Terms of Service
Version: 1.4 Effective Date: Upon Account Creation Last Updated: February 5, 2026
EARLY ACCESS SOFTWARE NOTICE
Sergio is early access software under active development. By using Sergio, you acknowledge:
- No Uptime Guarantees: Services provided on "best effort" basis with no uptime commitments or service credits
- Features May Change: Platform features and pricing may evolve with 60 days advance notice
- Enterprise SLA Available: Service Level Agreements with uptime guarantees available for Enterprise tier only (Q4 2026+)
- Active Development: You may encounter bugs, downtime, or changes as we improve the platform
Early access participants receive founding customer benefits including locked-in pricing and lifetime discounts. See Section 4.8 for details.
GEOGRAPHIC AVAILABILITY - NORTH AMERICA ONLY
Sergio is available only to businesses operating in North America (United States and Canada).
We do not currently serve:
- European Union (EU)
- European Economic Area (EEA)
- United Kingdom (UK)
- Other international regions
By creating an account, you confirm that your business and all employees/technicians are located in North America. EU-based remote workers are not permitted to use the platform at this time.
International expansion planned for 2027-2028 with appropriate legal documentation for those regions.
IMPORTANT LEGAL NOTICE
This document is a Terms of Service prepared for business operations. While drafted with attention to applicable commercial laws, it has not been reviewed or customized by external legal counsel. Axenvoy Inc. recommends periodic legal review by a qualified attorney specializing in technology law and B2B SaaS agreements to ensure ongoing compliance as laws and business circumstances evolve.
These terms provide a general framework but may not address all legal risks specific to your business model, industry, or jurisdiction. Do not rely on this document as a substitute for professional legal advice.
Agreement to Terms
These Terms of Service ("Terms," "Agreement") constitute a legally binding agreement between Axenvoy Inc. ("Sergio," "we," "us," or "our"), a federally incorporated Canadian corporation with its principal place of business in Saskatchewan, Canada, and you, the business entity or organization ("Customer," "you," or "your") accessing or using the Sergio platform.
By creating an account, accessing the platform, or using any of our services, you represent that:
- You are authorized to bind your organization to these Terms
- You have read, understood, and agree to be bound by these Terms
- Your organization is a legally recognized business entity capable of entering into binding contracts
If you do not agree to these Terms, you must immediately cease all use of the Sergio platform.
1. Definitions
1.1 Key Terms
- "Platform" means the Sergio field service management software, including web application, iOS mobile application, Android mobile application, APIs, and all associated services and features.
- "Services" means the SaaS subscription services provided by Sergio through the Platform.
- "Customer Data" means all data, content, and information submitted, uploaded, or created by Customer or End Users through the Platform.
- "End Users" means Customer's employees, contractors, or other authorized individuals who access the Platform under Customer's account.
- "Subscription Plan" means the specific service tier, features, and usage limits selected by Customer.
- "Account" means Customer's subscription account and associated data environment.
- "Documentation" means user guides, help documentation, and technical specifications provided by Sergio.
2. Service Description & Scope
2.1 Geographic Availability
Sergio is currently available only to businesses operating in North America (United States and Canada).
By creating an account, you represent that:
- Your business is headquartered or primarily operates in North America
- Your end users (employees/technicians) are located in North America
- You will not provide access to employees or contractors located in the European Union, European Economic Area, or United Kingdom
- You understand that EU-based remote workers are not permitted to use the platform at this time
If your business expands to include EU-based employees or operations, you must notify us immediately. We reserve the right to terminate accounts that provide access to users outside North America.
Future Expansion: We plan to support international operations (including EU) in 2027-2028 with updated legal documentation and compliance measures appropriate for those jurisdictions.
2.2 Platform Services
Sergio provides a cloud-based, multi-tenant SaaS platform designed for window cleaning service businesses, including:
- Customer relationship management (CRM)
- Job scheduling and dispatch management
- Route optimization and navigation
- Mobile field technician applications (iOS and Android)
- Billing and invoice management
- Real-time job tracking and updates
- Customer communication tools
- Reporting and analytics
2.3 Multi-Tenant Architecture
The Platform operates as a multi-tenant system where multiple Customer organizations share common infrastructure while maintaining strict data isolation. Each Customer's data is logically segregated and access-controlled to prevent cross-tenant data access.
2.4 Service Modifications
We reserve the right to:
- Add, modify, or discontinue features with reasonable notice
- Perform scheduled maintenance (with advance notification when possible)
- Make changes necessary for security, legal compliance, or operational requirements
Material changes that substantially reduce core functionality will be communicated at least 30 days in advance.
2.5 Feature Development Status
Features may be designated as "beta," "preview," "planned," or "experimental." These features:
- Are provided AS IS without warranties
- May be modified or discontinued without notice
- Should not be used for mission-critical operations
- No uptime guarantees or service credits apply (consistent with all non-Enterprise tiers)
- Development status will be clearly marked in the Platform interface and documentation
Note: All tiers except Enterprise operate on "best effort" basis without formal uptime commitments. See Section 8 for service level details.
2.6 Softphone and Telecommunications Services
Sergio provides Voice over IP (VoIP) calling and SMS messaging services via our telecommunications partner, Telnyx LLC. These services enable business customers to:
- Make and receive phone calls using Sergio-provisioned phone numbers
- Send and receive SMS text messages for customer communication
- Record calls for quality assurance and training purposes (opt-in)
- Track voice minutes and SMS usage for billing
2.6.1 Fair Use Policy for Telecommunications
Voice and SMS services are subject to fair use limits:
Usage Limits by Tier:
- Basic Tier: 250 SMS + 250 voice minutes per month
- Professional Tier: 1,000 SMS + 1,000 voice minutes per month
- Business Tier: Unlimited* SMS + Unlimited* voice minutes per month
- Enterprise Tier: Unlimited* SMS + Unlimited* voice minutes per month
*Fair Use Threshold (Unlimited Plans): "Unlimited" plans are designed for normal business communications. Accounts exceeding 10,000 SMS messages or 10,000 voice minutes in a single month may trigger a fair use review. We reserve the right to:
- Contact the account holder to understand usage patterns
- Request upgrade to custom Enterprise plan with appropriate pricing
- Implement rate limiting if usage patterns indicate abuse or non-business use
- Suspend service for fraudulent or illegal telecommunications use
Prohibited Telecommunications Uses:
- Robocalling or auto-dialing without proper TCPA consent
- SMS spam or bulk unsolicited commercial messages (violates TCPA/CAN-SPAM)
- Telemarketing without compliance with Do Not Call registries
- Fraudulent caller ID spoofing
- Harassment or threatening communications
- Circumventing telecommunications fraud detection systems
- Reselling or white-labeling Sergio voice/SMS services without written agreement
2.6.2 Call Recording Compliance - CUSTOMER RESPONSIBILITY
CRITICAL: Business customers are solely responsible for compliance with call recording laws.
