Terms of Service

You must be at least 18 years old and legally capable of entering into a binding agreement. The Service is offered solely for business and commercial use and is not offered for personal, family, or household purposes. You represent that you are acquiring and using the Service exclusively for business or commercial purposes. BuilderFlow is designed for contractors, builders, construction companies, tradespeople, and other commercial users in the United States. You may not use the Service where access or use is prohibited by law.

You are responsible for ensuring that each person who accesses the Service through your account is authorized to do so and complies with these Terms. You are responsible for the acts and omissions of your authorized users.

BuilderFlow is a software-as-a-service platform that may allow users to create and manage quotes, estimates, invoices, jobs, contacts, receipts, scope-of-work descriptions, line items, project records, financial summaries, documents, communications, and related business workflows. The Service may include artificial intelligence, machine-learning, optical character recognition, document-processing, and automated workflow features, including the Truss assistant and “Draft with Truss” (collectively, the “AI Features”).

Features may be introduced, modified, suspended, or discontinued over time. Some features may be labeled beta, preview, experimental, or coming soon and may be less reliable or complete than generally available features.

You must provide accurate, current, and complete registration and account information and keep it updated. You agree to:

• maintain the confidentiality of your credentials and restrict access to your account;
• use unique, secure passwords and any available security features;
• notify us promptly at [email protected] of suspected unauthorized access, misuse, or a security incident involving your account; and
• accept responsibility for activity occurring through your account, except to the extent caused by BuilderFlow’s breach of these Terms or applicable law.

We may require account verification, limit account access, reset credentials, or take other reasonable security measures when we suspect unauthorized activity or risk to the Service or its users.

4.1Free Trial

BuilderFlow may offer a free trial for the period displayed when you enroll. A valid payment method may be required. Unless you cancel before the trial ends, the paid subscription you selected will begin automatically and the payment method on file will be charged.

4.2Automatic Renewal

Paid subscriptions renew automatically for successive monthly or annual billing periods, as applicable, at the then-current price unless canceled before the renewal date. Before you enroll, BuilderFlow will present the applicable price, billing frequency, trial terms, automatic-renewal terms, and cancellation instructions. By enrolling, you authorize recurring charges until cancellation.

4.3Fees and Taxes

Prices and plan features are those shown on the pricing page, in the Service, or at checkout and may change. We will provide advance notice of material price changes when required by law or these Terms. Fees are billed in advance and are nonrefundable except as required by law or expressly stated at checkout. You are responsible for applicable taxes, excluding taxes based on BuilderFlow’s net income.

4.4Cancellation

You may cancel through the billing or subscription settings made available in the Service or another cancellation method stated at checkout. Cancellation stops future renewals and generally takes effect at the end of the current paid billing period. You will retain access through that date unless the account is suspended or terminated under these Terms.

4.5Payment Failures

If a payment is declined, reversed, disputed, or overdue, we may retry the charge, suspend or limit access, or terminate the subscription. Payment processing is handled by third-party payment providers and may be subject to their terms.

5.1What the AI Features May Do

Depending on availability and configuration, the AI Features may:

• generate rough drafts or structures for quotes, estimates, invoices, scopes of work, line items, clarification questions, and similar documents;
• extract information from receipts, images, and uploaded documents, including vendor, date, totals, taxes, and line items;
• suggest project assignments, expense classifications, reconciliations, missing items, unassigned receipts, potential cost overruns, inconsistencies, or issues for review;
• answer questions about the Service, projects, documents, and financial or operational information in your account;
• draft emails, payment reminders, client updates, project updates, change orders, meeting summaries, and similar communications; and
• assist with navigation, document preparation, scheduling, follow-ups, organization, and other multi-step workflows, including actions initiated through your instructions, settings, approvals, or configured workflows.

5.2Information Used by the AI Features

To provide the AI Features, BuilderFlow and its service providers may process the information you submit and Customer Content available through your account, including account and company information, customer names and contact information, project information, property addresses, quotes, estimates, invoices, receipts, scopes of work, line items, material and labor costs, pricing information, project notes, financial summaries, payment status, uploaded documents, images, and prior Truss conversations. The information processed may vary depending on the feature, your instructions, account settings, configured workflows, and the technical operation of the Service.

