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Terms of Service

Last Updated: August 5, 2026

1. Agreement to Terms

These Terms of Service ("Terms") are a legally binding agreement between you and PipelineOn ("PipelineOn," "we," "us," or "our") governing your access to and use of pipelineon.com, app.pipelineon.com, our website technology, dashboards, integrations, communications tools, attribution tools, lead-identification tools, and related services (collectively, the "Services").

By accessing or using the Services, you agree to these Terms. If you use the Services on behalf of a business or organization, you represent that you have authority to bind that entity.

2. Services

PipelineOn provides software and services for home service businesses. The Services may include website visitor identification, lead capture, attribution, marketing follow-up, direct-mail or email workflows, alerts, reporting, and customer-directed integrations.

The Services are designed for U.S. businesses serving U.S. consumers. You may not use the Services for non-U.S. targeting unless we have agreed in writing and the required privacy, consent, and data-transfer controls are in place.

3. Account Responsibilities

You agree to:

  • Provide accurate account, billing, website, and business information
  • Keep login credentials secure and promptly notify us of unauthorized access
  • Use the Services only for lawful business purposes
  • Ensure your employees, contractors, and agencies comply with these Terms
  • Maintain accurate suppression, unsubscribe, and opt-out records you provide to us

4. Acceptable Use

You may not use the Services to:

  • Violate any law, regulation, contract, platform policy, or third-party right
  • Send spam, unlawful calls or texts, deceptive messages, or unauthorized marketing
  • Collect, upload, or process sensitive personal information unless we expressly agree in writing
  • Use the Services for credit, employment, insurance, housing, tenant screening, background checks, or other FCRA-regulated purposes
  • Target children or knowingly collect information from children under 16
  • Transmit malware or attempt to interfere with the Services
  • Reverse engineer, scrape, resell, or abuse the Services
  • Use the Services for illegal products, adult content, gambling, weapons, tobacco, hate, harassment, or discriminatory practices

5. Privacy, Notice, and Consent Responsibilities

Your use of the Services is also governed by our Privacy Policy. As between you and PipelineOn, you are responsible for your own website, visitors, customers, leads, campaigns, notices, consents, and legal compliance.

5.1 Website Notices

You must maintain clear, accurate, and conspicuous privacy disclosures that explain:

  • That your website uses cookies, pixels, scripts, and similar technologies
  • That website activity may be used for analytics, attribution, visitor identification, lead follow-up, direct marketing, targeted advertising, and similar business purposes
  • The categories of personal information you collect and the purposes for collection
  • The categories of third parties, service providers, contractors, advertising partners, and integrations that may receive personal information
  • How consumers can exercise privacy rights and opt out of sale, sharing, targeted advertising, or marketing communications where applicable

5.2 California and U.S. State Privacy

If you are subject to the CCPA/CPRA or another U.S. state privacy law, you are responsible for providing any required notice at collection, "Do Not Sell or Share My Personal Information" or equivalent opt-out link, targeted-advertising opt-out, privacy-policy disclosures, and authorized-agent process. You must also honor Global Privacy Control or other opt-out preference signals where required.

California requirements are not limited to cookie banners. If your use of PipelineOn or connected advertising tools involves sale, sharing, targeted advertising, cross-context behavioral advertising, or visitor identification, you must provide the required opt-out mechanism and pass applicable opt-outs, suppressions, and deletion requests to us when our Services are involved.

5.3 Cookie Banners, Opt-Out Links, and Consent Tools

A cookie pop-up is not required for every U.S. website. Where U.S. state privacy laws apply, the required approach is often clear privacy disclosure, a "Your Privacy Choices" or "Don't sell my data" opt-out link, targeted-advertising or sale/share opt-out handling, and Global Privacy Control handling where required. You are responsible for determining whether your website also needs a cookie banner, consent management platform, prior consent, opt-out banner, or other control based on your visitor locations, customer size, data practices, and advertising stack.

If your site receives non-U.S. traffic, or if applicable law or your own policy requires prior consent, you are responsible for configuring any consent tool so PipelineOn and connected tools fire only when allowed by your policy and applicable law.

5.4 Platform and Advertising Policies

If you use the Services with advertising platforms, CRM systems, lead forms, conversion APIs, enhanced-conversion tools, offline conversion uploads, or retargeting audiences, you are responsible for complying with the terms and policies of those platforms. You may not send us or any platform data that the platform prohibits or that you lack rights to use.

5.5 Outreach Compliance

You are responsible for complying with laws that apply to email, text, phone, direct mail, and other outreach, including CAN-SPAM, TCPA, state telemarketing laws, call-recording laws, and unsubscribe or suppression requirements. You must not use the Services to contact anyone who has opted out or who cannot lawfully be contacted through that channel.

