Terms of Service

Lead2Project is a software-as-a-service platform that provides online booking forms, lead management, job tracking, scheduling, quoting, invoicing, online payment collection through Stripe, payment tracking, expense tracking, and QuickBooks-formatted exports for home service contractors. The Service also offers a bookkeeper partner program that gives accounting professionals read-only access to their referred clients’ financial data.

Lead2Project is a technology platform. We are not a contractor, bank, payment processor, financial advisor, tax advisor, bookkeeper, or accountant, and we do not provide financial, tax, legal, or accounting advice. Data and exports from the Service should be reviewed by a qualified professional before use in financial statements, tax filings, or business decisions.

The Service lets you request and collect payments (such as deposits and balances) from your customers online. To accept card payments, you connect your own Stripe account. By connecting it, you also agree to Stripe’s terms, including the Stripe Connected Account Agreement.

• Customer payments are processed by Stripe and deposited directly into your Stripe account. Lead2Project never holds or controls your funds.
• You are the merchant for these payments. You can refund your customers through the Service or your Stripe account, and you are responsible for your own refund policy, prices, taxes, disputes, and chargebacks, and for complying with Stripe’s rules.
• Stripe’s processing fees are charged by Stripe to your Stripe account. Lead2Project does not currently charge an additional fee on customer payments; if that changes, we will notify you at least 30 days in advance.
• Payments you record manually (cash, check, Zelle, Venmo, and similar) are for your own record-keeping. Lead2Project does not process or verify them.
• We are not responsible for Stripe outages, payout delays, account holds, or decisions Stripe makes about your account.

The Service sends emails to your customers on your behalf, including request confirmations, quotes, schedule confirmations, invoices, payment reminders, payment receipts (with the final invoice PDF when a job is paid in full), and review requests. Some of these are sent automatically when events happen in your account.

You are responsible for having your customers’ permission to contact them, for the accuracy of the content (such as prices, dates, and invoice details), and for complying with laws that apply to your communications. Do not use the Service to send spam or unsolicited marketing.

The Service automates some actions for you — for example, moving jobs to the next pipeline stage when a quote is sent or accepted, or when a scheduled date arrives. You are responsible for reviewing your jobs and correcting anything that doesn’t fit your business.

Eligible plans include an AI assistant that answers questions using your account’s data, processed by Anthropic. AI answers may be inaccurate or incomplete and are provided as-is. Check them before relying on them.

Bookkeeper partners who refer contractor clients may earn referral commissions as described on our partners page. The following terms apply:

• Commission rates and terms may change with 30 days’ notice
• Commissions are paid only on active paying subscriptions — not on free plans, trials, or cancelled accounts
• Partners earning $600 or more in a calendar year will receive a 1099 form and are responsible for taxes on commission income
• Partners may not refer themselves or create fake accounts to generate commissions
• We may withhold or reverse commissions for fraudulent referrals
• The program may be discontinued with 30 days’ notice to active partners

You agree not to use the Service to break any law; upload malware or harmful code; attempt unauthorized access to any part of the Service or other users’ data; interfere with the Service’s performance; collect personal information without consent; send spam or harassing messages; impersonate any person or business; commit fraud; infringe anyone’s intellectual property or privacy rights; or reverse engineer the Service.

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

We make no warranties, including implied warranties of merchantability or fitness for a particular purpose, and do not guarantee the Service will always be available, error-free, or secure. We provide no uptime guarantee and are not liable for losses caused by the Service being unavailable.

Our total liability for any claim will not exceed the greater of (a) the amount you paid Lead2Project in the three months before the claim, or (b) $100.