Terms of Service

Last updated: June 30, 2026

Agreement

These Terms of Service ("Terms") are a binding agreement between SmartLever Solutions ("SmartLever," "we," "us," or "our") and the organization or individual that accesses or uses our services ("Customer," "you," or "your"). By creating an account, executing an order form, connecting a third-party system, or otherwise using the SmartLever platform or website, you agree to these Terms and our Privacy Policy. If you use the services on behalf of an organization, you represent that you have authority to bind that organization.

If you do not agree, do not use our services. A separate written agreement signed by both parties, or an order form referencing these Terms, may specify additional or conflicting terms; in that case the signed agreement or order form controls for the subject matter it covers.

Description of the service

SmartLever provides a back-office automation platform for field service businesses. The platform connects to third-party systems you authorize — such as field service management, accounting, and payroll software — through APIs and similar secure methods on your behalf.

SmartLever reads data from connected systems as needed to operate the service, detects actionable items in your operational data, and drafts recommended actions for your team to review. SmartLever does not execute changes in connected systems without human approval. An authorized member of your team must review and explicitly approve each action before SmartLever transmits it to a connected system. Rejections, edits, and comments you provide may be recorded for audit and service-improvement purposes as described in our Privacy Policy.

Our website provides information about SmartLever and allows prospective customers to request demos. Website use is also subject to these Terms.

Customer responsibilities

You agree to:

  • Provide accurate account, billing, and contact information and keep it current
  • Maintain valid access credentials and permissions for each connected third-party system and promptly update or revoke access when personnel change or integrations are no longer needed
  • Ensure you have all rights and authorizations necessary to connect each system and share data with SmartLever
  • Review drafted actions carefully and approve only those you authorize your team to perform
  • Designate authorized Users and manage their access within your organization
  • Use the service lawfully and not attempt to disrupt, reverse engineer, or gain unauthorized access to the platform or connected systems
  • Comply with applicable laws, including those governing employment, payroll, tax, consumer data, and industry-specific requirements

You are solely responsible for decisions made by your team, including approvals of actions drafted by SmartLever. SmartLever assists with detection and drafting; your approval is the final authorizing step.

Subscriptions, billing, and onboarding

Subscription plans: Access to the SmartLever platform is provided on a subscription basis. Plan features, user limits, and pricing are described in your order form, proposal, or other written agreement. Unless otherwise stated, subscriptions bill monthly in advance and automatically renew at the end of each billing period until cancelled.

Onboarding fee: New Customers may be charged a one-time onboarding fee for initial implementation activities, such as the Workflow Audit, integration setup, and application configuration. The onboarding fee, scope, and deliverables are specified in your order form or statement of work. Onboarding fees are generally non-refundable once work has begun, except as required by law or expressly stated in your agreement.

Application builds: Custom application development, if purchased, is billed separately according to the applicable statement of work and is distinct from the recurring platform subscription.

Payment: You authorize us and our payment processors to charge your designated payment method for all fees due. Fees are non-refundable except as stated in your agreement or required by law. We may suspend access for overdue amounts after reasonable notice.

Changes to fees:We may change subscription pricing for renewal periods by providing at least thirty (30) days' notice. Price changes apply to the next renewal unless you cancel before the change takes effect.

Cancellation and data upon termination

You may cancel your subscription by providing written notice to info@smartlever.ai or through account settings when available. Cancellation takes effect at the end of the current paid billing period unless otherwise agreed. You remain responsible for fees incurred before cancellation.

Upon cancellation or termination:

  • Your access to the platform will end as of the effective date
  • We will disconnect third-party integrations and stop processing your connected-system data
  • Customer data will be handled as described in our Privacy Policy, including deletion from production systems within ninety (90) days unless you request earlier deletion or we must retain data for legal compliance
  • You are responsible for exporting any records you need before access ends

Service availability

SmartLever will use commercially reasonable efforts to make the platform available with a monthly uptime target of 99.5%, measured excluding scheduled maintenance, emergency maintenance, outages caused by factors outside our reasonable control (including third-party hosting or integration provider failures), and suspension for non-payment or security reasons.

We may perform scheduled maintenance with advance notice when practicable. This uptime commitment is a service expectation and not a warranty; remedies for sustained outages, if any, are as specified in your order form or separate service-level agreement.

Ownership

SmartLever property: SmartLever owns and retains all rights in the platform, software, models, workflows, documentation, interfaces, and underlying technology, including all improvements and derivative works. These Terms grant you a limited, non-exclusive, non-transferable right to access and use the platform during your subscription, subject to these Terms.

