Last updated: June 17, 2026
These Terms of Service (“Terms”) govern your use of the Jorvio Quotes software, websites, and related services (the “Service”) operated by the business running this site (“we,” “us,” or “Operator”). By creating an account, clicking to accept these Terms, or using the Service, you agree to these Terms. If you use the Service for a company, you represent that you have authority to bind that company.
The Service helps contractors and similar service businesses create, send, and manage quotes and proposals; schedule jobs; communicate with customers; run a simple company site; optionally collect payments from customers through Stripe-hosted checkout; and use optional AI-assisted tools. Features, limits, and availability depend on your plan and may change. We will give reasonable notice when we can.
The Service includes operational safeguards such as rate limits, send budgets, and abuse detection. Those safeguards may temporarily pause outbound email, AI requests, or other actions to protect deliverability and platform stability.
You must be old enough to form a binding contract where you live. You are responsible for your login credentials and for all activity under your account. Notify us promptly if you believe someone else is using your account. You must provide accurate account information and keep it current.
Sign-in methods may include email and password, email magic link, email one-time passcode, and Google sign-in. You are responsible for securing the email accounts and devices you use to access the Service.
Electronic acceptance and records. When you accept these Terms or our Privacy Policy in the product (including when you first create an account or when we publish an update and you accept again), we store a secure, timestamped record of that acceptance. That record may include the version labels of the documents shown to you, a consent batch identifier (“epoch”) when we use one to group published legal versions, the approximate time of acceptance, and technical details described in the Privacy Policy (such as IP address and browser user agent submitted with the acceptance request). We use those records to operate the Service, run re-acceptance flows when required, prevent abuse, and resolve disputes.
Team members. Depending on your plan, you may invite coworkers as full team members with their own login. Team member limits and optional paid extra seats are described at checkout and in the product. You are responsible for who you invite and for their activity in your workspace.
Crew calendar access. The product can issue a crew calendar code that lets people you choose view a limited crew calendar at /crew without a full account. Crew access is view-oriented and does not grant full workspace control.
Co-operator access. The product can issue a co-operator code that grants broader in-app access to company features you enable for that code, without creating a full owner account. Co-operator access is still limited compared with the account owner and is controlled by the permissions we expose in the product.
You are responsible for who you share any access code with, for rotating or revoking codes when someone stops working with you, and for any action taken in your workspace through one of your codes. Rotating a code revokes prior access. We keep limited records of recent code hashes to help you and us investigate misuse.
Audit logs. We keep a limited internal log of important actions taken in your workspace (for example, plan changes, legal acceptance, key billing events, and tier-gated team activity on eligible plans) so we can run the platform, investigate security incidents, and answer support questions.
Paid plans are billed through Stripe, Inc. (“Stripe”). By subscribing, you agree to pay on the schedule you select and to Stripe’s terms. Prices are in U.S. dollars unless we say otherwise; taxes may apply in addition. Monthly and annual billing may be offered. Annual pricing, if shown, reflects the terms displayed at checkout.
Platform trial. We may offer a limited free trial window after signup (for example, seven days) before a paid subscription is required to create or send quotes. Trial terms are shown in the product. When the trial ends, paid features may pause until you choose a plan and provide a valid payment method unless we say otherwise.
When the product lets you change plans through us:
Subscription and platform fees are generally non-refundable. Payments are final except where we say otherwise below or where applicable law requires a refund.
We do not refund because you forgot to cancel, stopped using the product, did not use every feature, or changed your mind mid-cycle. A scheduled downgrade takes effect only at the next renewal, which is why we do not refund part of a period in that flow when you choose a lower plan.
Proration on an upgrade is an extra charge for better access for the rest of the period, not a refund of earlier charges. Proration credit on an immediate downgrade is applied to your customer balance and used against your next invoice; we do not return it to your card as cash.
If Stripe clearly shows a duplicate charge or a clear processing mistake in a given month, contact support. We will work in good faith to fix it, which may include refunding or crediting the mistaken part.
Nothing in these Terms limits any refund or cancellation rights you have under consumer law where you live if those rights cannot be waived.
If you dispute a charge with your bank instead of contacting us first, we may pause or close your account until the dispute is resolved. If the dispute is resolved in our favor or withdrawn, you still owe any valid amounts. We may try to recover bank or network fees from bad-faith or invalid disputes where the law and card rules allow.
You can manage cards, view invoices, and cancel or adjust your subscription in Stripe’s billing portal where we have enabled it, or directly from the in-app billing page. Canceling stops future renewals; it does not by itself delete your data unless you request deletion or we say otherwise, subject to law and what we need to keep for records.