5.3Third-Party AI and Document-Processing Providers

BuilderFlow may use provider-authorized business or developer services, including commercial application programming interfaces (APIs), supplied by OpenAI, Anthropic, Google Cloud, and other AI, OCR, hosting, or document-processing providers. We may add, replace, or use different providers, models, or configurations for different features. Customer Content may be transmitted to and processed by those providers as necessary to provide, secure, support, troubleshoot, and improve the Service, subject to the Privacy Policy and applicable provider terms.

5.4AI Outputs, Actions, and User Responsibility

AI Features may generate or assist with content, recommendations, classifications, analyses, communications, and actions. Depending on the feature and its configuration, an AI Feature may request review or approval before acting or may act automatically based on your instructions, account settings, selections, approvals, or configured workflows.

AI-generated or AI-assisted content and actions may be inaccurate, incomplete, misleading, outdated, duplicative, or unsuitable for a particular purpose. You are responsible for reviewing and configuring the AI Features and for determining whether to use, approve, send, save, implement, or rely on any Output, recommendation, or action.

By using, enabling, configuring, instructing, or approving an AI Feature, you direct and authorize BuilderFlow and its service providers to process Customer Content and perform the associated functions and actions. To the maximum extent permitted by law, BuilderFlow is not responsible for losses arising from your configuration, authorization, use of, or reliance on AI Features or Outputs.

5.5No Professional Advice; Customer Responsibility

The Service does not provide legal, tax, accounting, engineering, architectural, safety, employment, lending, insurance, or other professional advice. AI Features may assist with financial, contractual, operational, and administrative workflows, but you remain responsible for all decisions, instructions, settings, communications, transactions, contracts, and actions taken through or in reliance on the Service.

5.6Evolving Technology

AI technology changes rapidly. Models, providers, prompts, safeguards, capabilities, limitations, and retention practices may change. We do not guarantee that a particular model, provider, feature, or result will remain available.

6.1Customer Content

“Customer Content” means data, documents, images, communications, prompts, instructions, files, and other content that you or your authorized users submit to, upload to, create in, or make available through the Service. Customer Content includes information about your customers, projects, employees, subcontractors, vendors, and other persons, as well as content submitted to the AI Features (“Inputs”).

6.2Ownership

As between you and BuilderFlow, you retain your ownership rights in Customer Content. You represent and warrant that you have all rights, notices, permissions, and lawful bases necessary to submit Customer Content and permit its processing under these Terms.

6.3License to BuilderFlow

You grant BuilderFlow and its service providers a worldwide, nonexclusive, limited license to host, store, reproduce, transmit, display, format, analyze, modify, and otherwise process Customer Content as reasonably necessary to provide, maintain, secure, support, troubleshoot, evaluate, and improve the Service; comply with law; enforce these Terms; and carry out your instructions. This license continues only for as long as reasonably necessary for those purposes, subject to the retention provisions in the Privacy Policy. This license is subject to Section 7 and applicable law.

6.4Outputs

“Outputs” means content generated or suggested by an AI Feature in response to Inputs or account context. As between you and BuilderFlow, and to the extent permitted by applicable law and applicable provider terms, you may use Outputs generated for your account. This does not transfer any rights in the Service, BuilderFlow technology, models, system prompts, templates, workflows, documentation, trademarks, or other BuilderFlow materials that may be reflected in or used to generate an Output. Outputs may not be unique, and other users may receive similar or identical content. BuilderFlow does not represent that any Output is copyrightable, protectable, accurate, or free from third-party rights.

6.5BuilderFlow Product Improvement

BuilderFlow may use AI interactions, including prompts, Outputs, feedback, corrections, ratings, action history, and related usage information, to test, evaluate, secure, monitor, troubleshoot, and improve BuilderFlow and its AI Features, as permitted by applicable law. Authorized personnel or contractors may review such information when reasonably necessary for those purposes. We use aggregated or de-identified information where practical.

