Legal & Compliance Package

1. Services

ServiceBolt provides software for service businesses, including customer management, scheduling and dispatching, service tickets and work orders, estimates, invoicing, payment-related functionality, employee and technician management, customer communications, reporting, equipment and service history, maintenance agreements, inventory tools, document storage, integrations, mobile and desktop functionality, and other features introduced from time to time. ServiceBolt may modify, improve, add, suspend, or discontinue features as the platform evolves.

2. Accounts and Authorized Users

You agree to provide accurate account information and protect login credentials. Business customers may authorize employees, technicians, contractors, office personnel, administrators, and other users. The customer is responsible for user permissions, removing access when appropriate, and activity performed through authorized accounts.

3. Subscription Plans and Fees

Paid plans are offered at $59.99, $129.99, $199.99, and $499.99 per month, depending on the plan selected. Features, user limits, usage limits, add-ons, and applicable taxes will be disclosed at purchase. ServiceBolt may change pricing upon reasonable advance notice, subject to applicable law.

5. Automatic Renewal and Cancellation

Monthly subscriptions automatically renew each month until canceled. By affirmatively starting a trial or subscription, you authorize recurring charges at the disclosed price. You may cancel using the cancellation method made available by ServiceBolt. Where required by law, customers enrolling online will have an online cancellation method. Cancellation stops future renewal charges and generally leaves access available through the end of the paid billing period.

6. Refunds

Except where required by law or expressly stated otherwise by ServiceBolt, payments already made are non-refundable. Canceling a subscription prevents future renewal charges but does not ordinarily create a refund for the current paid period.

7. Customer Data

As between ServiceBolt and the customer, the customer retains ownership of business information and content submitted to the Services, subject to third-party rights. The customer grants ServiceBolt a limited right to host, process, transmit, copy, back up, display, and otherwise use Customer Data as reasonably necessary to provide, secure, maintain, support, and improve the Services and fulfill legal obligations.

8. Privacy and Communications

ServiceBolt's processing of personal information is also governed by the ServiceBolt Privacy Policy. Customers using messaging features are responsible for obtaining legally required permissions and complying with laws governing SMS, email, marketing, privacy, and recordkeeping.

9. Third-Party Services

ServiceBolt may integrate with payment processors, accounting systems, communications providers, mapping services, suppliers, manufacturers, and other third-party services. Those services are controlled by their providers and may have separate terms and privacy policies.

10. Acceptable Use

You may not use ServiceBolt to violate law, commit fraud, access another account without authorization, introduce malicious software, bypass security, interfere with the Services, conduct unauthorized security testing, unlawfully scrape data, reverse engineer the Services except where legally permitted, infringe rights, or engage in abusive or deceptive conduct.

11. Intellectual Property

ServiceBolt and its licensors retain all rights in the Services, including software, source code, designs, interfaces, databases, documentation, workflows, trademarks, logos, and proprietary technology. No ownership rights are transferred to customers except the limited right to use the Services under these terms.

12. Availability, Maintenance, and Updates

ServiceBolt strives to provide reliable service but does not guarantee uninterrupted or error-free operation. Interruptions may occur because of maintenance, updates, telecommunications failures, third-party providers, cybersecurity incidents, emergencies, or circumstances outside reasonable control.

13. Suspension and Termination

ServiceBolt may suspend or terminate access for nonpayment, material violations, fraud, unlawful activity, significant security risks, or conduct materially threatening the platform or others. Where reasonable, ServiceBolt may provide notice and an opportunity to cure.

14. Data Following Termination

After termination, access to Customer Data may be limited or discontinued. ServiceBolt may provide a reasonable period for retrieval or export when technically feasible and consistent with applicable law and retention policies. Customers should maintain independent records and backups needed for their businesses.

