Terms of Service

Effective date: May 21, 2026

1. Agreement to Terms

These Terms of Service (“Terms”) govern your access to and use of ClientRoot (“Service”), operated by ClientRoot (“Company,” “we,” “us,” or “our”). By creating an account or using the Service, you agree to be bound by these Terms. If you do not agree, do not use the Service.

If you are using the Service on behalf of a business, you represent that you have authority to bind that business to these Terms, and “you” refers to both you individually and that business.

2. Description of Service

ClientRoot is a field operations management platform designed for recurring service businesses (including pool service, lawn care, pest control, and similar industries). The Service allows you to manage customers, schedule and track jobs, manage technician teams, generate invoices, and process billing.

3. Accounts

You must provide accurate and complete information when creating an account. You are responsible for safeguarding your account credentials and for all activity that occurs under your account. Notify us immediately at support@clientroot.app if you suspect unauthorized use of your account.

You may invite team members (“Technicians”) to your account. You are responsible for their use of the Service and for ensuring they comply with these Terms.

One “Owner” account is permitted per organization subscription. You may not create multiple accounts to circumvent subscription limits.

4. Free Trial

New accounts receive a 14-day free trial. No credit card is required to begin the trial. At the end of the trial period, you must subscribe to a paid plan to continue using the Service. Access to your data is suspended but not deleted if you do not subscribe; it is permanently deleted after 90 days of non-payment.

5. Subscriptions and Payment

Paid subscriptions are billed monthly in advance. Prices are listed on our pricing page and may change with 30 days' written notice. All fees are in U.S. dollars and are non-refundable except as required by law or as expressly stated herein.

Payment is processed by Stripe, Inc. By providing payment information you authorize us to charge your payment method for the applicable subscription fee on a recurring basis. Stripe's terms and privacy policy apply to payment processing.

If payment fails, we will attempt to re-charge and notify you by email. Continued failure to pay may result in suspension or termination of your account.

6. Cancellation

You may cancel your subscription at any time through the billing settings in your account. Cancellation takes effect at the end of the current billing period; you retain access to the Service until then. We do not provide prorated refunds for partial billing periods.

7. Your Data

You retain ownership of all data you input into the Service, including your customers' information (“Your Data”). You grant us a limited, non-exclusive license to store, process, and display Your Data solely as necessary to provide the Service.

You are responsible for obtaining all necessary rights and consents to input Your Data into the Service, including consent from your customers to store their personal information. You represent that Your Data does not violate any law or third-party rights.

You may export or delete Your Data at any time while your account is active. We retain backups for up to 30 days after deletion for disaster recovery purposes, after which data is permanently removed.

8. Acceptable Use

You agree not to:

  • Use the Service for any unlawful purpose or in violation of any regulation
  • Input false, misleading, or fraudulent information
  • Attempt to gain unauthorized access to any part of the Service or its infrastructure
  • Reverse engineer, decompile, or attempt to extract the source code of the Service
  • Use the Service to transmit spam, malware, or other harmful content
  • Resell or sublicense access to the Service without our written consent
  • Use automated means to scrape, crawl, or extract data from the Service

We reserve the right to suspend or terminate accounts that violate these provisions without prior notice.

9. Intellectual Property

The Service, including its software, design, text, graphics, and all other content (excluding Your Data), is owned by or licensed to us and protected by intellectual property laws. These Terms do not grant you any ownership rights in the Service.

If you provide feedback, suggestions, or ideas about the Service, you grant us a perpetual, royalty-free license to use that feedback without restriction or compensation to you.

10. Availability and Modifications

We strive for high availability but do not guarantee uninterrupted access to the Service. Scheduled maintenance, unexpected outages, or third-party service failures may cause temporary unavailability. We will make reasonable efforts to notify you in advance of scheduled maintenance.

We may modify, suspend, or discontinue any feature of the Service at any time. For material changes that adversely affect your use, we will provide at least 30 days' notice.

11. Disclaimer of Warranties

THE SERVICE IS PROVIDED “AS IS” AND “AS AVAILABLE” WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, OR UNINTERRUPTED, ERROR-FREE OPERATION. WE DO NOT WARRANT THAT THE SERVICE WILL MEET YOUR SPECIFIC REQUIREMENTS OR THAT ANY ERRORS WILL BE CORRECTED.

12. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL OPERIXCRM, ITS OFFICERS, DIRECTORS, EMPLOYEES, OR AGENTS BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING LOSS OF PROFITS, DATA, OR BUSINESS OPPORTUNITIES, ARISING OUT OF OR RELATED TO YOUR USE OF OR INABILITY TO USE THE SERVICE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

OUR TOTAL CUMULATIVE LIABILITY TO YOU FOR ANY CLAIMS ARISING OUT OF OR RELATED TO THESE TERMS OR THE SERVICE SHALL NOT EXCEED THE GREATER OF (A) THE AMOUNTS YOU PAID US IN THE TWELVE MONTHS PRECEDING THE CLAIM OR (B) ONE HUNDRED U.S. DOLLARS ($100).

13. Indemnification

You agree to defend, indemnify, and hold harmless ClientRoot and its affiliates, officers, employees, and agents from any claims, liabilities, damages, costs, and expenses (including reasonable attorneys' fees) arising from: (a) your use of the Service; (b) Your Data; (c) your violation of these Terms; or (d) your violation of any third-party rights.

14. Termination

Either party may terminate the agreement at any time. We may suspend or terminate your account immediately for violation of these Terms or for non-payment. Upon termination, your right to use the Service ceases immediately.

Sections 7, 9, 11, 12, 13, and 15 survive termination.

15. Governing Law and Disputes

These Terms are governed by the laws of the State of Texas, without regard to its conflict of law provisions. Any dispute arising from these Terms shall be resolved exclusively in the state or federal courts located in Texas, and you consent to personal jurisdiction in those courts.

Before filing any legal action, you agree to contact us at support@clientroot.app and attempt to resolve the dispute informally for at least 30 days.

16. Changes to Terms

We may update these Terms from time to time. We will notify you of material changes by email or by posting a prominent notice in the Service at least 14 days before the change takes effect. Your continued use of the Service after the effective date constitutes acceptance of the updated Terms.

17. Miscellaneous

These Terms constitute the entire agreement between you and ClientRoot regarding the Service and supersede any prior agreements. If any provision is found unenforceable, the remaining provisions will continue in effect. Our failure to enforce any right or provision does not constitute a waiver of that right.

18. Contact

Questions about these Terms? Contact us at support@clientroot.app.

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