BuilderFlow does not use Customer Content to train a general-purpose foundation model for use outside BuilderFlow. BuilderFlow does not authorize its third-party AI providers to use Customer Content submitted through the Service to train their general-purpose models unless we first provide notice and obtain consent where required by law. Providers may process or temporarily retain information for service delivery, security, abuse prevention, troubleshooting, and legal compliance under their applicable business terms.

6.6Backups and Exports

You are responsible for maintaining copies of Customer Content and final business records that you need. Although the Service may provide export or download functions, BuilderFlow is not a substitute for your own recordkeeping and backup practices.

The BuilderFlow Privacy Policy describes how BuilderFlow collects, uses, discloses, and retains personal information.

7.1Customer Personal Information

To the extent the California Consumer Privacy Act (“CCPA”) applies, Customer is a “business” under the CCPA, and BuilderFlow processes personal information contained in Customer Content on Customer’s behalf, the provisions of this Section 7.1 apply to that personal information (“Customer Personal Information”). Customer Personal Information does not include information BuilderFlow processes for its own account administration, billing, security, legal-compliance, or other independent business purposes, or information that has been aggregated or deidentified as permitted by law.

Customer instructs BuilderFlow to process Customer Personal Information for the limited and specified purposes of providing, operating, hosting, storing, securing, maintaining, supporting, troubleshooting, and improving the Service for Customer; creating and managing Customer’s documents, projects, records, and communications; providing the AI Features and other functionality selected or configured by Customer; carrying out Customer’s documented instructions; and performing related services described in these Terms.

Customer is responsible for determining whether the CCPA applies to Customer, providing legally required notices, obtaining required rights and consents, responding to individuals, and ensuring that Customer’s instructions and use of the Service comply with applicable law.

With respect to Customer Personal Information processed under this Section, BuilderFlow will:

• (a) not sell or share the information as those terms are defined by the CCPA;
• (b) not retain, use, or disclose the information outside the direct business relationship with Customer or for purposes other than the limited and specified purposes described above, except as permitted by the CCPA;
• (c) not combine the information with personal information received from another person or collected through BuilderFlow’s own interaction with an individual, except as permitted by the CCPA;
• (d) comply with applicable obligations imposed on service providers and contractors and provide the level of privacy protection required by the CCPA;
• (e) notify Customer if BuilderFlow determines that it can no longer comply with its applicable CCPA obligations;
• (f) upon appropriate notice, take reasonable and appropriate steps required by applicable law to stop and remediate unauthorized use; and
• (g) provide reasonable assistance necessary for Customer to respond to applicable consumer requests.

Upon Customer’s reasonable written request, BuilderFlow will provide information reasonably necessary for Customer to take reasonable and appropriate steps to verify compliance with this Section. BuilderFlow may satisfy such requests through questionnaires, certifications, attestations, summaries of relevant assessments, or other reasonable documentation. Unless required by law or justified by a substantiated security or compliance incident, Customer may not make such a request more than once in any 12-month period. No request will require BuilderFlow to disclose source code, trade secrets, privileged information, security-sensitive information, or information concerning another customer, or to permit testing that could impair the Service or its security. Requests are subject to reasonable confidentiality, security, timing, and cost requirements.

7.2Subprocessors

Customer generally authorizes BuilderFlow to engage, replace, and use subprocessors and service providers in connection with the Service. BuilderFlow will require subprocessors that process Customer Personal Information subject to the CCPA to enter into contractual terms required by applicable law. BuilderFlow may add or replace subprocessors without Customer’s approval or prior notice unless applicable law or a separate written data-processing agreement expressly requires otherwise. Nothing in this Section expands BuilderFlow’s liability beyond the limitations stated elsewhere in these Terms.

You may not use the Service, assist another person to use the Service, or submit Customer Content in a manner that:

• violates law, regulation, court order, contractual obligation, or the rights of another person;
• infringes or misappropriates intellectual property, privacy, publicity, confidentiality, or other rights;
• is fraudulent, deceptive, defamatory, harassing, discriminatory, threatening, exploitative, or unlawful;
• introduces malware, harmful code, or data intended to disrupt, damage, or gain unauthorized access;
• attempts to bypass security controls, usage limits, content filters, or access restrictions;
• reverse engineers, decompiles, disassembles, scrapes, probes, copies, or extracts the Service, models, prompts, or underlying systems except where law expressly permits;
• uses automated means to overload, disrupt, or access the Service without authorization;
• resells, sublicenses, timeshares, or provides the Service to third parties except through authorized users under your account;
• impersonates another person or falsely suggests that AI-generated content was created, verified, or approved by someone who did not approve it; or
• uses the Service to make unlawful or fully automated decisions about a person’s eligibility for employment, housing, credit, insurance, healthcare, or another legally significant opportunity.

Unless BuilderFlow expressly supports and authorizes the use, do not submit Social Security numbers, government-issued identification numbers, account passwords, full payment card numbers, full bank account credentials, protected health information, biometric identifiers, export-controlled data, or other regulated or highly sensitive information that is not reasonably necessary for the construction and business workflows offered by the Service.

If the Service allows you to create, address, schedule, or send communications, you are responsible for the content, recipients, timing, legal basis, and accuracy of those communications. You must comply with applicable marketing, privacy, anti-spam, recording, and communications laws and honor recipients’ preferences. You are responsible for all communications sent through your account, including communications sent automatically under workflows you enable or configure. Where the Service presents a draft for review, you are responsible for reviewing and approving it before sending. BuilderFlow may rely on your instructions, settings, approvals, and configured workflows.

The Service relies on or may link to third-party services, including hosting, authentication, payment processing, communications, AI, OCR, document processing, storage, and security services. Your use of a third-party service may be governed by that provider’s terms and privacy practices. BuilderFlow does not control and is not responsible for third-party services, except as required by law or expressly stated in these Terms.

BuilderFlow and its licensors own the Service, including software, workflows, interfaces, designs, documentation, trademarks, logos, and other technology and content, excluding Customer Content. Subject to these Terms and payment of applicable fees, BuilderFlow grants you a limited, nonexclusive, nontransferable, revocable right to access and use the Service for your internal business purposes during the subscription term.

No rights are granted except as expressly stated. You may not remove proprietary notices or use BuilderFlow names, marks, or branding without written permission.

If you provide ideas, suggestions, requests, or other feedback about the Service, you grant BuilderFlow a worldwide, perpetual, irrevocable, royalty-free, transferable, and sublicensable right to use and incorporate that feedback without restriction or compensation. Feedback does not include Customer Content submitted solely for use of the Service.

We may maintain, update, modify, limit, or discontinue all or part of the Service. We do not guarantee uninterrupted or error-free availability, a particular uptime, compatibility with every device or integration, or preservation of every feature. Beta, preview, or experimental features are provided for evaluation and may contain defects, change materially, or be withdrawn without notice.

14.1By You

You may stop using the Service or cancel your subscription at any time. Cancellation does not relieve you of fees already incurred and does not automatically require immediate deletion of all information.

14.2By BuilderFlow

We may suspend or terminate your access to all or any part of the Service immediately, in our discretion, if we determine that: (a) you breached these Terms; (b) payment is overdue; (c) your use creates or may create a security, legal, operational, reputational, or other risk to BuilderFlow, the Service, users, or third parties; (d) suspension or termination is necessary to protect BuilderFlow, the Service, users, or third parties or to prevent fraud, abuse, harm, or unauthorized access; or (e) suspension or termination is required or advisable to comply with applicable law or a governmental request. We may also terminate the Service or your account for convenience upon 30 days’ notice. If BuilderFlow terminates your account for convenience before the end of a prepaid subscription period, BuilderFlow will refund the prepaid fees allocable to the period after the effective termination date. No refund is required when BuilderFlow suspends or terminates under clauses (a) through (e).

