Terms of Service

By engaging Simply Sterling AI ("Simply Sterling," "we," "us," or "our") to design, stage, or operate automated intake, dispatch-triage, or quote-recovery systems, you ("Client," "you," or "your") agree to be bound by these Terms of Service ("Terms"). If you do not agree to these Terms, you must not engage our services or permit our systems to operate on your behalf.

These Terms apply to all operational automation work, pipeline diagnostics, workflow blueprints, and messaging infrastructure we deliver, whether provisioned directly or through an integration with your existing field-service or CRM platform.

Simply Sterling AI builds operational infrastructure for residential and commercial HVAC contractors. Our services include pipeline audits, custom-engineered intake and re-engagement workflows, after-hours triage automation, quote-recovery sequences, and live routing across web, SMS, and voice channels.

We do not sell advertising, manage ad spend, or replace your existing dispatch operating system. Our systems are designed to bridge the communication and intake gaps between your field software, your web traffic, and your incoming calls. We work alongside platforms such as ServiceTitan, Housecall Pro, FieldEdge, Jobber, and HighLevel but are independent of and not endorsed by any of them.

Engagements proceed through a defined sequence: a 15-minute pipeline audit, a system blueprint and staging phase, and a hard-wired launch with stress-testing across live channels. Specific deliverables, timelines, and fees are documented in a separate statement of work or engagement letter that is incorporated into these Terms by reference.

We rely on the timely cooperation of your team — including access to dispatch software, CRM records, call-routing configuration, and decision-makers — to deliver on the agreed schedule. Delays caused by unavailable access or unprovided information may shift delivery dates and are not grounds for refund.

You represent that you have the authority to authorize automated messaging, call routing, and data integration on behalf of your business, and that any contact information processed through our systems was lawfully obtained with appropriate consent.

You are responsible for the accuracy of the business, contact, and lead data you provide, and for maintaining compliance with applicable telemarketing, consumer-protection, and privacy laws in the jurisdictions where your customers are located. Simply Sterling AI is a service provider; the underlying business relationship with your customers remains yours.

Where our services include application-to-person (A2P) text messaging using 10-digit long code (10DLC) numbers, those messages are provisioned in accordance with the U.S. A2P 10DLC registration framework administered by The Campaign Registry and the major mobile carriers.

You are responsible for registering and maintaining a valid campaign, providing accurate brand and use-case information, and ensuring message content complies with carrier rules and the Cellular Telecommunications Industry Association (CTIA) messaging principles. Prohibited content includes, without limitation, SHAFT categories (sex, hate, alcohol, firearms, tobacco) and any content that violates applicable law.

Misuse of messaging channels — including sending to numbers without proper consent, exceeding registered volume, or transmitting prohibited content — may result in carrier filtering, message blocking, campaign suspension, or termination of affected services without refund.

Fees, payment schedule, and billing terms are set out in your engagement letter. Unless otherwise stated, invoices are due upon receipt. We do not require advertising retainers; our engagements are scoped around operational infrastructure, not media spend.

Because our work involves custom engineering and live system deployment, fees for completed audit, blueprint, and launch phases are non-refundable once that phase has commenced. Recurring service fees may be cancelled with written notice as specified in your engagement letter.

We retain ownership of our proprietary frameworks, workflow logic, templates, and tooling developed before or independently of your engagement. Upon full payment, you receive a non-exclusive, perpetual license to use the custom workflows and configurations deployed into your environment for your internal business operations.

You retain all rights to your customer data, brand assets, and existing CRM or dispatch records. We do not claim ownership of your data and will not use it to train shared models or provide services to your direct competitors.

We process client and end-customer data only as necessary to deliver the services, in accordance with our Privacy Policy. We apply reasonable technical and organizational measures to protect data in transit and at rest.

You are the controller of your customer data; we act as a processor on your instructions. You are responsible for providing legally required disclosures and obtaining consent from your customers before their information is used in automated outreach.

Operational automation is dependent on factors outside our control, including the reliability of third-party dispatch and CRM platforms, carrier message delivery, and the responsiveness of your staff and customers. We do not guarantee specific revenue figures, lead-conversion rates, or uninterrupted availability of any third-party service.

To the maximum extent permitted by law, our services are provided "as is" and our total aggregate liability for any claim arising out of or relating to these Terms or the services is limited to the fees you paid us for the engagement giving rise to the claim in the twelve months preceding it. We are not liable for indirect, incidental, special, consequential, or lost-profit damages.

These Terms apply from the start of your engagement and continue until the services are completed or terminated. Either party may terminate for material breach that is not cured within thirty (30) days of written notice.

Upon termination, we will wind down active automations and provide reasonable assistance in transitioning routing away from our infrastructure. You remain responsible for all fees incurred through the date of termination and for any non-refundable work already performed.

These Terms are governed by the laws of the State in which Simply Sterling AI is organized, without regard to conflict-of-laws principles. The parties consent to the exclusive jurisdiction of the state and federal courts located in that State for any dispute arising hereunder.

Before initiating litigation, the parties agree to attempt good-faith resolution through written notice and a thirty (30) day negotiation period.

We may update these Terms from time to time. Material changes will be communicated to active clients in advance and posted with an updated revision date. Continued use of the services after changes take effect constitutes acceptance of the revised Terms.