Terms of Service

Terms of Service

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Last Updated on June 20, 2026

Please read these Terms of Service carefully. These Terms of Service, together with any documents referenced in them, govern your access to and use of FieldDoc AI, including our website, mobile or progressive web application, software, tools, document-generation features, payment-request features, approval pages, integrations, and related services.

These Terms form a binding agreement between you and FieldDoc AI. In these Terms, “FieldDoc AI,” “we,” “us,” and “our” refer to FieldDoc AI. “You” and “your” refer to the person or business using the Service.

By creating an account, accessing the Service, clicking to accept these Terms, or using any part of the Service, you agree to these Terms.

If you are using the Service on behalf of a company, business, or other organization, you represent that you have authority to bind that organization to these Terms. In that case, “you” and “your” refer to both you individually and the organization you represent.

If you do not agree to these Terms, do not use the Service.

1. Overview of the Service

FieldDoc AI is a software tool designed to help contractors and construction professionals create, manage, send, and track project documents and related workflows.

The Service may include features for:

  • Change orders

  • Invoices

  • T&M tickets

  • Daily logs

  • Voice transcription and AI-assisted document creation

  • Line items, pricing, credits, schedule impacts, and payment terms

  • PDF generation

  • Client approval pages

  • Digital signatures and signed confirmations

  • Payment requests through third-party payment providers

  • Uploaded photos, files, and attachments

  • Notifications, activity logs, and document tracking

  • Job and client record management

  • Accounting integrations and sync features, including syncing eligible invoices, approved change orders, and T&M tickets to connected accounting platforms such as QuickBooks

FieldDoc AI is intended to assist with documentation, workflow management, payment-request workflows, and accounting-sync workflows. It does not replace your professional judgment, accounting review, legal review, contract review, tax review, or responsibility for the accuracy of project documents and business records.

2. Eligibility

You must be at least 18 years old, or the age of majority in your jurisdiction, to use the Service. By using the Service, you represent that you are legally permitted to enter into these Terms and use the Service.

The Service is intended for business and professional use. It is not intended for children.

3. Accounts and Account Security

To use certain features, you may need to create an account and provide accurate, current, and complete information. You agree to keep your account information up to date.

You are responsible for maintaining the confidentiality of your login credentials and for all activity that occurs under your account. You agree to notify us promptly if you suspect unauthorized access to your account.

If your account is used by a business, the business account owner is responsible for all users, employees, contractors, or other authorized individuals who access the account. You are responsible for ensuring that anyone you allow to use your account complies with these Terms.

We may suspend or restrict access if we believe an account has been compromised, is being misused, or is being used in violation of these Terms.

4. User Responsibility for Content and Documents

You are solely responsible for all information, data, text, audio, photos, files, documents, pricing, descriptions, quantities, rates, scope, taxes, payment terms, schedule impacts, signatures, approvals, and other content you enter, upload, record, send, approve, sync, or generate through the Service.

This content is referred to in these Terms as “User Content.”

You are responsible for reviewing and confirming the accuracy of all documents before sending them to clients, requesting payment, obtaining signatures, relying on approvals, syncing them to accounting platforms, or using them in your business.

FieldDoc AI does not independently verify your pricing, quantities, labor rates, material costs, tax calculations, legal terms, project scope, contract requirements, building code compliance, permit obligations, lien rights, insurance obligations, accounting treatment, bookkeeping categories, or other business or legal requirements.

You agree that:

  • You are responsible for the accuracy of all documents generated through the Service.

  • You are responsible for reviewing AI-generated drafts before use.

  • You are responsible for confirming all amounts, line items, schedules, terms, taxes, and client-facing information before sending documents to clients.

  • You are responsible for reviewing any records synced to third-party accounting platforms, including QuickBooks, before relying on them for accounting, bookkeeping, reporting, tax, payment collection, or business decisions.

  • You are responsible for obtaining any necessary client, homeowner, employee, subcontractor, or third-party permissions before entering or sharing their information through the Service.

  • You are responsible for maintaining your own backups of important business records.

5. AI, Voice Transcription, and Automated Drafts

FieldDoc AI may use artificial intelligence, machine learning, transcription, deterministic parsing, or similar technologies to help create draft documents from voice recordings, typed text, uploaded information, or other inputs.

AI and transcription features are provided to assist you, but they may be inaccurate, incomplete, delayed, biased, or may misinterpret your instructions. Outputs may include incorrect pricing, quantities, descriptions, names, dates, payment settings, document type selection, customer information, accounting-sync data, or other information.

You agree that:

  • AI-generated content is a draft only until you review and approve it.

