Version 1.0 · Effective September 1, 2026
These terms are written to be read. Where a sentence could be plain or could be lawyerly, we picked plain. That does not make them any less the agreement — it just means you can tell what you are agreeing to.
If your company is in the beta programme, the Beta Addendum also applies and changes several of the sections below. Read it alongside this.
1. The agreement
This agreement is between ACE Platforms LLC, a company organised in Oregon (“we”, “us”), and the business that subscribes to ACE Platforms (“you”). It takes effect when you first accept it — by clicking to accept, by signing an Order Form that references it, or by using the platform — and it continues until it is terminated under section 18.
The whole agreement is this document, your Order Form, the Privacy policy, and any addendum you have signed. If they conflict, a signed Order Form wins first, then a signed addendum, then this document.
The person accepting on your behalf is confirming they are authorised to bind your business. If you are not, do not accept.
2. What the service is
ACE Platforms is business management software for contracting companies, provided over the internet on a subscription basis. It covers sales, estimating, scheduling, production, documents, costing and reporting, and it includes AI-assisted features described in section 8.
We grant your business a non-exclusive, non-transferable right to use the platform for its own operations for as long as this agreement is in force and your fees are current. We may improve, change and occasionally remove features; if we remove something you materially depend on, section 19 applies.
We provide software. We do not perform contracting work, we do not inspect roofs, we do not price your jobs and we are not a party to anything you agree with a homeowner.
3. Your account and your users
Access is granted to your business and to the users you invite. You decide who those users are and what they can do, you are responsible for what they do in the platform, and you are responsible for removing access when someone leaves your company.
Accounts belong to individual people. Sharing one login between several people breaks the audit trail that makes the rest of the platform worth having, so do not do it.
Tell us promptly if you believe an account has been compromised.
4. Your data
You own the records you put into the platform — your jobs, customers, estimates, documents, photos, schedules and financial records. Nothing in this agreement transfers ownership of them to us.
You grant us permission to host, copy, transmit, display and process those records for one purpose: running the service for you. That includes making backups, and it includes the service providers listed in section 5. It does not include selling your data, and it does not include using your business records to train AI models for anyone else.
You can export your data at any time while your account is active, and for thirty days after it ends. You are responsible for the accuracy of what you enter — the platform calculates on the numbers it is given.
5. Personal data: homeowners and employees
Most of the personal data in the platform is not yours or ours — it belongs to homeowners you sell to and people who work for you. That makes the roles specific. You decide what to collect and why; we process it on your instructions. In the language of most privacy laws, you are the controller and we are the processor.
What that means for you. You are responsible for having the right to collect the information you put in — homeowner details, photographs of their property, financing information — and for giving whatever notices your state requires. Two things contractors most often miss:
- Location tracking. The mobile app records where a canvassing visit was logged. That is location data about your employee, captured during their working day. Telling your staff that this happens, and getting whatever consent your state requires, is your obligation and not ours.
- Contacting people who did not ask. Section 9 covers this, and it is your obligation there too.
What that means for us. We process personal data only to provide the service, to support it and to keep it secure. We will not sell it. We use these service providers, each receiving only what its function needs.
Always: Supabase (database and file storage), Vercel (hosting), Stripe (payments), Resend (email delivery), Anthropic (AI features), and Mapbox (maps and canvassing addresses on the web).
If your team uses the mobile app: Expo (delivers the app and its updates), Google (the map on Android devices), and Apple (the map and driving directions on iPhones and iPads). The map providers receive the locations the app displays, which includes the canvassing addresses your reps are working.
Only if you switch it on: Google or Microsoft (when a user connects their own mailbox, to send mail as them), and Intuit (when you connect QuickBooks).
If we add or replace one, we will update this list.
If we become aware of a breach affecting your data, we will tell you without undue delay and share what we know. If you need a standalone data processing agreement for your own compliance, ask us and we will sign a reasonable one.
6. Money you collect from homeowners
This section is the important one if you take payments through the platform.
Payments from your customers are processed by Stripe, into a Stripe account that belongs to you. Money moves from the homeowner to you. We are not a bank, not a lender, not a payment processor and not the merchant of record for your jobs. We do not hold your funds.
To take payments you must open a Stripe connected account, which means agreeing to Stripe’s own terms directly with Stripe. Those terms govern the payments themselves, including what happens when something goes wrong. Stripe decides whether to approve your account, what it charges, and when it pays out — none of which is ours to control.
