Terms of service

Effective 30 September 2026 · governed by the laws of Ontario, Canada

There is no minimum term, no fee today and no card on file, so most of this is about who is responsible for what. If you read only two sections, read 6 and 7.

This is a plain-language draft that has not yet been reviewed by a lawyer. Questions about any clause go to sam@crewdocket.com.

1. Who this is between

These terms are an agreement between CrewDocket, of Collingwood, Ontario (“CrewDocket”, “we”), and the business that uses it (“you”). CrewDocket is run by one person, Sam; there is no support department in between.

CrewDocket is for businesses. By starting a workspace you confirm you’re acting for a business, you’re at least 18, and you can agree to this on its behalf.

“Your data” means everything you or your crew put into CrewDocket or that it records for you: clients, jobs, quotes, invoices, payments, photos, pay records, requests and settings. “Your customers” are the people you do work for — they are your customers, never ours.

2. What CrewDocket is

Software for outdoor service crews: quotes, scheduling, jobs, invoices, crew pay and client records, on the web and on phones.

• It is early. Features will change, and some of what you’ll want isn’t built yet. What isn’t live is listed on the front page of crewdocket.com.
• Its figures are arithmetic on your numbers. Tax, pay and profit totals are only as right as what goes in. Check them; your filings are yours.

3. What it costs

Nothing today. You aren’t asked for a payment method, and there is none on file to charge.

If we introduce paid plans, we’ll post the price on crewdocket.com and email you before anything changes. Nothing is charged to you unless you have agreed to a price. If you don’t want to pay it, you can take your data and leave at no cost (section 11).

Third-party costs are yours and separate: your phone plan, and later any texting or card-processing costs, which would be set out before you turn those on.

4. Your account and your crew

You’re responsible for what’s done under your workspace, including by your crew. So:

• give each person their own sign-in, and don’t share one between people;
• remove anyone who leaves your crew;
• tell us promptly if you think an account has been compromised;
• make sure your crew know the customer information they see is your customers’, for doing the work and nothing else.

We may suspend a workspace without notice if we believe it’s being used to break the law, to contact people without consent, or in a way that puts other people’s information at risk. We’ll tell you why as soon as we reasonably can. A suspension never stops you getting your data out.

5. Your customers’ links

Quotes, invoices and your request form are shared as links. Anyone with a link can open that page, which shows the document, your business name and your contact details. You decide who gets a link. When a customer accepts a quote through its link, that acceptance is between you and your customer.

6. Nothing sends itself

CrewDocket doesn’t text your customers, email them, or book a job on its own. It writes the message; you send it.

Today every Text button opens the message in your own phone’s texting app, and every email opens in your own email app. There is no timer or automation that contacts your customers without a person choosing to. Regular customers who are due come up as suggestions; nothing books itself.

What does happen on its own: the app alerts you (for example, when a quote is accepted), and it records when a customer opens a link. Neither contacts your customer. If we ever add something that sends automatically, it will be off until you turn it on.

7. Texts, email and CASL

When you message a customer, you are the sender: it comes from your business, about your work. Canada’s Anti-Spam Legislation (CASL) applies to commercial messages, and complying with it is your responsibility. For every number and address you add to CrewDocket, you confirm that:

• you have express or implied consent to send commercial messages to it (implied consent is limited and it expires — broadly two years after a purchase, six months after an inquiry);
• you can show when and how that consent was given, if asked;
• your messages identify your business and give a way to opt out, and you honour an opt-out within ten business days.

Texting through a business number inside CrewDocket isn’t live yet. When it is, its terms — including opt-out handling and carrier registration — will be added here before you can turn it on.

8. Getting paid

CrewDocket shows your customers how to pay you (for example, your e-transfer address) and lets you record payments. Money moves directly between your customer and you. CrewDocket doesn’t hold, process or touch it, and isn’t a party to those payments.

9. Acceptable use

You won’t use CrewDocket to:

• message people who haven’t consented, or numbers from a bought, scraped or rented list;
• hold information you have no right to, such as a client list taken from a former employer;
• store card numbers, government ID numbers or health information in notes or other free-text fields;
• break into, probe, overload or interfere with the service or anyone else’s workspace;
• resell or rebrand the service without a written agreement saying you may.

10. Your data is yours

We claim no ownership of your data, and we don’t sell it, rent it, or use it for marketing. You are accountable for your customers’ personal information; we hold and process it for you, on your instructions, as your service provider. You give us the limited permission we need to store, transmit, display and process it to run the service, keep it secure, and meet the law.

We may use counts and timings about how the service is used, stripped of anything that identifies you, your crew or your customers, to run and improve it. How personal information is handled is set out in the privacy page, which is part of these terms.

11. Getting your data out

• Any time, yourself. A button in Settings downloads a copy of your whole business to your computer as a file you can open in ordinary tools. It runs in your browser from the data the app already has, so we can’t switch it off — and we won’t try to, for any reason.
• Photos are files rather than records, so that download lists them without containing them. Ask, and we’ll send you everything, photos included, within ten business days, free.

12. Ending the agreement

You can stop using CrewDocket at any time, with no notice and no fee. Email us to close your workspace. We may end the agreement with 30 days’ written notice, or immediately for a serious breach of section 9.

After it ends, your workspace stays readable for 30 days so you can take a copy, then your data is deleted from live systems within 90 days, or sooner if you ask in writing. We keep only what the law requires.

13. If CrewDocket shuts down

Small software companies can end. If we decide to shut CrewDocket down, we’ll give at least 60 days’ written notice, the download will keep working throughout, and we’ll send the complete copy in section 11 on request. You would have your data; you would not have the software.

14. Availability

There is no service-level agreement, uptime guarantee or status page. CrewDocket runs on Google Cloud and inherits its reliability, but we can’t promise it on Google’s behalf. We’ll give notice of planned work we expect to interrupt the service, and tell you when something has gone wrong.

15. Warranties and liability

We’ll run the service with reasonable skill and care. Beyond that, and as far as the law allows, it is provided as is: we don’t promise it will be uninterrupted or error-free, that a message will be delivered, or that a figure is right for your tax or payroll situation.

Neither of us is liable to the other for indirect or consequential losses, lost profits or lost data. Our total liability is limited to what you paid us in the 12 months before the claim. None of these limits apply to fraud, wilful misconduct, or anything the law doesn’t allow to be limited.

You’ll cover our costs from claims arising out of your data, your breach of section 9, or messages you sent to people who hadn’t consented.

16. Changes, law and notices

We may change these terms. For a change that materially reduces your rights, we’ll email you at least 30 days before it takes effect; if you don’t accept it, you can leave with your data under section 11.

These terms are governed by the laws of Ontario and the federal laws of Canada that apply there, and the courts of Ontario have exclusive jurisdiction. If one part is unenforceable, the rest stands. Not enforcing something isn’t giving it up.

Notices to us go to sam@crewdocket.com. Notices to you go to the email on your account.