Precision IT Management Customer Terms

Effective: September 20, 2026 · Version 2.0

1. What these terms cover and how you agree

1.1 Who we are. These terms are between Precision IT Management, LLC, an Ohio limited liability company in Loveland, Ohio ("PIM," "we," "us"), and the business named on the proposal ("you"). They cover every PIM product and service you use: FleetPortal, PayDirt, MowMoney, SnowDough, HookTime, InkPortal, PlateCash (including the CookHouse brand), IT managed services, and any product we add later.

1.2 The proposal is the order. Each deal starts with a written proposal from us that lists the product, what's included, the price, the pilot dates and any founding rate (the "Proposal"). You agree to a Proposal and these terms in one of two ways:

Just logging in or using a product does not, by itself, make you agree to these terms.

1.3 Who can accept. The person who signs or clicks confirms they are at least 18 and allowed to bind the business.

1.4 Existing customers. If you started with us under an earlier proposal, these terms apply once you accept a Proposal that references them, which we'll ask you to do at your pilot conversion or when your current 12-month price lock ends. Until then, your earlier agreement stays in place.

1.5 Add-ons. Some features have a short add-on that applies only if you use that feature:

Our Privacy Policy is at precisionitm.com/privacy.

2. Definitions

3. Pilot

3.1 Free, no obligation. If your Proposal includes a pilot, it is free: no monthly fee, no setup fee, no training fee. The pilot runs 90 days from Go-Live, unless the Proposal sets a different end date for a stated seasonal reason (for example, a snow business that goes live in the off-season).

3.2 Opting out. You can stop at any time during the pilot. If you tell us by the opt-out date in the Proposal (email or text is fine) that you're not keeping it, you will never be billed, and we'll return Your Data under Section 17.

3.3 Conversion. If you don't opt out by that date, paid service starts on the Conversion Date at the price in the Proposal. We'll remind you of the date and amount at least 14 days before the Conversion Date.

3.4 What we ask in return. During a pilot you agree to use the Product for real work and to give us honest feedback. Anything more, such as a testimonial, reference calls or a case study, applies only if the Proposal lists it (see Section 4.5).

3.5 Pilot features. Because a pilot is free, the Product is provided as is during the pilot. The warranty in Section 14.1 starts on the Conversion Date. Everything else in these terms, including confidentiality, Your Data rights and the liability limits, applies during the pilot.

4. Subscription, price lock and cancellation

4.1 Month to month. After the pilot (or from the start, if there is no pilot), your subscription runs month to month.

4.2 Cancel anytime. You can cancel anytime by email or text to us. Cancellation takes effect at the end of your current billing month. No advance-notice period and no cancellation fee. Fees already paid for the current month are not refunded.

4.3 Price lock. Your monthly price is locked for 12 months from the Conversion Date (or from your start date if there is no pilot), or for the period the Proposal states. The lock covers the monthly fee and, if you use payments, the platform fee in the Payments Add-on. The lock limits price increases; it does not require you to stay.

4.4 After the lock. Once the lock ends, we may change your price with at least 30 days' notice by email. The new price starts with the first billing month after the notice period. If you don't want it, you can cancel before then.

4.5 Founding rate. If a Proposal gives you a founding rate, the Proposal names it, says how long it lasts, and lists what you give in exchange (for example, a testimonial, reference calls, a case study, or use of your logo). We draft any testimonial or case study, and you approve it before we publish it. When we publish one, we'll disclose that you got a founding rate. If you don't provide the listed items, we may, after 30 days' notice, move you to the standard price for the rest of the founding period.

4.6 No exclusivity. Unless a Proposal says otherwise in writing, nothing gives you exclusivity in any trade, territory or feature. Our model is to build products we offer to many businesses, including others in your industry.

5. Fees, website and domain pricing, taxes, late payment and suspension

5.1 What you pay. You pay the monthly fee, any setup fee, and any other Fees in the Proposal. Setup fees are often waived for pilots; when a setup fee applies, it is earned once setup work starts. There are no per-user, per-truck, per-crane, per-login or per-seat fees unless the Proposal says so.

5.2 Website. Where the Proposal includes a marketing website, it is part of the monthly fee. That covers hosting and small text and photo updates. Redesigns, new pages and new features are billed at $125 per hour, and we quote the work before starting it.

5.3 Your own domain. If you want your own web address, setup is $350 one time, plus the yearly registration at our cost. Section 7.4 covers who owns it.

5.4 Invoices. We invoice monthly in advance. Invoices are due on receipt unless the Proposal gives net terms. You can pay by the methods shown on the invoice.

