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End User License Agreement (EULA)

Effective Date: the earlier of your first acceptance or first access to the Services

This End User License Agreement (this "Agreement") governs your access to and use of the SiteServ.ai platform and related mobile applications. By creating an account, accessing, or using any part of the Services, you agree to be bound by this Agreement. If you do not agree, do not access or use the Services.


Parties: This Agreement is between Equitrust, LLC d/b/a SiteServ.ai, a Florida limited liability company ("Company," "we," "us," or "our") and the person or entity accepting this Agreement ("Customer," "you," or "your").

Contact: 2307 Mount Vernon St, Orlando, FL 32803; support@siteserv.ai.


1. Definitions

  • "Affiliate" means an entity that directly or indirectly controls, is controlled by, or is under common control with a party.
  • "Documentation" means online help files, technical documentation, or usage guides provided by Company.
  • "Intuit" means Intuit Inc. and its Affiliates (including QuickBooks Online).
  • "Order" means any online order, in-product selection, or other ordering document (including plan selection screens) that specifies a Subscription Plan, number of Seats, pricing, and term.
  • "Personal Data" means information that identifies or is reasonably capable of identifying a natural person.
  • "QuickBooks Data" means accounting data retrieved from or written to Customer's QuickBooks Online ("QBO") account via Intuit APIs.
  • "Seat" means a unique user license provisioned to access the Services under your Subscription Plan.
  • "Services" means Company's cloud-based SiteServ.ai software-as-a-service project management and service call platform and related iOS mobile application.
  • "Subscription Plan" means the free or paid plan you select (including the number of Seats) and associated features and limits.
  • "You" includes any Authorized Users you permit to use the Services.

2. Eligibility; Accounts; Authorized Users

2.1 Eligibility. You represent and warrant that you are at least 18 years old and have the authority to enter into this Agreement on behalf of yourself or the entity you represent.

2.2 Accounts. You must provide accurate, current account information and keep it updated. You are responsible for maintaining the confidentiality of your credentials and for all activities under your account.

2.3 Authorized Users. You may permit your employees and contractors to use the Services under your account up to the number of Seats purchased. You are responsible for your Authorized Users' compliance with this Agreement.

3. License Grant; Restrictions

3.1 License. Subject to this Agreement and timely payment of Fees, Company grants you a limited, non-exclusive, non-transferable, non-sublicensable right during the Subscription Term to access and use the Services and Documentation solely for your internal business purposes.

3.2 Restrictions. You shall not (and shall not permit any third party to): (a) copy, modify, translate, or create derivative works of the Services; (b) reverse engineer, decompile, disassemble, or otherwise attempt to discover source code or underlying ideas; (c) circumvent or disable any security or access controls; (d) access the Services for benchmarking or to build a competitive product; (e) resell, rent, lease, lend, timeshare, or otherwise commercially exploit the Services except as expressly permitted in writing; (f) use the Services in violation of law, including export controls; or (g) use the Services to process sensitive data categories not intended by the Services.

4. Subscription Plans; Seat-Based Billing; Free Plan

4.1 Plans. The Services are offered under multiple Subscription Plans, including one free plan and paid plans, each with feature and usage limits described in the Order or plan selection screen.

4.2 Seats. Fees for paid plans are charged per Seat on a monthly basis unless otherwise stated. You may add Seats during a term; we will prorate charges for the remainder of the then-current billing cycle.

4.3 Free Plan. The free plan may have limited features and capacity. We may modify or discontinue the free plan at any time with or without notice. Free plan users are still subject to this Agreement.

4.4 Taxes. Fees are exclusive of taxes. You are responsible for all sales, use, VAT, GST, and similar taxes, excluding taxes based on our net income.

4.5 Non-Refundable. Except where prohibited by law or expressly stated otherwise in an Order, all Fees are non-cancellable and non-refundable.

5. Fees; Payment; Changes

5.1 Fees and Billing. You authorize us (or our payment processor) to charge all Fees when due using the payment method on file. If payment fails, we may suspend or terminate access.

5.2 Price and Plan Changes. We may modify pricing, features, or plan terms prospectively. For paid plans, we will provide notice before changes take effect; continued use after the effective date constitutes acceptance.

6. Third-Party Services; QuickBooks Online Integration

6.1 Third-Party Services. The Services may interoperate with third-party products and services (for example, Intuit QuickBooks Online). We do not control third-party services and they are governed by their own terms and privacy policies. We are not responsible for third-party services, including availability, security, or changes to their APIs or terms.