Your Legal Obligations:
-
Know Your Jurisdiction: Call recording laws vary by state/province
- "All-party consent" jurisdictions (CA, CT, FL, IL, MD, MA, MT, NH, PA, WA, and others): ALL parties must consent
- "One-party consent" jurisdictions: You can record if you're a party to the call
-
Provide Notice Before Recording:
- Play automated "This call may be recorded" message at call start
- Obtain explicit verbal consent before sensitive recordings
- Document consent in call notes
-
Canadian Requirements:
- PIPEDA requires meaningful consent for recording
- Quebec has enhanced consent requirements
- Provincial variations may apply
Consequences of Non-Compliance:
- YOU are liable for violations (not Sergio)
- Potential criminal penalties in some jurisdictions
- Civil lawsuits from recorded parties
- Termination of Sergio account
- Indemnification obligations per Section 13.1
Sergio's Role:
- We provide the technical capability to record calls
- We cannot and do not provide legal advice on call recording compliance
- We may disable call recording features in jurisdictions with restrictive laws
For detailed guidance, see: https://docs.sergio.app/legal/call-recording-compliance
2.6.3 Telecommunications Regulations
Voice and SMS services are subject to:
- TCPA (Telephone Consumer Protection Act): Governs automated calls and text messages in the US
- CASL (Canadian Anti-Spam Legislation): Governs commercial electronic messages in Canada
- CAN-SPAM Act: Governs commercial email and applies to SMS in some contexts
- FCC Regulations: Telecommunications fraud, robocalling, caller ID authentication
- CRTC Regulations: Canadian telecommunications regulations
Customer Responsibilities:
- Marketing communications are email-only; SMS is reserved exclusively for service-related messages (reminders, confirmations, invoices)
- Obtain proper consent before sending marketing emails (CASL/CAN-SPAM)
- Maintain Do Not Call list compliance for voice communications
- Implement STOP keyword opt-out mechanisms for SMS (we provide this automatically)
- Ensure caller ID accuracy (no spoofing)
- Comply with STIR/SHAKEN caller ID authentication requirements
Sergio May Suspend Service:
- If we detect TCPA violations (spam texting, illegal robocalling)
- If we receive abuse complaints from recipients
- If required by FCC, CRTC, or telecommunications regulators
- If Telnyx suspends service due to policy violations
2.6.4 Emergency Services (E911) Limitation
IMPORTANT: Sergio Softphone is NOT intended for emergency calls.
- E911 service may not be available or may not function as expected
- Always maintain alternative means to contact emergency services (traditional phone, mobile)
- Sergio is not liable for inability to complete emergency calls
- Business customers must inform technicians of E911 limitations
2.6.5 Number Portability
Business customers may request to port phone numbers:
- Porting IN: Transfer existing business numbers to Sergio (subject to carrier approval)
- Porting OUT: Transfer Sergio-provisioned numbers to another carrier upon account termination
- Process: 3-10 business days; may incur carrier fees
- Retention: Numbers remain active for 30 days after account termination to allow porting
2.7 AI-Powered Features and Limitations
Sergio integrates artificial intelligence (AI) features powered by Anthropic's Claude models to enhance platform functionality.
2.7.1 AI Services Provided
- In-App Support Bot: Answers platform usage questions and provides guidance
- AI Glass Expert: Analyzes photos of window damage to classify severity and recommend solutions
- Photo AI Moderation: Automatically detects inappropriate or irrelevant content in job photos
- AI Voice Assistant (Sergio Skipper): Sergio Skipper provides AI-powered voice assistance for scheduling, job management, and platform navigation. Voice queries are processed by Anthropic Claude in real-time; audio is not stored beyond the active session. No voice biometric data is collected. Responses are advisory only. Subject to the same AI Disclaimer (Section 2.7.2) and accuracy limitations as other AI features. Usage subject to tier-based limits.
These features are provided "AS IS" with no warranties regarding accuracy, completeness, or suitability for specific purposes.
2.7.2 AI Recommendations Are Advisory Only
YOU ACKNOWLEDGE:
- AI recommendations (damage assessments, support responses, content moderation) are suggestions, not professional advice
- AI may produce errors, hallucinations, or inaccurate outputs
- Human review and professional judgment are required for all critical decisions
- Sergio is NOT liable for decisions based solely on AI recommendations
Examples:
- Using AI Glass Expert to identify potential window damage types before on-site inspection
- NOT quoting prices based solely on AI damage assessment without technician verification
- Using AI moderation to flag potentially inappropriate photos for admin review
- NOT automatically rejecting photos flagged by AI without human review
2.7.3 AI Usage Limits
AI features are subject to monthly query limits based on subscription tier:
- Basic: 50 support bot queries + 30 Glass Expert queries
- Professional: 200 support bot queries + 100 Glass Expert queries + Photo moderation
- Business: 500 support bot queries + 300 Glass Expert queries + Enhanced photo moderation
- Enterprise: Custom limits negotiable
Exceeding limits may result in:
- Temporary feature suspension until next billing cycle
- Throttling of AI requests
- Requirement to upgrade to higher tier
2.7.4 AI Data Processing and Privacy
Your AI Data:
- Queries sent to Anthropic (our AI sub-processor) for inference
- NOT used to train Anthropic's AI models (per commercial agreement)
- Retained for 90 days, anonymized after 12 months
- Subject to Anthropic's Data Processing Agreement
Your Responsibilities:
- Do not submit sensitive personal information to AI features unnecessarily
- Do not submit confidential client information without appropriate safeguards
- Review AI outputs before relying on them for business decisions
- Comply with applicable AI regulations in your jurisdiction
2.7.5 AI Accuracy and Liability Disclaimer
SERGIO MAKES NO WARRANTIES REGARDING:
- Accuracy of AI-generated damage assessments
- Completeness of AI support bot responses
- Reliability of AI content moderation
AI FEATURES ARE PROVIDED "AS IS" WITHOUT:
- Warranties of merchantability
- Warranties of fitness for particular purpose
- Guarantees of accuracy or reliability
YOU AGREE:
- To use AI features as decision-support tools, not final decision-makers
- To verify AI recommendations with qualified professionals where appropriate
- That Sergio is not liable for damages arising from AI errors or inaccuracies
- To indemnify Sergio for claims arising from your reliance on AI recommendations
2.8 Job Photo Capture and Storage
Sergio enables technicians to capture and store photos for job documentation, quality assurance, and service verification.
2.8.1 Photo Features
- Before/after photos: Document work completed
- Property photos: Support quoting and job scoping
- Damage assessment photos: Enable AI Glass Expert analysis
- Receipt photos: Expense tracking and reimbursement
2.8.2 Photo Storage
- Location: Supabase Storage in Montreal, Canada (AWS ca-central-1)
- Encryption: AES-256 at rest, TLS 1.3 in transit
- Retention: Duration of customer relationship + 7 years
- Access: Limited to business account administrators and authorized employees
2.8.3 Photo Limits by Tier
- Basic: No AI photo moderation (manual upload only)
- Professional: 4 photos per job, 50 AI-moderated receipts per month
- Business: 6 photos per job, 150 AI-moderated receipts per month
- Enterprise: Custom limits (negotiable)
2.8.4 Customer Responsibilities for Photos
YOU ARE SOLELY RESPONSIBLE FOR:
-
Privacy Compliance:
- Ensuring photos do not unnecessarily capture individuals, license plates, or identifying information
- Obtaining consent from property owners for interior photos where required
- Complying with applicable privacy laws regarding image capture
-
Content Standards:
- Photos must be relevant to service delivery (property, damage, work completed)
- No inappropriate, offensive, or unrelated content
- AI moderation may flag photos that appear to violate content standards
-
Employee Training:
- Training technicians on appropriate photo capture practices
- Implementing photo policies for your organization
- Reviewing flagged photos before sharing with customers
-
Data Accuracy:
- Ensuring photos are associated with correct jobs and customers
- Correcting mislabeled or incorrectly uploaded photos
2.8.5 AI Photo Moderation (Professional Tiers)
Photos uploaded to the platform may be automatically analyzed by Claude AI for:
- Content appropriateness (flagging potentially inappropriate content)
- Relevance to service (detecting unrelated images)
- Quality assessment (blur, lighting, framing)
Flagged photos require admin review before being shared with customers or included in reports.
AI moderation is NOT:
- A guarantee of content appropriateness
- A replacement for human review
- 100% accurate (false positives and negatives may occur)
YOU ACKNOWLEDGE that AI moderation is advisory only and you remain responsible for all photo content uploaded to your account.