5.5 Taxes. Prices do not include sales tax. We collect Ohio sales tax where it applies (Ohio generally taxes software services used in a business) unless you give us a valid exemption certificate. You're responsible for other taxes on your purchase, but not taxes on our income. You're also responsible for taxes on your own sales to Your Customers.

5.6 Late payment. Unpaid amounts accrue interest at 1.5% per month or the highest rate the law allows, whichever is lower, starting from the due date. You'll also pay reasonable costs of collecting past-due amounts.

5.7 Suspension for non-payment. If an account is 30 or more days past due, we may suspend access after giving you written notice (email counts) and at least 10 days to pay. We restore access promptly once you're paid up. Suspension does not stop Fees or delete Your Data, and it never blocks you from exporting Your Data.

5.8 Disputes over an invoice. If you think an invoice is wrong, tell us within 30 days and pay any part you don't dispute. We won't suspend over an amount you dispute in good faith while we work it out.

6. Your right to use the Products, and restrictions

6.1 Your right to use. While you're subscribed (including during a pilot), we give you a non-exclusive, non-transferable right to use the Products for your own business, for your Users, and, where a Product is built for it, for Your Customers. This right ends only as these terms allow. It is a subscription to use hosted software, not a sale, and you don't receive a copy of the software or its source code.

6.2 Your account. You're responsible for your Users and for everything done under your account. Keep logins private, give each person their own login, and tell us promptly if you suspect misuse. If a User or anyone on your account does something that would break these terms if you did it, it counts as a breach by you.

6.3 What you and your Users may not do. You may not, and may not let anyone:

  1. copy, modify or make derivative works of the Products, their designs or their templates;
  2. reverse engineer, decompile or try to get the source code, except where the law specifically allows it;
  3. resell, rent, sublicense or run the Products for other businesses;
  4. use the Products, or information learned from them, to build or help build a competing product, or to copy their features, screens or workflows;
  5. scrape, crawl or pull data out with bots or automated tools, except through the export tools we provide;
  6. use the Products or their data to train AI models;
  7. publish benchmarks or performance comparisons without our written permission;
  8. share logins with anyone outside your business;
  9. probe, test or bypass security, access controls or tenant separation, or try to reach another customer's data;
  10. overload the Products, or upload malware or harmful code;
  11. remove or hide the "Powered by" mark or other ownership notices, except as Section 7.5 allows;
  12. use the Products for anything illegal, fraudulent, deceptive, harassing or infringing, or to store content you have no right to use;
  13. send spam or texts or emails that break Section 9 or the law; or
  14. put in data the Product isn't built for: health records covered by HIPAA, full card numbers outside the payment fields, or Social Security or bank numbers except where a Product is designed to hold them (for example, payroll).

6.4 Enforcement. If we reasonably believe these rules are being broken, or something on your account creates a security, legal or carrier risk, we may suspend the affected feature or account. We'll give you notice first when we reasonably can, keep the suspension as narrow as we can, and restore access once the problem is fixed.

7. Who owns what

7.1 We own the Products. PIM (and our licensors) owns the Products: the software, platform, apps, templates, designs, workflows, website code and layouts, documentation, product names and all improvements, including improvements made while setting up or serving your account or based on your requests. The settings and templates we build to run your account are part of the Products. We reserve all rights not expressly granted here. There are no implied licenses.

7.2 You own Your Data and Your Brand. You own Your Data and Your Brand. That includes your rates, price lists, rosters and other settings stored as your account's data, which you can export. You give us a license to host, copy, process and display Your Data only as needed to run, support, secure and improve the Products for you, to follow the law, and as you direct. You also give us a limited license to use Your Brand inside the white-labeled Product (apps, texts, emails, invoices) and on the website we build for you, for as long as you're subscribed and for a short wind-down after (Section 17). You confirm you have the rights to everything you give us (for example, photos and logos), and that we can use it this way.

7.3 Publicity only if the Proposal says so. We will not use your name or logo in our own marketing, customer lists or case studies unless the Proposal opts in (as with a founding rate). If it does, you can withdraw permission going forward with 30 days' notice, and we'll stop new uses and remove your logo from sites we control.

7.4 Websites and domains.

7.5 "Powered by" mark. The Products and websites carry a "Powered by [Product] · a Precision IT Management product" mark. It stays in place unless the Proposal includes its removal as a paid option.

7.6 Feedback. If you or your Users give us ideas or feedback, we may use them freely, with no obligation to you. We won't identify you or reveal your Confidential Information in doing so.

