By creating an account with us, you explicitly agree to an ongoing subscription (until cancelled) and agree to the following policy and terms.  If you do not agree, do not continue.  For those that do, we look forward to growing with you.

Your card will only be charged at the end of the trial and at renewal unless you cancel from within your account in advance as mentioned in section 2. Refunds are provided as outlined in section 4. You will receive a copy of the email cancellation. If you do not have one, the account has not been cancelled.

• 1.0 – Reminder Notifications
• 2.0 – Cancellation Policy
• 3.0 – Automatic Renewal
• 4.0 – Refund Policy
• 5.0 – 100 Day Money-Back Guarantee
• 6.0 – Payment Disputes
• 7.0 – Account Downgrade
• 8.0 – Account Deactivation
• 9.0 – Free Month Promotions

Contractor Foreman is a family-owned business and we look forward to the opportunity to serve you.  It’s unlikely that there will be any complications, but due to some bad actors, we were asked to create a written policy that everyone must agree to prior to creating a subscription.  In the event of a dispute, your bank will refer to this policy to verify that payments and refunds were processed as outlined below. We look forward to serving you.

1.0 – Reminder Notifications

Upon creating an account, we will send you an Account Info email that contains your credentials, Trial Start, Trial End, Select Plan Name, Amount, and Cancellation Instructions.  If the email address or the selected plan needs to be changed, reply to the email and let us know immediately.  On day 22 of the trial, we will send a reminder that includes the plan details and the amount your card will be charged at the end of the trial and and cancelation instructions.  It is our recommendation that you create a calendar event to remind yourself in advance of the trial ending.  You can see your renewal date, plan details, request a card update link, and submit a cancellation by going to Settings > Subscription.

2.0 – Cancellation Policy

Our cancellation policy is super simple.  Your account administrator must cancel the subscription from the website by going to Menu > Settings > Subscription and submitting the cancellation form. Once you fill out the form, a copy will be sent to you for your records.  The submission date is used to determine the refund amount (see Sec 4.0 – Refund Policy).  If you do not have a copy of the cancelation form, then your account has not been canceled and you should not assume that it has been cancelled.  If this happens, contact support immediately.  Please remember that cancellation requests made any other way will not result in a cancellation.  Your sales rep, the chat team, not anyone else can cancel your account – only you can by doing so within Settings > Subscription > Cancel.  You can also go here using this link to access the cancellation form (available to admins only).

3.0 – Automatic Renewal

When you start a subscription with Contractor Foreman, you do so with the understanding that we will provide you with a 30-day free trial in which there will not be any charges made during the trial.  Day 1 of the trial will begin the moment your account is created and it will conclude after the 30th 24-hour period has ended.  If the account is cancelled (as required in the Cancellation Policy Sec 4.0) prior to the trial ending, your account will be cancelled and there will not be any charges made to your account.  If your account is not cancelled (per the Sec 4.0 Cancelation Policy) before the trial ends or before your automatic subscription renewal, your card will be automatically charged.  You must cancel as instructed in the Cancelation Policy to prevent the charge.  It is our recommendation that you create a calendar event to remind yourself in advance of the renewal.

4.0 – Refund Policy

You are giving Contractor Foreman explicit permission to charge your card automatically at the end of the trial and with each subscription renewal. Your account is eligible for a refund based on the date in which you submit the cancellation request from your account (Settings > Subscription > Cancel).  We do not issue pro-rated refunds based on days used/remaining.

1-5 days of being charged = 75% refund + 25% credit on file for future use
6-30 days of being charged = 50% refund + 50% credit on file for future use
31-60 days of being charged = 25% refund
60-90 days of being charged = 15% refund
91+ days of being charged = 0% refund

5.0 – 100 Day Money-Back Guarantee

Some companies have a refund policy for 7 days… maybe 30 days.  We are so confident in Contractor Foreman that we give you up to 100-days to request a refund if you are not satisfied and no longer wish to use it. This guarantee is only available for annual plans and it does require that a few conditions be met prior to you requesting to cancel.  Why do we have these requirements in place? Our goal is to see you succeed and we want you to make a decision about Contractor Foreman based on you using it.  If you have given it a shot and it’s not for you, we understand.

Prior to requesting a refund, you must have…

• Participated in a free one-on-one training session within 30 days of signing up
• Participated in a free one-on-one training session within the last 30 days of when you are requesting a refund.  (Group trainings (with other customers) do not count towards this requirement.)  This allows us to show you the features you may not be aware of and answer any questions you may have.
• Created (1) Estimate
• Created (1) Project
• Created (1) Time Card
• Created (1) Daily Log

It’s as simple as that. If you have completed those requirements, you can reach out to support to confirm that you are eligible for the guarantee prior to submitting the cancellation request.

6.0 – Payment Disputes

In the event that a payment is disputed, the customer forfeits the right to a refund and/or future credit.  When a dispute takes place, a copy of the terms that you have agreed to as well as email notifications, access logs, conversations, and all other evidence will be submitted to your bank to verify that the transaction was justified in accordance to the terms you agreed to.  Because disputes cost time and money, the customer hereby agrees to be responsible for any legal or dispute fees associated with this process as it pertains to the legal district of Rutherford County, North Carolina.

7.0 – Account Downgrade

In the event that an account needs to be downgraded within the first 30-days after signing up (or renewal), the downgrade will take place and a partial refund will be issued for a maximum of 50% of the original amount paid.  Example: If someone signs up for a 10 user plan for $1000 and downgrades to a $200 1 user plan, $200 of the $1000 will go towards the upgrade.  $300 will stay on file as a future credit.  $500 will be refunded back to the customer on the card used during the signup.

8.0 – Account Deactivation

In the extremely rare event that your paid-in-full account is recommended for deactivation by Contractor Foreman, you will be refunded the balance of the account based on the time that remains.   If your subscription received any free time (free month for taking a training, free year (with Buy 2, Get 1 Free plan)), that will not be factored into the refund amount.  We will make all efforts to work together but we acknowledge that there are some relationships where continuing is not in the best interest of the customer and Contractor Foreman.  We will provide a minimum of 14 days to allow the customer to retrieve any records that need to be copied from the system.

9.0 – Free Month Promotions

If a free month of service is offered for any reason, the customer may only receive one free month per promotion type per 12-month period.  Type Examples: Training, Service Issue, Extension, Billing Update.

The terms listed above apply to all customers who created a trial account after June 24, 2022.  You can view the policy for all previous customers here: https://contractorforeman.com/refund-cancellation-policy-old/