2.8.6 Photo Liability Disclaimer
SERGIO IS NOT LIABLE FOR:
- Privacy claims arising from photos captured by your technicians
- Damages resulting from inappropriate photo content
- Claims from individuals captured in photos
- Misuse of photo features by your employees
- AI moderation errors (false positives or missed inappropriate content)
You agree to indemnify Sergio for any claims arising from photos uploaded to your account, including claims from individuals captured in photos, property owners, or third parties.
3. Account Registration & Management
3.1 Account Creation
To use the Services, you must:
- Be at least 18 years of age
- Have legal capacity to enter into binding contracts
- Provide accurate, complete business information
- Designate an authorized administrator
- Maintain current contact and billing information
- Comply with all registration requirements
By creating an account, you represent and warrant that you meet all eligibility requirements and have authority to bind your organization to these Terms.
3.2 Account Security
You are responsible for:
- Maintaining confidentiality of account credentials
- All activities occurring under your account
- Implementing appropriate access controls for End Users
- Immediately notifying us of unauthorized access or security breaches
- Ensuring End Users comply with these Terms
We are not liable for losses resulting from unauthorized account access due to Customer's failure to maintain account security.
3.3 Administrator Responsibilities
Account administrators must:
- Manage End User access and permissions appropriately
- Monitor account activity and usage
- Ensure compliance with usage policies
- Maintain accurate billing and contact information
- Designate successor administrators if necessary
3.4 User Roles and Permissions
The Platform supports multiple user roles including administrators, dispatchers, and field technicians. You are responsible for assigning appropriate permissions and regularly reviewing access rights.
4. Subscription Plans & Billing
4.1 Subscription Plans
Services are provided on a subscription basis according to the plan selected during registration or subsequently modified. Subscription plans include:
- Monthly or annual billing cycles
- Specified user limits and feature access
- Usage quotas (storage, API calls, etc.)
- Support tier entitlements
4.2 Fees and Payment
- Subscription fees are charged in advance on a recurring basis
- All fees are stated in Canadian Dollars (CAD) unless otherwise specified
- Payment is due upon invoice or according to automated billing schedule
- Fees are non-refundable except as expressly provided in these Terms
- We reserve the right to change pricing with 30 days advance notice
4.3 Payment Methods
Accepted payment methods include credit card, debit card, and other methods as specified during registration. You authorize us to charge your designated payment method for all applicable fees.
4.4 Failed Payments
If payment fails:
- We will attempt to notify you and obtain updated payment information
- Your account may be suspended after 7 days of non-payment
- Your account may be terminated after 30 days of non-payment
- You remain responsible for all accrued charges
4.5 Taxes
Fees do not include applicable taxes (GST, PST, HST, or other sales taxes). You are responsible for all taxes associated with your subscription, except taxes based on our net income.
4.6 Overage Charges
If you exceed usage limits in your Subscription Plan:
- Overage charges may apply as specified in your plan documentation
- We will notify you when approaching limits
- You may upgrade your plan to avoid overage charges
4.7 Refund Policy
30-Day Money-Back Guarantee: If you're not satisfied with Sergio within the first 30 days of your initial subscription, contact support@sergio.app for a full refund. No questions asked.
- Eligibility: The 30-day guarantee applies to your first subscription period only. Refund requests after 30 days are not eligible. Enterprise agreements have separate terms.
- Processing: Approved refunds are processed within 5-10 business days to your original payment method via Stripe.
Additional Refund Provisions:
- If we terminate Services due to our breach, unused prepaid fees will be refunded pro-rata
- Refunds beyond the 30-day guarantee are at our sole discretion for extraordinary circumstances
4.8 Founding Customer Benefits (Early Access Period)
Business customers who join during the early access period receive founding customer benefits:
Why Early Access?
You're not just getting software - you're partnering with a dedicated founder who:
- Responds to support requests personally - Often within hours, not days or weeks. You get direct access to the founder, not tier-1 support reading from scripts.
- Implements feature requests quickly - Days or weeks, not quarters. If you need something and it makes sense, we build it fast.
- Offers pricing that incumbents can't match - 20-40% lower than ServiceTitan, Jobber, or Housecall Pro. Bootstrapped = no VC pressure to maximize revenue.
- Will remember and reward early supporters - As we grow and scale, founding customers will always be treated as partners, not just account numbers.
Pricing Protection:
- Locked-in pricing for 12 months from early access launch - No price increases during this period
- Lifetime 50% discount on all future plan upgrades and renewals (even if you cancel and come back later)
- 60 days advance notice of any pricing changes after 12-month lock-in expires
Early Access Participant Perks:
- Priority support during early access period (faster response times than post-launch customers)
- Free migration to future infrastructure upgrades (no migration fees ever)
- Roadmap input - Direct feedback channel for feature requests and prioritization
- Early access to new features before general release (you help shape the product)
- Discounted rates - Early access pricing significantly below future commercial rates
Eligibility:
- Must create account during official early access period (before Q2 2026 commercial launch)
- Benefits apply to active subscriptions in good standing
- Lifetime discount applies even if you cancel and re-subscribe later (we don't forget early supporters)
Changes: We reserve the right to modify or discontinue founding customer benefits for new signups with 30 days notice, but existing founding customers retain their benefits forever.
5. Acceptable Use Policy
5.1 Permitted Use
You may use the Services only for lawful business purposes consistent with the intended functionality of the Platform. Specifically, you may:
- Manage your window cleaning service business operations
- Store and process customer data necessary for service delivery
- Enable End Users to access features appropriate to their roles
- Integrate with approved third-party services via documented APIs
Anti-Spam Compliance: Customer communications sent through the Platform (appointment reminders, service notifications, invoice emails) must comply with Canada's Anti-Spam Legislation (CASL) and applicable US anti-spam laws (CAN-SPAM). You are responsible for obtaining appropriate consent from your end customers before sending commercial electronic messages through the Platform. Sergio provides the technology infrastructure; compliance with anti-spam laws is your responsibility as the message sender.
5.2 Prohibited Activities
You agree NOT to:
a) Legal Violations:
- Use Services for any illegal purpose or in violation of any laws
- Store or transmit content that infringes third-party intellectual property rights
- Upload prohibited content as defined in Section 9.11 (including nonconsensual intimate images)
- Violate privacy laws or regulations applicable to your business
b) Security and Integrity:
- Attempt to gain unauthorized access to the Platform, other accounts, or our systems
- Introduce viruses, malware, or malicious code
- Attempt to reverse engineer, decompile, or discover source code
- Probe, scan, or test vulnerabilities without written authorization
- Circumvent security measures or authentication mechanisms
c) Misuse and Abuse:
- Use the Platform to send spam, unsolicited communications, or harassing messages
- Impersonate any person or entity
- Use automated systems to access Services in ways that send more requests than a human could reasonably produce
- Perform load testing or penetration testing without prior written approval
- Create multiple accounts to circumvent subscription limits
d) Platform Interference:
- Interfere with or disrupt the integrity or performance of the Platform
- Place unreasonable burden on infrastructure
- Access or use Services in ways that degrade service for other customers
e) Competitive Activities:
- Use Services to develop competing products or services
- Conduct competitive analysis, benchmarking, or data mining without authorization
- Copy, reproduce, or scrape content or features for competitive purposes
5.3 Enforcement and Monitoring
We monitor for policy violations through:
Automated Monitoring:
- API call pattern analysis (bulk data exports >10x daily average trigger automated review)
- Rate limiting enforcement (excessive requests from single source)
- Security event detection (failed authentication attempts, permission escalations)
- Usage anomaly detection (unusual access patterns, data access volumes)
Manual Review:
- Investigation of abuse reports from customers or third parties
- Periodic security audits and access log reviews
- Support ticket analysis for potential misuse patterns
- Response to law enforcement or legal requests
Response Timeframes:
- Critical security violations (unauthorized access attempts): Immediate investigation and potential suspension
- Abuse reports: Investigation initiated within 2 business days
- Competitive scraping detection: Account review within 5 business days
- General policy violations: Review within 10 business days
Evidence and Appeals:
- If we detect a violation, we will provide you with evidence (e.g., API logs, access patterns)
- You may appeal enforcement actions by contacting legal@axenvoy.com within 10 days
- We will review appeals and respond within 5 business days
5.4 Consequences of Violations
Violations may result in:
- Immediate suspension or termination of your account
- Removal of violating content
- Legal action and pursuit of damages
- Cooperation with law enforcement
5.5 Reporting Violations
If you become aware of violations by other users, report them to: support@sergio.app
5.6 Employee Monitoring - Customer Responsibility
CRITICAL COMPLIANCE NOTICE: If you use Sergio's GPS features (navigation, geofencing, or future location dashboard) for employee monitoring, you are solely responsible for compliance with all employment and privacy laws.