7.7 Aggregated data. We may create aggregated or de-identified data from how the Products are used, and use it to run, secure and improve the Products. That data never identifies you, your Users or Your Customers, and we won't try to re-identify it.

8. AI features and open-source components

8.1 AI features. Some features use third-party AI services (for example, to read a photo of a ticket, draft an invoice or summarize records). AI output can be wrong. You're responsible for checking anything that matters before you rely on it, including invoices, payroll, hours, tax figures, and compliance or safety records. Output created for your account is part of Your Data. We don't use Your Data in identifiable form to train AI models, and we don't let our AI providers train on it.

8.2 Open source. The Products include open-source software components. Each one is licensed under its own terms, which apply to that component. They don't limit your rights under these terms, and they don't give you rights to the rest of the Products.

9. Texting

9.1 How texting works. PIM runs one texting account (Twilio) for all customers. We register texting campaigns with the carriers (A2P 10DLC) as needed, and we send texts on your behalf. By default, the Products send only login codes and job or operational texts (for example, dispatch, schedule, or invoice ready).

9.2 Your responsibilities.

9.3 We may pause texting. We may pause or limit texting on your account without advance notice if we reasonably believe it risks a carrier violation, a Telephone Consumer Protection Act (TCPA) or other legal violation, or harm to the shared account. We'll tell you why and work with you to fix it.

9.4 Phone numbers. Sending numbers belong to our texting account. They stay with us when you leave unless we agree otherwise in writing.

10. Payments and online stores

10.1 Payments. If you take card or ACH payments through a Product, the Payments Add-on also applies. In short:

10.2 Selling to consumers. If you sell to the public through a Product (for example, an InkPortal store or a PlateCash ordering site), you are the seller. The goods and services, food safety and allergens, consent forms, delivery, refunds and consumer-law compliance are your responsibility. You must show your buyers terms of sale: our Consumer Store Terms template, or your own terms that are at least as protective of PIM. The checkout must require buyers to accept them (for example, a checkbox next to a link) and keep a record of that acceptance. We're not a party to your sales.

11. Your data, privacy, security, export and deletion

11.1 Our role. For personal information in Your Data, we act as your service provider (processor): we use it only to provide the Products to you, as described in these terms, the Privacy Policy and, where it applies, the Data Processing Add-on. As your service provider, we do not sell or share that personal information, and we don't use, keep or disclose it for any purpose other than providing the Products to you, or combine it with other data except as these terms allow. We certify that we understand and will follow these limits. You're responsible for having the notices and consents needed to give us that information.

11.2 Where it lives, and who helps. Your Data is processed in the United States on Google Cloud/Firebase and Cloudflare. Our subprocessors are Google Cloud/Firebase, Cloudflare, Stripe, Twilio, Resend (email) and Anthropic (AI features). We keep the current list in the Privacy Policy and will give notice before adding a new one.

11.3 Security. We use reasonable administrative, technical and physical measures to protect Your Data. These include keeping each customer's data separate within our shared platform, encrypting data in transit, and limiting who can access it. No system is perfectly secure.

11.4 If something goes wrong. If we confirm unauthorized access to Your Data, we'll notify you without undue delay, targeting within 72 hours of confirming it. We'll tell you what we know and what we're doing, and help you meet any notice duties you have.

11.5 Export anytime. You can export Your Data at any time, during a pilot, during your subscription and after you cancel (Section 17), in a common format (such as CSV or PDF). If you want help beyond the built-in export tools, we'll do it at $125 per hour, quoted first.

11.6 Keep your own records. The Products help you keep records but don't replace your own legal recordkeeping duties (for example, payroll and tax record retention). Export and keep what the law requires you to keep.

12. Confidentiality

Each of us will keep the other's non-public information confidential. That includes our pricing, roadmaps and how the Products work, and Your Data and business information. Each of us will use it only for this relationship and protect it with reasonable care, and will share it only with people who need it and are bound to keep it confidential (including our subprocessors). This doesn't cover information that is public through no fault of the receiving party, was already known to it, was independently developed, or was received properly from someone else. Either of us may disclose information if the law requires, with notice to the other where allowed. These duties last while we work together and for 3 years after; trade secrets and Your Data stay protected as long as they remain confidential. Because a breach of Sections 6.3, 7 or 12 could cause harm that money can't fix, the harmed party may ask a court for an injunction without posting a bond, in addition to other remedies.