6.2 Customer Consent; OAuth 2.0. Connection to QuickBooks Online requires your express consent and authentication via OAuth 2.0 to authorize specific scopes. By connecting, you instruct us to access and process QuickBooks Data for the limited purposes described below.

6.3 Scope of Access; Read/Write. When enabled, the Services may read and write QuickBooks Data strictly as necessary to synchronize information you direct (for example, customers, invoices, vendors, payments) between your SiteServ.ai account and your QBO account.

6.4 Minimal Data Storage. We do not store QuickBooks Data long-term. We store only the minimal synchronization credentials necessary to maintain the connection: accessToken, refreshToken, realmId, and token expiry timestamps (collectively "Sync Tokens"). Sync Tokens are encrypted at rest, access-limited on a least-privilege basis, and rotated or renewed per OAuth 2.0 best practices.

6.5 No Third-Party Sharing. We do not sell or share QuickBooks Data with third parties. We may share Sync Tokens with our subprocessors solely as necessary to provide the Services (for example, secure hosting), subject to confidentiality and security obligations.

6.6 Data Processing Purpose Limitation. We access, process, and transmit QuickBooks Data only to perform the synchronization and features you enable. We do not use QuickBooks Data for advertising or unrelated purposes.

6.7 Revocation of Access. You may disconnect the QuickBooks integration at any time within the Services or via your Intuit account. Upon revocation or termination, we will promptly disable access and delete Sync Tokens within a commercially reasonable period, except to the extent retention is required by law, security, or audit needs (in which case, data will be isolated and protected, then deleted upon expiration of the retention need).

6.8 Intuit Terms. Use of the QuickBooks integration requires compliance with Intuit's then-current developer and end-user terms and policies. If Intuit suspends, modifies, or terminates your rights or our integration, features may cease or degrade and we shall have no liability for resulting impacts.

6.9 Service Interruptions; Changes. Intuit may experience outages or change APIs, scopes, or security requirements. We are not liable for such events. We may modify or discontinue the QuickBooks integration as needed to maintain compliance or security.

7. Customer Data; Privacy; Security

7.1 Customer Data. As between the parties, you retain all right, title, and interest in and to Customer Data (including QuickBooks Data). You grant us a non-exclusive, worldwide, royalty-free right to process Customer Data solely to provide, secure, support, and improve the Services (including usage analytics and de-identified statistics).

7.2 Privacy Policy. Our collection and use of Personal Data is described in our Privacy Policy, as updated from time to time. In the event of conflict, this Agreement controls to the extent permitted by law.

7.3 Security. We implement reasonable and appropriate technical and organizational measures designed to protect Customer Data and Sync Tokens, including encryption in transit, encryption at rest for Sync Tokens, access controls, and vulnerability management.

7.4 Data Portability; No Export Obligation. We do not provide a data export or download feature upon cancellation. During an active paid Subscription, you may request reasonable in-product exports where available; however, we have no obligation to create custom exports or provide data after termination except where required by law.

7.5 Data Retention and Deletion. We retain Customer Data in accordance with our data retention practices and as necessary to provide the Services. Upon termination or your written deletion request, we will delete or de-identify Customer Data in our active systems within a commercially reasonable period, subject to legal, regulatory, or backup retention requirements. Backup copies will be purged in the ordinary course of our backup cycles.

8. Service Availability; Support; Changes

8.1 Availability. We will use reasonable efforts to maintain availability of the Services. The Services may be unavailable due to maintenance, updates, or network and platform issues.

8.2 Support. Standard support is available via support@siteserv.ai. Enhanced support may be available under certain plans.

8.3 Changes. We may improve, update, or modify features from time to time. If a change materially reduces core functionality of a paid plan during the current term, you may terminate the affected plan on written notice within 30 days and receive a pro-rata refund for the unused portion of prepaid Fees for that plan (if any).

9. Acceptable Use

You agree not to: (a) upload or transmit malware or harmful code; (b) interfere with or disrupt the Services; (c) violate others' rights; (d) engage in fraudulent, deceptive, or illegal activities; (e) attempt unauthorized access; or (f) use the Services to store or process data that is subject to specialized security regulations not expressly supported (for example, PCI cardholder data, PHI under HIPAA, or classified data).

10. Intellectual Property; Feedback

10.1 Ownership. Except for the limited rights expressly granted to you, Company retains all right, title, and interest in and to the Services, Documentation, and all related intellectual property, including any enhancements or derivatives.