Your Mandatory Obligations:
- Determine Legal Requirements - Employment monitoring laws vary significantly by jurisdiction
- Obtain Required Consents - Many jurisdictions require written employee consent before GPS tracking
- Provide Required Disclosures - Employees must be informed about monitoring before it begins
- Consult Legal Counsel - We strongly recommend consulting an employment attorney before enabling GPS features
Sergio's GPS Features Collect:
- Navigation: Turn-by-turn routing data (processed locally on device)
- Geofencing: Entry/exit times within 50m of job sites
- Location Dashboard (Coming Q2 2026): GPS coordinates every 5 minutes during active navigation
- Retention: 24 hours on device, 30 days metadata logs (no GPS coordinates stored server-side)
Consequences of Your Non-Compliance:
- YOU are liable for all penalties, fines, and lawsuits (not Sergio)
- We may immediately terminate your account
- You must indemnify Sergio per Section 13.1
Examples of Jurisdiction Requirements:
- California: Written notice required, strong privacy protections
- New York: Mandatory written notice before monitoring
- Quebec: Enhanced consent requirements
- Most of Canada: PIPEDA compliance required
Jurisdiction Blocking: Sergio reserves the right to disable location features in jurisdictions with restrictive or unclear employment monitoring laws. Core platform features (CRM, scheduling, invoicing) remain available. You will receive 30 days notice when feasible.
We provide technology; you ensure lawful use. Sergio cannot and does not provide legal advice.
For implementation guidance, see: https://docs.sergio.app/guides/gps-compliance
6. Data Ownership & Usage Rights
6.1 Customer Data Ownership
You retain all ownership rights to Customer Data. We claim no ownership or intellectual property rights in your data.
6.2 License to Use Customer Data
You grant us a limited, non-exclusive, worldwide license to:
- Host, store, and process Customer Data to provide Services
- Create aggregated, anonymized analytics and insights
- Generate backups and redundant copies for service reliability
- Access data as reasonably necessary for support and troubleshooting
This license terminates when data is deleted from our systems according to our retention policies.
6.3 Anonymized Data
We may collect and use anonymized, aggregated data derived from platform usage for:
- Service improvement and development
- Industry benchmarking and insights
- Marketing and promotional purposes
Anonymized data contains no personally identifiable information and cannot be traced back to your account.
6.4 Customer Responsibilities for Data
You are solely responsible for:
- Accuracy and legality of Customer Data
- Obtaining necessary consents and rights to process data
- Compliance with privacy laws applicable to your data processing
- Backing up critical data independently (we provide platform backups for disaster recovery, not archival purposes)
- Ensuring End Users' data submissions comply with these Terms
6.5 Data Portability and Export Rights
We are committed to preventing vendor lock-in. You have comprehensive rights to export your data at any time:
Platform Access Note: Data export functionality is available through the web dashboard (admin interface). The iOS mobile application is designed for field technicians and focuses on navigation, job completion, and field operations. Account administrators should use the web dashboard at sergio.app (or your company subdomain at <company-subdomain>.sergio.app) to access data export tools, reports, billing, and administrative features.
Self-Service Export Tools (Real-Time, Free):
- JSON Format: Complete data export including all relational structures, metadata, and timestamps
- CSV Format: Flattened data suitable for spreadsheets and basic import tools
- Formats Available:
- Customer records (contacts, addresses, service history)
- Job and scheduling data (completed, scheduled, cancelled jobs)
- Invoicing and payment records
- User accounts and permissions
- Service notes and property information
- Custom fields and configurations
Bulk Data Export via Platform:
- One-click export of all account data
- Automatic compression for large datasets (>1GB)
- Email delivery link for datasets >500MB
- Maximum export size: Unlimited (we process in chunks if needed)
- Export processing time:
- Small datasets (<10,000 records): Immediate
- Medium datasets (10,000-100,000 records): Within 1 hour
- Large datasets (>100,000 records): Within 4 hours
- Very large datasets (>1,000,000 records): Within 24 hours
Manual Data Extraction (Paid Service): For complex or custom export requirements:
- Available within 5 business days of request
- Custom format transformations (e.g., export formatted for competitor platforms)
- Historical data reconstruction from backups
- Pricing:
- Datasets <100GB: Included in subscription (free)
- Datasets 100GB-500GB: $200 flat fee
- Datasets >500GB: $200 + $50 per additional 100GB
- Custom transformation: $500 consulting fee
Data Export During Migration:
- We provide migration assistance documentation for common competitors (Jobber, ServiceTitan, etc.)
- Field mapping guides available upon request
- Technical support during migration (included with Enterprise plans, $500 fee for other plans)
- Data validation assistance to ensure export completeness
Export Availability Guarantee:
- Self-service exports available 24/7 (subject to platform availability SLA)
- Export functionality remains accessible even if account is suspended for non-payment
- Export tools available for 30 days after account termination
- We will never hold your data hostage
Data Completeness Guarantee: You can export:
- 100% of Customer Data you've entered or generated through the Platform
- All metadata (creation dates, modification history, user attribution)
- Complete audit trails (within retention periods per Section 8.7)
- Relational integrity maintained in JSON exports (foreign keys, linked records)
We do NOT export:
- Our proprietary algorithms, business logic, or platform code
- Anonymized benchmark data aggregated across multiple customers
- Internal system logs not directly related to your account
6.6 End Customer Data
Customer Data may include personal information about your customers (end customers). You represent that:
- You have legal authority to collect and process end customer data
- You have obtained necessary consents for data processing
- You maintain appropriate privacy policies and notices
- You comply with all applicable privacy laws (PIPEDA, US state privacy laws, etc.)
We act as a data processor on your behalf for end customer data.
7. Intellectual Property Rights
7.1 Sergio Platform Ownership
The Platform, including all software, code, algorithms, designs, interfaces, documentation, and associated intellectual property, is and remains the exclusive property of Sergio and our licensors. This is proprietary software protected by copyright, trade secret, and other intellectual property laws.
7.2 Proprietary Rights
We retain all rights, title, and interest in:
- Platform source code and architecture
- Trade secrets and know-how
- Trademarks, logos, and brand elements
- Documentation and training materials
- Improvements and modifications to the Platform
7.3 Restrictions
You may NOT:
- Copy, modify, distribute, or create derivative works of the Platform
- Access source code or underlying architecture
- Remove or alter proprietary notices or labels
- Use our trademarks without written permission
- Claim ownership or rights in the Platform
7.4 Customer Proprietary Content
If you provide feedback, suggestions, or ideas ("Feedback") about the Platform, you grant us a perpetual, irrevocable, royalty-free license to use that Feedback without restriction or compensation. This allows us to improve Services based on customer input.
Clarification: This Feedback license does not apply to your Confidential Information (as defined in Section 10) or to any intellectual property that you have independently developed and explicitly designate as proprietary when sharing.
7.5 Third-Party Components
The Platform may incorporate third-party software components subject to separate open-source or commercial licenses. These terms do not alter your rights or obligations under those licenses.
