Terms of Service

The Service is a business-to-business, multi-tenant, done-for-you software-as-a-service platform that provides CRM and operations tooling for service businesses — with agentic operations (AI agents) working as first-class members of your team — including lead and deal management, project and crew management, document storage and AI-assisted document processing, email and SMS communications, scheduling and calendar features, and reporting.

Each customer ("Customer" or "tenant") operates its own workspace. Workspaces are logically separated from one another, and each Customer controls the users, records, and connected services within its workspace.

The Service is intended for business use only and is not offered to consumers acting in a personal capacity.

To use the Service, the Customer designates one or more administrators ("Tenant Admins") who manage the workspace, invite and remove users, assign roles and permissions, and configure connected services. The Customer is responsible for the acts and omissions of all users it allows into its workspace.

• You must provide accurate registration information and keep it up to date.
• You are responsible for maintaining the confidentiality of credentials and for all activity that occurs under your accounts. Notify us promptly at info@quantisstratgroup.com of any suspected unauthorized access.
• Tenant Admins are the Customer's point of control: requests regarding workspace data, user access, and account closure are routed through Tenant Admins.

You agree not to, and not to permit any user or third party to:

• use the Service to send unlawful, deceptive, harassing, or fraudulent communications;
• upload or transmit content that infringes intellectual-property rights, violates privacy rights, or contains malicious code;
• attempt to access another tenant's workspace, probe or circumvent security controls, or interfere with the integrity or performance of the Service;
• reverse engineer, decompile, or copy the Service except as permitted by applicable law;
• resell, sublicense, or provide the Service to third parties except to your own authorized users; or
• use the Service in violation of any applicable law or regulation.

We may suspend access to the Service (in whole or in part) where reasonably necessary to address a security risk, suspected abuse, or violation of these Terms, and will restore access once the issue is resolved.

The Service lets the Customer send email and SMS messages, including marketing campaigns, to recipients the Customer chooses. The Customer is solely responsible for its communications, including:

• obtaining and documenting all legally required consents from recipients before sending marketing email or SMS (including prior express written consent where required for SMS marketing);
• complying with all applicable communications laws and rules, including the Telephone Consumer Protection Act (TCPA), the CAN-SPAM Act, state telemarketing laws, and carrier and registration requirements (such as A2P 10DLC);
• honoring opt-outs, unsubscribe requests, and do-not-call obligations promptly; and
• maintaining accurate sender identification in every message.

We provide delivery tooling only and do not review the Customer's recipient lists or consent records. The Customer will defend and indemnify us against claims arising from its communications as described in Section 13.

As between the parties, the Customer owns all data it (or its users) submits to the Service, including leads, contacts, deals, projects, documents, communications, and calendar entries ("Customer Data").

The Customer grants us a limited, non-exclusive license to host, copy, transmit, display, and process Customer Data solely as necessary to provide and support the Service, to comply with law, and as otherwise instructed by the Customer. Our handling of personal information within Customer Data is described in our Privacy Policy.

The Customer represents that it has all rights and consents necessary to submit Customer Data to the Service and to authorize the processing described in these Terms.

The Service can connect to third-party services at the Customer's option — for example Microsoft 365 (mailbox and calendar), Google (Gmail and Google Calendar), and Twilio (SMS delivery). Use of a connected third-party service is subject to that provider's own terms and privacy policies, and the Customer is responsible for maintaining its accounts with those providers.

• Connections are authorized by the Customer or its users (for example, via OAuth) and can be disconnected at any time from workspace settings.
• We are not responsible for the acts, omissions, availability, or data practices of third-party providers, or for changes to their APIs that affect functionality.
• Our use of data received from Google APIs adheres to the Google API Services User Data Policy, including its Limited Use requirements, as described in our Privacy Policy.

The Service includes AI-assisted features, such as extracting structured data from uploaded documents. AI outputs are generated by statistical models and may be inaccurate, incomplete, or misleading.

• AI outputs are provided as drafting and productivity assistance only. They are not professional, legal, financial, or engineering advice.
• The Customer must review and verify AI outputs before relying on them — including before using extracted figures in estimates, invoices, payroll, or contractual commitments.
• We disclaim liability for decisions made in reliance on unverified AI outputs to the maximum extent permitted by law.

Access to the Service is provided under a subscription. Fees, billing frequency, included usage (such as messaging volumes), and any usage-based charges are set out in the applicable order form, quote, or pricing page agreed with the Customer.

• Fees are payable in advance unless otherwise agreed and are non-refundable except as required by law or expressly stated in the order.
• Pass-through costs from communications carriers and providers (for example, SMS segment fees and carrier surcharges) may be billed as incurred.
• We may change pricing with at least thirty (30) days' notice, effective at the start of the next billing period or renewal term.
• Amounts are exclusive of taxes, which the Customer is responsible for (excluding taxes on our income).
• We may suspend the Service for accounts with overdue amounts after reasonable notice.