15. Disclaimer of Warranties

TO THE MAXIMUM EXTENT PERMITTED BY LAW, THE SERVICES ARE PROVIDED "AS IS" AND "AS AVAILABLE." SERVICEBOLT DISCLAIMS WARRANTIES NOT EXPRESSLY PROVIDED, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT, TO THE EXTENT SUCH WARRANTIES MAY LEGALLY BE DISCLAIMED. NOTHING HERE EXCLUDES RIGHTS THAT CANNOT LEGALLY BE EXCLUDED.

16. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, SERVICEBOLT AND ITS OWNERS, OFFICERS, EMPLOYEES, AFFILIATES, CONTRACTORS, AND LICENSORS WILL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR LOST PROFITS, REVENUE, BUSINESS OPPORTUNITIES, OR DATA. SERVICEBOLT'S AGGREGATE LIABILITY ARISING FROM THE SERVICES OR THESE TERMS WILL NOT EXCEED THE AMOUNT PAID BY THE CUSTOMER TO SERVICEBOLT DURING THE 12 MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM.

17. Indemnification

To the extent permitted by law, business customers agree to defend, indemnify, and hold harmless ServiceBolt and its affiliates, owners, officers, employees, and agents from qualifying third-party claims arising from unlawful use of the Services, Customer Data, violation of these terms, or infringement of third-party rights.

18. Governing Law and Disputes

Disputes are subject to the Binding Arbitration and Class-Action Waiver provisions in Section 6A of this package, except where applicable law requires otherwise.

19. Changes

ServiceBolt may update these Terms periodically. Material changes will be communicated as required by applicable law. Where affirmative consent is legally required, ServiceBolt will obtain it.

20. Contact

ServiceBolt · P.O. Box 186, Versailles, KY 40383 · Support@servicebolt.com · 859-327-6617 · myServiceBolt.com

1. Information We Collect

Depending on use of ServiceBolt, we may collect account and business information, names, contact information, business addresses, customer and service records, employee and technician information, payment and transaction information, device and usage information, IP addresses, login activity, application performance information, and location information when a feature requires it and appropriate permission has been provided.

2. How We Use Information

We may use information to operate accounts; schedule and dispatch work; maintain customer and equipment records; generate estimates, invoices, work orders, and reports; process transactions; send service communications; provide support; authenticate users; detect fraud; maintain security; troubleshoot; improve ServiceBolt; develop functionality; comply with law; and enforce agreements.

3. Business Customer Data

When a business uses ServiceBolt to manage information about its own customers, employees, technicians, or operations, that business generally determines why and how the information is collected. ServiceBolt processes such information to provide the Services and according to applicable agreements.

4. Sharing and Service Providers

Information may be shared with service providers that support cloud hosting, payment processing, email, SMS, support, analytics, cybersecurity, accounting integrations, mapping, and infrastructure. Providers may process information only as permitted by their agreements and applicable law.

5. Sale, Targeted Advertising, and Cookies

ServiceBolt does not sell personal information for monetary consideration unless expressly disclosed. If practices constitute a sale or targeted advertising under applicable law, required disclosures and opt-out mechanisms will be provided. Cookies, SDKs, pixels, local storage, and similar technologies may be used for login sessions, preferences, security, performance, analytics, and service improvement.

6. Data Security and Retention

ServiceBolt uses reasonable administrative, technical, and organizational safeguards designed to protect information. No electronic system can be guaranteed completely secure. Information is retained as reasonably necessary to provide Services, maintain accounts and records, resolve disputes, protect against fraud, and satisfy legal obligations.

7. Privacy Rights

Depending on applicable law, individuals may have rights to confirm processing, access personal data, correct inaccuracies, request deletion, obtain portable copies, and opt out of certain targeted advertising, sales, or qualifying profiling. Exceptions and eligibility depend on applicable law.

8. Privacy Requests and Appeals

Privacy requests may be submitted to info@myservicebolt.com. ServiceBolt may verify identity before completing a request. Where applicable, an appeal may be submitted using the same address with the subject or request clearly identified as a Privacy Appeal.

