Last updated: August 6, 2026

Effective: August 17, 2026

Welcome to Cleri. These Terms and Conditions ("Terms") govern your access to and use of Cleri, a field service management platform. By creating an account or using Cleri, you agree to these Terms and our Privacy Policy. If you do not agree, do not use the platform.

1. About Cleri

Cleri is all-in-one field service management software designed for contractors, technicians, and service teams. The platform includes a web dashboard, mobile Crew App, and AI assistant (Cleo). It allows you to schedule jobs, manage field crews, dispatch teams, send estimates, generate invoices, accept payments, communicate with customers, and track performance.

2. Eligibility

You must be at least 18 years old and legally able to enter into this agreement. By registering an account, you confirm the information you provide is accurate and complete. If you are using Cleri on behalf of a business, you represent that you have authority to bind that business to these Terms.

3. Account registration and security

You are responsible for maintaining the confidentiality of your login credentials. Each user must have a unique account. You agree to notify us immediately of any unauthorized use. Cleri is not liable for losses due to unauthorized account access that results from your failure to protect your credentials.

4. License to use the platform

Cleri grants you a limited, non-exclusive, non-transferable, revocable license to access and use the platform solely for your internal business purposes, subject to compliance with these Terms. This license does not include the right to sublicense, resell, or redistribute the platform or any of its features.

5. Subscription plans and billing

Base plan: $100/month for 1 active user.
Additional users: $20/month per active user (counted if logged in for 5+ minutes in a billing cycle).
Payment processing: via Stripe.
Stripe fees: 2.9% + $0.30 per card transaction; 1% per ACH transaction (max $10); +1% for international cards.

You authorize Cleri and Stripe to charge your selected payment method on a recurring basis. All fees are non-refundable unless required by law. We may change pricing with at least 30 days' notice; continued use after the change constitutes acceptance.

6. Third-party integrations and authorized access

6.1 Authorization

Cleri connects with third-party services (including Google Gmail, Google Calendar, Stripe, QuickBooks, HubSpot, and others) to provide platform features. When you connect a third-party service, you:

Authorize Cleri to access your account on that service using OAuth or other secure authentication protocols.
Grant Cleri permission to read, write, and act on your behalf within the scope of the permissions you approve. This may include reading and sending emails, creating and modifying calendar events, accessing contact and financial records, and processing payments.
Acknowledge that Cleri will access only the data and permissions necessary to provide the features you enable.

6.2 Your responsibilities

You are responsible for:

Ensuring you have the authority to authorize Cleri's access to third-party accounts (for example, if you connect a company Gmail account, you must have authority to grant that access).
Reviewing the permissions requested during the authorization process.
Complying with the terms of service of each third-party service you connect.

6.3 Revoking access

You may disconnect any third-party integration at any time through your Cleri account settings. You may also revoke access directly through the third-party service (for example, through your Google Account security settings). Disconnecting an integration will stop future data access but will not delete data already synced to Cleri.

6.4 Third-party terms

Third-party services are governed by their own terms and privacy policies. Cleri is not responsible for the availability, accuracy, or practices of third-party services. If a third-party service changes its terms or becomes unavailable, Cleri is not liable for any resulting disruption.

6.5 Stripe

Payment processing services are provided by Stripe and are subject to the Stripe Connected Account Agreement and the Stripe Privacy Policy. By using Cleri's payment features, you agree to be bound by Stripe's terms. You authorize Cleri to share transaction information with Stripe as necessary to facilitate payments, refunds, and payouts.

7. Communications sent on your behalf

7.1 Email

When you connect an email account (such as Gmail) to Cleri, the platform may send emails on your behalf, including appointment confirmations, estimate and invoice delivery, payment receipts, and other customer communications. You are solely responsible for the content and recipients of emails sent through the platform.

