TaskRel Terms of Service

Contact: support@taskrel.com
Mail: 2212 S Chickasaw Trail, Unit #2275, Orlando, FL 32825, United States

By creating an account or using TaskRel you agree to these Terms. If you do not agree, do not use TaskRel.

TaskRel is a web application for service businesses: build and send quotes, turn them into invoices, schedule jobs, take booking requests through a public booking page, sync your schedule with Google Calendar, record completed work with photos and a client signature, and track your stock, suppliers and purchase orders, including receiving stock from a supplier receipt.

TaskRel is a tool, not a party to your work. We do not perform your services, do not set your prices, do not employ your crew, and are not a party to any agreement between you and your client or anyone who books with you.

TaskRel is a website and installable web app. There is no TaskRel mobile app on the Apple App Store or Google Play, and these Terms grant no mobile application license.

You need an account to use TaskRel. Keep your credentials secure; you are responsible for everything done through your account. Tell us at support@taskrel.com if you believe it has been accessed without your permission.

TaskRel is for business use by people 18 or older. It is not directed to children and we do not knowingly create accounts for minors.

TaskRel is sold as a paid subscription on one of two plans:

• Monthly: $24.99 per month.
• Yearly: $250 per year, billed once for a 12-month term.

• It renews automatically. Your subscription continues and your payment method is charged each billing period until you cancel. By subscribing you expressly consent to this recurring charge.
• When you’re charged. On the day your paid subscription starts, then on the same cadence each period, at the then-current price.
• Free trial. Every new account starts with a 14-day free trial. No payment method is needed for it, and nothing is charged. When it ends, you need a subscription to keep creating and sending work. When you subscribe for the first time, Stripe Checkout adds a further 14-day free trial, for which a payment method is required up front; unless you cancel before that trial ends, your paid subscription begins automatically at the end of it at the then-current price. The subscription trial is available once, on your first subscription only. If you have subscribed before, no subscription trial applies. In total, that is up to 28 days of free use before your first charge. Complimentary access (below) is separate and involves no charge.
• Price changes. We will give you at least 30 days’ notice before a price change takes effect, and the new price applies from your next renewal. You can cancel before then.
• Cancellation and refunds. You can cancel at any time from Settings → Billing, which opens the Stripe billing portal. Cancellation takes effect at the end of the billing period you have already paid for. Your subscription stays active and you keep full access until that date. We do not provide refunds or partial refunds for the current or any prior billing period. You do not need to email or call us to cancel.
• Complimentary access. We may grant complimentary access by access code. Access granted this way has no payment method attached and no charge is made unless and until you subscribe.
• Taxes. The monthly price is inclusive of any applicable sales or use tax. The annual price excludes applicable sales or use tax, which we may add where required.
• Non-payment. If a charge fails we may suspend access until it is resolved.

Payment methods. TaskRel accepts the payment methods supported by Stripe Checkout. We do not accept PayPal, and TaskRel sells no physical goods, so no shipping charges ever apply.

Your yearly subscription runs for 12 months and renews automatically for another 12 months at the then-current price unless you cancel before the end of the term.

We will send you a renewal reminder by email between 30 and 60 days before the deadline to cancel that renewal. You can cancel at any time from Settings → Billing, the same place you subscribed, and cancellation takes effect at the end of the year you have already paid for.

TaskRel uses Stripe for two separate things, and it matters which is which.

• Your subscription to TaskRel is billed by us through Stripe. That money is ours.
• Payments your clients make to you run through Stripe Connect into your own Stripe connected account. That money is yours, and it never belongs to TaskRel.

For client payments:

• We are not the merchant of record. TaskRel does not sell your services, does not hold, receive, or disburse your client’s funds, and is not a bank, money transmitter, or payment processor. Stripe processes and settles those payments.
• Stripe’s agreement binds you directly. When you connect a Stripe account through TaskRel, you enter into the Stripe Connected Account Agreement with Stripe. That agreement governs your ability to accept payments, Stripe’s fees, payout timing, reserves, holds, and account termination. TaskRel cannot override it, waive it, or override a decision Stripe makes about your account.
• Refunds to your clients are yours to issue. If your client is owed a refund, you owe it and you issue it. TaskRel cannot refund a payment made to your connected account.
• Chargebacks and disputes are yours to answer. If a client disputes a charge, the dispute, the disputed amount, and any fee land on your Stripe account. TaskRel is not a party to it, does not represent you in it, and does not indemnify you against the outcome. You are responsible for keeping records that support your side.
• Payouts. Stripe controls when and whether you are paid out. Delays, holds and reserves are between you and Stripe.
• Fees. Stripe charges its own processing fees on client payments, separate from your TaskRel subscription. TaskRel takes no platform fee, application fee, or commission on payments from your clients.