Refunds, disputes and chargebacks are yours. The contract for the work is between you and the homeowner. If a customer disputes a charge, if a deposit has to be returned, or if a job goes wrong, that is between you and them, and any resulting cost falls on you and not on us.
Estimates, invoices, change orders and contracts you generate in the platform are your documents, sent under your name. You are responsible for their contents, their legal effect and their compliance with the licensing and consumer-protection rules of the states you work in.
7. Fees you pay us
You pay the subscription fee and any setup fee shown in your Order Form, on the cadence stated there. Setup fees cover onboarding and are non-refundable once onboarding has begun. Data migration, if you want it, is quoted separately.
Subscriptions renew automatically for successive terms unless either of us gives notice before the term ends. Fees are exclusive of sales, use and similar taxes; where we are required to collect them, they are added to your invoice.
We may change pricing effective at your next renewal, with at least thirty days notice. If you do not want the new price, cancel before the renewal date and the current price applies through the end of your term.
If an invoice goes unpaid, we will tell you. If it is still unpaid fifteen days later we may suspend access. Suspension is not termination: your data stays put and access returns when the balance is settled.
Some plans include an allowance of AI usage. Usage above the allowance is either capped or billed at the rate in your Order Form, as stated there. The platform meters this per company and you can see your own usage.
8. AI features
The platform uses AI to read plans and measurement reports, suggest quantities, assess photographs, draft messages, coach sales conversations and comment on your financial numbers. These features are genuinely useful and they are also, occasionally, wrong.
Everything AI produces is a draft for you to check. This matters most where a number becomes a price. A takeoff read from a measurement report, a quantity suggested from a photograph, a margin recommended by the profit advisor — each is a starting point, not a quote. You review the numbers before they go to a customer, and the price you put in front of a homeowner is yours.
We do not warrant that AI output is accurate, complete or suitable for any particular job, and we are not liable for a job that lost money because a figure was accepted without being checked. AI output is not legal, financial, tax or engineering advice.
We do not use your business records to train AI models, and our AI providers are contractually bound not to train on data we send them.
9. Email and messages sent through the platform
The platform sends email on your behalf. A user may also connect their own Gmail or Microsoft mailbox so that messages come from their real address; when they do, we ask only for permission to send, never to read. The Privacy policy sets out exactly what that connection can and cannot do.
Messages sent through the platform are your messages. You are responsible for:
- controlling the mailbox and the sending domain you connect, and having the right to send from it;
- complying with the laws that govern commercial contact — CAN-SPAM for email, the TCPA and state equivalents for calls and texts, and any do-not-knock ordinance where you canvass;
- honouring opt-outs, and not sending marketing to people who have not agreed to receive it.
This is not a formality. Penalties under these laws are assessed per message, and they are assessed against the sender. You indemnify us under section 17 for claims arising from what you send.
We may suspend sending from your account if we receive credible reports of abuse, spam complaints at a level that threatens delivery for other customers, or a demand from a provider whose service we depend on.
10. Acceptable use
Do not use the platform to:
- break the law, or help someone else break it;
- reach another company’s data, probe the platform’s security, or work around a limit we have set;
- resell or provide the platform to a business that is not yours, or use it to run a competing product;
- upload malicious code, or content you do not have the right to upload;
- send communications recipients have not agreed to receive.
Security research is welcome if you tell us first and give us a chance to fix what you find. Write to hello@aceplatforms.com.
11. Availability and support
We work to keep the platform available and we will give notice of planned maintenance where we reasonably can. We do not offer a contractual uptime guarantee or service credits, and we do not commit to a support response time. If that changes, it will change here.
Support is provided by email at hello@aceplatforms.com during normal business hours, Pacific time.
12. Security
We use commercially reasonable technical and organisational measures to protect your data: encryption in transit and at rest, tenant isolation enforced at the database level, access controls, audit logging of administrative actions, and encrypted storage of any third-party credentials you connect.
Security is shared. Strong passwords, prompt removal of departed staff and sensible role assignment are on your side of the line.
13. Our intellectual property
We own the platform — the software, the interfaces, the documentation, the templates we ship, and everything we develop while providing the service. You get the right to use it under section 2 and nothing more. Do not copy it, decompile it, or use it to build a competing product.
