Trade Clerks Terms of Service

Effective November 2, 2026. Version 1.5.

These terms are an agreement between you and Steve Gligor, operating as Trade Clerks, Burlington, Ontario, Canada ("Trade Clerks", "we"). By creating an account or using the app, you agree to them and to our Privacy Policy.

1. Who can use Trade Clerks

• Trade Clerks is for running a business. You must be at least 18, or the age of majority where you live.
• You're responsible for your account. Keep your password private and tell us at support@tradeclerks.com if you think someone else has used it.

2. What Trade Clerks does

Trade Clerks turns what you say or type about a job into an invoice, starts jobs from your customers' texts, sends invoices to your customers by email, and keeps track of your jobs, customers and addresses. On plans that include it, Trade Clerks also gives you a business phone number for texting with your customers. Where available, it also helps you record installed equipment and track warranty registrations and rebate or incentive claims.

We're improving the app all the time, so features may change, be added or be removed.

3. Your invoices are your responsibility

• Check every invoice before you send it. The app uses AI to read your recordings, and AI can get things wrong: a name, a quantity, an address or a line item. The app is built never to make up prices or hours; it marks them "Add price" or "Check hours" for you to fill in. You're still responsible for what you send.
• Jobs from a text: the app uses AI to read a customer's details from the screenshots or text you choose. Check each detail before you save it.
• Tax: the app works out tax from the settings in your profile, such as your province and whether you're registered. Keep those settings correct and check the tax on your invoices. Trade Clerks isn't tax, accounting or legal advice.
• Records: keep your own copies of invoices as your tax rules require. If you delete your account, we can't recover them.

4. Warranties, rebates and incentives

Where the app helps with warranty registrations or rebate, incentive or SPIFF claims:

• It's a reminder and record-keeping tool. Whether a claim or registration is accepted, and how much is paid, is decided by the manufacturer or program, not by us.
• Program rules, amounts and deadlines change. Check them with the manufacturer or program before relying on them.
• You submit registrations and claims yourself unless the app clearly offers to send one and you tap to do it.
• Where your invoice says your customer's equipment will be registered for warranty, you confirm that your customer agreed to that, and you make the registration yourself.
• Trade Clerks never takes a cut of any warranty, rebate, incentive or SPIFF money you receive.

5. Your data

• It's yours. You own the information you put into Trade Clerks, including your customers' details. You give us permission to store and use it only to run the app for you, as described in the Privacy Policy.
• Your customers' information: you must have the right to give it to us and to email your customers their invoices. Only add people you actually do work for.
• Voice recordings: only record your own description of a job. Don't record other people without their permission.
• Screenshots and texts: only use conversations with your own customers to start a job.
• Texts from your business number: only text people who contacted you or asked you to. Every text identifies your business, and a customer can reply STOP at any time; the app then won't text them again. You're responsible for what you write in your replies.

6. Your business number

Where your plan includes a business phone number:

• The number is provided through Twilio, our messaging carrier, for as long as your plan includes it. It's for your business texting with your customers.
• If your plan stops including the number, we hold it for 60 days. Resubscribing to a plan that includes it during that time gives it back as it was. After 60 days it's released and may be given to someone else.
• The number is yours to keep. You can ask us to move (port) it to your own carrier at any time, during your subscription or the hold, by emailing support@tradeclerks.com. We'll give you what your new carrier needs.
• Texts are carried by mobile networks we don't control, so we can't promise every text is delivered, and the number isn't for emergency calls.
• The number can't be used for marketing blasts or to text people who haven't contacted you (see Fair use).

7. Fair use

Don't use Trade Clerks to:

• send spam, or emails or texts to people who aren't your customers;
• send false or misleading invoices, or anything unlawful;
• try to get into other accounts, or interfere with the app or the services it relies on;
• copy, resell or reverse engineer the app.

We may suspend or close an account that breaks these rules. Where we reasonably can, we'll tell you first.

8. Price

Trade Clerks is free while it's in testing. When paid plans start, we'll tell you the price before you're charged, and you can choose not to subscribe. Subscriptions bought through the App Store or Google Play are billed and refunded under their rules.

9. Closing your account

You can delete your account at any time in the app (Menu → Delete account). This permanently deletes your data as described in the Privacy Policy. Invoices you have already emailed stay with the people you sent them to.

10. If something goes wrong

• We work hard to keep Trade Clerks running and accurate, but we provide it "as is": we can't promise it will always be available or error-free.
• To the extent the law allows, we aren't responsible for indirect losses such as lost profits, lost data or missed rebates. Our total responsibility to you for any claim is limited to the amount you paid us in the 12 months before the claim, or CA$100 if you haven't paid anything.
• Nothing in these terms limits rights you have under consumer protection laws that can't be excluded.

11. Changes to these terms

If we make an important change, we'll tell you in the app and ask you to agree again before it applies to you. The version and date are at the top.

12. Law

These terms are governed by the laws of Ontario and the federal laws of Canada that apply there. Any dispute will be handled by the courts of Ontario.

13. Contact

support@tradeclerks.com · Steve Gligor, Trade Clerks, Burlington, Ontario, Canada