Terms of Service — EveryStep FieldWorks by Compliance Matters

1. Acceptance of Terms

By accessing or using EveryStep FieldWorks (“the Service”), operated by Compliance Matters, you agree to be bound by these Terms of Service.

2. Description of Service

EveryStep FieldWorks is a field service management platform that helps HVAC and trades businesses manage jobs, scheduling, invoicing, and customer communications.

3. Account Responsibilities

You are responsible for:

Maintaining the security of your account credentials
All activity that occurs under your account
Ensuring the accuracy of data you enter into the platform
Complying with all applicable laws in your use of the Service

4. Acceptable Use

You agree not to:

Use the Service for any unlawful purpose
Attempt to gain unauthorized access to any part of the Service
Interfere with or disrupt the Service
Share your account credentials with unauthorized parties

5. Data Ownership

You retain ownership of all data you enter into EveryStep FieldWorks. We do not claim ownership of your customer data, job records, or business information.

6. QuickBooks Online Integration

When the QuickBooks Online integration is enabled, EveryStep FieldWorks may synchronize eligible invoice and recorded payment information with QuickBooks Online, including voiding a QuickBooks Online invoice when you void the corresponding invoice in EveryStep. Synchronization is provided as a convenience feature and depends on account configuration, authorization, provider availability, and successful record matching. EveryStep remains the operational system of record for jobs, invoices, and recorded payment status. QuickBooks Online does not replace EveryStep as the operational source of truth. You are responsible for ensuring your use of this integration complies with Intuit's terms of service. We are not affiliated with or endorsed by Intuit Inc.

7. Payment and Billing

Access to EveryStep FieldWorks may require a subscription fee. Subscription terms are presented at signup. All fees are non-refundable unless otherwise stated.

8. SMS/Text Messaging Terms

Compliance Matters may offer customers the option to receive operational text messages, including appointment confirmations, appointment reminders, scheduling updates, technician or rater on-the-way notifications, service updates, and customer-requested communications. These messages are transactional and service-related, not marketing messages.

By providing consent to receive text messages from Compliance Matters, you agree to receive operational service-related communications. Consent may be provided through approved Compliance Matters consent methods, including verbal consent during appointment scheduling. Consent is optional, applies only to operational communications, and is not a condition of purchase or service.

Message frequency varies based on customer appointments, service activity, and communication needs. Message and data rates may apply depending on your mobile carrier and plan. Reply STOP at any time to unsubscribe from SMS communications. Reply HELP for assistance or contact Compliance Matters directly.

Wireless carriers and network providers are not responsible for delayed or undelivered messages. Compliance Matters does not guarantee message delivery, which may be affected by carrier availability, network limitations, device compatibility, or other circumstances outside our control.

9. Limitation of Liability

The Service is provided “as is.” Compliance Matters shall not be liable for any indirect, incidental, or consequential damages arising from your use of the Service.

10. Modifications

We may update these Terms at any time. Continued use of the Service after changes constitutes acceptance of the updated Terms.

11. Contact

Compliance Matters
Stockton, California
eddie@compliancemattersca.com