  • You are solely responsible for reviewing, editing, and confirming AI-generated documents before sending, approving, signing, syncing, or relying on them.

  • The Service does not provide legal, accounting, tax, construction, estimating, engineering, architectural, insurance, lending, investment, financial planning, or other professional advice.

  • You should consult qualified professionals when needed.

  • You should not rely on the Service for critical decisions without independent review.

You may not use AI or transcription features to process unlawful content, infringe others’ rights, bypass security controls, extract confidential information, or generate misleading, fraudulent, harmful, or illegal content.

6. Digital Signatures, Approvals, and Client-Facing Pages

The Service may allow you to send documents for review, approval, signature, payment, comment, or other action through client-facing pages or links.

You are responsible for determining whether digital signatures, approvals, email confirmations, offline approval records, or related records are legally sufficient for your specific project, contract, customer, jurisdiction, or business purpose.

FieldDoc AI may record information related to approvals and signatures, such as signer name, email address, signature mark, approval method, timestamp, document snapshot, and related metadata.

Client approval or signature features do not guarantee enforceability, collectability, legal compliance, or dispute-free outcomes. FieldDoc AI is not responsible for disputes between you and your clients, homeowners, subcontractors, employees, vendors, or other third parties.

7. Payment Requests and Third-Party Payment Providers

FieldDoc AI may allow you to create and send payment requests using third-party payment providers such as Stripe, Square, or other providers made available through the Service.

FieldDoc AI is not a bank, payment processor, escrow service, money transmitter, or financial institution. Online payments are processed by third-party payment providers, and your use of those providers is subject to their own terms, policies, fees, risk rules, underwriting, restrictions, and privacy practices.

You are responsible for:

  • Connecting and maintaining your payment provider account.

  • Ensuring your business is eligible to use the selected payment provider.

  • Paying all provider fees, chargebacks, reversals, disputes, taxes, and related costs.

  • Ensuring payment requests are accurate and lawful.

  • Ensuring your clients understand what they are paying for.

  • Recording offline or manual payments accurately.

  • Reconciling payments with your payment provider, bank records, accounting system, and business records.

FieldDoc AI may create, update, replace, or route payment links based on your settings, provider availability, document status, and payment-request actions. We do not guarantee that a payment request will be delivered, opened, paid, or successfully processed.

A document marked as paid, partially paid, awaiting payment, or overdue is based on information available in the Service and may depend on third-party provider updates or manual entries. You are responsible for confirming payment status and resolving payment disputes.

8. Accounting Sync and QuickBooks Integration

FieldDoc AI may allow you to connect third-party accounting platforms, including QuickBooks, to sync eligible documents and related records.

If you connect QuickBooks or another accounting platform, you authorize FieldDoc AI to send applicable customer, job, document, invoice, approved change order, T&M ticket, line item, amount, tax, document number, and related sync information to that platform so accounting records may be created or updated in your connected account.

You are responsible for reviewing all synced accounting records for accuracy. FieldDoc AI does not guarantee that synced records will be complete, correct, properly categorized, tax-compliant, or suitable for your accounting, bookkeeping, reporting, tax, payment collection, or business needs.

FieldDoc AI currently uses QuickBooks accounting sync features only and does not use the QuickBooks Payments API. Payment processing, if enabled, is handled through separate third-party payment providers such as Stripe or Square.

You are responsible for:

  • Connecting the correct QuickBooks or accounting company.

  • Confirming that synced customers, invoices, line items, amounts, taxes, and records are accurate.

  • Reviewing accounting records before relying on them.

  • Reconciling FieldDoc AI records with your accounting system, payment providers, bank records, and business records.

  • Disconnecting integrations you no longer wish to use.

Third-party accounting platforms may change their APIs, access rules, permissions, fees, approval requirements, or available features. We are not responsible for those changes or for any loss, error, outage, rejection, delay, duplicate, or sync issue caused by a third-party accounting provider.

9. Subscriptions, Trials, Billing, and Cancellation

Certain features of the Service may require a paid subscription. Subscription prices, billing intervals, included features, usage limits, and available plans may be displayed on our website, in the app, or during checkout.

FieldDoc AI may offer a free trial. If a free trial is offered without requiring a payment method, you will not be charged automatically at the end of the trial unless you choose to subscribe and provide payment information. After a trial ends, access to some features may be limited unless you subscribe.

Unless otherwise stated, paid subscriptions renew automatically until canceled. By purchasing a paid subscription, you authorize us and our payment processor to charge your payment method for recurring subscription fees, applicable taxes, and any other charges you agree to.

Unless otherwise stated in writing:

  • Subscription fees are billed in advance.

