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Terms of Service

Last updated: July 2026

1. The Services

Plaibook provides AI-powered revenue operations tools for home services businesses, which may include call analytics and scoring, automated and AI-assisted SMS outreach and lead follow-up, website chat, sales coaching and gamification, and related analytics and integrations (the “Services”). We may add, change, or discontinue features from time to time; we will not materially reduce the core Services you are paying for during a paid term without notice.

“Professional Services” — custom development, configuration, or other work outside the standard Services — are provided only under a separate written agreement or order form.

2. Orders and Access

You may subscribe through an order form, online sign-up, or other means we accept (“Order Form”). A properly executed Order Form is incorporated into these Terms. If an Order Form conflicts with these Terms, the Order Form controls for that Customer. We grant you a limited, non-exclusive, non-transferable, non-sublicensable right to access and use the Services for your internal business purposes during your subscription term.

3. Accounts, Users, and Collaborators

You are responsible for the security of your account credentials, for all activity under your account, and for your authorized users’ and collaborators’ compliance with these Terms. Notify us promptly at legal@plaibook.tech of any unauthorized access. You are responsible for the accuracy of the information you enter into the Services.

4. Customer Data — Ownership and License

Your ownership.As between you and Plaibook, you own all data, content, calls, messages, contacts, and operational records you submit to or connect with the Services (“Customer Data”). Plaibook claims no ownership of Customer Data.

License to Plaibook. You grant Plaibook a non-exclusive, worldwide, royalty-free license to host, copy, process, transmit, analyze, and display Customer Data, and to create de-identified and aggregated data from it, in each case to provide, secure, and improve the Services and as otherwise described in the Privacy Policy. This license is transferable and assignable to a successor in connection with a transaction described in Section 17.

Your responsibility for Customer Data. You represent that you have all rights and have obtained all consents necessary to submit Customer Data to the Services and to authorize the processing described in these Terms and the Privacy Policy, and that Customer Data and its use as contemplated here do not violate law or the rights of any third party.

5. AI and Machine Learning Features

The Services use AI and machine-learning models. Our use of Customer Data in connection with AI — including our use of de-identified and aggregated data to train and improve models, and the limits on using identifiable content — is described in Section 5 of the Privacy Policy, which is incorporated here. You acknowledge that AI-generated outputs (such as call scores, drafted messages, and recommendations) may contain errors, are provided to assist and not replace human judgment, and should be reviewed before you rely on or act on them.

6. Call Recording and Analytics

If you use call analytics, you are solely responsible for complying with all laws governing the recording, monitoring, transcription, and analysis of calls, including one- and two-party consent (wiretapping) laws, and for obtaining and maintaining all legally required notices and consents from call participants before calls are processed through the Services. You will indemnify Plaibook for claims arising from your failure to do so (see Section 12).

7. SMS, Outreach, and TCPA Compliance

You are solely responsible for ensuring that all SMS and other outreach sent through the Services complies with applicable law, including the Telephone Consumer Protection Act (TCPA), the CAN-SPAM Act, carrier requirements, and applicable state regulations. You must obtain and maintain all legally required consent from recipients before messaging them, honor opt-outs, and not use the Services to send unlawful, deceptive, or unsolicited messages. You are responsible for the content of messages you send and for your campaign configuration, including any automated or assumptive enrollment settings you enable. You will indemnify Plaibook for claims arising from your outreach (see Section 12).

8. Acceptable Use

You will not, and will not permit others to:

  • use the Services for any unlawful, infringing, deceptive, or harmful purpose;
  • send spam or messages that violate Section 7;
  • reverse engineer, decompile, or attempt to discover the source code or models underlying the Services, except as applicable law expressly permits;
  • use the Services to build or benchmark a competing product, or resell, sublicense, or provide the Services to a third party except as expressly permitted;
  • interfere with, disrupt, or probe the Services or their security, or exceed rate limits or access controls;
  • upload malicious code or violate the security or integrity of the Services; or
  • remove or alter any proprietary notices.

We may suspend access for violations of this Section or Section 7 where reasonably necessary to protect the Services, our other customers, or third parties.

9. Third-Party Integrations

The Services integrate with third-party platforms you choose to connect (for example, FieldRoutes, ServiceTitan, Dialpad, GoHighLevel, Stripe, and Attio). Those platforms are governed by their own terms and privacy policies. You are responsible for your use of and rights in those platforms, and we are not responsible for their acts, availability, or content. Your authorization for us to access a connected platform continues until you disconnect it.