Card details. TaskRel never sees or stores the card number you pay for TaskRel with. Subscription payments are taken on Stripe’s own hosted checkout page, and there is no card field anywhere in TaskRel. (A supplier receipt you upload may show a card number; section 9 explains what TaskRel keeps.)

TaskRel sends email (via SendGrid) to the recipients you designate, your clients, on your behalf and from your business identity.

TaskRel does not currently send text messages. SMS delivery is built into the product but is switched off and is not offered anywhere in the interface. If it is turned on, these Terms and the Privacy Policy will be updated first.

Read this section carefully; it is the one with real legal consequences for you.

• You are the sender. You choose the recipient, the content, and the timing. TaskRel is the tool.
• Consent is your responsibility. You confirm that, for every email address you enter, you have the consent required by law to contact that person, including compliance with the CAN-SPAM Act for commercial email. You are responsible for honouring opt-out and unsubscribe requests promptly and for maintaining records of consent. If SMS is enabled in future, the same obligation extends to phone numbers, including prior express written consent for promotional calls and texts under the Telephone Consumer Protection Act (TCPA), and compliance with applicable do-not-call rules.
• Do not use TaskRel for cold outreach. TaskRel’s messaging exists to deliver quotes, invoices, completion records and job-related follow-ups to clients you already have a relationship with. Do not use it for unsolicited marketing, purchased lists, or bulk prospecting.
• You indemnify us for this. If a claim is brought against TaskRel because of a message you sent through it, section 12 applies.
• We can stop it. We may throttle, suspend, or permanently disable sending from your account if we believe it is being used without proper consent, or if a provider or carrier requires it. We may do this without notice where the risk is immediate.
• Delivery is not guaranteed. Spam filters and provider limits can delay or drop messages. TaskRel does not guarantee that any message is delivered, opened, or read, and is not liable for a message that is not.

If you turn on booking, TaskRel hosts a public page at taskrel.com/book/… where anyone with the link can ask to book you. You can also place that page inside your own website.

• A request is not a booking. A request holds the chosen arrival window for 48 hours. It becomes a booking only when you accept it. If you do nothing, the hold lapses. You are responsible for reviewing requests and for answering the people who make them. If the requester gave an email address, TaskRel confirms receipt to them on your behalf, showing your business’s name, and tells them you will confirm. Replies to that email go to the email address TaskRel has for your business.
• Your requesters are your customers, not ours. The person who books you deals with you. Any agreement about the work, the price, the time, cancellations or deposits is between you and them, on your terms.
• Their information is yours to handle lawfully. When requesters submit a request through your page, they give their name, phone number, optional email, job details and optional photos. Nothing is saved if they leave before submitting. You decide what to do with this information and you are responsible for using it only for the enquiry and any work that follows. You are also responsible for answering requesters’ privacy requests and for meeting any privacy law that applies to your business. Our Privacy Policy explains what TaskRel itself does with requester data.
• No marketing or texts without consent. A requester’s phone number or email is given to you so you can respond to their request. It is not consent to marketing email, and it is not consent to marketing calls or texts. Do not add requesters to marketing lists, and do not send them promotional texts or calls, unless you separately obtain the consent the law requires (including prior express written consent under the TCPA). Section 6’s consent rules and section 12’s indemnity apply to every message you send a requester, inside or outside TaskRel.
• Embedding on your site. If you place your booking page on your own website, your website and its own cookies, analytics and privacy notice are your responsibility. We recommend that your site’s privacy notice mention that booking is provided by TaskRel and link to our Privacy Policy.
• What your page shows. Your booking page publicly shows your business name, logo, business phone, license text, the services you offer, and your open arrival windows. Keep them accurate, and make sure your license text is true.
• AI drafts. When a request arrives, TaskRel may prepare a draft quote from the requester’s answers. Section 7 applies to it in full: it is a draft, and nothing is sent to the requester unless you send it.
• We can switch it off. We may rate-limit, suspend, or disable a booking page that is being abused, or used to collect information for purposes other than responding to booking enquiries.

