Last updated August 2026
These terms are a working draft describing how CrewWorx operates today. They have not yet been reviewed by an attorney and should not be treated as final legal advice.
These terms govern use of CrewWorx, software for managing leads, quotes, jobs, invoicing, and payments for home service businesses, including our website, web application, mobile app, and any related services (together, the “Service”). By creating a CrewWorx account, or by using the Service, you agree to these terms on behalf of the business you represent, and confirm you’re authorized to accept these terms on that business’s behalf.
You’re responsible for the accuracy of the information you enter into CrewWorx, including customer contact information, and for having a legitimate reason to contact the customers you add — for example, because they requested a quote or are a customer of your business. You agree not to use CrewWorx to send unsolicited messages to people who have no relationship with your business, or for any bulk marketing messaging campaign.
If a customer asks to stop receiving text messages or emails, you’re responsible for honoring that request going forward.
You’re responsible for keeping your account credentials secure, for the actions of any staff member you invite to your account, and for promptly telling us if you believe your account has been compromised.
You agree not to use CrewWorx to:
CrewWorx allows you to send quotes, invoices, appointment reminders, and related follow-up messages to your own customers by text message or email, and to connect your own email account for this purpose. You’re responsible for complying with applicable laws around business text messaging and email, including obtaining any consent required in your jurisdiction before texting or emailing a customer. Text messages sent through CrewWorx currently use a shared sending number across businesses using the Service; a customer opting out of messages from one business may, in some cases, also affect message delivery to that same phone number from another business using CrewWorx.
Payments made by your customers through invoices sent via CrewWorx are processed by Stripe, Inc. (“Stripe”), a third-party payment processor, under a separate account you create and connect to CrewWorx. CrewWorx is not a bank, money transmitter, or payment processor, is not the processor of record for any payment made through the Service, and is not a party to the payment transaction between you and your customer. Stripe, not CrewWorx, receives, holds, and transmits your customers’ funds and card data; CrewWorx’s role is limited to providing software that instructs Stripe to process a payment on your behalf. When you connect a Stripe account, you are also agreeing to Stripe’s own terms of service and to Stripe’s Connected Account Agreement, and you are responsible for meeting Stripe’s own underwriting, verification, and compliance requirements independent of anything CrewWorx does or represents. CrewWorx charges a platform fee on payments processed this way, disclosed in your account’s billing settings.
You are solely responsible for setting appropriate prices, issuing valid invoices, and complying with all tax, consumer-protection, and other legal obligations related to payments you collect through CrewWorx. CrewWorx is not responsible for disputes between you and your customer over goods or services rendered, chargebacks, refunds, or any other consequence of the underlying transaction.
CrewWorx offers an optional setting that adds Stripe’s processing fee and CrewWorx’s platform fee to the amount charged to your customer, rather than deducting those fees from what you receive (“fee pass-through,” sometimes called a card surcharge or convenience fee). Fee pass-through is off by default, is not enabled or recommended by CrewWorx, and enabling it is entirely your own business decision. By enabling fee pass-through, you represent, warrant, and agree that:
This fee pass-through provision is in addition to, and does not limit, the general disclaimer of warranties, limitation of liability, and indemnification provisions elsewhere in these terms, each of which independently applies to your use of fee pass-through.
Paid plans and add-ons are billed on a recurring basis through Stripe. Pricing for your plan is shown at signup and in your account billing settings. You can cancel or change your plan at any time from your account; changes take effect according to the terms shown at the time of the change. Fees are non-refundable except as required by law or as we otherwise agree in writing.
CrewWorx lets you optionally connect third-party accounts (such as Google, Microsoft, or QuickBooks Online) to enable features like email sending, calendar sync, or accounting sync. Your use of those third-party services is governed by their own terms, and we’re not responsible for their availability, accuracy, or how they handle your data once it’s in their systems. You can disconnect a connected account at any time from your settings.
CrewWorx may offer optional features that use artificial intelligence to help draft messages or content on your behalf. If you enable such a feature, you’re responsible for reviewing AI-generated content before it’s sent to a customer, and CrewWorx is not liable for the accuracy or appropriateness of AI-generated content you choose to send without review.
You own the data you enter into CrewWorx — your customer list, quotes, jobs, invoices, and uploaded files. We don’t claim ownership over your business data, and we don’t sell it. You grant us a limited license to host, process, and display that data solely to provide the Service to you. See our Privacy Policy for how we handle it.
We work to keep CrewWorx available and reliable, but we don’t guarantee uninterrupted access. We may update, change, or temporarily suspend parts of the Service, including for maintenance, and will make reasonable efforts to minimize disruption.
The Service is provided “as is” and “as available,” without warranties of any kind, whether express or implied, including implied warranties of merchantability, fitness for a particular purpose, or non-infringement. We don’t warrant that the Service will be uninterrupted, error-free, or fully secure.
To the maximum extent permitted by law, CrewWorx and its owners, employees, and contractors will not be liable for any indirect, incidental, special, consequential, or punitive damages, or any loss of profits, revenue, data, or business opportunity, arising from your use of the Service. Our total liability for any claim relating to the Service will not exceed the amount you paid us in the twelve months before the claim arose.
You agree to indemnify and hold CrewWorx harmless from any claims, damages, or expenses (including reasonable attorneys’ fees) arising from your use of the Service, your violation of these terms, or your violation of any law or third-party right, including claims related to messages you send to your customers and claims arising from your use of the optional fee pass-through setting described above, including any claim that a surcharge or fee charged to your customer violated applicable law or a card network rule.
You can cancel your account at any time. We may suspend or terminate an account that violates these terms — for example, using CrewWorx to send messages to people with no relationship to the business, or unlawful use of the platform. Upon termination, your right to use the Service ends, though certain provisions of these terms (such as limitation of liability and indemnification) will survive.
These terms are governed by the laws of the State of Tennessee, without regard to its conflict-of-law provisions, and any dispute not resolved informally will be subject to the exclusive jurisdiction of the state and federal courts located in Tennessee.
We may update these terms as CrewWorx evolves. We’ll post the updated version here with a new “last updated” date; continued use of CrewWorx after a change means you accept the updated terms.
Questions about these terms can be sent to support@crewworx.io.