7.6 DMCA and Copyright Complaints
We respect intellectual property rights. If you believe content in the Platform infringes your copyright, contact: legal@axenvoy.com
8. Service Levels and Support
8.1 Service Availability (Early Access)
During early access, we target 99% uptime using Supabase Pro infrastructure (automated backups, multi-AZ deployment, SOC 2 certified).
What This Means:
- We work hard to keep Sergio running smoothly
- You'll experience occasional downtime for maintenance or upgrades (we'll give notice when possible)
- If something breaks, we fix it fast and communicate transparently
- No formal SLA or service credits during early access (reserved for Enterprise tier Q4 2026+)
Why No Service Credits? Instead of complex SLA calculations and credits, we commit to:
- Personal attention to resolving problems quickly (founder responds directly)
- Transparent communication about any service issues (no corporate spin)
- Fast fixes over bureaucratic processes (we build and deploy fixes same-day when possible)
You acknowledge that:
- Early access software may have bugs, outages, or performance issues
- We will make reasonable efforts to maintain availability but provide no guarantees
- You should maintain independent backups via our self-service export tools
8.2 Scheduled and Emergency Maintenance
We may perform maintenance that causes service interruptions:
Scheduled Maintenance:
- Advance notice provided when feasible (target: 48 hours)
- Performed during low-traffic periods when possible
- Estimated duration communicated in advance
Emergency Maintenance:
- May be performed without advance notice for:
- Security vulnerabilities
- Critical bugs or data integrity issues
- Infrastructure failures requiring immediate action
- Notification provided as soon as possible
8.3 Enterprise Service Level Agreement (Available Q4 2026+)
Formal SLA with uptime guarantees available for Enterprise tier only:
- 99.5% monthly uptime guarantee (or higher based on contract)
- Service credits for failure to meet uptime commitments
- Priority support with guaranteed response times
- Dedicated account management
- Custom SLA terms negotiable for Enterprise contracts
Availability: Enterprise tier and SLA will be available Q4 2026 or later. Contact sales for early access inquiries.
8.4 Support Response Targets (Non-Enterprise)
IMPORTANT: These are TARGET response times, not guarantees.
We aim to respond to support requests within:
- Critical issues (platform completely unavailable): 4 business hours
- High priority (major functionality impaired): 8 business hours
- Normal priority (general questions, minor bugs): 2 business days
- Low priority (feature requests, documentation): 5 business days
Business Hours: Monday-Friday, 9:00 AM - 5:00 PM Saskatchewan Time (CST/CDT), excluding statutory holidays.
Actual response times may vary based on:
- Volume of support requests
- Complexity of issue
- Availability of engineering resources
- Priority of other incidents
Early Access customers receive priority support (faster responses than post-launch customers), but response times are still targets, not guarantees.
8.5 Downtime and Service Interruptions
You acknowledge that service interruptions may occur due to:
- Scheduled or emergency maintenance
- Infrastructure failures (our hosting provider, internet, etc.)
- Security incidents requiring platform shutdown
- Force majeure events (natural disasters, etc.)
- Third-party service provider outages
- Software bugs or errors
We are not liable for:
- Loss of revenue due to downtime
- Inability to access data during outages
- Customer complaints or business impacts from unavailability
- Any damages arising from service interruptions (subject to Section 12 liability limitations)
8.6 No Service Credits or Refunds for Downtime
For all non-Enterprise tiers:
- No service credits issued for downtime or slow performance
- No refunds for periods of unavailability
- Subscription fees are charged regardless of uptime
- Your sole remedies are termination of service (Section 14) and liability limitations (Section 12)
Enterprise tier customers (Q4 2026+) will have service credit provisions in their custom SLA contracts.
8.7 Disaster Recovery and Business Continuity
Backup Infrastructure:
We operate on Supabase Pro with automated backup capabilities:
- Automated daily backups with 7-day retention
- Point-in-time recovery available within 7-day window
- Multi-AZ deployment within AWS Canada (ca-central-1 region) for high availability
- Geographic redundancy and automated failover capabilities
Recovery Objectives:
- Recovery Point Objective (RPO): 24 hours - Daily backup schedule limits maximum data loss to 24 hours
- Recovery Time Objective (RTO): 8 hours - Target time to restore full platform functionality
Customer Self-Service Exports:
In addition to our automated backups, customers have 24/7 access to self-service export tools:
- Available formats: JSON (complete structured data) and CSV (flattened for spreadsheets)
- No restrictions: Export anytime, any frequency, unlimited data volume
- Independent backup: We strongly recommend weekly or monthly exports as additional data protection
- Always free: No charges for self-service data exports
Customer Responsibilities:
- Maintain independent backups via self-service export tools (recommended best practice)
- Test export functionality periodically
- Store exports securely in your own cloud storage or backup system
- Understand that self-service exports complement but do not replace our automated backups
Restoration Requests:
Point-in-time restoration from automated backups:
- Submit requests to support@sergio.app
- Restoration within 7-day backup window
- Free: Once per year per account
- Additional restorations: $250 fee per request
- Estimated time: 4-8 hours depending on data volume
- Available only for catastrophic failures (not for individual record recovery)
9. Data Security & Privacy
9.1 Security Measures
We implement industry-standard security measures including:
- Encryption in transit (TLS 1.2+) and at rest
- Role-based access controls and authentication
- Regular security assessments and monitoring
- DDoS protection via Cloudflare (basic protection on free tier)
- Manual backup procedures (automated backups planned for paid tier - see Section 8.7)
- Secure session management (HttpOnly cookies)
- iOS Keychain storage for mobile authentication tokens (implementation in progress)
9.2 Multi-Tenant Data Isolation
Your data is logically isolated from other customers through:
- Database-level access controls
- Application-layer tenant segregation
- Row-level security policies (636 policies enforced)
- Encryption at rest provided by Supabase infrastructure
9.3 Privacy Compliance
Data processing is governed by our Privacy Policy (incorporated by reference). We commit to compliance with:
- PIPEDA (Personal Information Protection and Electronic Documents Act - Canada)
- Provincial privacy laws where applicable (Alberta PIPA, British Columbia PIPA, Quebec Law 25)
- US state privacy laws where applicable based on customer and data subject locations
- Other applicable privacy laws for North American operations
9.4 Data Processing Roles
For personal data processed through the platform:
- You are the data controller for your end customers' personal information (names, addresses, service records, etc.)
- We act as a data processor on your behalf for end customer data
- We are the data controller for your business account information (billing, subscription, business contact details)
- We process data only according to your documented instructions (via platform functionality)
- We maintain appropriate technical and organizational security measures
- We assist with data subject rights requests (reasonable assistance as processor)
- We notify you of data breaches affecting personal data within 72 hours when feasible
9.5 Sub-Processors
We engage third-party sub-processors for infrastructure and services:
- Supabase - Database hosting, backend infrastructure, file storage (Canada - AWS ca-central-1, SOC 2 certified, DPA signed August 5, 2025)
- Cloudflare - Content delivery, DDoS protection, DNS (Free tier - basic protection, standard contractual terms)
- Mapbox - Mapping, geocoding, and routing services (standard contractual terms)
- Stripe - Payment processing and subscription management (PCI DSS Level 1, DPA signed October 26, 2025, Stripe Services Agreement)
- Resend - Transactional email delivery, team invitations (contractual data protection terms)
- QuickBooks (Intuit) - Optional accounting integration (Team+ tier, opt-in only, DPA signed October 26, 2025)
- Telnyx - VoIP calling, SMS messaging, phone number provisioning (SOC 2 Type II certified, HIPAA compliant, DPA signed December 2025)
- Anthropic - AI inference services for support bot, glass expert, photo moderation (SOC 2 Type II certified, DPA signed December 10, 2025)
We maintain a current list of sub-processors and provide 30 days notice of changes. You may object to new sub-processors if they present material privacy risks.