7.2 Compliance with email laws

You agree to comply with all applicable laws governing email communications, including the CAN-SPAM Act, CASL, and GDPR as applicable. This means:

You will only send emails to recipients who have a legitimate business relationship with you or who have consented to receive communications.
You will not use Cleri to send unsolicited bulk email (spam).
All emails will include accurate sender information and a way for recipients to opt out of future communications.
You will honor opt-out requests promptly.

7.3 Cleri's right to restrict

Cleri reserves the right to suspend or limit email sending features for any account that we reasonably believe is being used to send spam, violates email laws, or generates excessive complaints or bounces. We will notify you before or promptly after taking such action.

8. AI features (Cleo and related tools)

8.1 Scope

Cleri provides AI-powered features including Cleo (a conversational assistant), smart scheduling, estimate generation, and workflow suggestions. These features use artificial intelligence to process your data and provide recommendations, automate tasks, and generate content.

8.2 Accuracy

AI-generated content (estimates, suggestions, summaries, responses) is provided as a tool to assist you. You are responsible for reviewing and approving any AI-generated output before it is sent to customers, submitted as a quote, or used as the basis for business decisions. Cleri does not guarantee the accuracy, completeness, or appropriateness of AI-generated content.

8.3 Data use

Your data is processed by AI features solely to provide functionality within your account. We do not use your data to train generalized AI models. See our Privacy Policy for full details on AI data handling.

9. Data ownership and usage

You own your data. By using Cleri, you grant us a non-exclusive, worldwide license to use, process, and store your data solely to provide, maintain, and improve the Cleri platform. This license terminates when you delete your data or close your account (subject to legal retention requirements).

We may generate anonymized, aggregated insights from platform usage data (such as industry trends and feature usage patterns). These insights will never identify you or your customers.

Refer to our Privacy Policy for full details on data handling.

10. Your responsibilities as a data controller

If you use Cleri to collect, store, or process personal data of your end customers (homeowners, property managers, tenants, etc.), you are the data controller for that data. As a data controller, you are responsible for:

Having a lawful basis to collect and process your customers' data.
Providing your customers with appropriate privacy notices.
Responding to data subject requests (access, deletion, correction) from your customers.
Ensuring that your use of Cleri complies with applicable data protection laws (including GDPR, CCPA, and others).

Cleri acts as your data processor and will process end-customer data solely on your behalf and according to your instructions, as further described in our Privacy Policy and any applicable Data Processing Agreement.

11. Acceptable use

You agree not to:

Violate any applicable laws, regulations, or third-party rights.
Share login credentials or allow unauthorized access to your account.
Send spam, phishing, or other unsolicited communications through the platform.
Upload or transmit malicious code, viruses, or harmful content.
Reverse-engineer, decompile, or attempt to extract the source code of the platform.
Scrape, data-mine, or systematically extract data from the platform.
Use the platform to harass, abuse, or harm others.
Interfere with or disrupt the platform or its infrastructure.
Use AI features to generate content that is illegal, deceptive, or harmful.

Violations may result in suspension or termination of your account, with or without notice.

12. Intellectual property

All intellectual property in Cleri's software, content, branding, AI models, and platform design remains the property of Cleri or our licensors. These Terms do not grant you any rights to our intellectual property except the limited license in Section 4.

Content you create using Cleri (estimates, invoices, communications) belongs to you. AI-generated suggestions provided by Cleo are licensed to you for your business use.

13. Feedback and suggestions

Any feedback, suggestions, or ideas you submit to Cleri become our property. We may use them without obligation to compensate you. If you prefer to share feedback under different terms, please contact us before submitting.

14. Service availability

We target 99.9% uptime but do not guarantee uninterrupted or error-free service. We may temporarily suspend access for maintenance, updates, security patches, or infrastructure changes. We will provide advance notice of planned downtime when possible.

15. Termination and suspension

By you: you can cancel your subscription and close your account at any time through your dashboard or by contacting support. Access ends at the close of your current billing period.

By us: we may suspend or terminate your account for violations of these Terms, non-payment, fraud, or activity that threatens the security or integrity of the platform. We will provide notice and an opportunity to cure where practicable, except in cases of serious or repeated violations.