  • Subscription fees are non-refundable.

  • Partial billing periods are not refunded or credited.

  • Canceling a subscription stops future renewals but does not automatically refund prior charges.

  • We may change pricing or plan features with notice where required.

You are responsible for keeping your billing information current. We may suspend, restrict, or make your account read-only if payment fails, if your subscription expires, or if fees remain unpaid.

10. Taxes

You are responsible for all taxes, duties, levies, or government charges associated with your use of the Service, your subscription, your business, your documents, and your payments to or from clients.

FieldDoc AI may calculate, display, or allow entry of taxes on documents, but you remain responsible for determining whether taxes apply, what rate applies, whether tax calculations are correct, and how taxes should be handled in your accounting records.

11. User Content Ownership and License
As between you and FieldDoc AI, you retain ownership of your User Content.

By submitting, uploading, recording, generating, sending, syncing, or storing User Content through the Service, you grant FieldDoc AI a non-exclusive, worldwide, royalty-free license to use, host, store, copy, transmit, display, process, modify, and create derivative works of your User Content as necessary to:

  • Provide and operate the Service.

  • Generate documents and PDFs.

  • Process voice transcription and AI-assisted drafts.

  • Send emails, notifications, approvals, signatures, comments, and payment requests.

  • Store attachments and document records.

  • Sync eligible records with connected third-party services, including accounting platforms.

  • Provide support and troubleshoot issues.

  • Improve, secure, and maintain the Service.

  • Comply with legal obligations.

We may also use aggregated or de-identified information derived from use of the Service for analytics, research, security, product improvement, and business purposes, provided it does not identify you or your clients personally.

You represent that you have all rights, permissions, and authority necessary to provide User Content to the Service and grant the license above.

12. Our Intellectual Property

The Service, including software, design, interfaces, workflows, templates, graphics, logos, trademarks, service marks, documentation, and other materials provided by FieldDoc AI, is owned by FieldDoc AI or its licensors and is protected by intellectual property and other laws.

Subject to these Terms, we grant you a limited, non-exclusive, non-transferable, revocable license to access and use the Service for your internal business purposes.

You may not copy, modify, distribute, sell, lease, reverse engineer, scrape, decompile, or create derivative works from the Service except as permitted by law or with our written permission.

Third-party names, logos, and marks, including QuickBooks, Intuit, Stripe, Square, and other provider names or marks, belong to their respective owners. Use of those names or marks does not imply endorsement unless expressly stated.

13. Acceptable Use

You agree not to use the Service to:

  • Violate any law, regulation, contract, or third-party right.

  • Upload or transmit unlawful, harmful, abusive, defamatory, obscene, discriminatory, fraudulent, or misleading content.

  • Infringe intellectual property, privacy, publicity, or other rights.

  • Send spam, unauthorized marketing, fraudulent payment requests, or deceptive communications.

  • Upload malware, viruses, or harmful code.

  • Interfere with or disrupt the Service.

  • Attempt to gain unauthorized access to accounts, systems, data, or networks.

  • Reverse engineer, scrape, crawl, or extract data from the Service except as allowed by us.

  • Circumvent security, rate limits, usage limits, or account restrictions.

  • Misrepresent your identity, business, authority, or affiliation.

  • Use the Service to create, send, approve, sign, sync, or request payment for documents you know are false, fraudulent, unlawful, or unauthorized.

  • Use the Service in a way that could harm FieldDoc AI, other users, clients, service providers, or the public.

We may suspend or terminate accounts that violate these rules.

14. Third-Party Services and Integrations

The Service may integrate with or depend on third-party services, including payment providers, accounting platforms, email delivery providers, cloud hosting providers, AI/transcription providers, analytics tools, authentication services, file storage providers, or other third-party platforms.

Your use of third-party services may be subject to separate terms, privacy policies, fees, restrictions, account requirements, and availability. FieldDoc AI is not responsible for third-party services, including their availability, security, errors, outages, fees, data practices, account decisions, or changes to their APIs, features, or requirements.

If you connect or use a third-party integration, you authorize us to share information with that provider as needed to provide the requested feature.

You are responsible for complying with all applicable third-party terms and for maintaining your own third-party accounts. We may change, suspend, or discontinue integrations if required by a third-party provider, if the provider changes its services, if the integration creates security or legal concerns, or if we otherwise decide to modify the Service.

15. Mobile/PWA Use, Internet Access, and Offline Functionality

The Service may be available through a website, mobile browser, or progressive web app. Your mobile carrier, internet provider, device manufacturer, browser, or operating system may affect availability and functionality.

You are responsible for any data charges, internet access, device requirements, updates, and compatibility issues related to your use of the Service.

Certain features require an internet connection, including voice transcription, AI processing, email sending, payment requests, online sync, accounting sync, and PDF generation. Offline manual draft features, if available, may be limited and may rely on local browser or device storage. Local offline data may be lost if your device, browser, or operating system clears storage.

16. Privacy

Your use of the Service is also governed by our Privacy Policy. The Privacy Policy explains how we collect, use, store, and share information. By using the Service, you agree that we may process information as described in the Privacy Policy.

17. Confidentiality

In using the Service, each party may receive non-public information that a reasonable person would understand to be confidential. Each party agrees to use reasonable care to protect the other party’s confidential information and to use it only as necessary to perform obligations or exercise rights under these Terms.

This section does not restrict disclosures required by law, court order, subpoena, or government request, or disclosures to service providers, advisors, contractors, or representatives who need the information to support the Service and are subject to confidentiality obligations.

18. Feedback

If you provide suggestions, ideas, comments, feedback, reviews, bug reports, or feature requests, you grant us the right to use them without restriction or compensation to you. We may use feedback to improve, market, develop, or modify the Service.

19. Beta Features

We may offer beta, experimental, preview, or early-access features. Beta features may be incomplete, unstable, inaccurate, unavailable, or changed at any time.

Beta features are provided “as is” and may be discontinued without notice. We are not liable for harm or loss arising from beta features to the fullest extent permitted by law.

20. Availability, Changes, and Service Limits

We may modify, suspend, discontinue, limit, or update the Service or any feature at any time. We may also establish usage limits, storage limits, rate limits, or other restrictions.

We do not guarantee that the Service will be uninterrupted, error-free, secure, or available at all times. The Service may be unavailable due to maintenance, outages, third-party failures, internet issues, security events, or other causes.

You are responsible for maintaining independent copies and backups of important business records.

21. Suspension and Termination

You may stop using the Service or cancel your account or subscription according to the available account settings or billing process.

We may suspend, restrict, or terminate your account or access to the Service if:

  • You violate these Terms.

  • You fail to pay fees when due.

  • Your use creates risk, harm, legal exposure, or security concerns.

  • We believe your account has been compromised.

  • We are required to do so by law or a third-party provider.

  • We discontinue the Service or a material feature.

Termination may result in loss of access to your account, documents, data, files, integrations, and features.

Certain provisions of these Terms will survive termination, including payment obligations, intellectual property rights, disclaimers, limitations of liability, indemnification, dispute terms, and any other terms that by their nature should survive.

22. Data Retention and Export

We may retain data as described in our Privacy Policy, including where necessary for legal, compliance, audit, tax, fraud prevention, payment, security, backup, dispute-resolution, or legitimate business purposes.

You are responsible for exporting or saving copies of important documents and records before canceling your account or losing access. We are not responsible for failure to export your data before termination or deletion, except where required by law.

Disconnecting an integration, such as QuickBooks, Stripe, or Square, may stop new sync or payment actions through that integration but may not delete historical records, activity logs, payment records, accounting-sync records, documents, or business records retained in the Service.

23. Disclaimers

THE SERVICE IS PROVIDED “AS IS” AND “AS AVAILABLE.”

TO THE FULLEST EXTENT PERMITTED BY LAW, FIELDDOC AI DISCLAIMS ALL WARRANTIES, WHETHER EXPRESS, IMPLIED, STATUTORY, OR OTHERWISE, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, NON-INFRINGEMENT, ACCURACY, RELIABILITY, AVAILABILITY, AND ERROR-FREE OPERATION.

FIELDDOC AI DOES NOT WARRANT THAT:

  • THE SERVICE WILL MEET YOUR REQUIREMENTS.

  • DOCUMENTS GENERATED THROUGH THE SERVICE WILL BE ACCURATE, COMPLETE, LEGALLY SUFFICIENT, OR ENFORCEABLE.

  • AI OR TRANSCRIPTION OUTPUTS WILL BE ACCURATE OR ERROR-FREE.

  • PAYMENT REQUESTS WILL BE DELIVERED, OPENED, PAID, OR PROCESSED.

  • DIGITAL SIGNATURES OR APPROVALS WILL BE LEGALLY VALID IN EVERY CIRCUMSTANCE.

  • ACCOUNTING SYNC RECORDS WILL BE COMPLETE, ACCURATE, TAX-COMPLIANT, OR SUITABLE FOR YOUR ACCOUNTING OR BOOKKEEPING NEEDS.

  • THE SERVICE WILL BE UNINTERRUPTED, SECURE, OR AVAILABLE AT ALL TIMES.

  • ERRORS WILL BE CORRECTED.

You use the Service at your own risk.

24. Limitation of Liability

TO THE FULLEST EXTENT PERMITTED BY LAW, FIELDDOC AI AND ITS OWNERS, OFFICERS, EMPLOYEES, CONTRACTORS, AFFILIATES, SERVICE PROVIDERS, AND LICENSORS WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, PUNITIVE, OR LOST-PROFIT DAMAGES, INCLUDING DAMAGES FOR LOST REVENUE, LOST BUSINESS, LOST DATA, PAYMENT DISPUTES, CLIENT DISPUTES, CONSTRUCTION DISPUTES, DELAYS, ERRORS, OMISSIONS, DOCUMENT INACCURACIES, ACCOUNTING SYNC ERRORS, TAX ISSUES, THIRD-PARTY INTEGRATION FAILURES, OR UNAUTHORIZED ACCESS, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

TO THE FULLEST EXTENT PERMITTED BY LAW, FIELDDOC AI’S TOTAL LIABILITY FOR ANY CLAIM ARISING OUT OF OR RELATED TO THESE TERMS OR THE SERVICE WILL NOT EXCEED THE GREATER OF:

  • THE AMOUNT YOU PAID TO FIELDDOC AI FOR THE SERVICE IN THE THREE MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM; OR

  • ONE HUNDRED DOLLARS ($100).

Some jurisdictions do not allow certain limitations of liability, so some limitations may not apply to you.

25. Indemnification

To the fullest extent permitted by law, you agree to defend, indemnify, and hold harmless FieldDoc AI and its owners, officers, employees, contractors, affiliates, service providers, and licensors from and against any claims, damages, losses, liabilities, costs, and expenses, including reasonable attorneys’ fees, arising out of or related to:

  • Your use of the Service.

  • Your User Content.

  • Your documents, approvals, signatures, payment requests, accounting syncs, or client communications.

  • Your business dealings with clients, homeowners, subcontractors, employees, vendors, or other third parties.

  • Your violation of these Terms.

  • Your violation of law or third-party rights.

  • Your inaccurate, unlawful, or unauthorized use of client or project information.

  • Your payment disputes, chargebacks, refunds, taxes, accounting records, or provider issues.

  • Your reliance on AI-generated or transcription-generated outputs.

  • Your use of third-party services or integrations.

We reserve the right to control the defense of any matter subject to indemnification, and you agree to cooperate with our defense.

26. Disputes Between Contractors and Clients

FieldDoc AI is not a party to your contracts, projects, payments, disputes, or relationships with your clients, homeowners, subcontractors, vendors, employees, or other third parties.

You are solely responsible for resolving disputes involving your work, pricing, scope, payment, workmanship, timing, approvals, signatures, documents, taxes, refunds, chargebacks, accounting records, or project obligations.

We may provide records or technical support where appropriate, but we have no obligation to mediate or resolve disputes between you and third parties.

27. Governing Law and Dispute Resolution

These Terms and any dispute arising out of or related to these Terms or the Service will be governed by the laws of the State of Connecticut, without regard to conflict-of-law principles, unless another jurisdiction is required by applicable law.

Before filing a claim, you agree to first contact us and attempt to resolve the dispute informally.

If the dispute cannot be resolved informally, the parties agree to bring claims only in the state or federal courts located in Connecticut, unless another venue is required by applicable law.

28. Changes to These Terms

We may update these Terms from time to time. If we make material changes, we may notify you by email, in-app notice, or by updating the “Last updated” date above.

Your continued use of the Service after updated Terms become effective means you accept the updated Terms. If you do not agree to the updated Terms, you must stop using the Service.

29. General Terms
These Terms, together with the Privacy Policy and any other terms incorporated by reference, make up the entire agreement between you and FieldDoc AI regarding the Service.

If any part of these Terms is found invalid or unenforceable, the remaining parts will remain in effect.

Our failure to enforce any provision is not a waiver of our right to do so later.

You may not assign these Terms without our prior written consent. We may assign these Terms in connection with a merger, acquisition, sale of assets, restructuring, or by operation of law.

We are not liable for delay or failure to perform caused by events beyond our reasonable control, including internet outages, cloud provider failures, payment provider failures, accounting provider failures, natural disasters, labor disputes, government actions, war, terrorism, cyberattacks, or other force majeure events.

30. Contact

If you have questions about these Terms, contact us at:

FieldDoc AI
Attn: Legal
Email: support@fielddocai.com
Mailing Address: 1656 Meriden-Waterbury Turnpike #1002, Milldale, CT 06467