6. Customer Data

You retain ownership of data you submit to the Services. You grant us the rights needed to host, process, analyze, transmit, display, and otherwise use that data to provide, secure, support, and improve the Services and to comply with law.

You represent that you have all rights, notices, permissions, consents, and legal bases necessary for us to process customer data as instructed by you.

7. Fees and Payment

Paid features may require fees described on our website, in an order, or in another written agreement. You agree to pay all applicable fees and taxes. Fees are non-refundable except as expressly stated in writing. Failure to pay may result in suspension or termination.

7.1 Founding Roofer $1 Lead Recovery Program

First 50 roofers lock in the uncapped $1 rate. The Founding 50 consists of the first 50 roofing companies to complete billing setup. Billing setup occurs when PipelineOn confirms a verified account and a valid card connected to $1 metered billing. Submitting an email address, creating an account, or starting signup without completing billing setup does not secure a position.

PipelineOn may create a temporary checkout hold while a company completes billing setup. A temporary hold may expire and does not itself make the company part of the Founding 50.

Pixel verification and configured service-area ZIP codes are not required to secure the cohort position. They remain required before homeowner matching and homeowner-lead billing can begin.

Once billing setup is complete, that founding position remains permanently tied to the original company and is never transferred, reopened, or recycled to another company, including after cancellation, suspension, inactivity, or nonpayment. Cancellation or inactivity stops matching but does not release the founding position or its locked $1 rate. Before matching can resume, the original company must reconnect a valid card, pay past-due invoices, and satisfy verification, security, privacy, and compliance requirements.

The founding rate is "uncapped," meaning we do not impose an artificial ceiling on the number of billable units eligible for the $1 rate. Uncapped does not mean unlimited supply and is not a promise of website traffic, matching or identification rate, lead volume, appointments, quotes, jobs, or revenue.

7.2 Billing and Billable Homeowner Leads

There is no setup fee, platform fee, minimum usage commitment, or deposit. A valid card is required to complete billing setup, but adding it does not create a signup charge. Usage is billed weekly in arrears at $1 per billable homeowner lead, plus applicable taxes.

A "billable homeowner lead" is a new homeowner record identified from a visit to your verified website that: (a) has a property ZIP code in the active ZIP-code service area you configured; (b) includes a full name, residential address, and at least one available email address or phone number; (c) is not test traffic, suppressed, opted out, or otherwise ineligible; and (d) has not already been billed for the same customer site. The program does not require the visitor to view a particular page, submit a form, or demonstrate purchase intent.

We do not bill records that are outside your configured ZIP codes, incomplete, duplicates, test records, suppressed, or otherwise fail the acceptance rules. Provider information may be incomplete or outdated. You remain responsible for deciding whether and how each record may lawfully be used.

7.3 Limited Managed Calling and Email Pilot

After the first $100 in paid homeowner leads has been successfully collected, the customer may receive an invitation to the limited managed calling and email pilot. The customer must opt in within 14 days and complete the required calling and email intake, approvals, access, suppression, and compliance steps. The invitation is optional, non-transferable, and may not be redeemed for cash or an invoice reduction.

Once approved, the pilot covers the next 100 eligible homeowner leads or 90 days, whichever occurs first. At a $0 customer service price, it includes up to six legally permitted call attempts per eligible phone record. At the same $0 customer service price, PipelineOn purchases, configures, and warms the dedicated sending account or accounts and runs a managed email sequence, subject to intake, customer approval, and compliance. The number of permissible attempts may be lower because of opt-outs, suppression, invalid contact information, channel restrictions, consumer requests, or other legal or compliance requirements. Email sending starts only after required authentication, warmup, customer approval, and suppression checks are complete. Normal $1 homeowner-lead usage billing continues during the bundle.

7.4 Positive ROI Guarantee

Positive ROI guarantee. T&Cs apply. There is no minimum lead count or spend required to start the guarantee process. To qualify, the customer must use an approved managed pilot when one is available or, for every eligible homeowner lead, document a first contact attempt within one business day of delivery and at least six legally permitted contact attempts during the following 14 days. An "eligible" lead is one that can lawfully be contacted through at least one available channel and has not opted out, been suppressed, supplied invalid contact information, or otherwise become ineligible.

The customer must elect the managed or documented self-managed follow-up path before the first lead in the claim cohort is delivered. The 90-day measurement period begins when that first billable homeowner lead is delivered. The "qualifying cohort" consists of billable homeowner leads delivered during that measurement period for which the applicable managed or documented follow-up requirements were completed.

