ScopeBriefing

Terms of Service

These terms govern access to ScopeBriefing’s website, contractor portal, and homeowner project-intake experiences. A contractor’s signed order form or services agreement controls if it conflicts with these general terms.

The service

ScopeBriefing provides configurable project-intake forms, preliminary estimating experiences, lead storage, and related contractor workflow tools. Features that require third-party messaging, customer websites, payment systems, or CRM access are activated only when stated in the contractor’s written order.

Accounts and authorized use

  • Contractors must provide accurate account information and keep sign-in links, email accounts, and devices secure.
  • Only invited users may access a contractor workspace. Contractors are responsible for assigning appropriate roles and promptly removing users who no longer need access.
  • Users may not probe, scrape, overload, reverse engineer, bypass access controls, upload malicious material, or use the service unlawfully.
  • ScopeBriefing owners may access client accounts when reasonably necessary for support, security, configuration, billing, or legal compliance.

Homeowner submissions and estimates

A displayed estimate is preliminary planning information, not a bid, contract, appraisal, engineering opinion, or promise to perform work. Final price, availability, code compliance, permits, materials, measurements, site conditions, and the decision to accept a job remain solely between the homeowner and contractor.

Contractors are responsible for approving every question, pricing rule, service area, disclosure, and customer communication before public launch. Homeowners must not rely on a planning estimate for financial, safety, structural, environmental, or legal decisions.

Contractor responsibilities

  • Use submitted information only for the requested project and other uses the person has clearly authorized.
  • Comply with applicable licensing, advertising, privacy, telemarketing, email, text-message, recording, and consumer-protection rules.
  • Maintain accurate business information and promptly correct pricing or content that could mislead a customer.
  • Obtain permission before uploading or processing third-party personal information.

Fees, onboarding, and cancellation

Public website prices are introductory package descriptions, not an automatic checkout offer. Exact scope, setup fee, recurring fee, third-party charges, payment timing, launch acceptance, included revisions, cancellation, and refunds are confirmed in a written order before paid work begins. Unless a signed order says otherwise, setup work does not begin until payment and required contractor materials are received.

Availability and changes

We work to keep the service available, but do not guarantee uninterrupted or error-free operation. Maintenance, abuse prevention, third-party outages, legal requirements, or security concerns may require temporary suspension. We may improve or change features while preserving material paid commitments in an active order.

Intellectual property

ScopeBriefing owns the platform, templates, code, and product branding. Contractors retain rights in their logos, business content, approved pricing inputs, and customer records. Each party grants the other the limited rights needed to configure and operate the purchased service.

Disclaimers and liability

To the extent permitted by law, the service is provided without implied warranties of merchantability, fitness for a particular purpose, or non-infringement. ScopeBriefing does not guarantee lead volume, revenue, close rate, estimate accuracy, or contractor performance. Any limitation of liability and exclusive remedy applicable to a paid customer will be stated in the signed order or services agreement.

Suspension and termination

We may suspend access for nonpayment, unlawful use, material breach, security risk, or conduct that threatens customers or the service. On termination, contractors should request an export within the period stated in their order. We may delete data after the relationship and required retention period end.

Contact and governing agreement

Questions may be sent to Jordan and Devan. Before accepting payment, ScopeBriefing and the contractor should sign an order identifying the legal contracting parties, governing law, notice address, fees, deliverables, and any negotiated terms.