Terms of Service

Lead2Project is a software-as-a-service platform providing lead management, job tracking, quoting, invoicing, financial organization, and QuickBooks export tools for home service contractors. The Service also provides a bookkeeper partner program allowing accounting professionals to access their referred clients' financial data.

Lead2Project is a technology platform only. We are not a contractor, financial advisor, tax advisor, bookkeeper, or accountant. We do not process payments between contractors and their customers. We do not provide financial, tax, legal, or accounting advice. All data and exports from Lead2Project should be reviewed by a qualified professional before use in financial statements, tax filings, or business decisions.

Lead2Project operates a bookkeeper partner referral program. Partners who refer contractor clients may be eligible to earn referral commissions as described on our partners page. The following terms apply to the referral program:

• Commission rates and terms are subject to change with 30 days notice
• Commissions are paid only on active paying subscriptions — not on free trials or cancelled accounts
• Partners who earn over $600 in a calendar year will receive a 1099 form and are responsible for reporting and paying applicable taxes on commission income
• Partners may not refer themselves or create fake accounts to generate commissions
• Lead2Project reserves the right to withhold or reverse commissions for fraudulent referrals
• The referral program may be discontinued at any time with 30 days notice to active partners

Lead2Project provides QuickBooks-formatted CSV exports and AI-powered line item classification as tools to help contractors organize their financial records. The following terms apply:

• AI line item classifications are suggestions only and may contain errors
• All exported data should be reviewed by a qualified accounting professional before use
• Lead2Project does not guarantee the accuracy, completeness, or fitness for purpose of any exported data
• Lead2Project assumes no liability for errors in exported data or decisions made based on that data
• QuickBooks is a registered trademark of Intuit Inc. Lead2Project is not affiliated with or endorsed by Intuit

You agree not to use the Service to violate any applicable laws, upload malware or harmful code, attempt unauthorized access to any part of the Service, interfere with Service integrity or performance, collect personal information from other users without consent, send spam or harassing messages, impersonate any person or business, use the Service for fraudulent purposes, violate any third party's intellectual property or privacy rights, or reverse engineer any part of the Service.

Violation may result in immediate account termination without refund and may expose you to civil and criminal liability.

Lead2Project makes no warranties including implied warranties of merchantability or fitness for a particular purpose. We do not warrant that the Service will be available at all times, error-free, or secure. We provide no SLA and make no guarantees regarding uptime. Lead2Project shall not be liable for any losses resulting from Service unavailability.

In no event shall Lead2Project's total liability exceed the greater of: (a) the total amount you paid to Lead2Project in the three months preceding the claim, or (b) $100.00.