Effect of termination: upon termination, your license to use the platform ends. You may request export of your data for up to 30 days after termination. After 30 days, your data will be deleted in accordance with our Privacy Policy.

16. Limitation of liability

To the fullest extent allowed by law, Cleri is not liable for indirect, incidental, special, consequential, or punitive damages, including lost profits, lost data, business interruption, or cost of substitute services.

Our total aggregate liability for any claims arising from or related to these Terms or the platform will not exceed the total fees paid by you to Cleri in the 12 months preceding the claim.

These limitations apply regardless of the legal theory (contract, tort, negligence, strict liability, or otherwise) and even if we have been advised of the possibility of such damages.

17. Indemnification

You agree to indemnify, defend, and hold harmless Cleri, its officers, directors, employees, and affiliates from and against any claims, liabilities, damages, losses, costs, or expenses (including reasonable legal fees) arising from:

Your use of the platform.
Your violation of these Terms.
Your violation of any applicable law or third-party rights.
Content you create, send, or distribute through the platform.
Your end customers' claims related to data you collected or processed using Cleri.

18. Dispute resolution

All disputes arising from or related to these Terms will be resolved by binding arbitration administered by the American Arbitration Association under its Commercial Arbitration Rules. Arbitration will be conducted in Delaware, USA.

You and Cleri each waive the right to a jury trial and the right to participate in a class action, collective action, or representative proceeding.

For claims under $10,000, arbitration may be conducted entirely online. Either party may seek injunctive relief in a court of competent jurisdiction to prevent irreparable harm.

19. Governing law

These Terms are governed by and construed under the laws of the State of Delaware, without regard to conflict of law principles.

20. Force majeure

Cleri is not responsible for delays or failures in performance due to events beyond our reasonable control, including natural disasters, war, terrorism, pandemics, government actions, power failures, internet outages, or third-party service disruptions.

21. API and webhook access

If Cleri provides application programming interfaces (APIs), webhooks, or other programmatic access to platform data or functionality:

Access is subject to these Terms and any additional API-specific documentation we publish.
You may only use APIs and webhooks for purposes consistent with the platform's intended use and your subscription plan.
Cleri may impose rate limits, usage quotas, or other technical restrictions on API access. Exceeding these limits may result in temporary throttling or suspension of access.
You are responsible for the security of your API keys and webhook endpoints. Do not share API credentials or expose them in client-side code.
Data received through APIs and webhooks is subject to the same data protection obligations described in these Terms and our Privacy Policy.
Cleri may modify, deprecate, or discontinue APIs or webhook functionality with reasonable notice. We will make reasonable efforts to provide at least 90 days' notice before removing functionality that your integration depends on.
You may not use APIs to build a product that competes with Cleri, to scrape or bulk-export data beyond what your subscription permits, or to circumvent platform usage limits.

22. Assignment

Cleri may assign these Terms and your account in the event of a merger, acquisition, reorganization, or sale of assets. You may not assign your rights or obligations under these Terms without our prior written consent.

23. Severability and waiver

If any provision of these Terms is held invalid or unenforceable, the remaining provisions remain in full force. Our failure to enforce any provision is not a waiver of our right to enforce it later.

24. Entire agreement

These Terms, together with our Privacy Policy and any Data Processing Agreement, constitute the entire agreement between you and Cleri regarding the platform. They supersede all prior agreements, communications, and understandings.

25. Changes to these Terms

We may modify these Terms from time to time. When we make material changes, we will:

Update the "Last updated" date at the top of this page.
Notify you via email or in-app alert at least 30 days before the changes take effect.

Your continued use of Cleri after the effective date of changes constitutes acceptance of the updated Terms. If you do not agree to the changes, you may close your account before the effective date.

26. Contact us

Questions about these Terms:

Email: info@cleri.ai
Address: 338 Main Street #17, Longmont, CO 80501
Website: https://cleri.ai

Terms & Conditions for Cleri