13. Support and uptime target

13.1 Support. Support is by email ([email protected]), text or phone, Monday to Friday, 8 a.m. to 5 p.m. Eastern, excluding holidays. We respond as fast as we reasonably can, outages first. Support doesn't include custom work, data entry beyond setup, or other companies' services (like your Stripe account or phone carrier); we can quote those separately.

13.2 Uptime target. We aim for 99.5% monthly uptime for each Product's core features. This is a target, not a guarantee, and there are no service credits. Uptime excludes scheduled maintenance (usually after hours, with notice when we can), emergency security fixes, outages at our providers (such as Google Cloud, Cloudflare, Stripe or Twilio), and problems caused by your devices, internet, or accounts. If uptime isn't meeting your needs, you can cancel at the end of any billing month.

13.3 Updates. We update the Products regularly for all customers. We won't materially reduce the core features you pay for during your price lock.

14. Warranties and disclaimers

14.1 Our promise. From the Conversion Date (or your paid start date), we promise the Products will perform materially as described in the Proposal and our documentation. If they don't, tell us within 30 days of noticing. We'll fix it; if we can't within a reasonable time, you may cancel and we'll refund any prepaid Fees for the unused period. That is your only remedy for a breach of this promise. It doesn't cover pilots, features we label beta or early access, other companies' services, or problems caused by misuse or Your Data. Each of us also promises that it has the authority to enter into these terms.

14.2 Records, not professional judgment. The Products keep records and do calculations. They do not replace professional judgment or advice. You remain responsible for your own compliance, including payroll, wage-and-hour and tax; DOT, driver and vehicle rules; crane operations, load charts, lift plans and certifications; food safety, allergens and cottage-food rules; tattoo consent, age checks and health rules; and the accuracy of your invoices. Check the Product's output before you rely on it.

14.3 Disclaimer. EXCEPT FOR THE PROMISES IN SECTION 14.1, THE PRODUCTS ARE PROVIDED "AS IS" AND "AS AVAILABLE." TO THE FULLEST EXTENT THE LAW ALLOWS, WE DISCLAIM ALL OTHER WARRANTIES, EXPRESS OR IMPLIED, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE AND NON-INFRINGEMENT. WE DON'T PROMISE THE PRODUCTS WILL BE UNINTERRUPTED OR ERROR-FREE, THAT DATA WILL NEVER BE LOST, OR THAT AI OUTPUT OR CALCULATIONS WILL BE CORRECT. WE ARE NOT RESPONSIBLE FOR OTHER COMPANIES' SERVICES (SUCH AS GOOGLE, CLOUDFLARE, STRIPE OR TWILIO).

15. Limitation of liability

15.1 No indirect damages. TO THE FULLEST EXTENT THE LAW ALLOWS, NEITHER OF US IS LIABLE TO THE OTHER FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR PUNITIVE DAMAGES, OR FOR LOST PROFITS, LOST REVENUE, LOST DATA OR BUSINESS INTERRUPTION, EVEN IF WARNED THEY WERE POSSIBLE.

15.2 Cap. TO THE FULLEST EXTENT THE LAW ALLOWS, EACH PARTY'S TOTAL LIABILITY FOR ALL CLAIMS RELATED TO THESE TERMS IS LIMITED TO THE GREATER OF (A) THE FEES YOU PAID US IN THE 12 MONTHS BEFORE THE EVENT THAT CAUSED THE CLAIM, OR (B) $500.

15.3 Exceptions. SECTIONS 15.1 AND 15.2 DO NOT LIMIT: (A) YOUR BREACH OF SECTION 6.3 (RESTRICTIONS) OR YOUR INFRINGEMENT OR MISUSE OF OUR INTELLECTUAL PROPERTY; (B) EITHER PARTY'S BREACH OF SECTION 12 (CONFIDENTIALITY); (C) YOUR OBLIGATION TO PAY FEES AND ANY AMOUNTS YOU OWE UNDER THE PAYMENTS ADD-ON (SUCH AS REFUNDS, CHARGEBACKS AND NEGATIVE BALANCES); (D) EITHER PARTY'S INDEMNITY OBLIGATIONS IN SECTION 16; OR (E) LIABILITY THAT THE LAW DOES NOT ALLOW TO BE LIMITED, SUCH AS FRAUD OR WILLFUL MISCONDUCT. HOWEVER, OUR LIABILITY FOR ANY SECURITY INCIDENT INVOLVING YOUR DATA, HOWEVER THE CLAIM IS DESCRIBED (INCLUDING AS A CONFIDENTIALITY BREACH), REMAINS SUBJECT TO SECTION 15.2.