14.3Effect of Termination

Upon termination, your right to use the Service ends. You should export needed records before cancellation or termination. We may retain, delete, de-identify, or make Customer Content unavailable in accordance with the Privacy Policy, legal obligations, security needs, backup cycles, dispute preservation, and operational requirements. We do not guarantee access to Customer Content after termination.

Sections that by their nature should survive will survive, including Sections 5.4–5.6, 6, 7, 8, 9, 11, 12, 14.3, and 16–22.

You consent to receive transactional, legal, security, billing, and service-related communications electronically, including by email, in-app notice, or posting in the Service. You are responsible for keeping your contact information current. Marketing communications, if any, may be subject to separate choices.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, THE SERVICE, AI FEATURES, OUTPUTS, AND ALL RELATED CONTENT ARE PROVIDED “AS IS” AND “AS AVAILABLE.” BUILDERFLOW DISCLAIMS ALL EXPRESS, IMPLIED, AND STATUTORY WARRANTIES, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, NON-INFRINGEMENT, ACCURACY, RELIABILITY, AVAILABILITY, AND RESULTS.

BUILDERFLOW DOES NOT WARRANT THAT DOCUMENTS, CALCULATIONS, CLASSIFICATIONS, RECONCILIATIONS, COMMUNICATIONS, OR OTHER OUTPUTS ARE COMPLETE, ERROR-FREE, LEGALLY COMPLIANT, PROFESSIONALLY SUITABLE, OR APPROPRIATE FOR A PARTICULAR PROJECT OR JURISDICTION. YOU ARE SOLELY RESPONSIBLE FOR CONFIGURING THE SERVICE APPROPRIATELY; VERIFYING FINANCIAL AND PROJECT INFORMATION; DETERMINING WHETHER AND HOW FINAL CONTENT AND OUTPUTS ARE USED, SENT, SAVED, DISTRIBUTED, OR RELIED UPON; AND DETERMINING WHETHER OUTPUTS SATISFY YOUR CONTRACTUAL, LICENSING, TAX, SAFETY, RECORDKEEPING, AND OTHER OBLIGATIONS.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, BUILDERFLOW AND ITS MEMBERS, MANAGERS, EMPLOYEES, CONTRACTORS, LICENSORS, AND SERVICE PROVIDERS WILL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, CONSEQUENTIAL, OR PUNITIVE DAMAGES; LOSS OF PROFITS, REVENUE, DATA, GOODWILL, OR BUSINESS OPPORTUNITY; COST OF SUBSTITUTE SERVICES; OR DAMAGES ARISING FROM CUSTOMER CONTENT, OUTPUTS, THIRD-PARTY SERVICES, UNAUTHORIZED ACCESS, OR BUSINESS DECISIONS, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, THE TOTAL AGGREGATE LIABILITY OF BUILDERFLOW AND THE OTHER BUILDERFLOW PARTIES FOR ALL CLAIMS ARISING OUT OF OR RELATING TO THE SERVICE OR THESE TERMS WILL NOT EXCEED THE FEES PAID OR PAYABLE AND ALLOCABLE TO THE ONE-MONTH PERIOD IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM, AND IN NO EVENT WILL EXCEED FIVE HUNDRED DOLLARS ($500).

Some jurisdictions do not allow certain exclusions or limitations. In those jurisdictions, the exclusions and limitations apply only to the maximum extent permitted by law. Nothing in these Terms excludes or limits liability to the extent such liability cannot lawfully be excluded or limited.

You will defend, indemnify, and hold harmless BuilderFlow and its members, managers, employees, contractors, agents, licensors, and service providers from claims, liabilities, damages, judgments, losses, and reasonable attorneys’ fees arising from or relating to: (a) Customer Content, Inputs, Outputs as used or distributed by you, or documents and communications you create or send; (b) your use of the Service; (c) your violation of these Terms or law; (d) your infringement or violation of another person’s rights; or (e) a dispute between you and your customer, employee, subcontractor, vendor, or another third party. BuilderFlow may control the defense and settlement of a covered claim, and you will reasonably cooperate. You may not settle a claim in a manner that admits liability by or imposes obligations on BuilderFlow without BuilderFlow’s written consent.

