaFlow to:

• Violate applicable laws
• Commit fraud
• Send spam or unlawful communications
• Infringe intellectual property rights
• Upload malware or harmful code
• Attempt unauthorized access
• Interfere with the operation of the platform
• Access another company’s data without authorization
• Reverse engineer the service where prohibited by law
• Abuse integrations or third-party services

18. Third-Party Services

VistaFlow may integrate with third-party products and services.

Your use of those services may be subject to separate terms.

VistaFlow is not responsible for interruptions, changes, or failures caused by third-party providers.

19. Service Availability

We strive to keep VistaFlow available and reliable.

However, we do not guarantee uninterrupted or error-free operation.

The service may occasionally be unavailable due to:

• Maintenance
• Software updates
• Internet outages
• Third-party service failures
• Security events
• Technical problems
• Events beyond our reasonable control

20. Changes to the Service

VistaFlow may add, modify, remove, or improve features over time.

We may update plan features, integrations, interfaces, or workflows as the platform evolves.

21. Feedback

If you submit suggestions, ideas, or product feedback, VistaFlow may use that feedback to improve or develop the service.

You are not entitled to compensation for ideas or feedback voluntarily submitted unless separately agreed in writing.

22. Reviews and Testimonials

If you submit a review and explicitly grant permission for public use, VistaFlow may display the review for marketing purposes.

VistaFlow will not knowingly publish private feedback or bug reports as testimonials without permission.

23. Intellectual Property

VistaFlow and its software, branding, designs, interfaces, logos, code, and related materials are owned by VistaFlow or its licensors.

These Terms do not transfer ownership of VistaFlow intellectual property to you.

You receive only the limited right to use the service in accordance with these Terms.

24. Suspension or Termination

VistaFlow may suspend or terminate access if:

• You materially violate these Terms
• You fail to pay applicable fees
• Your use creates a security or legal risk
• You engage in fraud or abuse
• Continued access would harm VistaFlow or other users

Where reasonable, we may provide notice before suspension or termination.

25. Disclaimer of Warranties

TO THE MAXIMUM EXTENT PERMITTED BY LAW, VISTAFLOW IS PROVIDED “AS IS” AND “AS AVAILABLE.”

WE DISCLAIM WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, AND ANY OTHER WARRANTIES NOT EXPRESSLY PROVIDED.

26. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, VISTAFLOW AND ITS OWNERS, EMPLOYEES, AFFILIATES, AND SERVICE PROVIDERS WILL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES.

THIS MAY INCLUDE LOSS OF:

• PROFITS
• REVENUE
• BUSINESS
• DATA
• CUSTOMERS
• OPPORTUNITIES

TO THE MAXIMUM EXTENT PERMITTED BY LAW, VISTAFLOW’S TOTAL LIABILITY ARISING FROM THE SERVICE WILL NOT EXCEED THE AMOUNT YOU PAID TO VISTAFLOW DURING THE 12 MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM.

IF YOU USE ONLY A FREE PLAN, LIABILITY MAY BE LIMITED TO THE MAXIMUM EXTENT PERMITTED BY LAW.

27. Indemnification

You agree to indemnify and hold harmless VistaFlow and its affiliates from claims, damages, losses, or expenses arising from:

• Your misuse of the service
• Your violation of these Terms
• Your violation of applicable law
• Content or customer data you submit
• Communications you send through VistaFlow
• Your business relationships with your customers

28. Governing Law

These Terms are governed by the laws of the State of [STATE], without regard to conflict-of-law principles.

Any disputes shall be brought in the courts located in [COUNTY, STATE], unless applicable law requires otherwise.

29. Changes to These Terms

VistaFlow may update these Terms from time to time.

Material changes may be communicated through the service, email, or another reasonable method.

Continued use after updated Terms become effective constitutes acceptance of the revised Terms.

30. Contact

Questions about these Terms may be directed to:

VistaFlow

[LEGAL BUSINESS NAME]

[BUSINESS ADDRESS]

[SUPPORT EMAIL]