Terms of Service

These Terms of Service (“Terms”) are a binding agreement between you and Managolio (“Managolio,” “we,” “us,” or “our”) and govern your access to and use of our website at managolio.com and our software, applications, and related services (collectively, the “Service”). By creating an account, starting a trial, or using the Service, you agree to these Terms. If you are using the Service on behalf of a business, you represent that you are authorized to bind that business to these Terms.

Managolio provides software that helps contractors and small contracting businesses manage leads, estimates and pricing, scheduling, projects, a customer portal, invoicing, and payments. We may update, improve, or change features of the Service over time.

• You must be at least 18 years old and able to form a binding contract.
• You agree to provide accurate account information and keep it up to date.
• You are responsible for safeguarding your login credentials and for all activity under your account.
• You are responsible for the team members and other users you invite, and for their compliance with these Terms.
• Notify us promptly at support@managolio.com if you suspect unauthorized use of your account.

We may offer a free trial of the Service for a limited period (for example, 30 days). At the end of the trial, you may choose a paid subscription to continue using the Service. We may modify or discontinue trials at any time. Data you add during a trial may be deleted if you do not subscribe within a reasonable period after the trial ends.

• The Service is offered on a subscription basis. Current plans and pricing (for example, Basic at $149/month and Pro at $199/month) are described on our pricing page and may change.
• Unless otherwise stated, subscriptions renew automatically each billing period until cancelled.
• You authorize us and our payment processor to charge your payment method for the applicable fees, including recurring charges, on each renewal.
• Fees are exclusive of taxes; you are responsible for any applicable taxes.
• Except where required by law, fees are non-refundable, including for partial billing periods.
• We may change pricing; we will give you advance notice, and changes apply to the next billing period after the notice.

You may cancel your subscription at any time; cancellation takes effect at the end of your current billing period, and you keep access until then. We may suspend or terminate your access if you breach these Terms, fail to pay fees when due, or use the Service in a way that may cause harm or legal exposure. Upon termination, your right to use the Service ends. You may export your data before termination as described below.

You retain all rights to the data and content you and your users submit to the Service (“Customer Data”). You grant Managolio a limited, non-exclusive license to host, process, and use Customer Data solely to provide, secure, and improve the Service, and as otherwise described in our Privacy Policy.

You are responsible for your Customer Data and for ensuring you have the rights and consents needed to collect it and share it with us, including any personal information about your own customers. You can export your Customer Data through the Service. After termination, we may delete Customer Data after a reasonable period unless retention is required by law.

You agree not to:

• Use the Service in violation of any law or regulation;
• Upload or transmit malware, or attempt to disrupt or compromise the Service;
• Attempt to gain unauthorized access to the Service or to other users’ data;
• Reverse engineer, copy, or resell the Service except as permitted by law;
• Use the Service to send unlawful, harassing, deceptive, or infringing content; or
• Use the Service in a way that overburdens or interferes with its normal operation.

The Service, including its software, design, and the Managolio name and logo, is owned by Managolio and protected by intellectual property laws. We grant you a limited, non-exclusive, non-transferable right to use the Service in accordance with these Terms, and no other rights. If you provide feedback or suggestions, you grant us the right to use them without restriction or obligation to you.

The Service may integrate with or rely on third-party services, such as payment processing (for example, Stripe), accounting tools (for example, Intuit QuickBooks Online), hosting, and email delivery. Your use of those services may be subject to their own terms and privacy policies, and we are not responsible for third-party services we do not control.

Connecting your accounts. The Service lets you connect your own third-party accounts — for example, your Stripe account so your customers can pay you by card, or your QuickBooks Online account so your invoices, payments, and refunds sync to your books. When you connect an account, you authorize Managolio to access and use it as needed to provide the features you enable, and you represent that you are permitted to grant that access. Your use of QuickBooks Online remains subject to your separate agreement with Intuit. You can disconnect a connected account at any time in your settings. Customer payments settle directly to you through the applicable provider; Managolio does not hold or transfer those funds.

THE SERVICE IS PROVIDED “AS IS” AND “AS AVAILABLE,” WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, OR SECURE, OR THAT IT WILL MEET YOUR REQUIREMENTS.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, MANAGOLIO AND ITS AFFILIATES WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS, REVENUE, DATA, OR GOODWILL, ARISING OUT OF OR RELATING TO THE SERVICE. OUR TOTAL LIABILITY FOR ANY CLAIM RELATING TO THE SERVICE WILL NOT EXCEED THE AMOUNTS YOU PAID US FOR THE SERVICE IN THE TWELVE (12) MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM.

You agree to indemnify and hold harmless Managolio and its affiliates from any claims, damages, liabilities, and expenses (including reasonable legal fees) arising out of your Customer Data, your use of the Service, or your violation of these Terms or applicable law.

We may modify the Service or these Terms from time to time. When we make material changes to these Terms, we will update the “Last updated” date and, where appropriate, provide additional notice. Your continued use of the Service after changes take effect means you accept the updated Terms.

These Terms are governed by the laws of the Commonwealth of Virginia, without regard to its conflict-of-laws rules. You agree that the state and federal courts located in Virginia will have exclusive jurisdiction over any dispute not subject to another agreed resolution, and you consent to venue there. Before filing a claim, you agree to first contact us at legal@managolio.com so we can try to resolve it informally.

• These Terms, together with our Privacy Policy, are the entire agreement between you and Managolio regarding the Service.
• If any provision is found unenforceable, the remaining provisions stay in effect.
• Our failure to enforce a provision is not a waiver of it.
• You may not assign these Terms without our consent; we may assign them in connection with a merger, acquisition, or sale of assets.
• We are not liable for delays or failures caused by events beyond our reasonable control.