9. Sensitive Data and Children

ServiceBolt will process sensitive personal data only as permitted by law and will obtain consent where legally required. ServiceBolt is designed primarily for businesses and authorized personnel and is not intended for children under 13.

10. Third-Party Integrations and Business Transfers

Customers may connect third-party products and services. Information transferred to those providers may be governed by their privacy practices. Information may also transfer as part of a merger, acquisition, financing, restructuring, or sale of assets, subject to applicable law.

11. Legal Disclosures

ServiceBolt may disclose information when reasonably necessary to comply with law, legal process, or valid governmental requests, or to protect ServiceBolt, customers, users, property, security, or legal rights.

12. Changes and Contact

Material changes to this Privacy Policy will be communicated as required by law. Questions and privacy requests may be directed to:
ServiceBolt · P.O. Box 186, Versailles, KY 40383 · info@myservicebolt.com · 859-327-6617 · myServiceBolt.com

1. Subscription License

Subject to this Agreement and payment of applicable fees, ServiceBolt grants Customer a limited, non-exclusive, non-transferable right to access and use the platform during the subscription period for Customer's internal business operations.

2. Plans and Pricing

ServiceBolt offers monthly plans at $59.99, $129.99, $199.99, and $499.99. The features, user limits, usage limits, add-ons, and support associated with each plan will be disclosed at purchase. Applicable taxes may be added.

3. Seven-Day Free Trial

Eligible customers may receive a 7-day free trial. Unless canceled before the trial expires, the selected paid monthly subscription automatically begins at the disclosed price and the payment method on file will be charged.

4. Automatic Monthly Renewal

Paid subscriptions renew monthly until canceled. By affirmatively selecting and purchasing a plan or beginning a trial that converts to a paid plan, Customer authorizes ServiceBolt and its payment processor to charge recurring subscription fees and applicable taxes.

5. Cancellation and Refunds

Customers may cancel through the method provided by ServiceBolt, including an online method where required by law. Cancellation prevents the next renewal charge. Unless required by law or expressly stated otherwise, payments are non-refundable and access continues through the end of the paid billing period.

6. Price Changes and Failed Payments

ServiceBolt may change prices with reasonable advance notice. New pricing ordinarily becomes effective at a subsequent renewal. If payment fails, ServiceBolt may provide an opportunity to update the payment method and may suspend access after reasonable notice.

7. Authorized Users

Customer may permit authorized personnel to access ServiceBolt according to the selected plan. Customer is responsible for authorized users, credentials, and permissions. Individual credentials may not be shared where separate user accounts are required.

8. Customer Data and Export

Customer retains ownership rights in Customer Data. Customer grants ServiceBolt permission to host, process, transmit, reproduce, back up, and handle that data as reasonably necessary to provide and secure the Services. ServiceBolt may provide export functionality and a limited post-termination retrieval period.

9. Availability and Updates

ServiceBolt will use commercially reasonable efforts to maintain availability but does not guarantee uninterrupted operation. ServiceBolt may modify, improve, replace, add, or remove functionality and may offer future functionality as paid add-ons.

10. Third-Party Integrations

ServiceBolt may integrate with accounting platforms, payment processors, communications providers, mapping services, suppliers, manufacturers, financing providers, and other software. Third-party services may be governed by separate agreements.

11. Confidentiality and Security

Each party will use reasonable safeguards to protect confidential information. ServiceBolt will maintain reasonable administrative, technical, and organizational safeguards appropriate to the nature of the Services. Customer remains responsible for users, passwords, devices, permissions, and account access.

12. Acceptable Use and Suspension

Customer may not copy or resell ServiceBolt without authorization, circumvent security, introduce malicious software, use the platform unlawfully, access other accounts without authorization, or interfere with infrastructure. ServiceBolt may suspend access for nonpayment, significant security threats, fraud, unlawful activity, or material violations.

