Terms of Service

1. The service

Service Plan Pro is a SaaS platform that helps field service companies sell and bill recurring service agreements, with billing automated through Stripe and optional connectors to field service software (ServiceM8) and accounting software (QuickBooks Online). We provide software tools. We are not a payment processor, accounting firm, legal service, or tax adviser.

2. Your account

• You must be at least 18 years old and have the authority to bind your business to these Terms.
• You are responsible for keeping your login credentials secure. You are responsible for all activity that occurs under your account.
• You must provide accurate information when signing up and keep it up to date.
• One account per business. You may not resell or sub-license access to the platform.

3. Subscriptions and billing

• Service Plan Pro is billed monthly or yearly depending on the plan you choose (Starter, Growth, or Pro).
• New accounts receive a 14-day free trial on the Growth plan. No credit card is required to start. When the trial ends, your account is locked until you choose a plan and add a payment method. You are not charged unless you do, and what you have set up is kept.
• All payments are processed by Stripe. By providing payment details, you authorise us to charge your payment method on a recurring basis.
• Prices may change with 30 days written notice to your registered email address.
• Cancellations take effect at the end of your current billing period. We do not offer partial-month refunds.

4. Your responsibilities

• You are responsible for all data you enter into Service Plan Pro, including your end customers’ personal information.
• You must have the right to collect and use your customers’ data, and must comply with all applicable privacy laws in your jurisdiction.
• You are responsible for ensuring your service agreements, pricing, and business practices comply with local laws.
• You must not use Service Plan Pro for any unlawful purpose or in any way that could harm the service or other users.
• You are responsible for your Stripe account and any disputes with your customers over payments.

5. Connectors (ServiceM8 and QuickBooks Online)

Both connectors are optional. Service Plan Pro works without either.

If you connect ServiceM8, Service Plan Pro connects to your ServiceM8 account via OAuth. By connecting your account, you authorise us to read client data, create job cards, and post notes to client diaries on your behalf. You can disconnect this at any time from your settings. We are not affiliated with ServiceM8 Pty Ltd.

If you connect QuickBooks Online, Service Plan Pro connects to your QuickBooks company via OAuth. You choose which of your accounts, item and tax codes entries post to, and nothing is posted until you turn posting on. You are responsible for reviewing the entries posted to your ledger and for your books. You can disconnect at any time from your settings. We are not affiliated with Intuit Inc., and Intuit’s own terms apply to your QuickBooks account.

6. Tax

You declare the tax name, rate and registration number that apply to what you bill. Service Plan Pro applies the rate you declared to invoices and Stripe subscriptions and does not determine which taxes apply to you or your customers. You are responsible for the correctness of that rate and for your tax obligations. An existing subscription or payment link keeps the rate it was created with until you re-issue it; your dashboard shows you when this is the case.

7. Data and privacy

Your use of the service is also governed by our Privacy Policy, which is incorporated into these Terms by reference. You retain ownership of all data you enter into Service Plan Pro. We do not sell your data or your customers’ data to third parties.

8. Uptime and support

We aim to keep Service Plan Pro available at all times but do not guarantee 100% uptime. Scheduled maintenance will be communicated in advance where possible. Support is provided by email. Response times vary by plan tier.

9. Intellectual property

Service Plan Pro, including its code, design, and branding, is owned by Chan Automation. You are granted a limited, non-exclusive licence to use the platform for your business during your subscription. You may not copy, modify, or reverse-engineer any part of the service.

10. Limitation of liability

To the maximum extent permitted by law, Chan Automation is not liable for any indirect, incidental, or consequential damages arising from your use of Service Plan Pro, including lost revenue, missed visits, billing errors, entries posted to accounting software, or tax amounts calculated from a rate you declared. Our total liability is capped at the amount you paid us in the 3 months prior to the claim.

We are software tools, not your accountant or solicitor. Always verify that your billing and legal practices comply with local requirements.

11. Termination

• You may cancel your account at any time from your billing settings.
• We may suspend or terminate your account if you violate these Terms, with or without notice depending on the severity of the breach.
• Upon termination, your data will be retained for 30 days and then deleted.

12. Changes to these terms

We may update these Terms from time to time. We will notify you by email at least 14 days before material changes take effect. Continued use after that date means you accept the updated Terms.

13. Governing law

These Terms are governed by the laws of British Columbia, Canada. Any disputes will be resolved in the courts of British Columbia.

14. Contact

Questions about these Terms? Email us at kevin@chanautomation.com