15.4 Why these limits matter. Our prices reflect these limits. If one is found unenforceable, the rest still apply.

16. Indemnities

16.1 From us. We'll defend you against a third-party claim that the Products, as we provide them, infringe a U.S. patent, copyright or trademark or misappropriate a trade secret. We'll also pay the damages and costs finally awarded or agreed in settlement. This does not cover claims caused by Your Data or Your Brand; use that breaks these terms; combining the Products with things we didn't provide; changes we didn't make; open-source components used under their own licenses; or other companies' services. If a claim is made or likely, we may get you the right to keep using the Product, change it so it doesn't infringe, or end the affected service and refund prepaid, unused Fees. This is our entire responsibility for infringement claims.

16.2 From you. You'll defend us (and our owners, staff and subprocessors) against third-party claims and government actions, and pay the resulting damages and costs, arising from:

16.3 How it works. The party asking for protection must give prompt notice, let the other party control the defense and settlement, and cooperate. A late notice reduces the obligation only to the extent the delay causes harm. No settlement may admit fault for, or impose duties on, the protected party without its consent (which won't be unreasonably withheld). The protected party may join with its own lawyer at its own cost.

17. Ending the relationship

17.1 How it can end.

17.2 What happens at exit.

  1. Your access to the Products ends at the end of your last paid month (or when termination takes effect). Fees through that date are still owed.
  2. Your Data stays available for export for 60 days. After that, we delete it from our live systems. Copies in backups roll off within 90 more days, and we won't restore them in the meantime except to meet a legal duty.
  3. Your website comes down. We export its content for you and give you what you need to move your domain (Section 7.4).
  4. Your Stripe account stays yours. Our texting numbers stay with us (Section 9.4).
  5. We stop using Your Brand within 30 days.
  6. Help beyond the standard export is $125 per hour, quoted first.

17.3 What survives. Any section that by its nature should continue after the relationship ends, continues. That includes Sections 5 (for unpaid amounts), 6.3, 7, 11.6, 12, and 14 to 19.

18. Changes to these terms

18.1 Versions. Each version has a number and effective date, is published at precisionitm.com/terms, and past versions are available on request.

18.2 Notice. We'll email you at least 30 days before a change takes effect, with a short summary of what changed.

18.3 Price lock protected. A material change will not apply to you during your pilot or price lock unless you agree in writing (email or click is fine). Otherwise, it applies from the end of that period. If you're outside a lock, the change applies at the end of the 30-day notice. If you don't accept it, you can cancel before then, and you won't be charged under the new terms.

18.4 Changes that are always allowed. Changes required by law, or needed for security, can take effect sooner. In that case we'll give as much notice as we reasonably can.

19. Ohio law and courts

These terms are governed by Ohio law, without regard to conflict-of-law rules. Before filing a lawsuit, each of us will first try in good faith to resolve the dispute by talking for 30 days after written notice (either side may still seek an urgent injunction). Any lawsuit must be brought in the state or federal courts serving Clermont County or Hamilton County, Ohio, and each of us agrees to those courts. There is no arbitration requirement and no class-action waiver in these terms.

20. General

20.1 Entire agreement. These terms, your accepted Proposal and any add-on that applies are the whole agreement between us. They replace earlier discussions and sales statements on the same subject. Terms on your purchase orders or forms don't apply.

20.2 If documents conflict. The Proposal wins on price, scope and dates. These terms win on everything else. An add-on controls on its own topic (payments, consumer stores, or data processing). No add-on or Proposal expands our liability beyond Section 15 unless it expressly says so.

20.3 Notices. We may send notices to the email on your Proposal or account. Send notices to us at [email protected] (support requests go to [email protected]). Keep your contact email current. An email notice counts as delivered when sent, unless it bounces.

20.4 Electronic signatures. Electronic signatures, clicks and photos or scans of signed pages are valid signatures. We keep a record of what you accepted and when.

20.5 Assignment. You may transfer these terms with our written consent, which we won't unreasonably withhold, or to a buyer of your business with notice to us. We may transfer these terms to an affiliate or in a sale, merger or reorganization of our business.

20.6 Events beyond our control. Neither of us is responsible for delays caused by events outside reasonable control, such as storms, power or internet failures, provider outages, cyberattacks or government action. This doesn't excuse paying Fees.

20.7 Everything else. We're independent businesses; no partnership or agency is created. There are no third-party beneficiaries. If part of these terms is unenforceable, the rest stays in effect. Not enforcing a right isn't a waiver. Headings are for convenience.

Contact: Precision IT Management, LLC, 218 Sioux Drive, Loveland, Ohio 45140 · [email protected] · [email protected]