Throughout the applicable 90-day measurement period, the customer must keep the PipelineOn pixel working, maintain a valid payment method and current invoices, comply with these Terms, promptly follow the approved process, and maintain complete CRM records showing dates, channels, outcomes, opt-outs, appointments, estimates, jobs, invoices, and collected payments. On request, the customer must provide reasonable CRM exports, invoices, and payment evidence sufficient for PipelineOn to verify follow-up and attributable collected roofing revenue after the measurement period.

"Attributable collected roofing revenue" means money actually received by the customer for a roofing job performed for a lead or household in the qualifying cohort, supported by CRM, invoice, and payment records. "Qualifying PipelineOn lead spend" means the amounts successfully collected by PipelineOn for billable homeowner leads in that qualifying cohort, excluding taxes, ad spend, labor, third-party software, and any other customer cost.

If verified attributable collected roofing revenue is below qualifying PipelineOn lead spend at the end of 90 days, PipelineOn will credit future homeowner leads at $1 each and continue eligible managed follow-up at a $0 service price. That remedy continues while the account remains current and compliant until cumulative verified attributable collected roofing revenue from the qualifying cohort equals or exceeds qualifying PipelineOn lead spend. Credits apply only to future homeowner-lead usage and have no cash value.

The guarantee is not a cash refund and does not reimburse prior lead charges, advertising spend, wages, contractor costs, software, lost profit, or any other expense. It does not guarantee traffic, identification volume, any individual homeowner's interest or responsiveness, an appointment, quote, job, sale, margin, or revenue amount. PipelineOn may deny or pause the remedy when evidence is incomplete or altered, required follow-up was missed, outreach was unlawful, the pixel or card became inactive, the account became past due, or these Terms were violated.

7.5 Cancellation, Disputes, and Credits

Cancellation stops new matching and new billable usage after the cancellation is processed; previously incurred usage remains payable. Please report a disputed billable homeowner lead within 30 days of the related invoice. We will review the acceptance record and apply a credit when we confirm that the lead did not meet the published rules. Guarantee credits are separate from homeowner-lead billing disputes and follow Section 7.4.

8. Third-Party Services

The Services may connect to third-party tools, platforms, websites, APIs, processors, and customer-directed integrations. We are not responsible for third-party services. Your use of third-party services is subject to their terms and policies.

9. Intellectual Property

The Services, software, documentation, designs, trademarks, content, and other materials are owned by PipelineOn or our licensors. Subject to these Terms, we grant you a limited, non-exclusive, non-transferable right to access and use the Services for your internal business purposes.

10. Confidentiality and Security

You must protect non-public information you receive through the Services and use it only for lawful business purposes consistent with these Terms. You are responsible for your own access controls, account users, connected systems, and export handling.

11. Disclaimers

THE SERVICES ARE PROVIDED "AS IS" AND "AS AVAILABLE." TO THE FULLEST EXTENT PERMITTED BY LAW, WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT.

We do not provide legal advice. Privacy, advertising, consent, and outreach requirements depend on your facts and should be reviewed with your legal counsel.

12. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, PIPELINEON AND ITS OFFICERS, DIRECTORS, EMPLOYEES, AGENTS, AND SUPPLIERS WILL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR LOST PROFITS, REVENUE, DATA, GOODWILL, OR BUSINESS OPPORTUNITIES.

OUR TOTAL LIABILITY FOR CLAIMS ARISING OUT OF OR RELATED TO THE TERMS OR SERVICES WILL NOT EXCEED THE AMOUNTS YOU PAID TO US FOR THE SERVICES IN THE 12 MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM.

13. Indemnification

You will defend, indemnify, and hold harmless PipelineOn and its officers, directors, employees, agents, and suppliers from claims, liabilities, damages, losses, and expenses arising from:

  • Your use of the Services
  • Your data, websites, campaigns, communications, or connected integrations
  • Your violation of these Terms, law, platform policies, or third-party rights
  • Your privacy notices, consents, opt-outs, suppression handling, or outreach compliance

14. Suspension and Termination

We may suspend or terminate access to the Services if you violate these Terms, create legal or security risk, fail to pay, or use the Services in a way that could harm PipelineOn, consumers, customers, platforms, or third parties. You may terminate your account by contacting [email protected].

15. Changes

We may modify these Terms by posting an updated version with a new "Last Updated" date. Your continued use of the Services after changes become effective means you accept the updated Terms.

16. Governing Law and Disputes

These Terms are governed by the laws of the State of Delaware, without regard to conflict of law principles. Any dispute arising out of or relating to these Terms or the Services will be resolved through binding arbitration under the rules of the American Arbitration Association, except that either party may seek injunctive relief in a court of competent jurisdiction.

17. General

These Terms, together with any order or written agreement between you and us, form the entire agreement regarding the Services. If any provision is unenforceable, the remaining provisions remain effective. You may not assign these Terms without our written consent.

18. Contact

PipelineOn
Email: [email protected]
Website: pipelineon.com