13. Disclaimer and Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, SERVICEBOLT IS PROVIDED "AS IS" AND "AS AVAILABLE." SERVICEBOLT DOES NOT WARRANT UNINTERRUPTED OR ERROR-FREE OPERATION. SERVICEBOLT IS A SOFTWARE PROVIDER AND DOES NOT PROVIDE LEGAL, ACCOUNTING, TAX, HVAC, ELECTRICAL, PLUMBING, ENGINEERING, OR OTHER PROFESSIONAL ADVICE. SERVICEBOLT'S AGGREGATE LIABILITY WILL NOT EXCEED FEES PAID DURING THE 12 MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM, TO THE MAXIMUM EXTENT PERMITTED BY LAW.

14. Governing Law and Disputes

This Agreement, the Terms of Use, Privacy Policy, applicable order forms, and incorporated policies constitute the agreement governing Customer's subscription. Disputes are subject to the Binding Arbitration and Class-Action Waiver provisions in Section 6A of this package, except where applicable law requires otherwise.

ServiceBolt · P.O. Box 186, Versailles, KY 40383 · Support@servicebolt.com · 859-327-6617 · myServiceBolt.com

1. Roles and Purpose

For personal data a Customer controls and submits to ServiceBolt, Customer generally acts as Controller and ServiceBolt generally acts as Processor. ServiceBolt processes such data to provide the Services according to Customer's documented instructions, applicable agreements, and law.

2. Data and Data Subjects

Processed data may include names, addresses, telephone numbers, email addresses, service locations, customer accounts, equipment information, service histories, appointments, estimates, invoices, payment-related information, work orders, maintenance agreements, photographs, documents, communications, employee and technician information, device information, and location information where applicable. Data subjects may include customers, prospects, employees, technicians, contractors, vendors, representatives, and authorized users.

3. Processing Activities

ServiceBolt may host data; operate the platform; schedule and dispatch jobs; maintain customer, equipment, and service records; generate estimates and invoices; facilitate communications and integrations; provide reports and analytics; support customers; maintain security; prevent fraud; and back up data.

4. Instructions and Confidentiality

ServiceBolt will process Customer Personal Data according to documented instructions, including Customer's configuration and use of the Services. Authorized personnel will be subject to appropriate confidentiality obligations.

5. Security

ServiceBolt will maintain reasonable administrative, technical, and organizational safeguards appropriate to the nature of the data. Measures may include access and authentication controls, encryption, secure communications, logging, monitoring, backups, vulnerability management, employee access restrictions, and incident-response procedures.

6. Subprocessors

Customer authorizes ServiceBolt to use third-party subprocessors reasonably necessary to provide the Services, including cloud, database, communications, payment, analytics, security, support, mapping, and storage providers. ServiceBolt will require appropriate contractual data-protection obligations.

7. Data Subject Requests

If ServiceBolt receives a request concerning data processed solely for Customer, ServiceBolt may direct the individual to Customer and will provide reasonable assistance where necessary for applicable access, correction, deletion, portability, opt-out, or other rights requests.

8. Security Incidents

If ServiceBolt becomes aware of a security incident involving Customer Personal Data for which notice is required, ServiceBolt will notify Customer without unreasonable delay as required by law and provide reasonably available information necessary to understand the incident.

9. Compliance Assistance and Audits

Taking into account the nature of processing and information available, ServiceBolt will provide reasonable assistance concerning data security, consumer rights, data protection assessments, security incidents, and applicable regulatory requirements. ServiceBolt may demonstrate compliance through appropriate documentation, certifications, questionnaires, independent audit reports, or other reasonable methods.

10. Return, Deletion, and Retention

Following termination, Customer may have a limited period to retrieve qualifying data. After applicable retention periods, ServiceBolt may delete or anonymize data unless continued retention is required or permitted by law. Backup copies may remain temporarily until overwritten in the normal backup lifecycle.

