Terms of Service

Table of Contents

General Terms of Service

Effective Date: 8/1/2024

Introduction Welcome to The Workflow Wizard (“we,” “our,” “us”). By using our services, you agree to comply with and be bound by the following terms and conditions (“Terms of Service”). Please read them carefully. If you do not agree to these terms, please do not use our services.

1. Acceptance of Terms

By accessing or using our services, you agree to be bound by these Terms of Service and our Privacy Policy. If you do not agree with any part of these terms, you must not use our services.

2. Services Provided

The Workflow Wizard provides various custom solutions to help businesses streamline their operations and save time. Our services are tailored to meet the unique needs of each client.

3. Client Duties

Clients are responsible for providing accurate and complete information when requested and for maintaining the confidentiality of any login credentials. Clients must promptly notify us of any unauthorized use of their accounts or other breaches of security.

4. Payment Terms

4.1 Pricing: Our pricing for services will be outlined in a separate agreement or proposal provided to you. Prices are subject to change, and you will be notified of any changes before they take effect.

4.2 Payment: Invoices for services will be issued as agreed upon in the contract or proposal. Payment is due upon receipt unless otherwise specified. Late payments may result in the suspension or termination of services.

4.3 Refunds: Payments for services are non-refundable unless otherwise specified in a separate agreement.

5. Service Levels and Availability

We strive to provide reliable and high-quality services. However, we do not guarantee that our services will be uninterrupted or error-free. We are not responsible for any interruptions or errors caused by third-party services or factors beyond our control.

6. Changes to Services

We reserve the right to modify or discontinue our services at any time, with or without notice. We will make reasonable efforts to notify clients of significant changes to our services.

7. Intellectual Property

All content, trademarks, logos, and intellectual property related to our services are owned by The Workflow Wizard or our licensors. You may not use, reproduce, or distribute any of our intellectual property without our prior written permission.

8. Confidentiality

We respect your confidentiality and will not disclose any confidential information provided by you to third parties without your consent, except as required by law.

9. Limitation of Liability

To the maximum extent permitted by law, The Workflow Wizard is not liable for any indirect, incidental, special, consequential, or punitive damages, or any loss of profits or revenues, whether incurred directly or indirectly, or any loss of data, use, goodwill, or other intangible losses resulting from your use of our services.

10. Indemnification

You agree to indemnify and hold harmless The Workflow Wizard, its affiliates, and their respective officers, directors, employees, and agents from and against any and all claims, liabilities, damages, losses, and expenses, including reasonable legal fees, arising out of or in any way connected with your access to or use of our services.

11. Termination

We reserve the right to terminate or suspend your access to our services at our sole discretion, without notice, for conduct that we believe violates these Terms of Service or is harmful to other users of our services, us, or third parties, or for any other reason.

12. Governing Law

These Terms of Service are governed by and construed in accordance with the laws of the state of Virginia, without regard to its conflict of law principles. Any disputes arising out of or relating to these terms shall be resolved exclusively in the courts located within the state of Virginia.

13. Changes to These Terms

We may update these Terms of Service from time to time. When we do, we will revise the “Effective Date” at the top of this document. We encourage you to review these terms periodically to stay informed about our terms and conditions.

14. Contact Us

If you have any questions about these Terms of Service, please contact us at:

support@theworkflowwiz.com

By using our services, you acknowledge that you have read and understood these Terms of Service and agree to be bound by them. Thank you for choosing The Workflow Wizard. We look forward to serving you.

Magic Maintenance Plan Terms of Service

(Formerly the Automation Assurance Plan)

By subscribing to the Magic Maintenance Plan, you agree to the following terms and conditions:

1. Service Inclusions

The Magic Maintenance Plan provides ongoing support and maintenance for your existing automations once they are in maintenance mode, which includes:

  • Proactive Monitoring: I will monitor your automations regularly to identify and resolve issues before they impact your business.
  • Proactive Troubleshooting and Correction: If any errors or glitches are detected, I will address them promptly to ensure your automations continue running smoothly.
  • Minor Adjustments: Modifications to existing zaps, automations, Airtable tables, or interfaces that I have already built for you.
  • Priority Access: You will have priority access to me via email, phone, text, or chat, and I will respond to inquiries or requests as quickly as possible.
  • Discounted Hourly Rate: While on the plan, any new project work will be billed at a discounted per our agreement.

2. What Is Not Covered

The Magic Maintenance Plan does not include:

  • New Projects or Major Updates: This includes the creation of new Airtable automations, tables, interfaces, or new Zapier zaps. These changes will be treated as new project work and billed separately.
  • Third-Party Costs: The cost of third-party tools (e.g., Zapier, Airtable) is not included in the Magic Maintenance Plan. These are separate subscriptions that you will be responsible for managing and paying directly.

3. Payment and Billing

  • The Magic Maintenance Plan is billed automatically on the same date each month that you originally signed up.
  • Payment will be automatically charged to the payment method provided at the time of subscription.
  • Failed Payments: If a payment fails, you will have 7 days to resolve the issue. If payment is not resolved within this period, your Magic Maintenance Plan will be canceled, and all services will be suspended.
  • Cancellation: You may cancel your subscription at any time. Services will remain active until the end of the current billing cycle. After that all work will be billed at the undiscounted rate.

4. Response Times

  • For Magic Maintenance Plan members, I aim to address any issues or requests within 24 hours (during business days). In urgent cases, you will have priority access and receive immediate attention where possible.
  • Non-plan clients or clients without an active maintenance plan may expect a response within 48 business hours and will be billed at the standard current rate with a minimum charge of 30 minutes.