Your data: You retain all rights in your business data, including data originating in your connected systems and records of approvals and edits made by your team. You grant SmartLever the rights reasonably necessary to host, process, transmit, and display your data to provide and improve the service, as described in these Terms and our Privacy Policy.

Feedback: If you provide suggestions or feedback, we may use it without restriction or compensation to you.

Model improvement

As described in our Privacy Policy, SmartLever may use Customer data — including connected-system records and your team's approvals, rejections, and edits — to improve platform models and features. Business Customers may opt out of model-improvement use beyond what is strictly necessary to provide the service by contacting info@smartlever.ai. Opt-out terms in the Privacy Policy apply.

Website use

You may use our website for lawful purposes. Site content is for general information and marketing; it is not a binding offer, professional advice, or guarantee of results. You agree not to abuse website forms, attempt unauthorized access, or interfere with site operation.

Disclaimers

THE PLATFORM AND WEBSITE ARE PROVIDED "AS IS" AND "AS AVAILABLE" TO THE MAXIMUM EXTENT PERMITTED BY LAW. SMARTLEVER DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

SmartLever drafts recommended actions based on data from connected systems and automated analysis. Drafts may be incomplete or incorrect. You are responsible for reviewing and approving every action before it is executed. SmartLever is not responsible for outcomes resulting from actions you approve, from data inaccuracies in connected systems, or from failures of third-party platforms outside our reasonable control.

The service is not legal, accounting, tax, payroll, or other professional advice. Consult qualified professionals for decisions that may significantly affect your business, finances, compliance, or workforce.

Limitation of liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, SMARTLEVER AND ITS OFFICERS, DIRECTORS, EMPLOYEES, AND SUPPLIERS WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR FOR LOST PROFITS, REVENUE, DATA, OR GOODWILL, ARISING FROM OR RELATED TO THESE TERMS OR THE SERVICES, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, SMARTLEVER'S TOTAL AGGREGATE LIABILITY ARISING FROM OR RELATED TO THESE TERMS OR THE SERVICES WILL NOT EXCEED THE GREATER OF (A) THE AMOUNTS PAID BY YOU TO SMARTLEVER IN THE TWELVE (12) MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM, OR (B) ONE HUNDRED U.S. DOLLARS ($100).

These limitations apply particularly to claims arising from actions transmitted through connected third-party systems after your team's approval, from third-party platform outages or API changes, and from your failure to maintain accurate credentials or review drafted actions. Some jurisdictions do not allow certain limitations; in those cases our liability is limited to the fullest extent permitted by law.

Indemnification

You will defend, indemnify, and hold harmless SmartLever and its officers, directors, employees, and agents from and against any claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys' fees) arising from or related to: (a) your business data or use of connected systems; (b) actions you or your Users approve through the platform; (c) your violation of these Terms or applicable law; (d) your lack of authority to connect systems or share data with SmartLever; or (e) disputes between you and your employees, customers, or vendors, except to the extent caused by SmartLever's gross negligence or willful misconduct.

Termination

Either party may terminate the subscription as described in the cancellation section. SmartLever may suspend or terminate access immediately if you materially breach these Terms, fail to pay fees, pose a security risk, or use the service unlawfully. Upon termination, your right to access the platform ends and the data handling provisions in these Terms and our Privacy Policy apply.

Sections that by their nature should survive termination — including ownership, disclaimers, limitation of liability, indemnification, governing law, and dispute resolution — will survive.

Governing law

These Terms are governed by the laws of the State of California, without regard to conflict-of-law principles. The United Nations Convention on Contracts for the International Sale of Goods does not apply.

Dispute resolution

Informal resolution: Before filing a claim, you agree to contact us at info@smartlever.ai and attempt to resolve the dispute informally for at least thirty (30) days.

Mediation: If informal resolution fails, either party may request non-binding mediation in Sacramento County, California, or remotely by mutual agreement, before pursuing litigation.

Courts: Except where prohibited by law, any dispute not resolved through the process above will be brought exclusively in the state or federal courts located in Sacramento County, California, and each party consents to personal jurisdiction and venue in those courts.

Injunctive relief: Either party may seek injunctive or equitable relief in any court of competent jurisdiction to protect intellectual property or confidential information.

Changes to these Terms

We may update these Terms from time to time. We will post the updated Terms on this page and update the "Last updated" date. For material changes affecting active Customers, we will provide notice by email, in-product notification, or other reasonable means at least thirty (30) days before the changes take effect, unless required sooner by law. Continued use after the effective date constitutes acceptance, except where applicable law requires otherwise.

Contact

Questions about these Terms: