Terms
Terms of Service
Plain-English terms for using PhaseBid to manage electrical estimating, CRM, scheduling, proposals, billing, and AI-assisted draft workflows.
Service Overview
PhaseBid provides software for electrical estimating, customer management, job tracking, scheduling, proposal preparation, file organization, templates, pricebook workflows, and AI-assisted draft estimating. You agree to use the service only for lawful business purposes.
Account Responsibility
You are responsible for your login credentials, workspace users, customer records, job records, uploaded files, estimates, proposals, and activity under your account. Keep your account information accurate and protect access to your workspace.
Subscription Billing
Paid subscriptions are billed through Stripe. By starting a paid plan, you authorize Stripe to charge the payment method connected to your account for recurring subscription fees, applicable taxes, and related charges. Plan features and prices may change with notice.
Cancellation Through Stripe Customer Portal
Subscription management, payment method updates, invoice access, and cancellation are handled through the Stripe Customer Portal from the PhaseBid Billing page. Cancellation timing and continued access depend on the subscription status and current billing period shown in Stripe and PhaseBid.
Refund Policy
Subscriptions are generally non-refundable once a billing period begins. If you believe there is a billing error or unusual circumstance, contact support and we will review the issue in good faith.
AI Estimate Disclaimer
AI outputs are editable drafts only. AI-generated estimates are not professional advice, legal advice, engineering advice, code advice, permit advice, or final bids. You must review and adjust AI output before using it with a customer.
Electrical and Code Disclaimer
You are responsible for verifying pricing, material availability, labor needs, job conditions, applicable NEC requirements, local code rules, permits, inspections, utility requirements, and AHJ requirements before sending a proposal or performing work.
No Guarantee of Estimate Accuracy
PhaseBid does not guarantee that estimates, templates, pricebook data, AI drafts, proposal text, tax values, permit fees, discounts, totals, schedules, or scope notes are accurate, complete, profitable, code compliant, or suitable for a specific job.
Proposal Review
You are responsible for reviewing every proposal before sending it to a customer, including scope, exclusions, assumptions, terms, pricing, dates, customer information, job information, and any code or permit language.
Limitation of Liability
To the maximum extent allowed by law, PhaseBid is not liable for lost profits, lost revenue, lost business, project losses, inaccurate estimates, code issues, permit issues, customer disputes, indirect damages, incidental damages, special damages, or consequential damages arising from use of the service.
Termination
We may suspend or terminate access if you violate these terms, misuse the service, fail to pay required fees, create security risk, or create risk for the service or other users. You may stop using the service at any time.
Contact
Questions about these terms can be sent to customerservice@phasebid.com.