We and our licensors own all right, title, and interest in and to the Service, including its software, design, documentation, and all improvements — excluding Customer Data. These Terms grant the Customer a limited, non-exclusive, non-transferable right to access and use the Service during the subscription term for its internal business purposes.

If the Customer provides feedback or suggestions about the Service, we may use them without restriction or obligation.

Each party may receive non-public information from the other that is marked confidential or that reasonably should be understood to be confidential ("Confidential Information"). Customer Data is the Customer's Confidential Information; the Service's software, pricing, and security details are ours.

Each party will protect the other's Confidential Information with at least reasonable care, use it only to perform under these Terms, and not disclose it except to personnel and contractors with a need to know who are bound by comparable obligations. A party may disclose Confidential Information where required by law, with prompt notice to the other party where legally permitted.

EXCEPT AS EXPRESSLY STATED IN THESE TERMS, THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE." TO THE MAXIMUM EXTENT PERMITTED BY LAW, WE DISCLAIM ALL WARRANTIES, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, AND ANY WARRANTIES ARISING FROM COURSE OF DEALING OR USAGE OF TRADE.

WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED OR ERROR-FREE, THAT DEFECTS WILL BE CORRECTED, THAT AI-GENERATED OUTPUTS WILL BE ACCURATE, OR THAT THIRD-PARTY SERVICES CONNECTED TO THE PLATFORM WILL REMAIN AVAILABLE.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, NEITHER PARTY WILL BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR FOR LOST PROFITS, LOST REVENUE, LOST DATA, OR BUSINESS INTERRUPTION, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, EACH PARTY'S TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATING TO THESE TERMS WILL NOT EXCEED THE FEES PAID OR PAYABLE BY THE CUSTOMER FOR THE SERVICE IN THE TWELVE (12) MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM.

THE FOREGOING LIMITS DO NOT APPLY TO THE CUSTOMER'S PAYMENT OBLIGATIONS, A PARTY'S INDEMNIFICATION OBLIGATIONS, OR LIABILITY THAT CANNOT BE LIMITED UNDER APPLICABLE LAW.

The Customer will defend, indemnify, and hold us harmless from and against any third-party claims, damages, fines, and costs (including reasonable attorneys' fees) arising out of or relating to:

• Customer Data, including claims that it infringes or misappropriates third-party rights;
• communications the Customer sends through the Service, including claims under the TCPA, CAN-SPAM, or similar laws;
• the Customer's violation of these Terms or applicable law.

We will defend the Customer against third-party claims that the Service, as provided by us and used as permitted, infringes a third party's intellectual-property rights, and will indemnify the Customer for damages finally awarded on such claims, provided the Customer gives prompt notice and reasonable cooperation and allows us sole control of the defense.

These Terms apply from the Customer's first use of the Service and continue for the subscription term, renewing as set out in the applicable order. Either party may terminate for material breach if the breach is not cured within thirty (30) days of written notice, or immediately if the other party becomes insolvent.

• Data export. For at least thirty (30) days after termination or expiration, we will make Customer Data available for export in a commonly used format on the Customer's written request.
• After that period, we will delete or anonymize Customer Data within a reasonable time, except for backup copies that are overwritten in the ordinary course and records we must retain by law.
• Sections that by their nature should survive termination (including ownership, confidentiality, disclaimers, limitation of liability, and indemnification) survive.

These Terms are governed by the laws of the State of Texas, without regard to its conflict-of-laws rules. The state and federal courts located in Texas will have exclusive jurisdiction over disputes arising out of or relating to these Terms, and each party consents to personal jurisdiction and venue there.

Before filing a claim, the parties will attempt in good faith to resolve any dispute informally by notice to the other party and a thirty (30) day discussion period.

We may update these Terms from time to time. If we make material changes, we will notify Tenant Admins (for example, by email or an in-app notice) at least thirty (30) days before the changes take effect, and we will update the effective date above. Continued use of the Service after the effective date constitutes acceptance of the updated Terms. If the Customer does not agree to the changes, it may terminate the subscription before they take effect.

• Entire agreement. These Terms, together with any order form and the Privacy Policy, are the entire agreement between the parties regarding the Service and supersede prior agreements on that subject.
• Assignment. Neither party may assign these Terms without the other's consent, except to an affiliate or in connection with a merger, acquisition, or sale of substantially all assets.
• Severability and waiver. If any provision is held unenforceable, the rest remains in effect. A failure to enforce a provision is not a waiver.
• Force majeure. Neither party is liable for delays or failures caused by events beyond its reasonable control.
• Notices. Legal notices to us must be sent to info@quantisstratgroup.com and to 1501 Magoffin Ave, El Paso, Texas 79901. We may send notices to Tenant Admins' registered email addresses.

Questions about these Terms can be directed to:

• Quantis StratGroup, LLC. (Quantis StratGroup, LLC)
• 1501 Magoffin Ave, El Paso, Texas 79901
• Email: info@quantisstratgroup.com