You may request account deletion from settings. Deletion flows may ask you to confirm intent and may collect optional feedback. End-customers who use the customer portal may delete their portal account separately. Some records may be retained as described in the Privacy Policy and as required for billing, security, fraud prevention, tax, accounting, or legal reasons.
We may suspend, limit, or terminate access if we reasonably believe you violated these Terms, abused trials or promotions, created risk to the platform or other users, or if required by law. We may maintain email bans, trial-abuse signals, maintenance mode, or accounts-access blocks to protect the Service.
You may not misuse the Service. Examples include hacking, malware, harassment, illegal content, or breaking export, sanctions, spam, or consumer laws. We may suspend or close accounts for serious violations.
To keep the Service reliable for everyone, we apply rate limits, daily send budgets, and other operational safeguards that may temporarily pause sends or AI requests when thresholds are reached. We may also pause individual accounts when our automated systems detect unusually high outbound activity, send-failure rates, or other patterns consistent with abuse.
If you want to collect money from your customers through quotes you send with the Service, you connect your own Stripe Express account to our platform from settings. We use Stripe Connect for this; Stripe asks you for the information it needs to verify you (such as your legal business details, beneficial-owner information, and bank account) and you accept Stripe’s Connected Account Agreement and other Stripe terms directly with Stripe during onboarding. Payments your customers make on your quotes settle into your connected Stripe account on Stripe’s payout schedule, not ours.
We are not the merchant of record for those customer payments. You are responsible for your prices, taxes, deposits, refunds, customer disputes, and complying with the laws and trade rules that apply to your business and the work you sell. We may show in the settings page whether Stripe has marked your connected account as enabled to accept charges; that signal comes from Stripe and is for your convenience only.
Optional payment features tied to your connected account. The product may let you:
If you stop using Stripe Connect or your connected account is closed, in-product features that depend on it will stop working.
You are responsible for what you send to your customers through the Service, including quote content, scope, pricing, signatures you collect, follow-ups, review-request emails, balance reminders, scheduled sends, change orders, optional add-ons, and post-payment messages. You are responsible for your agreements with your customers, your licenses and insurance, taxes, and compliance with the laws that apply to your trade and location.
Public quote pages. Customers may receive a link to a hosted quote page where they can review scope and price, request changes, accept or decline, select optional add-ons when offered, sign when required, and pay when payments are enabled. Machine translation may be offered on the public quote page for the customer’s convenience; it does not change the stored quote unless you edit it.
Customer portal. Your customers may optionally use a separate customer portal to sign in with email and a one-time code (and, if they choose, register a password) to see quotes and jobs tied to their email address. This customer portal is not the Stripe Customer Portal used for your subscription billing.
Automated emails. The Service can send certain emails on your behalf when you turn them on, including follow-up emails to customers about open quotes (with tier-based step counts), post-payment acceptance emails, review-request emails that point to a Google Business review URL you supply, scheduled quote-delivery emails, and balance-due reminders you trigger. You can disable applicable defaults globally or per quote in settings. You must have a lawful basis to email each customer (for example, they asked you for a quote and gave you their email).
SMS and text messaging. The Service does not send SMS or text messages to your customers. Phone numbers you store are for your business records only.
Custom branding and your company site. If your plan allows it, you can upload your own logo and brand color, and publish a simple company site at a vanity path or, on eligible plans, a custom quote-link subdomain we provision through our hosting provider. You are responsible for the content you publish there (including any past-work photos you upload) and for having the rights to use any logos, images, or marks you upload.
Customer checkout acceptance. Before paying on a hosted quote checkout page, your customer may be required to accept platform terms and payment terms shown on that page. You remain responsible for the underlying sale.
The Service includes optional AI-assisted features such as a quote assistant, an AI quote review, an AI quote generator, decision-section pre-fill, photo and audio transcription for handwritten or spoken notes, in-app help chat (which may use web search grounding for generic product help), public-quote translation, company-site AI editing on eligible plans, and an AI quote coach on eligible plans. Availability depends on your plan and may be metered by usage. We may route requests between AI providers (today, Anthropic and Google) based on feature, complexity, cost, and availability. Specific features may change over time.
When you use one of these features, content you have entered or uploaded (for example, line items and prices, scope text, notes, photos or audio you submit for transcription, your business profile and AI business context, your language preference, your chat messages with the AI, company-site content you ask us to edit, and aggregated analytics summaries used by the coach) is sent to our third-party AI providers so they can return a response we show you. Our agreements with these providers prohibit them from training their general models on your inputs and outputs in this Service. More detail about what is sent and our subprocessors is in the Privacy Policy.