5. Written Confirmation for Additional Billable Work

For any work that falls outside of the defined maintenance services, I will always obtain written confirmation from you before proceeding. This ensures transparency and that you are aware of any billable work that would be completed at the discounted rate.

6. Definitions

  • Project Phases: Each project follows a three-phase timeline, which includes Build, Testing/Tweaking, and Maintenance Mode. Transitions between phases will be determined collaboratively, with both parties agreeing on the appropriate time to move forward.
    • Build Phase: This phase covers the initial setup and development based on the agreed-upon project specifications. The Build Phase concludes once the foundational system is in place and ready for real-world testing. I will notify you when I believe the project is ready to progress to the Testing/Tweaking Phase.
    • Testing/Tweaking Phase: During this phase, the system undergoes active testing by the client to ensure it meets the initial project specifications under real-world conditions. Minor adjustments, or “tweaks,” may be made to improve performance or resolve issues that arise during regular use. If significant changes are identified that require foundational updates, both parties may agree to revert temporarily to the Build Phase to complete those modifications. I will communicate with you when I believe the system is stable and ready for Maintenance Mode, and both parties will mutually agree on the transition to this phase.
    • Maintenance Mode: Maintenance Mode begins once the system has operated consistently and reliably for a sufficient period without requiring additional adjustments. At this stage, the focus shifts to monitoring, proactive troubleshooting, and minor adjustments to keep the system running smoothly. Any work beyond minor adjustments, such as new features or significant modifications, will be treated as new project work.
  • Minor Adjustments: Small refinements made to the existing system that enhance or slightly modify functionality without adding new features. Examples include updating fields, adjusting existing formulas, or changing trigger conditions in automations or workflows to improve the current setup.
  • Major Updates: Major updates involve the addition of new features, significant modifications, or the creation of new workflows, tables, automations, or interfaces. These changes are considered new project work and will follow a separate Build, Testing/Tweaking, and Maintenance cycle.

7. Changes to Terms

I reserve the right to update or modify the terms and conditions of the Magic Maintenance Plan. Any changes will be communicated to active subscribers with at least 7 days’ notice.

8. Limitation of Liability

I am not liable for any downtime, loss of revenue, or other damages that may arise from issues related to third-party software, services, or tools that are beyond my control (e.g., Zapier or Airtable outages, or API changes).

Acknowledgment

By subscribing to the Magic Maintenance Plan, you acknowledge that you have read, understood, and agree to these Terms and Conditions.

OTC Gmail Extension Beta Program

Thank you for your interest in becoming a Beta Tester for the OTC Gmail Extension. By participating in this Beta Program, you agree to the following terms and conditions:

1. Access to Your Accounts

To fully utilize the OTC Gmail Extension and its features, you agree to provide access to the following accounts:

  • OTC (Open to Close): The extension requires integration with your OTC account to fetch property data, automate workflows, and manage Gmail labels effectively.
  • Gmail: The extension interacts with your Gmail account to create, update, and organize labels, as well as to display property information.

By participating in the Beta Program, you authorize us to process data from these accounts solely for the purpose of delivering the functionality of the OTC Gmail Extension. Your data will not be shared, sold, or used for any purpose outside the scope of this program.

2. Feedback and Participation

As a Beta Tester, your input is critical to improving the OTC Gmail Extension. By joining this program, you agree to:

  • Provide Detailed Feedback: You may be requested to provide feedback regarding bugs, feature usability, and overall performance. This feedback can be provided through written responses, surveys, or other methods as requested.
  • Participate in Meetings: From time to time, we may request your participation in virtual meetings to discuss your experiences, suggestions, and challenges. We will make reasonable efforts to schedule these at mutually convenient times.

3. Program Limitations

  • The OTC Gmail Extension is in active development. As a Beta Tester, you understand that the product is provided on an “as is” basis and may contain bugs, errors, or other issues that could impact its functionality.
  • Features and functionality may change or be discontinued at any time based on testing results and feedback.

4. Privacy and Data Security

We take your privacy and data security seriously. The data accessed from your OTC and Gmail accounts will only be used for the following:

  • Integrating property information into Gmail.
  • Automating Gmail labels based on property data.
  • Improving the features and functionality of the OTC Gmail Extension.

All data processing is done securely, and your data will not be stored beyond what is necessary to provide the service. Access permissions can be revoked at any time by discontinuing use of the extension.

5. Termination

Your participation in the Beta Program is voluntary, and you may withdraw at any time by contacting us and ceasing use of the OTC Gmail Extension. Similarly, we reserve the right to terminate your participation if you fail to provide the required feedback or engage constructively with the program.

6. Lifetime Access

As part of this Beta Program, you will receive lifetime access to the OTC Gmail Extension. This includes access to all future updates and features at no additional cost. However:

  • Lifetime access is non-transferable.
  • Any abuse of the program or violation of these terms may result in termination of your access.

7. Liability Disclaimer

The OTC Gmail Extension is a Beta product and is provided “as is.” While we strive to ensure reliability, we are not responsible for:

  • Any disruptions or errors caused by the extension.
  • Unintended consequences arising from integration with your OTC or Gmail accounts.
  • Loss of data or other damages resulting from use of the extension.

8. Intellectual Property

All intellectual property associated with the OTC Gmail Extension, including but not limited to code, design, and documentation, remains the sole property of [Your Company Name]. You are granted a limited, non-exclusive license to use the extension during the Beta Program and beyond as part of your lifetime access.

9. Amendments

We reserve the right to update these terms as necessary. Any updates will be communicated to you, and continued participation in the Beta Program constitutes acceptance of the revised terms.

By participating in the OTC Gmail Extension Beta Program, you acknowledge that you have read, understood, and agreed to these terms. If you have any questions, please contact us.