11. Customer Responsibilities

Customer is responsible for determining lawful collection, providing required notices, obtaining required permissions or consent, configuring ServiceBolt appropriately, managing authorized users, responding to consumer requests where Customer is Controller, and complying with laws applicable to Customer's business.

12. Duration, Conflict, and Law

This DPA remains effective while ServiceBolt processes Customer Personal Data on Customer's behalf. If it conflicts with general Terms regarding such processing, this DPA controls to that extent. Unless applicable law requires otherwise, Kentucky law governs.

13. Contact

ServiceBolt · P.O. Box 186, Versailles, KY 40383 · Support@servicebolt.com · 859-327-6617 · myServiceBolt.com

1. Scope

ServiceBolt may enable SMS/text messages, email, appointment reminders, dispatch and technician-arrival notifications, estimates, invoices, payment reminders, maintenance reminders, service updates, marketing communications, and other supported messages.

2. Customer Responsibility

The ServiceBolt Customer sending or initiating a communication is responsible for having appropriate authority, permission, and consent to contact the recipient. ServiceBolt provides communications technology but does not independently establish whether Customer has legally sufficient consent.

3. Transactional vs. Marketing Messages

Transactional communications may relate to appointments, schedules, estimates, invoices, payments, service updates, maintenance, accounts, and security. Marketing may include promotions, discounts, special offers, memberships, cross-selling, advertising, or lead-generation. Customers are responsible for obtaining any legally required marketing consent and maintaining appropriate records.

4. SMS Consent and Records

Where consent is legally required, Customer must obtain legally sufficient consent before initiating SMS through ServiceBolt. ServiceBolt may provide fields for consent status, date, method, preferences, and withdrawal. Customer is responsible for maintaining accurate records.

5. SMS Opt-Outs

Customers must honor legally valid opt-out requests and must not intentionally circumvent a recipient's withdrawal. A common instruction is: Reply STOP to unsubscribe. Customers should configure messaging practices to recognize and honor legally effective revocation methods.

6. Email Compliance

Customers sending commercial marketing email are responsible for applicable email laws, including accurate sender information, non-deceptive subject lines, required sender contact information, appropriate unsubscribe methods, and honoring qualifying unsubscribe requests. Transactional email should not be used to disguise marketing.

7. Prohibited Communications

ServiceBolt may not be used for illegal spam, fraud, phishing, harassment, deceptive promotions, impersonation, unlawful activities, deliberate violations of opt-outs, or other unlawful communications. Purchased, scraped, harvested, or improperly obtained lists should not be used for text-message marketing.

8. Delivery and Carrier Charges

Message frequency varies. Message and data rates may apply. Delivery cannot be guaranteed and may be affected by carriers, email providers, spam filters, internet availability, devices, invalid contact information, or third-party providers.

9. Monitoring and Enforcement

ServiceBolt may investigate suspected violations and limit or suspend communications functionality to protect recipients, prevent fraud or abuse, maintain carrier relationships and platform reputation, address legal requirements, or enforce this Policy.

10. Customer Responsibility for Claims

To the extent permitted by applicable law and ServiceBolt's governing agreements, Customer is responsible for qualifying claims resulting from Customer's unlawful communications or failure to obtain legally required consent.

11. Changes and Contact

ServiceBolt may update this Policy as functionality, communications technology, carrier requirements, industry standards, or law changes.
ServiceBolt · P.O. Box 186, Versailles, KY 40383 · Support@servicebolt.com · 859-327-6617 · myServiceBolt.com

1. Agreement to Arbitrate

Except for disputes expressly excluded below or where applicable law prohibits arbitration, ServiceBolt and the Customer agree that any dispute, claim, or controversy arising out of or relating to the ServiceBolt Services, Terms of Use, SaaS Subscription Agreement, subscription, billing, or the parties' relationship will be resolved by final and binding arbitration rather than in court.