TaskRel uses OpenAI, and only OpenAI, to turn the job description, dictation, details you enter, and the job details a booking requester submits, into a draft quote or job card. That text is sent to OpenAI to produce the draft. A requester’s name, phone, email and photos are not sent.

TaskRel also uses OpenAI to read a supplier receipt you ask it to read, and to suggest the parts an approved quote needs. For a receipt, the file itself (photo or PDF) is sent with everything printed on it, including any card number, together with the names and part numbers of your stocked items. For a quote, the description, quantity and unit of its material lines are sent with the same item names and part numbers; prices and your client’s details are not sent, but a line description is sent as written. Every request TaskRel sends asks OpenAI not to store the response for later retrieval; how long OpenAI keeps what it receives is governed by OpenAI’s own policies.

• Drafts are drafts. Scope text, line items, quantities, units, and starting prices are suggestions. They can be wrong, incomplete, or inappropriate for the job.
• Receipt readings are suggestions too. The supplier, receipt number, lines, quantities, costs, matched items and suggested parts can be wrong or missing. Nothing is received until you confirm it, and what you confirm changes your stock counts and can change your item costs. Check it against the receipt first.
• The server recalculates the money. TaskRel recalculates line totals, subtotal, tax and total on the server before saving, and your saved rates override AI-suggested prices where they match. This is an arithmetic and sanity check: it does not make the underlying scope, quantity, rate, tax treatment, or wording correct. A correctly-added total of the wrong line items is still wrong.
• You own what you send. You are solely responsible for reviewing every line item, price, quantity, tax setting, warranty, policy, and word of client-facing text before it goes out. Once you send it, it is your quote, your invoice, and your commitment to your client.
• No warranty on AI output. TaskRel makes no representation that AI-assisted output is accurate, complete, compliant with your trade’s licensing or disclosure rules, or fit for any purpose.

You own your content. Business details, clients, suppliers, booking requests, quotes, invoices, jobs, inventory, purchase orders, supplier receipts, photos, signatures, pricing, and everything else you enter or receive through TaskRel stays yours.

You give us permission to run the product. You grant TaskRel a non-exclusive, worldwide, royalty-free license to host, store, copy, transmit, render, and process your content solely to provide TaskRel to you, which includes generating PDFs, delivering documents to the recipients you designate, publishing your booking page, syncing with the Google services you connect, and sending your content, including your text and the receipt files you ask TaskRel to read, to the service providers listed in our Privacy Policy. We do not sell your content and we do not use it to advertise to your clients. We do not use your content to train or improve AI models.

Your clients’ and suppliers’ information is your responsibility. You decide what information about your clients and your suppliers’ contacts goes into TaskRel and why. You confirm you have a lawful basis to store and use it, and you are responsible for responding to their privacy requests. TaskRel processes that information on your instructions, to provide the service.

Google Calendar. If you connect Google Calendar, you authorize TaskRel to read the busy times on your primary calendar and to add, change and remove events for your TaskRel jobs and booking holds there. Event titles come from your job titles, which often include your client’s name; decide whether that suits your calendar (and anyone you share it with) before you connect. Disconnecting stops syncing and deletes the busy times TaskRel saved, but does not remove events already added. Google’s own terms govern your Google account.

Client-facing links. TaskRel generates unguessable links for your client’s quote page (/q/…) and job completion record (/jc/…). These pages are not indexed by search engines, but anyone who has the link can open them and, for a quote, can approve, decline, or request changes. Treat the link as you would treat the document itself. TaskRel records the action taken through a link but does not verify the identity of the person who took it, and does not warrant that an approval, decline, or signature captured through TaskRel satisfies any particular legal requirement for a signature or a binding contract between you and your client.

Sent documents are frozen. When you send a quote or invoice, TaskRel stores a PDF copy that reflects exactly what your client received, so both of you can refer to it later.

Feedback. If you send us a suggestion or idea about TaskRel, we may use it without obligation to you. This does not affect your ownership of your content above.

Do not use TaskRel to:

• send messages without the consent described in sections 6 and 6a;
• upload content you have no right to;
• impersonate another business;
• publish a booking page for a business that is not yours, or direct people to your booking page to collect information for anything other than their service enquiry;
• ask a requester to send payment card numbers, government ID numbers or health information through TaskRel;
• store payment card numbers, government ID numbers, or health information in free-text fields;
• break the law or a professional licensing rule;
• probe, scrape, overload, or reverse-engineer the service;
• resell or white-label TaskRel without our written agreement; or
• defraud your clients or anyone who books you.