Feedback. If you tell us what to build, what is broken or what is annoying, we may use that freely and without owing you anything for it. We would much rather hear it than not, and this clause exists so that acting on your suggestion never becomes complicated. It does not give us any right to your business data — only to the idea.
We may use aggregated, de-identified information about how the platform is used to operate and improve it. Nothing in that can identify you, your customers or your employees.
14. Confidentiality
Each of us may learn things about the other that are not public — your financial numbers, our pricing and unreleased work. Each of us agrees to use the other’s confidential information only for this agreement, to protect it as carefully as our own, and not to disclose it except to people who need it and are under similar obligations. This does not cover information that is public, already known, independently developed, or required to be disclosed by law — and in that last case we will tell you first if we are allowed to.
15. Disclaimer
Except as expressly stated in this agreement, the platform is provided as is. We disclaim all other warranties, express or implied, including merchantability, fitness for a particular purpose, title and non-infringement. We do not warrant that the platform will be uninterrupted or error-free, that it will meet your requirements, or that the results it produces — including AI output, measurements, cost calculations and commission figures — will be accurate.
16. Limitation of liability
Neither of us is liable to the other for indirect, incidental, special, consequential or punitive damages, or for lost profits, lost revenue, lost business or lost data, even if told such damages were possible.
Each side’s total liability under this agreement is capped at the fees you paid us in the twelve months before the claim arose.
That cap and those exclusions do not apply to: your obligation to pay fees; either side’s indemnity obligations under section 17; a breach of section 14; or fraud, wilful misconduct or gross negligence. Some states do not allow some of these limits, and where that is so, they apply as far as the law permits.
These limits are part of how the price is set. They are the reason the platform costs what it does rather than what an insured, underwritten service would cost.
17. Indemnification
We will defend youagainst a third-party claim that the platform infringes that party’s intellectual property rights, and pay the damages finally awarded. If such a claim looks likely, we may modify the platform, obtain a licence, or terminate the affected part and refund fees you paid for it in advance.
You will defend us against a third-party claim arising from: your data or the content you upload; the work you perform and the contracts you sign with your customers; messages sent from your account under section 9; your handling of homeowner or employee personal data under section 5; and your use of the platform in breach of section 10.
Either way, the side seeking cover has to give prompt notice, let the other control the defence, and cooperate reasonably. No settlement that admits fault or costs the other side money without their consent.
18. Term, termination and what happens to your data
This agreement runs for the term in your Order Form and renews as described in section 7. You may cancel at any time, effective at the end of your current term; we do not refund fees already paid for the term you are in.
Either of us may terminate immediately if the other materially breaches this agreement and has not fixed it within thirty days of being told. We may suspend or terminate immediately for non-payment under section 7, or for use that threatens the platform or breaks the law.
When it ends: your access stops, and any unpaid fees for the current term become due. You have thirty days to export your data, during which we will keep it and help you get it out. Sixty days after termination we delete it, along with backups on their normal cycle, except where we are required to keep something by law.
Sections 4 (your ownership), 13, 14, 15, 16, 17 and 20 survive termination.
19. Changes to these terms
We may update these terms. For a material change we will give at least thirty days notice by email to your account owner and by updating the version and date at the top of this page. If you do not accept a material change, you may terminate before it takes effect and we will refund the unused portion of what you have prepaid. Continuing to use the platform after that means you accept it.
Superseded versions stay published so you can always see what you agreed to and when.
20. General
Governing law. Oregon law governs this agreement, without regard to its conflict-of-laws rules. Any dispute goes to the state or federal courts sitting in Multnomah County, Oregon, and both of us consent to that.
Notices. Legal notices to us go to hello@aceplatforms.com. Notices to you go to the email address on your account — keep it current.
Assignment.Neither of us may assign this agreement without the other’s consent, except to a successor in a merger or sale of substantially all the business.
Publicity. We will not use your name or logo as a customer reference without your written permission. The Beta Addendum handles this differently for beta participants.
Force majeure. Neither of us is liable for a delay or failure caused by something genuinely outside our control, including the failure of a service provider we depend on.
Independent contractors. This agreement does not create a partnership, joint venture, agency or employment relationship.
Severability and waiver. If a provision is unenforceable, the rest stands. Not enforcing something once is not giving it up.
Entire agreement. This document, your Order Form, the Privacy policy and any signed addendum are the whole agreement between us about the platform, and replace anything said or written before.
21. Contact
Questions about these terms: hello@aceplatforms.com