These Terms are governed by the laws of the State of California, without regard to conflict-of-law principles. The Federal Arbitration Act governs the interpretation and enforcement of Section 20. Any dispute not subject to arbitration must be brought exclusively in the state or federal courts located in Los Angeles County, California, and each party consents to personal jurisdiction and venue there.

PLEASE READ THIS SECTION CAREFULLY. IT AFFECTS YOUR RIGHT TO GO TO COURT, HAVE A JURY TRIAL, OR PARTICIPATE IN A CLASS OR REPRESENTATIVE ACTION.

20.1Informal Resolution

Except for a request for temporary or emergency relief under Section 20.4(b), before starting arbitration or litigation, you agree to send a written notice describing the dispute, the requested relief, and your contact information to BuilderFlow. Notices to BuilderFlow must be sent to [email protected]. The parties will attempt in good faith to resolve the dispute for 30 days after receipt.

20.2Binding Individual Arbitration

Except for the matters listed in Section 20.4, any dispute, claim, or controversy arising out of or relating to these Terms, the Privacy Policy, the Service, or the parties’ relationship will be resolved by binding individual arbitration administered by JAMS under its Streamlined Arbitration Rules and Procedures then in effect.

Arbitration may occur by videoconference or in Los Angeles County, California, unless applicable law requires another location. The arbitrator may award the same individual remedies available in court and will issue a reasoned written decision.

20.3Class and Representative Action Waiver

YOU AND BUILDERFLOW AGREE THAT EACH MAY BRING CLAIMS ONLY IN AN INDIVIDUAL CAPACITY AND NOT AS A PLAINTIFF, CLASS MEMBER, PRIVATE ATTORNEY GENERAL, OR REPRESENTATIVE IN A CLASS, COLLECTIVE, CONSOLIDATED, OR REPRESENTATIVE ACTION OR ARBITRATION. THE ARBITRATOR MAY NOT CONSOLIDATE CLAIMS OF DIFFERENT PERSONS WITHOUT ALL PARTIES’ CONSENT.

Nothing in this Section waives any right to seek public injunctive relief that cannot lawfully be waived. Any request for such relief shall be resolved by a court of competent jurisdiction, and all other arbitrable claims and remedies shall remain subject to arbitration. If this waiver is finally determined unenforceable as to a particular claim or request for relief, that claim or request will proceed in court after completion of arbitration of the remaining arbitrable claims, unless law requires otherwise.

20.4Exceptions

Either party may: (a) bring an individual claim in small claims court if eligible; (b) seek temporary or emergency injunctive relief in court to protect intellectual property, confidential information, account security, or prevent unauthorized access; or (c) pursue a claim that applicable law prohibits from being arbitrated.

20.5Time Limit

To the extent permitted by law, any claim arising out of or relating to these Terms, the Privacy Policy, the Service, or the parties’ relationship must be filed within one year after it accrued, or it is permanently barred.

We may update these Terms to reflect changes in the Service, AI Features, providers, law, security practices, or business operations. We will provide notice of material changes by email, in-app notice, or another reasonable method. We may require you to affirmatively accept updated Terms before continuing to use the Service. The updated Terms apply on the stated effective date. If you do not agree, you must stop using the Service and cancel before the changes take effect.

These Terms and documents expressly incorporated by reference are the entire agreement between you and BuilderFlow regarding the Service and supersede prior or contemporaneous agreements on that subject. If a provision is unenforceable, it will be modified to the minimum extent necessary and the remaining provisions remain effective. Failure to enforce a provision is not a waiver. You may not assign these Terms without BuilderFlow’s written consent; BuilderFlow may assign them in connection with a merger, reorganization, financing, sale of assets, or by operation of law. BuilderFlow is not liable for delay or failure caused by events beyond its reasonable control. Headings are for convenience only. These Terms do not create a partnership, joint venture, agency, fiduciary, employment, or franchise relationship.

Questions about these Terms may be sent to:

BuilderFlow LLC
[email protected]
https://getbuilderflow.com