Supplier receipts. A receipt you upload to receive stock may show a card number, and uploading one does not break this section. Where you can, cover a full card number before you upload. When TaskRel reads a receipt and OpenAI reports a card number showing more than its last four digits, TaskRel covers the card digits it finds on a photo, leaving the last four, and a PDF, or a photo on which TaskRel cannot find the number to cover it, is not stored at all. That check depends on the reading: if a receipt cannot be read, or a card number is not recognised, the file is stored as sent. The lines TaskRel copies out of a receipt are filtered to remove card numbers.

We may suspend or terminate an account that violates this section, and we may do so immediately where the risk is immediate or where a provider requires it.

TaskRel is provided on an "as available" basis. We do not commit to any uptime percentage or response time. Support is by email at support@taskrel.com and is generally handled during business hours; anything on our support page describes our practice, not a guarantee. We may change, add, or remove features. If we plan to permanently discontinue a material feature you rely on, we will make a reasonable effort to give notice in advance.

As-is. To the maximum extent permitted by law, TaskRel is provided "as is" and "as available", and we disclaim all warranties, express or implied, including merchantability, fitness for a particular purpose, non-infringement, accuracy, and uninterrupted or error-free operation.

No liability for certain things in particular. TaskRel is not liable for: prices, scope, or terms you send to a client; work performed or not performed; a client’s failure to pay; a payment, refund, chargeback, hold, or payout on your Stripe connected account; a message that a spam filter does not deliver; a booking request that does not reach you, a hold that lapses, or a double-booking, including one caused by calendar sync being delayed, disconnected or out of date; or the acts of your clients or of anyone who books you.

Cap. To the maximum extent permitted by law, TaskRel’s total liability arising out of or relating to these Terms or your use of TaskRel is limited to the amount you paid TaskRel in the 12 months before the claim, and TaskRel is not liable for indirect, incidental, special, consequential, exemplary, or punitive damages, or for lost profits, lost revenue, lost business, or lost data.

Some states do not allow certain exclusions; where that is so, the exclusion applies to the fullest extent allowed.

You will defend, indemnify, and hold harmless Sierra Link L.L.C. and its owners from any claim, loss, liability, penalty, or expense (including reasonable legal fees) arising out of: your content; your use of TaskRel; any message sent through TaskRel to a recipient you designated, and any message you send to a person who booked you, including CAN-SPAM, TCPA, and do-not-call claims; your handling of information about your clients or the people who book you; the work you agreed to do for a client; a dispute between you and a client or a person who booked you; or your violation of these Terms or of law.

You may stop using TaskRel and cancel at any time (section 4). We may suspend or terminate your access for violation of these Terms, for non-payment, or where a provider or the law requires it.

Your data on termination. You can permanently delete your account from Settings. Deletion removes your contractor profile and your business records (clients, booking requests, quotes, invoices, jobs, schedules, pricing, inventory items and their stock history, suppliers, purchase orders, remembered supplier wording, and saved calendar busy times) together with quote and invoice PDFs, your uploaded logo, job photos, job card photos, supplier receipt files, client signatures, and photos attached to booking requests. It also deletes the Google tokens TaskRel held for you. Deletion is irreversible. Export what you want to keep before you delete it. The CSV export in Settings covers quotes and invoices only. Events TaskRel added to your Google Calendar and the spreadsheet it created in your Google Drive stay in your Google account. Some records may persist where we are required to keep them, and billing records held by Stripe follow Stripe’s own retention rules.

We may update these Terms. We will change the effective date and, for material changes, give notice by email or in the app before they take effect. Continuing to use TaskRel after that means you accept the updated Terms. If you do not accept them, cancel your subscription.

These Terms are governed by the laws of the State of Florida, without regard to conflict-of-laws rules. You and TaskRel agree that any dispute will be brought exclusively in the state or federal courts located in Orange County, Florida, and both parties consent to that jurisdiction.

Before filing anything, please email support@taskrel.com and give us 30 days to resolve it with you directly. Most disputes are billing questions and we would rather just fix them.

These Terms, together with the Privacy Policy, are the entire agreement between you and TaskRel. If a provision is unenforceable, the rest stays in effect. Our not enforcing something is not a waiver. You may not assign these Terms; we may assign them in connection with a sale of the business. Nothing here creates a partnership, employment, or agency relationship, and there are no third-party beneficiaries, including your clients and anyone who books you.

Questions: support@taskrel.com