Beta tester agreement

DRAFT: needs lawyer review.

This agreement is between you (the tradie or business using QuoteVoice) and Cohan King trading as QuoteVoice, ABN 85 951 573 951 ("we", "us"). Contact: hello@quotevoice.au.

It applies while you test QuoteVoice in the beta. Our privacy policy explains how we handle personal information. It is not part of this agreement, and changes to it are made as that policy explains, not under "Changes to this agreement" below.

What you're testing

QuoteVoice helps you write quotes, check them and send them to your customers by email or link. During the beta you can:

• set up your business details and price book
• add customers and write quotes, or draft them from a typed note using AI
• check quotes against the rules we have built in (some, such as the NSW and QLD licence and home building rules, apply only to building and trade work)
• send quotes and let customers open, accept or decline them online, or ask for changes
• if you choose, connect Xero to turn accepted quotes into draft invoices (while QuoteVoice is in practice mode, only Xero's Demo Company)

QuoteVoice is still being built. Things may change, break or be unavailable at times.

The beta is for tradies and other businesses that quote work at homes and other properties, such as cleaners, gardeners and pest controllers. It isn't for businesses whose main work is health or allied health, legal services, finance, credit or insurance, real estate, NDIS supports, childcare, security guarding or motor vehicle repair, because QuoteVoice isn't built or checked for their rules.

Free during the beta

The beta is free. We won't ask for a card, and nothing is charged during the beta or automatically when it ends.

We will email you at least 30 days before the beta ends.

When the beta ends

When the beta ends, you can choose a paid plan to keep sending new quotes. If you don't, sending new quotes pauses. You can still log in, draft, read, edit and download quotes, resend and revise quotes you've already sent, and your customers can still open and accept them.

The app will show you the final prices and the full subscription terms before you choose a plan. You're never charged unless you choose a plan and enter your card.

If you don't subscribe. Your data stays readable and downloadable for 12 months after sending pauses. We will email you 30 days and 7 days before we delete it, with a link to download your quotes. To keep your account for another 12 months, reply to either warning email or email us at hello@quotevoice.au (or, once paid plans are available, subscribe). If a warning can't be delivered, we'll try again, show the date in the app when you log in, and won't delete your data until at least 30 days after we try again. If the date changes, we'll email you the new date. After 12 months we delete your account and its data, as described in our privacy policy. We won't shorten this period without telling you first and giving you a chance to download your data.

Your customers' details

• You must have the right to give us the details of anyone you enter (your customers, other contacts and the people who work with you, including your employees and subcontractors), and you must tell them that you use QuoteVoice. You can point your customers to our customer notice. Every quote email and quote page links to it too.
• Only enter what a quote needs: name, phone or email, and job address. Don't put personal details in notes or quote text, such as names, key-safe, alarm or gate codes, or health information.
• We use your customers' details only to provide QuoteVoice to you. We don't sell them, we don't use them for our own marketing, and we don't use them to train AI.
• If one of your customers, or anyone else whose details you entered, asks us to correct or delete their details, we will do it in our copies and tell you. You agree to this.

Your quotes and records

• You are responsible for your quotes: the prices, the work, the terms, and meeting the laws that apply to your business.
• QuoteVoice's checks and AI drafts are there to help. They are not legal, tax or financial advice, and they don't cover every rule. Check every quote before you send it.
• You keep your own business and tax records. QuoteVoice is not a record-keeping service. Download any quote you need to keep.
• If you close your account, we delete your quotes and customers. We will offer you a download first.

Your logo

• Adding a logo is optional. Only add a logo that you or your business owns, or that you have permission to use for your business. Don't add a picture of another person unless they're happy for your customers to see it.
• Anything your logo says or shows must be true and current. That includes a licence, insurance, a membership, an award, how long you've been in business, and a supplier's or maker's brand. Don't use a government or regulator logo (such as the QBCC's) in your logo.
• If something in your logo stops being true, change or remove the logo straight away, in My business.
• You keep all your rights in your logo. You let us copy it, make it smaller, store it, and show it on your quotes, quote pages and PDFs (including the PDF we email to a customer who accepts), only so we can provide QuoteVoice to you. We don't use it for anything else, such as our own marketing, unless you say yes first.
• This permission lasts while the logo is in your account. If you change or remove your logo, quotes you've already finished or sent keep the logo they were made with until those quotes or your account are deleted. Copies your customers already have, such as emailed PDFs, stay with them.
• If someone tells us, with a reason, that your logo isn't yours to use or that it is misleading, we will tell you, and we may take the logo off QuoteVoice, including quotes already sent, until it's sorted out.

Customers accepting online

You agree that your customer may accept a quote online by typing their name and ticking a box on the QuoteVoice quote page, and that this is an acceptable way for them to sign or accept. QuoteVoice keeps a record of the acceptance (name, time, quote version, and the browser and device details their browser sends) and emails a copy to both of you.

For some jobs the law needs a signed written contract, a cooling-off notice or other steps. For those jobs the app won't offer online accept, or will say a written contract comes next. You are responsible for giving your customer any contract the law requires.

Using QuoteVoice fairly

• Keep your login details private. Tell us straight away if you think someone else has used your account.
• Don't use QuoteVoice to send spam, to send anything unlawful, or to try to get into other people's data.
• Only tick that a customer is OK with reminder emails if they told you so. If a customer asks you to stop emailing or texting them, tap "They asked me to stop emailing them" on the quote straight away, and always within 5 business days, so QuoteVoice stops too.
• The beta has limits, for example on how many AI drafts and emails you can send in a day or an hour, and how many customers and price items you can store. The app tells you when you reach one.

Feedback

We may ask you for feedback by email, phone or in the app. Giving feedback is up to you. You agree we can use your feedback to improve QuoteVoice without paying you for it. We won't use your name, business name or story in our marketing unless you say yes first.

Our part

• We will take reasonable care to keep QuoteVoice running and your data safe, and to fix problems we know about.
• We don't promise the app will always be available or free of errors during the beta.
• Nothing in this agreement takes away rights you have under the Australian Consumer Law or other laws that can't be excluded.

Changes to this agreement

If we need to change this agreement, we will email you at least 30 days before the change takes effect. The only exceptions are changes the law requires, or changes urgently needed to fix a security problem; for those we will email you as soon as we can. If you don't agree with a change, you can stop using QuoteVoice and close your account, and download your data first. The "Before you start" screen, where we ask you to agree to a new version, lets you do both without agreeing. A change can't make you pay for the beta.

Ending this agreement

• You can stop using QuoteVoice and close your account at any time, from My business.
• We can end the beta for everyone with at least 30 days' email notice.
• We can suspend or close your account sooner only if you seriously break this agreement (for example sending spam or trying to get into other people's data), or if we must by law. If we do, we will tell you why and, unless the law or a security risk prevents it, let you download your quotes.

How you agree

You agree to this agreement by ticking "I agree to the beta agreement, and I've read the privacy policy" in the app. When you do, we record which version of this agreement you agreed to and which version of the privacy policy you were shown, a fingerprint (hash) of their text, and the date and time from our server. You can ask us for a copy of either version at any time.

The box "Email me reminders about plans and prices" is separate and optional. It isn't part of this agreement, and you can use QuoteVoice without it. Emails about the beta ending that contain only facts go to every beta tester; emails about plans and prices go only to people who ticked that box.

This agreement is governed by the laws of New South Wales.