10. Fees and Payment

You will pay the fees stated in your Order Form. Unless the Order Form says otherwise, fees are billed in advance, are non-refundable except as expressly provided, and are due within fifteen (15) days of invoice. Late amounts may accrue a late fee and interest at the lower of 1.5% per month or the maximum allowed by law, and we may suspend the Services for non-payment after notice. Fees are exclusive of taxes, which you are responsible for other than taxes on our income.

11. Warranties and Disclaimer

Each party represents that it has the authority to enter into these Terms. Except as expressly stated in these Terms, the Services and all AI outputs and third-party content are provided “AS IS” and “AS AVAILABLE,” and Plaibook disclaims all other warranties, express or implied, including merchantability, fitness for a particular purpose, non-infringement, and any warranty regarding the accuracy, completeness, or reliability of any output, analytics, or third-party data. We do not warrant that the Services will be uninterrupted or error-free.

12. Indemnification

You will defend, indemnify, and hold harmless Plaibook and its officers, employees, and agents from and against any third-party claim, and any resulting damages, losses, liabilities, costs, and reasonable attorneys’ fees, arising out of or related to: (a) Customer Data and your use of the Services; (b) your call recording or analytics in violation of Section 6; (c) your SMS or other outreach in violation of Section 7, including TCPA claims; (d) your violation of these Terms or applicable law; or (e) your infringement or violation of a third party’s rights. We will notify you of the claim, give you control of the defense (with our reasonable cooperation at your expense), and not settle a claim that imposes liability on us without our consent.

13. Limitation of Liability

Neither party will be liable for any indirect, incidental, special, consequential, punitive, or exemplary damages, or for lost profits, revenue, or data, even if advised of the possibility. Except for your payment obligations, your indemnification obligations, and your breach of Section 8, each party’s total aggregate liability arising out of or related to these Terms will not exceed the total fees you paid or owed to Plaibook in the twelve (12) months before the event giving rise to the claim. These limitations form an essential basis of the bargain and apply regardless of the theory of liability.

14. Confidentiality

Each party may receive the other’s non-public business, technical, or financial information (“Confidential Information”). The receiving party will use it only to perform under these Terms, protect it with reasonable care, and disclose it only to personnel and advisors with a need to know who are bound by comparable obligations. Confidential Information does not include information that is or becomes public without breach, was already known, is independently developed, or is rightfully received from a third party. A party may disclose Confidential Information if legally compelled, with prompt notice where permitted. Customer Data is your Confidential Information and is also governed by the Privacy Policy.

15. Intellectual Property

The Services, and all software, models, content, and improvements, and all intellectual property in them, are and remain Plaibook’s exclusive property. These Terms grant you only the limited rights expressly stated. If you send us feedback or suggestions, you grant us a perpetual, royalty-free license to use them without restriction or obligation to you.

16. Term, Termination, and Data Return

These Terms apply while you use the Services or have an active subscription. Either party may terminate for the other’s material breach not cured within fifteen (15) days of notice, or as stated in an Order Form. We may suspend or terminate for your breach of Section 7 or 8 or for suspected unauthorized use. On termination, your right to use the Services ends. For thirty (30) days after termination, on request, we will make Customer Data available to you in a reasonable format; after that period we may delete it. We handle Customer Data after termination as described in the Privacy Policy.

17. Assignment and Business Transitions

You may not assign these Terms without our consent. We may assign these Terms and our rights and obligations (including the licenses in Section 4) to an affiliate or to a successor in connection with a merger, acquisition, financing, reorganization, or sale of assets. These Terms bind and benefit the parties and their permitted successors and assigns.

18. Governing Law and Venue

These Terms are governed by the laws of the State of Utah, without regard to conflict-of-laws principles. The parties submit to the exclusive jurisdiction and venue of the state and federal courts located in Utah. In any action to enforce these Terms, the prevailing party is entitled to its reasonable attorneys’ fees and costs.

19. Changes to These Terms

We may revise these Terms by posting an updated version or notifying you. Material changes take effect on the date stated (and no earlier than notice for active paid terms). Continued use after the effective date constitutes acceptance. Other changes must be in a writing signed by both parties.

20. General

These Terms and any Order Form are the entire agreement between the parties on this subject and supersede prior agreements and communications. If any provision is unenforceable, it will be limited or reformed to the minimum extent necessary and the rest remains in effect. A failure to enforce a provision is not a waiver. Neither party is liable for delays or failures caused by events beyond its reasonable control. The parties are independent contractors. Notices to Plaibook go to legal@plaibook.tech; notices to you may be sent to your account contact. You consent to receive communications and notices electronically.

21. Contact

Questions about these Terms: legal@plaibook.tech.