2. Informal Resolution First

Before starting arbitration, the party asserting a claim must provide written notice describing the dispute and requested relief. The parties will make a good-faith effort to resolve the dispute for at least 30 days after receipt of the notice. Notices to ServiceBolt may be sent to Support@servicebolt.com and P.O. Box 186, Versailles, KY 40383.

3. Arbitration Administrator and Rules

Unless the parties agree otherwise, arbitration will be administered by the American Arbitration Association (AAA) under the applicable AAA rules in effect when arbitration is filed. One neutral arbitrator will conduct the proceeding and may award individual remedies available under applicable law and the parties' enforceable agreements.

4. Location and Remote Proceedings

Unless the parties agree otherwise or applicable law requires another location, arbitration will take place in Kentucky. The arbitrator may permit hearings by video, telephone, document submission, or other remote means when appropriate.

5. Individual Proceedings; Class-Action Waiver

TO THE MAXIMUM EXTENT PERMITTED BY LAW, SERVICEBOLT AND CUSTOMER AGREE THAT CLAIMS WILL BE BROUGHT ONLY IN AN INDIVIDUAL CAPACITY AND NOT AS A PLAINTIFF, CLAIMANT, OR CLASS MEMBER IN ANY PURPORTED CLASS, COLLECTIVE, CONSOLIDATED, OR REPRESENTATIVE PROCEEDING. THE ARBITRATOR MAY NOT CONSOLIDATE CLAIMS OF DIFFERENT PERSONS OR PRESIDE OVER A CLASS, COLLECTIVE, OR REPRESENTATIVE PROCEEDING UNLESS BOTH PARTIES AGREE IN WRITING.

6. Exceptions

Either party may bring an eligible individual claim in small-claims court. Either party may seek temporary or preliminary court relief when reasonably necessary to protect intellectual property, confidential information, account security, or prevent unauthorized access or misuse while arbitration is pending. Nothing prevents a party from contacting a governmental or regulatory agency where permitted by law.

7. Arbitration Fees

Arbitration filing, administration, and arbitrator fees will be allocated under the applicable AAA rules and applicable law. Each party is responsible for its own attorneys' fees and costs unless the arbitrator awards fees or costs under applicable law or an enforceable agreement.

8. Authority of Arbitrator

The arbitrator has authority to resolve disputes concerning the interpretation, applicability, enforceability, or formation of this arbitration agreement, except that a court of competent jurisdiction will decide disputes concerning the enforceability of the class-action waiver to the extent required by law.

9. Jury-Trial Waiver

TO THE MAXIMUM EXTENT PERMITTED BY LAW, SERVICEBOLT AND CUSTOMER KNOWINGLY WAIVE ANY RIGHT TO A JURY TRIAL FOR CLAIMS SUBJECT TO THIS ARBITRATION AGREEMENT.

10. 30-Day Opt-Out Right

A Customer may opt out of this arbitration agreement by sending written notice within 30 days after first accepting the version of the ServiceBolt agreement containing this provision. The notice must identify the Customer's legal or business name, account email, and clearly state that the Customer is opting out of binding arbitration. Send it to Support@servicebolt.com or ServiceBolt, P.O. Box 186, Versailles, KY 40383. Opting out does not cancel the subscription or affect other agreement terms.

11. Severability

If any portion of this arbitration agreement is found unenforceable, that portion will be severed and the remainder will remain effective to the fullest extent permitted by law. If the class-action waiver is unenforceable as to a particular claim or remedy and applicable law does not permit severance, that claim or remedy will proceed in court rather than in class arbitration.

12. Governing Law

The Federal Arbitration Act governs interpretation and enforcement of this arbitration agreement to the extent applicable. The underlying agreements otherwise remain governed by Kentucky law unless applicable law requires otherwise.

13. Acceptance and Recordkeeping

ServiceBolt should present this arbitration provision through a conspicuous acceptance flow and preserve the account identifier, acceptance date and time, document version, and other appropriate evidence of assent. Existing customers should receive legally appropriate notice and consent when this provision is introduced.