Contractor Service Agreement

We set up and operate a roofing-specific call-answering and lead-follow-up service for your business: answering missed calls and texts, qualifying leads, following up on cold estimates, booking jobs, and logging everything into your CRM. The specific features are set during onboarding.

Before we go live, we build your Rules List together: your services and exclusions, service ZIPs/cities, hours and after-hours handling, booking link, escalation contacts, brand voice, and required disclaimers. These rules are enforced in code, not left to a model’s judgment — whatever’s on the list is what the system follows. You can change the list any time.

Every drafted reply is checked against your Rules List and reviewed by a real person on our team before it’s sent to a homeowner. We approve, edit, or reject drafts — nothing goes out unsupervised during your pilot, and our review process continues as described in your agreement.

The leads, customer data, and conversation history generated for your business are yours. We process them as your service provider to deliver the service. If you leave, you keep your data and we return or delete our working copies on request.

You confirm that any contact lists or numbers you give us were lawfully obtained and that you have the consent required by the TCPA, CAN-SPAM, and applicable state law before we message them on your behalf.

Because you control the lists and the consent behind them, you agree to indemnify us against claims that arise from contacts you instructed us to make or lists you provided — including TCPA claims based on consent you represented you had. We’ll build the guardrails (STOP handling, quiet hours, opt-out) to help you stay compliant, but the underlying consent is yours to stand behind.

We typically start with a free two-week proof pilot. If it doesn’t book you at least one job, you owe nothing. An optional setup fee, if charged, is refundable on the terms stated at signup.

After the pilot, paid plans are month-to-month at the rate in your agreement. No long-term contract, no per-lead or storm-surge surcharges. Fees are billed monthly in advance unless agreed otherwise.

We aim to answer and follow up promptly, 24/7, and to keep your integrations working. We’ll tell you about planned maintenance and work quickly to fix outages. We don’t guarantee specific job or revenue numbers — outcomes depend on your market, pricing, and close rate.

Each side keeps the other’s confidential information private and uses it only to deliver or receive the service. Your homeowner data is confidential business data and is never sold or shared outside your account.

Either side can end the agreement on the notice stated in it (typically month-to-month, cancel any time). On termination, we stop messaging on your behalf, hand back or delete your data on request, and bill only for service already provided.

Neither side is liable for indirect or consequential damages. Our total liability is capped at the fees you paid in the three months before a claim. Your indemnification obligations for consent and lists (Section 5) sit outside this cap, as is standard. Your attorney should confirm the cap and carve-outs are enforceable in your state.