Refund and Cancellation Policy

Please Note: All financial transactions are handled by Paddle.com which is our Merchant of Record.  You will see their name listed on the transaction.

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.

Monthly subscriptions will be charged immediately.  Annual subscriptions 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 if the requirements are met for the Money Back Guarantee as stated below. 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
  • 10.0 – Paddle.com (Merchant of Record)
  • 11.00 – Implementation Program

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/End (if on an annual plan), Selected Plan Name, Amount, and Cancellation Instructions.  You will also receive an email from Paddle, our merchant of record, that will contain your subscription details.  You can change your plan and card on file within Settings > Subscription Details.  Prior to the trial ending (for annual Subscriptions), you will receive another reminder from Paddle, our merchant of record.  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 Details.

 

2.0 – Cancellation Policy

Our cancellation policy is super simple.  Cancellations must be submitted by your account’s Main Admin via the Cancellation button in Settings > Subscription Details. Cancellations will not be accepted via chat, email, or phone.  Once you fill out the form, a cancellation confirmation will be sent to you for your records.  If you do not receive a cancellation email, or if you are in doubt, contact support via Live Chat or by emailing support@contractorforeman. Ask them to confirm that your account has been canceled.  Please remember that  only your account administrator (Admin/Main) can cancel your account.  Our team members are unable to cancel the account for you – only the primary admin can do so by going to Settings > Subscription > Cancel.

 

3.0 – Automatic Renewal

Annual Subscriptions: 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 Section 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 Section 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.  Although a trial ending and renewal reminder is designed to be sent prior to the charge, it is our recommendation that you create a calendar event to remind yourself in advance of the charge. The email going into junk or not being received does not justify a refund.

Monthly Subscription: Your account will be charged when you signup and provide your card details.  If your account is not cancelled (per the Section 4.0 Cancelation Policy) before your automatic subscription renewal, your card will be automatically charged.  You must cancel as instructed in the Cancelation Policy to prevent the charge.

 

4.0 – Refund Policy

You are giving Contractor Foreman explicit permission to charge your card automatically at the end of the trial (for annual subscriptions) and with each subscription renewal.  Once an account is cancelled, no refund will be issued for any remaining time.  Annual accounts receive a 30-day free trial. Monthly Basic, Standard, and Plus accounts do not receive a free trial or money-back guarantee.  Monthly Pro and Unlimited accounts do receive a 30-day money-back guarantee.  All Annual plans include a free trial. Annual Plus, Pro, and Unlimited receive a 100-day money-back guarantee.

To receive your money-back guarantee, you must meet the terms outlined in Section 5 below.

 

5.0 – 30 and 100 Day Money-Back Guarantee

Some companies offer refunds for up to 7 days…maybe 30 days. We are confident in the abilities of Contractor Foreman, so we offer a 100-day money-back guarantee for our customers on the Annual Plus, Annual Pro, or Annual Unlimited plan.  Pro and Unlimited monthly plans include a 30 day money-back guarantee.

This guarantee is designed to be fair to you and to ensure that your decision is based on real use of the platform, and not a last-minute rush. If you have genuinely tried Contractor Foreman and decide it is not the right fit for you and you have met all the eligibility requirements below, you may request a refund within 100 days of your purchase.

Eligibility Requirements: Annual Subscriptions

To qualify for the 100-day money-back guarantee, you must meet all the following conditions.

Subscription and Plan Type

Annual subscription on Plus, Pro, or Unlimited plan.

Live Call Requirements

You must complete either a free 1:1 Demo/Orientation with your Sales Representative or a Kickoff call with your dedicated Customer Success Manager (CSM).

  • The call must be completed either before sign-up (this counts) or within 7 days of the sign-up date.
  • The 7-day window applies to both the Sales Rep demo and the CSM kickoff call.

These calls provide clarity on the features and functionalities of Contractor Foreman.

Training Call Requirement

You must attend at least one live, 1:1 training call at some point during your usage of the platform (throughout the full period you are actively using Contractor Foreman prior to requesting a refund).

Core Setup Actions

Within 45 days of your trial start date, your account must show completion of all the following:

  • Created 1 Estimate
  • Created 1 Project
  • Created 1 Time Card
  • Created 1 Daily Log

Active Usage Requirement

Your account must demonstrate ongoing use of Contractor Foreman over the 30 days immediately prior to requesting a refund. This includes At least 10 active days during that 30-day period

An Active Day means meaningful in-app activity beyond logging in creating or updating estimates, projects, timecards, daily logs, tasks, documents, contacts, or running reports.

Accounts that complete most activity within 72 hours before requesting a refund may be considered ineligible.

Refund requests must be submitted within 30 days of the original paid subscription start date. 

The 30-day money-back guarantee applies only to the initial monthly subscription and does not restart with subsequent monthly renewals. 

If you have any questions about the Guarantee, please reach out to your Customer Success Manager or anyone else on our team and they will be glad to help.

 

Eligibility Requirements: Monthly Subscriptions

To qualify for the 30-day money-back guarantee, you must meet all the following conditions.

Subscription and Plan Type

Monthly subscription on a Plus, Pro or Unlimited plan.

Live Call Requirements

You must complete either a free 1:1 Demo/Orientation with your Sales Representative or a Kickoff call with your dedicated Customer Success Manager (CSM).

  • The call must be completed either before sign-up or within 7 days of the sign-up date.

These calls provide clarity on the features and functionalities of Contractor Foreman.

Training Call Requirement

You must attend at least one live, 1:1 training call during your first 30 days of using Contractor Foreman and before requesting a refund.

Core Setup Actions

Within 14 days of your trial start date, your account must show completion of all the following:

  • Created 1 Estimate
  • Created 1 Project
  • Created at least 1 additional core item, such as a Time Card, Daily Log, Task, Document, Contact, or Invoice

Active Usage Requirement

Your account must demonstrate meaningful use of Contractor Foreman during the 30-day guarantee period.

Meaningful use includes creating or updating estimates, projects, time cards, daily logs, tasks, documents, contacts, invoices, or running reports. 

Simply logging into the account without actively using the platform does not qualify as meaningful use. 

If you have any questions about the Guarantee, please reach out to your Customer Success Manager or anyone else on our team and they will be glad to help.

 

6.0 – Payment Disputes

In the event of a payment dispute, the customer forfeits the right to a refund and/or future credit, and any legal or dispute-related fees will be the customer’s responsibility.  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 you upgrade to a $1000 plan and downgrade to a $200 plan, $200 will be applied toward your new plan. We will issue a maximum refund of 50% of the original payment, not to exceed $500.

 

8.0 – Account Deactivation

In the event that Contractor Foreman recommends deactivating your paid account, a refund will be issued based on the time remaining on the account.   If your subscription received any free time, 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

Each customer may only receive one free month per promotion type in a rolling 12-month period.  Type Examples: Training, Service Issue, Extension, Billing Update.

 

10.0 – Paddle.com (Merchant of Record)

For full details on your relationship with Paddle, please review the following Terms and Conditions https://paddle.com/legal/checkout-buyer-terms and Privacy Policy https://paddle.com/legal/privacy

 

11.0 – Implementation Program

Our team will provide implementation assistance for a nominal fee as outlined on the Implementation webpage and within the signed agreement.  This fee is non-refundable even if the Trial or Account is cancelled. https://contractorforeman.com/implementation/

The terms listed above apply to all customers who created a trial account after February 19, 2026.  You can view the policy for all previous customers here: https://contractorforeman.com/refund-cancellation-policy-old/