9.5.1 Payment Processor Disclaimer
Payment processing is provided by Stripe, a PCI DSS Level 1 certified payment processor. Sergio does not process, store, or have access to full credit card numbers.
Stripe Limitation of Liability:
- We are not liable for Stripe service outages, payment processing delays, or Stripe platform errors
- We are not liable for chargebacks, payment disputes, or fraud that occurs within Stripe's systems
- Payment processing is subject to Stripe's own Terms of Service and Connected Account Agreement
- If Stripe terminates or suspends your connected account, we are not liable for resulting business disruption
- For payment processing issues, contact Stripe directly at https://support.stripe.com/
Your sole remedy for payment processing failures is to contact Stripe support or switch to an alternative payment method if available.
9.6 Data Location (North America Only)
Customer Data is processed and stored exclusively in North America:
- Canada (primary data center location - AWS ca-central-1 in Montreal for database and file storage via Supabase)
- United States (Cloudflare CDN, Mapbox geocoding, Resend email, Stripe payment processing, QuickBooks integration, Telnyx VoIP/SMS, Anthropic AI)
All sub-processors operate within North American jurisdictions. Data is not transferred to or processed in the European Union, European Economic Area, United Kingdom, or other international regions.
Cross-border transfers between Canada and the United States are subject to applicable data protection laws (PIPEDA, US state privacy laws) and contractual safeguards with sub-processors.
9.7 Security Breach Notification
In the event of a security breach affecting Customer Data:
- We will notify you without unreasonable delay (within 72 hours when feasible)
- Notification includes nature of breach, affected data, and remediation steps
- You are responsible for notifying affected individuals as required by applicable law
- We will cooperate with your breach response and regulatory obligations
9.8 Location Data Processing and Retention
For location-based features (turn-by-turn navigation, geofencing, route optimization, real-time location tracking):
Turn-by-Turn Navigation:
- Real-time routing via Mapbox Navigation SDK
- Customer service addresses sent to Mapbox for geocoding (converting address to coordinates)
- Geocoded coordinates cached locally on device for navigation
- Used exclusively for technician routing and directions
Geofencing:
- 50-meter radius check for automatic job completion detection
- Entry/exit events processed locally on device
- Used for automatic job status updates and customer arrival notifications
Real-Time Location Tracking (Optional Feature):
Business customers may optionally enable real-time location visibility:
How It Works:
- GPS coordinates sent via HTTPS edge function webhook every 5 minutes during active navigation
- Coordinates transmitted to web dashboard for real-time display to authorized managers/dispatchers
- 5-minute interval reduces battery drain and transmission costs vs. live streaming
Data Collection:
- Latitude, longitude, timestamp, accuracy, speed, heading
- Transmitted to edge function for real-time dashboard display
- GPS coordinates NOT stored in our database (edge function processes and discards)
- Edge function execution logs (timestamp, job ID, IP address - no GPS coordinates) retained 30 days for debugging
Retention Periods:
- Device cache: 24 hours maximum, then automatically deleted
- Server-side GPS storage: None - coordinates transmitted for display only, not persisted
- Edge function logs: 30 days (metadata only - no GPS coordinates)
- Mapbox geocoding cache: Subject to Mapbox's privacy policy
Dual Consent Requirement:
- Company Level: Business customer must enable GPS tracking feature in web dashboard account settings
- Technician Level: Technician must grant location permission ("While Using App") when prompted by iOS or Android
Opt-Out Options:
- Company admins can disable GPS tracking feature for entire organization at any time
- Individual technicians can deny location permission in iOS Settings or Android Settings
- Technicians can disable location permission mid-route (stops all location streaming immediately)
- GPS tracking only active during navigation - no 24/7 tracking
What We Do NOT Do:
- Store raw GPS coordinates in our database
- Retain historical location data beyond 24-hour device cache
- Share location data with third parties (except Mapbox for navigation routing)
- Use location data for profiling, analytics aggregation, or advertising
- Track technicians outside of active navigation sessions
Customer Responsibilities:
Customers are solely responsible for:
- Obtaining technician consent before enabling location features
- Complying with employment and privacy laws in their jurisdiction
- Disclosing data collection practices to technicians
- Configuring appropriate access permissions (who can view location data)
- Understanding that geofence tolerance (50m radius) may not be suitable for all use cases
We do not provide legal advice regarding employee monitoring compliance. See Section 5.6 for full customer obligations.
9.9 API Usage Terms
If you access the Platform via our documented APIs:
Rate Limits:
- API calls are subject to rate limits as specified in our API documentation
- Exceeding rate limits may result in temporary request throttling
- Sustained abuse may result in API access suspension
API Keys and Authentication:
- API keys are confidential and must be protected as account credentials
- You are responsible for all activity under your API keys
- Compromised keys must be reported immediately to legal@axenvoy.com
API Changes:
- We will provide 30 days notice before deprecating API endpoints
- Breaking changes will be communicated via API changelog and email
- Legacy API versions supported for 6 months after deprecation notice
Prohibited API Usage:
- Automated scraping beyond authorized data export
- Reverse engineering API responses to discover undocumented features
- Building competing services using our API
- Sharing API credentials with third parties without authorization
Third-Party Integration Developers: Third parties building integrations must comply with our Partner API Agreement (available upon request).
9.10 Third-Party Integrations
The Platform may integrate with third-party services including:
- QuickBooks (accounting synchronization - Team+ tier)
- Zapier (workflow automation - where enabled)
- Mapbox (mapping and navigation)
- Payment processors (Stripe)
- Telnyx (voice calling and SMS/MMS messaging)
Integration Disclaimers:
- Third-party services are subject to their own terms and privacy policies
- We are not responsible for third-party service availability, accuracy, or security
- Data shared with third-party services is subject to those services' terms
- You are responsible for configuring integrations appropriately
- We do not guarantee compatibility with future versions of third-party services
QuickBooks Specific:
- You are solely responsible for accounting accuracy after synchronization
- We are not liable for tax errors, duplicate entries, or financial discrepancies
- Consult your accountant for tax and financial questions
Telnyx (Voice and SMS) Specific:
- Voice calling and SMS/MMS messaging are provided through Telnyx, a third-party telecommunications provider
- We are not liable for dropped calls, call quality degradation, SMS delivery failures, or carrier-level message filtering
- Phone number provisioning, porting, and regulatory compliance (10DLC registration) are subject to Telnyx's terms and carrier requirements
- SMS delivery is subject to carrier filtering and may not reach all recipients
- For voice/SMS service issues, we will coordinate with Telnyx on your behalf, but resolution is subject to Telnyx's and underlying carriers' timelines
9.11 Content Removal
Content uploaded to the Platform (including job photos, customer documents, and other user-generated content) must comply with the Acceptable Use Policy (Section 5) and all applicable laws.
Prohibited Content:
- Nonconsensual intimate images (including AI-generated)
- Content that violates any person's privacy rights
- Content that infringes intellectual property rights
- Any content prohibited by applicable law
Content Removal Process: If you believe content on the Platform violates this policy or applicable law, submit a removal request to legal@axenvoy.com. We will:
- Acknowledge receipt of valid removal requests within 24 hours
- Remove or disable access to reported content within 48 hours of a valid request
- Take reasonable steps to prevent re-upload of removed content
- Notify the content uploader of the removal (unless prohibited by law)
Good faith content removal under this section is protected from liability for wrongful removal claims.
10. Confidentiality
10.1 Confidential Information
"Confidential Information" includes:
- Non-public features, pricing, and roadmap information
- Security vulnerabilities or assessment results
- Business strategies and customer lists
- Any information marked or reasonably understood as confidential
10.2 Obligations
Each party agrees to:
- Protect Confidential Information with reasonable care
- Use it only for purposes of this Agreement
- Not disclose it to third parties without consent
- Limit access to employees/contractors with need-to-know
10.3 Exclusions
Confidential Information does not include information that:
- Is or becomes publicly available through no breach
- Was rightfully known prior to disclosure
- Is independently developed without reference to confidential information
- Must be disclosed by law (with notice to disclosing party when possible)
10.4 Duration
Confidentiality obligations survive for 3 years after termination of this Agreement.