10.2 Feedback. You grant Company a perpetual, irrevocable, worldwide, royalty-free license to use and exploit any feedback or suggestions you provide for any lawful purpose without restriction or compensation.

11. Confidentiality

Each party may access the other party's non-public information that is marked or reasonably understood to be confidential ("Confidential Information"). The receiving party will use the same degree of care it uses to protect its own confidential information (but no less than reasonable care) to protect the disclosing party's Confidential Information and will not use or disclose it except as permitted by this Agreement. Exclusions apply for information that is public, rightfully received from a third party, independently developed, or required to be disclosed by law (with notice where lawful).

12. Beta Features; Evaluations

We may offer features identified as beta, preview, or evaluation. Such features are provided AS IS, for testing only, may be changed or withdrawn at any time, and are excluded from any warranties or support commitments.

13. Term; Suspension; Termination

13.1 Term. This Agreement starts on the Effective Date and continues until terminated. Each Subscription Plan renews per its stated billing cycle unless cancelled.

13.2 Suspension. We may suspend access immediately if (a) you fail to pay Fees, (b) you or your users violate this Agreement, or (c) we reasonably believe suspension is needed to protect the Services, our customers, or comply with law.

13.3 Termination for Convenience. You may cancel your Subscription effective at the end of the then-current billing cycle. We may terminate free plans at any time.

13.4 Termination for Cause. Either party may terminate this Agreement or an Order upon written notice if the other party materially breaches and fails to cure within thirty (30) days after notice.

13.5 Effect of Termination. Upon termination: (a) your rights to access the Services cease; (b) you must stop using the Services; (c) amounts due remain payable; (d) except as required by law, we have no obligation to provide post-termination data access or export; and (e) we will delete Sync Tokens and handle Customer Data per Section 7.5.

14. Warranties; Disclaimers

14.1 Mutual Authority. Each party represents it has the authority to enter into this Agreement.

14.2 Disclaimer. To the maximum extent permitted by law, the Services, Documentation, and all related materials are provided "as is" and "as available," without warranties of any kind, whether express, implied, statutory, or otherwise, including warranties of merchantability, fitness for a particular purpose, title, and non-infringement. We do not warrant that the Services will be uninterrupted, error-free, or secure, or that data will be accurate or preserved without loss.

15. Limitation of Liability

15.1 Limitation. To the maximum extent permitted by law, in no event will Company's total aggregate liability arising out of or related to this Agreement exceed the amounts actually paid by you to Company for the Services giving rise to the claim in the twelve (12) months immediately preceding the first event giving rise to liability. For free plans, Company's liability is limited to fifty U.S. dollars (US$50).

15.2 Exclusion of Damages. To the maximum extent permitted by law, neither party will be liable for any indirect, incidental, special, consequential, exemplary, cover, or punitive damages, or for loss of profits, revenue, goodwill, or data, even if advised of the possibility and even if a remedy fails of its essential purpose.

15.3 Exceptions. The limitations in this Section do not apply to your payment obligations, your breach of license restrictions, or either party's willful misconduct or infringement or misappropriation of the other party's intellectual property.

16. Indemnification

16.1 By Company. We will defend you against third-party claims alleging that the Services, as provided by us and used according to this Agreement, infringe a U.S. patent, copyright, or trade secret, and we will pay damages and reasonable attorneys' fees finally awarded against you (or included in a settlement we approve). If the Services are or are likely to be enjoined, we may (a) procure the right for you to continue using them, (b) replace or modify them to be non-infringing and substantially equivalent, or (c) terminate your affected Subscription and refund any prepaid, unused Fees. This Section does not apply to claims arising from (i) unauthorized use, (ii) combination with non-Company products, data, or business processes, (iii) specifications you provide, or (iv) Beta features.

16.2 By Customer. You will defend and indemnify Company against third-party claims arising from (a) your Customer Data, (b) your use of the Services in violation of this Agreement or law, or (c) any dispute between you and Intuit or other third-party services you enable.

16.3 Conditions. The indemnified party must (i) promptly notify the indemnifying party of the claim, (ii) allow control of the defense and settlement, and (iii) provide reasonable cooperation.

17. Arbitration Agreement; Class Action Waiver; Governing Law; Venue

17.1 Governing Law. This Agreement is governed by the laws of the State of Florida, without regard to conflict of laws rules.