AI output is a suggestion, not professional advice. It can be wrong, incomplete, biased, or wrong for your trade, region, customer, or specific job. You are responsible for reviewing, editing, and approving anything before you send it or rely on it, and you remain responsible for the content and accuracy of every quote, message, and customer-facing document — even when AI helped produce it. Do not paste highly sensitive personal information (for example, government identifiers, full payment card numbers, or health information) into AI inputs.
We do not guarantee continuous availability of AI features and may pause, throttle, or remove them, including for cost or quality reasons. We do not refund based on AI output you disagree with or because an AI feature is temporarily unavailable.
If enabled for your account, you may connect QuickBooks Online through Intuit’s OAuth flow. When connected and configured, the Service may create accounting records (such as paid sales receipts) in your QuickBooks company after qualifying quote payments. You authorize that sync and remain responsible for reviewing your books, tax treatment, and accounting compliance. Intuit’s terms and privacy policy apply to information you provide to Intuit. If the integration is unavailable or you disconnect it, sync stops.
We own the Service, branding, and software. You own what you upload. You grant us a limited license to host, process, and display your content as needed to provide the Service, including sending the necessary parts to subprocessors and AI providers when you use AI-assisted features, rendering your company site and customer-facing pages when you publish them, and syncing to connected integrations you enable.
THE SERVICE IS PROVIDED “AS IS” AND “AS AVAILABLE,” WITHOUT WARRANTIES OF ANY KIND, TO THE FULLEST EXTENT THE LAW ALLOWS. WE DO NOT WARRANT THAT AI OUTPUT WILL BE ACCURATE, COMPLETE, CURRENT, OR SUITABLE FOR ANY PARTICULAR USE. WE DO NOT WARRANT UNINTERRUPTED EMAIL DELIVERY, PAYMENT PROCESSING, OR THIRD-PARTY INTEGRATIONS.
TO THE FULLEST EXTENT THE LAW ALLOWS, WE AND OUR SUPPLIERS ARE NOT LIABLE FOR INDIRECT, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR LOST PROFITS, DATA, OR GOODWILL, EVEN IF WE WERE TOLD THAT COULD HAPPEN. OUR TOTAL LIABILITY FOR ALL CLAIMS IN ANY TWELVE-MONTH PERIOD IS LIMITED TO THE GREATER OF (A) WHAT YOU PAID US FOR THE SERVICE IN THAT PERIOD OR (B) ONE HUNDRED U.S. DOLLARS ($100), EXCEPT WHERE THE LAW FORBIDS THAT CAP.
To the extent the law allows, you will defend and reimburse us and our team against third-party claims and costs tied to your use of the Service, your content, your customers, your use of Stripe Connect through the Service, your connected integrations, or your breaking these Terms or the law.
We are not liable for delays or failures caused by events outside our reasonable control, including internet or infrastructure failures, utility outages, natural disasters, labor disputes, acts of government, AI or email provider outages, payment-processor interruptions, or third-party service disruptions.
Please contact us first so we can try to resolve concerns informally.
If we cannot resolve a dispute informally, you and we agree that any dispute, claim, or controversy arising out of or relating to these Terms or the Service will be resolved by binding individual arbitration, not in court, except that either party may bring a qualifying claim in small claims court in the county or jurisdiction where you live or where we operate.
The arbitration will be administered by the American Arbitration Association under its Commercial Arbitration Rules, or another reputable arbitration provider we choose if AAA is unavailable. The Federal Arbitration Act governs the interpretation and enforcement of this section. The arbitrator may award the same damages and relief that a court could award on an individual basis. The seat of arbitration will be Delaware, USA, unless the rules or applicable law require otherwise.
CLASS ACTION WAIVER. YOU AND WE AGREE THAT EACH MAY BRING CLAIMS AGAINST THE OTHER ONLY IN AN INDIVIDUAL CAPACITY AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS, COLLECTIVE, REPRESENTATIVE, OR PRIVATE ATTORNEY GENERAL PROCEEDING.
You may opt out of this arbitration section within thirty (30) days of first accepting these Terms by sending a written opt-out notice to the contact method published on this site with the subject line “Arbitration Opt-Out,” your name, and the email on your account. If you opt out, the rest of these Terms still apply and disputes will be handled under Section 19.
We may update these Terms. For important changes, we will give notice as the law requires or as we describe in the product (for example, in the app or by email). Continued use after the effective date may mean you accept the update. Some changes may require you to agree again if we set that up.
These Terms are governed by the laws of the State of Delaware, USA, without regard to conflict-of-law rules, except where mandatory consumer protection law in your home jurisdiction requires otherwise. Courts in Delaware have jurisdiction for matters not subject to arbitration, subject to those mandatory rules and Section 18.
For questions about these Terms, use the support or contact method published on this site.