11. Warranties & Disclaimers
11.1 Mutual Warranties
Each party warrants that:
- It has authority to enter into this Agreement
- Its performance will not violate any agreements with third parties
- It will comply with applicable laws
11.2 Customer Warranties
You warrant that:
- Customer Data does not violate laws or third-party rights
- You have obtained necessary consents for data processing
- You are authorized to bind your organization
- Your use complies with these Terms
11.3 Service Warranty
We warrant that:
- Services will perform materially as described in Documentation
- We will provide Services with reasonable skill and care
- We maintain appropriate rights to provide the Platform
11.4 DISCLAIMER OF WARRANTIES
EXCEPT AS EXPRESSLY PROVIDED IN THIS SECTION 11, THE PLATFORM AND SERVICES ARE PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND.
TO THE MAXIMUM EXTENT PERMITTED BY LAW, WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING:
- IMPLIED WARRANTIES OF MERCHANTABILITY
- FITNESS FOR A PARTICULAR PURPOSE
- NON-INFRINGEMENT
- TITLE
- ACCURACY, RELIABILITY, OR QUALITY OF SERVICES
- UNINTERRUPTED OR ERROR-FREE OPERATION
- SECURITY OR FREEDOM FROM VIRUSES
WE DO NOT WARRANT THAT:
- The Platform will meet your specific requirements
- Services will be available at all times
- Errors will be corrected
- Data will never be lost or corrupted
11.5 Third-Party Services
We are not responsible for third-party services, integrations, or content. Third-party terms apply separately.
12. Limitation of Liability
12.1 Limitation of Consequential Damages
TO THE MAXIMUM EXTENT PERMITTED BY LAW, IN NO EVENT SHALL SERGIO, ITS AFFILIATES, OFFICERS, DIRECTORS, EMPLOYEES, OR AGENTS BE LIABLE FOR:
- INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES
- LOSS OF PROFITS, REVENUE, OR BUSINESS OPPORTUNITIES
- LOSS OF DATA OR DATA CORRUPTION (beyond restoration from backups)
- BUSINESS INTERRUPTION OR SERVICE DELAYS
- COST OF SUBSTITUTE SERVICES
- LOSS OF GOODWILL OR REPUTATION
THESE LIMITATIONS APPLY EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES AND REGARDLESS OF THE LEGAL THEORY (CONTRACT, TORT, NEGLIGENCE, STRICT LIABILITY, OR OTHERWISE).
12.2 Cap on Direct Damages
OUR TOTAL AGGREGATE LIABILITY ARISING FROM OR RELATING TO THESE TERMS OR THE SERVICES SHALL NOT EXCEED THE GREATER OF:
- (A) FEES PAID BY YOU IN THE 12 MONTHS PRECEDING THE CLAIM, OR
- (B) $1,000 CAD
12.3 Exceptions to Limitations
The limitations in this Section 12 do not apply to:
- Your payment obligations
- Your indemnification obligations (Section 13)
- Your violations of our intellectual property rights
- Liability that cannot be excluded by law (fraud, gross negligence, willful misconduct)
- Breaches of data security obligations involving sensitive personal data (liability capped at fees paid in preceding 24 months)
12.3.1 Beta Period Liability Cap
During the beta period (before Q2 2026 commercial launch), our total aggregate liability is limited to the greater of:
- (A) $500 CAD, OR
- (B) Fees paid by you in the preceding 3 months
12.3.2 Post-Beta Liability Cap (After March 15, 2026)
After private beta ends, Sergio's total aggregate liability for any claims is limited to the total fees paid by you in the twelve (12) months preceding the claim. This limitation applies regardless of the form of action, whether in contract, tort, or otherwise.
12.3.3 Early Access Disclosure
Sergio is in early access phase. Axenvoy Inc. operates with:
- Industry-standard technical security measures (SOC 2 certified infrastructure, encryption, access controls)
- Sustainable financial management (long-term stability over rapid scaling)
- Transparent communication about service limitations and realistic capabilities
Insurance Coverage: Axenvoy Inc. maintains professional liability (errors & omissions), cyber liability, and commercial general liability insurance. The existence of insurance does not increase the liability caps in Section 12.2 — those caps represent the maximum contractual recovery regardless of insurance coverage. Insurance provides Axenvoy Inc. with the financial capacity to honor obligations up to those caps.
You acknowledge that during early access, recovery for damages is limited to the liability caps in Section 12.2. This reflects the current phase of business development and is balanced by substantially reduced pricing.
12.3.4 Early Access Benefits (Informational Only)
The following describes aspirational goals and current practices, NOT binding commitments or service level guarantees:
- Responsive support (we aim for quick responses but provide no guarantees)
- Feature request consideration (we value feedback but make no implementation commitments)
- Competitive pricing (20-40% lower than established competitors)
- Founding customer benefits as described in Section 4.8
12.4 Allocation of Risk
You acknowledge that these limitations reflect a reasonable allocation of risk and are a fundamental basis of our agreement. Subscription fees would be substantially higher without these limitations.
12.5 Basis of the Bargain
These limitations apply even if any limited remedy fails of its essential purpose.
13. Indemnification
13.1 Customer Indemnification
You agree to indemnify, defend, and hold harmless Sergio, its affiliates, and their respective officers, directors, employees, and agents from and against any claims, liabilities, damages, losses, costs, and expenses (including reasonable attorneys' fees) arising from or relating to:
- Your use or misuse of the Services
- Customer Data, including claims of infringement, defamation, or privacy violations
- Your violation of these Terms
- Your violation of applicable laws or regulations
- Your End Users' actions or omissions
- Claims by your end customers regarding data processing or privacy
Exceptions: Your indemnification obligations do not apply to the extent that claims arise from:
- Sergio's breach of these Terms
- Sergio's gross negligence or willful misconduct
- Sergio's violation of applicable law
- Defects in the Platform not caused by your actions or data
13.2 Sergio Indemnification
We will indemnify you against third-party claims that the Platform, when used in accordance with these Terms, infringes a third party's patent, copyright, or trademark.
This indemnification does not apply if the claim arises from:
- Modification of the Platform not made by us
- Use in combination with non-approved third-party products
- Use in violation of these Terms
- Customer Data or customer-provided content
13.3 Indemnification Process
To claim indemnification:
- Promptly notify the indemnifying party in writing
- Grant sole control of defense and settlement (subject to approval for settlements affecting the indemnified party)
- Provide reasonable cooperation and assistance
13.4 Exclusive Remedy
Section 13.2 states our entire liability and your exclusive remedy for intellectual property infringement claims.
14. Term & Termination
14.1 Subscription Term
The Agreement begins when you create an account and continues on a month-to-month or annual basis (depending on your selected plan) until terminated.
14.2 Renewal
Subscriptions automatically renew for equivalent periods unless:
- You cancel before the renewal date
- We provide notice of non-renewal
- Either party terminates as provided in these Terms
14.3 Termination by Customer
You may terminate:
- Monthly subscriptions: with 30 days written notice
- Annual subscriptions: at the end of the annual term with 30 days notice
Termination does not entitle you to refunds of prepaid fees.