17.2 Binding Arbitration. Any dispute, claim, or controversy arising out of or relating to this Agreement or the Services will be resolved by final and binding arbitration administered by a recognized arbitration provider (for example, JAMS or AAA) under its applicable rules, before a single arbitrator, in Orange County, Florida, in English. Judgment on the award may be entered in any court of competent jurisdiction.

17.3 Class Action Waiver. You and Company agree that any arbitration will be conducted only on an individual basis and not in a class, consolidated, or representative action. You waive any right to a jury trial.

17.4 Equitable Relief; Venue. Notwithstanding the above, either party may seek temporary or preliminary injunctive relief in state or federal courts located in Orange County, Florida, and the parties consent to such courts' personal jurisdiction and venue for that limited purpose.

18. Export; Sanctions; Anti-Corruption

You shall comply with all applicable export control and sanctions laws and shall not provide access to the Services to persons or entities prohibited by such laws. You shall comply with anti-corruption laws and shall not offer or accept bribes or improper payments.

19. U.S. Government End Users

The Services and Documentation are "commercial computer software" and "commercial computer software documentation." If acquired by or on behalf of a U.S. government entity, use is subject to the terms of this Agreement per FAR 12.212 or DFARS 227.7202, as applicable.

20. Modification of Terms

We may update this Agreement from time to time. For material changes to paid plans, we will provide notice (for example, via email or in-product). Changes become effective on the stated effective date. Your continued use after the effective date constitutes acceptance.

21. Assignment

You may not assign or transfer this Agreement, by operation of law or otherwise, without our prior written consent (not to be unreasonably withheld). We may assign this Agreement to an Affiliate or in connection with a merger, acquisition, corporate reorganization, or sale of substantially all assets.

22. Force Majeure

Neither party is liable for delay or failure to perform due to causes beyond its reasonable control, including acts of God, labor disputes, governmental actions, internet or hosting failures, or third-party service outages (including Intuit).

23. Notices

Notices to Company must be sent to support@siteserv.ai and to the postal address listed above. We may provide notices to you by email, in-product messaging, or your account contact information.

24. Entire Agreement; Order of Precedence

This Agreement, together with any Orders and the Privacy Policy, is the entire agreement between the parties regarding the Services and supersedes all prior or contemporaneous agreements on the subject. If there is a conflict, the following order of precedence applies: (1) Order (only as to pricing, plan, or term), (2) this Agreement, (3) Documentation and policies.

25. Severability; Waiver

If any provision is held unenforceable, it will be modified to the minimum extent necessary to be enforceable while preserving the parties' intent; the remaining provisions remain in effect. A waiver must be in writing and is not a continuing waiver.

26. Headings

Headings are for convenience only and do not affect interpretation.

27. Contact Information

Equitrust, LLC d/b/a SiteServ.ai
2307 Mount Vernon St, Orlando, FL 32803
Email: support@siteserv.ai

QuickBooks / Intuit Compliance Summary (Non-Controlling)

For clarity (and to aid Intuit review), the following summarizes key commitments already contained in this Agreement:

  1. User Consent & OAuth 2.0 — You must explicitly connect your QBO account using OAuth 2.0; scopes are limited to those required for the features you enable.
  2. Read/Write Scope — The Services may read and write QuickBooks Data to perform the sync you direct.
  3. Minimal Storage — We store only Sync Tokens (accessToken, refreshToken, realmId, expiry timestamps), encrypted at rest. We do not store QuickBooks Data long-term.
  4. No Third-Party Sharing — We do not sell or share QuickBooks Data with third parties; limited subprocessors may handle Sync Tokens solely to operate the Services.
  5. Revocation & Deletion — You may revoke access at any time; upon revocation or termination, we disable access and delete Sync Tokens within a commercially reasonable period, subject to legal or security retention.
  6. Security — Reasonable and appropriate security controls protect Customer Data and Sync Tokens.
  7. Third-Party Disclaimer — Intuit/QuickBooks is an independent third-party service; we are not liable for their outages, changes, or terms.
  8. No Export on Cancellation — We do not provide data export upon cancellation; limited exports may be available during an active paid Subscription (if offered in-product).
  9. Compliance with Intuit Terms — Use of the QuickBooks integration requires adherence to Intuit's end-user and developer terms.

This summary is provided for convenience only; the body of the Agreement controls in case of any inconsistency.


By clicking "Accept," creating an account, or using the Services, you acknowledge that you have read and agree to this Agreement.