Terms of Service

Last updated: January 2026

📋 Fair & Transparent Terms

14-day free trial • No credit card required • Cancel anytime

1. Acceptance of Terms

By accessing and using CompanySync's services, you agree to be bound by these Terms of Service. If you do not agree to these terms, please do not use our services.

2. Description of Service

CompanySync provides a comprehensive CRM and business management platform designed specifically for roofing contractors. Our services include:

  • Customer relationship management
  • Lead tracking and management
  • Project management tools
  • Estimate and invoice generation
  • Scheduling and calendar integration
  • AI-powered features and automation (including AI assistants Lexi, Sarah, Alex and Marcus)

AI Assistant Disclaimer: CompanySync provides AI-generated voice and text assistance through our AI assistants (Lexi, Sarah, Alex and Marcus). These AI tools are designed to enhance productivity and customer service. However:

  • AI responses may occasionally contain errors or "hallucinations" (incorrect information)
  • CompanySync is not liable for decisions made based on AI-generated content
  • Users should verify important information independently
  • The AI assistants are tools to assist, not replace, professional judgment

Usage License: This is a subscription-based service, not a sale of software. We grant you a limited, non-exclusive, non-transferable license to access and use CompanySync for the duration of your subscription. All rights not expressly granted remain with CompanySync.

3. Account Registration

To use our services, you must:

  • Provide accurate and complete registration information
  • Maintain the security of your account credentials
  • Promptly update your account information
  • Be at least 18 years old
  • Comply with all applicable laws

You are responsible for all activities that occur under your account.

4. Free Trial

✓ Risk-Free 14-Day Trial:

  • ✓ No credit card required to start
  • ✓ Full access to all features
  • ✓ Cancel anytime without charge
  • ✓ After 14 days, choose a paid plan or we'll pause your account

5. Subscription and Payment

Billing:

  • Subscriptions are billed monthly or annually in advance
  • Prices are subject to change with 30 days notice
  • All fees are non-refundable except as required by law
  • You authorize us to charge your payment method automatically

Cancellation:

  • You may cancel your subscription at any time
  • Cancellation takes effect at the end of your current billing period
  • No refunds for partial months
  • You retain access until the end of your billing period

6. Acceptable Use

You agree not to:

  • Use the service for any illegal purpose
  • Violate any laws or regulations
  • Infringe on intellectual property rights
  • Transmit viruses or malicious code
  • Attempt to gain unauthorized access to our systems
  • Resell or redistribute our services
  • Use automated systems to access the service (without permission)
  • Impersonate others or provide false information

7. Data and Privacy

🔒 Your Data Belongs to You

We will NEVER sell your data. Full stop.

Your use of our services is also governed by our Privacy Policy.

  • You own all data you input into our system
  • We will not access or use your data except as necessary to provide services
  • You can export your data at any time
  • Upon cancellation, we will delete your data according to our data retention policy
  • We implement industry-standard encryption and security measures

8. Intellectual Property

The CompanySync platform, including all software, content, trademarks, proprietary AI algorithms, workflows, and automation processes, is owned by us and protected by intellectual property laws. You may not:

  • Copy, modify, or create derivative works
  • Reverse engineer or decompile the software
  • Remove any copyright or proprietary notices
  • Attempt to extract or replicate our AI algorithms or proprietary workflows
  • Use our AI models or training methods for competitive purposes

9. Service Availability

We strive to maintain high availability, but:

  • We do not guarantee uninterrupted access
  • Scheduled maintenance may cause temporary downtime
  • We are not liable for service interruptions
  • We reserve the right to modify or discontinue features

10. Warranties and Disclaimers

THE SERVICE IS PROVIDED "AS IS" WITHOUT WARRANTIES OF ANY KIND. WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING:

  • Merchantability
  • Fitness for a particular purpose
  • Non-infringement
  • Accuracy or reliability of results

11. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW:

  • We are not liable for indirect, incidental, or consequential damages
  • Our total liability shall not exceed the amount you paid us in the past 12 months
  • We are not responsible for third-party services or content

12. Indemnification

You agree to indemnify and hold us harmless from any claims, damages, or expenses arising from:

  • Your use of the service
  • Your violation of these terms
  • Your violation of any laws or third-party rights

13. Termination

We may suspend or terminate your account if you:

  • Violate these terms
  • Fail to pay fees
  • Engage in fraudulent activity
  • Create risk for us or other users

Upon termination, your right to use the service immediately ceases.

14. Changes to Terms

We may modify these terms at any time. We will notify you of material changes by:

  • Email notification
  • Notice on our website
  • In-app notification

Continued use after changes constitutes acceptance of the new terms.

15. Governing Law

These terms are governed by the laws of the State of Ohio, without regard to conflict of law principles. Any legal action arising out of or relating to these terms shall be brought exclusively in the state or federal courts located in Cuyahoga County, Ohio.

16. Dispute Resolution

Any disputes will be resolved through:

  • Good faith negotiation
  • Binding arbitration (if negotiation fails)
  • You waive the right to participate in class actions

17. Miscellaneous

Entire Agreement: These terms constitute the entire agreement between you and CompanySync.

Severability: If any provision is found invalid, the remaining provisions remain in effect.

No Waiver: Our failure to enforce any right does not waive that right.

Assignment: You may not assign these terms without our consent.

18. Contact Information

For questions about these Terms of Service:

  • Email: contact@companysync.com
  • Phone: 1-888-512-3907
  • Address: 5420 Mardale Ave, Bedford Heights, OH 44146
Ask Sarah