14.4 Termination by Sergio
We may terminate or suspend your account:
For Cause (With Cure Period):
- Material breach of these Terms that remains uncured for 15 days after written notice (except for payment default, which follows Section 4.4 timeline, and AUP violations, which may result in immediate suspension)
For Cause (Immediate):
- Violations of Acceptable Use Policy that pose immediate security or legal risk
- Conduct that creates material legal risk or harms other customers
- Fraudulent activity or material misrepresentation
- Repeated breaches after prior cure opportunities
For Convenience:
- With 60 days written notice for any reason
- If we discontinue Services generally
14.5 Suspension
We may suspend access without terminating if:
- Your account is past due (after 7 days notice)
- We reasonably believe you are violating Terms
- Necessary to prevent harm or comply with legal requirements
- Required for security or integrity of the Platform
We will provide notice and opportunity to cure when reasonably possible.
14.6 Effect of Termination
Upon termination:
- Your access to the Platform immediately ceases
- You must pay all outstanding fees
- All licenses granted to you terminate
- Customer Data will be permanently deleted per Section 14.7 deletion timeline
14.7 Data Retrieval and Deletion
Data Retrieval Window: After termination, you have 30 days to retrieve Customer Data via:
- Self-service export tools (if account remains accessible)
- Requesting a data export (may incur reasonable fees for manual exports >100GB)
Deletion Timeline:
- Standard Deletion: Customer Data will be permanently deleted within 60 days after termination unless you request a written extension
- Extended Retention: You may request up to 90 days additional retention in writing (fees may apply for extended storage)
- Expedited Deletion: You may request immediate deletion for compliance or security purposes
- Backup Overwrite: All backup copies will be overwritten within 90 days of deletion instruction per normal backup rotation
Guaranteed Deletion: Upon request, we will provide written certification of data deletion within 10 business days of completing deletion procedures. Certification will include:
- Confirmation of data deletion from production systems
- Confirmation of deletion instruction sent to sub-processors
- Expected backup overwrite completion date
We strongly recommend maintaining independent backups during your subscription period.
14.8 Surviving Provisions
The following sections survive termination:
- Payment obligations (Section 4)
- Data ownership (Section 6)
- Intellectual property (Section 7)
- Confidentiality (Section 10)
- Warranties and disclaimers (Section 11)
- Limitation of liability (Section 12)
- Indemnification (Section 13)
- Governing law and dispute resolution (Section 16)
15. Changes to Terms
15.1 Modification Rights
We may modify these Terms at any time by:
- Posting updated Terms on our website
- Providing notice via email or platform notification
- Updating the "Last Updated" date
15.2 Material Changes
For material changes that adversely affect your rights:
- We will provide at least 30 days advance notice
- Continued use after the effective date constitutes acceptance
- If you disagree, you may terminate within the notice period
15.3 Immediate Changes
We may implement changes immediately without notice for:
- Legal or regulatory compliance requirements
- Security vulnerabilities or emergency patches
- Changes that benefit customers without imposing new restrictions
15.4 Version Control
We maintain archived versions of prior Terms. You may request historical versions by contacting support.
16. Governing Law & Dispute Resolution
16.1 Governing Law
These Terms are governed by and construed in accordance with the laws of the Province of Saskatchewan, Canada, without regard to conflict of law principles.
The application of the United Nations Convention on Contracts for the International Sale of Goods is expressly excluded.
16.2 Jurisdiction
Subject to arbitration provisions below, the parties submit to the exclusive jurisdiction of the courts located in Saskatchewan, Canada for any disputes arising from these Terms.
16.3 Informal Dispute Resolution
Before initiating formal proceedings, the parties agree to attempt good-faith resolution through:
- Written notice describing the dispute
- Meeting or call between authorized representatives within 15 days
- 30-day negotiation period
16.4 Arbitration (Optional)
For disputes not resolved informally, either party may elect binding arbitration:
- Administered by ADR Chambers or equivalent Canadian arbitration body
- Single arbitrator selected by mutual agreement (or appointed by administrator)
- Located in Saskatchewan, Canada
- Conducted in English
- Governed by Commercial Arbitration Act (Saskatchewan)
Arbitration costs are shared equally unless the arbitrator awards costs differently.
16.5 Exceptions to Arbitration
Either party may pursue litigation for:
- Intellectual property infringement claims
- Injunctive relief for breach threatening irreparable harm
- Small claims court matters within jurisdictional limits
16.6 Class Action Waiver
TO THE EXTENT PERMITTED BY LAW, ALL CLAIMS MUST BE BROUGHT IN THE PARTIES' INDIVIDUAL CAPACITY, NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS, COLLECTIVE, OR REPRESENTATIVE PROCEEDING.
16.7 Time Limitation
Claims must be filed within two (2) years after the cause of action arises, or be permanently barred.
17. General Provisions
17.1 Entire Agreement
These Terms, together with the Privacy Policy and any Order Forms or Subscription Agreements, constitute the entire agreement between the parties and supersede all prior agreements, proposals, and representations, whether written or oral.
17.2 Amendment
No amendment or modification is binding unless in writing and signed by authorized representatives of both parties (subject to Section 15 modification rights).
17.3 Waiver
Failure to enforce any provision does not constitute a waiver of that provision or any other provision. Waivers must be in writing to be effective.
17.4 Severability
If any provision is held invalid or unenforceable:
- That provision is modified to the minimum extent necessary to make it enforceable
- If modification is not possible, the provision is severed
- All other provisions remain in full force and effect
17.5 Assignment
You may not assign or transfer these Terms or any rights hereunder without our prior written consent. Any attempted assignment in violation is void.
We may assign these Terms:
- To an affiliate or subsidiary
- In connection with a merger, acquisition, or sale of assets
- To any successor entity
17.6 No Third-Party Beneficiaries
These Terms do not confer rights on any third party except as expressly stated.
17.7 Notices
Notices must be in writing and delivered to:
To Customer: The email address associated with your account
To Sergio: Axenvoy Inc. Suite 1002, 1 Springs Drive, Unit #208 Swift Current, SK S9H 3X6, Canada Email: legal@axenvoy.com
Notices are effective:
- Email: Upon confirmation of delivery
- Mail: 3 business days after sending by registered mail
17.8 Force Majeure
Neither party is liable for failure to perform due to circumstances beyond reasonable control, including:
- Natural disasters, pandemics, acts of God
- War, terrorism, civil unrest
- Government actions, embargoes, sanctions
- Strikes, labor disputes
- Internet or utility failures
- Cyber attacks affecting third-party infrastructure
The affected party must provide prompt notice and use reasonable efforts to resume performance.
17.9 Relationship of Parties
The parties are independent contractors. These Terms do not create a partnership, joint venture, agency, or employment relationship.
17.10 Export Compliance
You agree to comply with all applicable export control laws and regulations. You will not export, re-export, or transfer the Platform or technical data to prohibited countries or persons.
17.11 Government Use
If you are a government entity, the Platform is "Commercial Computer Software" and "Commercial Technical Data" as defined in applicable regulations. Government use is subject to these commercial terms.
17.12 Language
These Terms are written in English. Any translations are provided for convenience only. In the event of conflict, the English version controls.
17.13 Interpretation
- Headings are for convenience and do not affect interpretation
- "Including" means "including without limitation"
- Singular includes plural and vice versa
- "Or" is not exclusive unless context requires
18. Contact Information
For questions regarding these Terms:
Legal Inquiries: Email: legal@axenvoy.com
Privacy Officer: Cody Lepine Email: legal@axenvoy.com
Billing and Account Management: Email: billing@axenvoy.com
General Support: Email: support@sergio.app
Technical Support: Email: support@sergio.app
Mailing Address: Axenvoy Inc. Suite 1002, 1 Springs Drive, Unit #208 Swift Current, SK S9H 3X6, Canada
19. Acknowledgment
BY CREATING AN ACCOUNT OR USING THE SERVICES, YOU ACKNOWLEDGE THAT:
- You have read and understood these Terms
- You agree to be bound by these Terms
- You have authority to bind your organization
- You understand the limitations of liability and warranty disclaimers
- You have had opportunity to seek legal counsel before agreeing
END OF TERMS OF SERVICE