Service Agreement
Version 2026-05-15
This Service Agreement ("Agreement") governs work performed by GabeWorks ("we", "us") for the client identified at checkout ("you"). By paying the setup fee and accepting this Agreement during intake, you accept these terms.
1. Scope of Work
The engagement covers the Quote Recovery Portal and its setup:
- Quote Recovery Portal setup
- Company settings configuration
- Import and organization of your current open estimates
- Follow-up timing and basic message templates
- Target margin settings
- Pipeline, follow-up, dead quote, margin, and report views
- Native follow-up actions such as tap-to-text, call, email, copy message, and mark sent
- Direct setup help from Gabe
V1 clarification: the portal does not automatically send SMS in V1. It provides suggested messages and native text, call, and email actions. You send from your own phone or email and mark follow-ups sent.
Anything outside the list above is a new engagement and quoted separately. Default templates, cadences, and settings are provided unless you supply alternatives during intake.
2. Timeline & Delivery
Setup is typically completed within 3–5 business days of receiving your intake details and your current open estimates. Timelines pause when we are blocked on missing information from you.
3. Fees & Billing
- $297 setup (includes your first 30 days), then $97/mo unless otherwise agreed in writing.
- The setup fee is due before setup begins.
- Monthly portal access is billed in advance.
- Monthly service can be cancelled anytime and continues through the paid period.
- Monthly fees are not prorated.
Failed monthly payments will be retried per Stripe's standard schedule. Subscriptions delinquent more than 14 days may be paused until payment resumes.
4. Changes After Setup
Small adjustments after setup — template tweaks, follow-up timing changes, margin target updates, user changes — are included in monthly service. Larger changes (net-new features or integrations) are quoted separately.
5. Your Responsibilities
- Provide accurate intake information, your current open estimates, and timely answers during setup.
- Comply with applicable laws and platform policies (TCPA/CASL for SMS, CAN-SPAM for email, etc.) when you contact your customers using suggested messages.
- Maintain ownership of your business data, customer records, and any third-party accounts in your name.
6. Ownership & Data
You own your customer data, quote and estimate records, and account information. We own the portal software, templates, code, and infrastructure used to deliver the service. During the engagement we are granted a license to process the data necessary to operate the Quote Recovery Portal for you.
7. Confidentiality
We treat your business information, customer lists, and pricing as confidential. We will not share, sell, or use it for any purpose other than delivering the services you bought.
8. Cancellation & Refunds
Monthly service can be cancelled at any time. Service continues through the end of the paid period; monthly fees are not prorated or refunded for partial periods. The setup fee is refundable until setup or onboarding begins. Once we start importing estimates or configuring your portal, the setup fee is non-refundable. Full details on our Refund Policy.
9. Liability
Our total liability for any claim arising out of this Agreement is limited to the amount you paid us in the six (6) months before the claim. We are not liable for indirect or consequential damages (lost profits, lost leads, lost business opportunities, third-party platform changes, etc.).
10. Termination
Either party may terminate this Agreement for any reason by cancelling monthly servicing as described above. We may suspend or terminate service immediately for non-payment, misuse, or activity that violates law or third-party platform terms.
11. Updates to this Agreement
We may update this Agreement from time to time. The version you accepted at intake remains in effect for your current engagement; new versions apply to new orders.
12. Contact
Questions? Email gabe@gabeworks.co.