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Terms of Service & Privacy Policy

Last updated: September 22, 2026

Terms of Service

These Terms of Service govern your use of the Expansion OS website and software (the Service). Please read them carefully.

1. Agreement to these terms

By creating an account, purchasing a subscription or using the Service, you agree to these Terms. If you use the Service on behalf of a business, you confirm you have authority to bind that business to these Terms.

2. The Service

Expansion OS is subscription software for contractors that may include a CRM, two-way texting, missed-call text-back, quotes, invoices, payment links, automations, review requests and related tools. Features vary by plan. We may improve, change or retire features over time.

3. Your account

You agree to provide accurate information and keep it current. You are responsible for your logins, for everyone you give access to, and for all activity under your account.

4. Subscriptions and billing

Plans are billed in advance on a monthly or yearly basis to the payment method on file and renew automatically until cancelled. Prices are shown at signup. Taxes may apply.

5. Founding member pricing

Founding member pricing stays locked for as long as your subscription remains active and in good standing. If you cancel and later return, current pricing applies.

6. Usage-based charges

Texting, calling, email, AI and similar usage beyond any credit included in your plan is billed based on usage. Usage may be charged from a prepaid balance that recharges automatically when it runs low.

7. Cancellation

You may cancel at any time. Cancellation takes effect at the end of your current billing period, and you keep access until then. Except as stated in Section 8, payments are non-refundable.

8. 30-day money-back guarantee

New customers may request a refund of their first subscription payment within 30 days of their initial purchase by contacting us. The guarantee does not cover usage-based charges or third-party card processing fees and applies once per business.

9. Messaging and calling compliance

You are responsible for getting any required consent before you text, call or email your customers through the Service, and for following applicable laws and carrier rules, including the TCPA, CAN-SPAM and A2P 10DLC requirements. We may suspend messaging that violates these rules.

10. Payments you collect

Card payments you collect through the Service are processed by third-party payment processors under their own terms. Processing fees apply to each transaction.

11. Acceptable use

You may not use the Service for unlawful activity, spam, harassment, deceptive marketing, or to send content you do not have the right to send, or attempt to disrupt or gain unauthorized access to the Service.

12. Your data

You own the customer data you add to the Service. You give us permission to host, process and back up that data only as needed to provide and support the Service. You can request an export of your data.

13. Third-party services

The Service relies on third-party providers for hosting, messaging, phone, email and payments. We are not responsible for outages or changes caused by those providers.

14. No guarantee of results

The Service is provided as is and as available. We do not guarantee any specific number of leads, jobs, reviews or revenue.

15. Limitation of liability

To the fullest extent allowed by law, our total liability for any claim related to the Service is limited to the amount you paid us in the 12 months before the claim. We are not liable for indirect, incidental or consequential damages, including lost profits.

16. Suspension and termination

We may suspend or end access to the Service for non-payment or for breach of these Terms. You may stop using the Service at any time.

17. Changes to these terms

We may update these Terms. We will post the updated version on this page with a new date. Continued use of the Service after an update means you accept the updated Terms.

18. Governing law

These Terms are governed by the laws of the State of California. Any dispute will be handled in the state or federal courts located in San Diego County, California.

Privacy Policy

This Privacy Policy explains how Expansion OS collects, uses and shares information when you visit our website or use the Service.

1. Information we collect

Information you give us, such as your name, business name, email, phone number and account details. Billing details, which are handled by our payment processor. Customer data you add to the Service. Usage and device information collected automatically, such as pages visited and browser type, including through cookies.

2. How we use information

To provide, maintain and support the Service; to process payments; to send account, billing and service messages; to improve the Service; to send marketing you can opt out of at any time; and to meet legal obligations.

3. Text messaging

If you opt in to receive text messages from Expansion OS, message frequency varies and message and data rates may apply. Reply STOP to opt out or HELP for help. Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. Text messaging opt-in data and consent will not be shared with any third parties.

4. How we share information

We share information with service providers that help us run the Service, such as hosting, CRM, messaging, phone, email and payment providers, only as needed to provide the Service. We may also share information to comply with the law or as part of a business transfer. We do not sell personal information.

5. Your customer data

You control the customer data you add to the Service. We process it on your behalf to provide the Service and do not use it to market to your customers.

6. Cookies and analytics

We use cookies and similar tools to keep the website working, understand how it is used and improve it. You can control cookies in your browser settings.

7. Data retention

We keep information for as long as your account is active and as needed to provide the Service, meet legal obligations, resolve disputes and enforce our agreements.

8. Security

We use reasonable safeguards to protect information. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.

9. Your choices and rights

You can ask to access, correct or delete your personal information by contacting us. California residents have additional rights under the California Consumer Privacy Act, including the right to know, delete and correct personal information and to not be discriminated against for exercising these rights.

10. Children

The Service is for businesses and is not directed to anyone under 18. We do not knowingly collect information from children.

11. Changes to this policy

We may update this Privacy Policy. We will post the updated version on this page with a new date.

Contact us

Questions about these Terms or this Privacy Policy? Reach us at:

Expansion OS2588 El Camino Real Suite F516, Carlsbad, CA 92008
© 2026 Expansion OS. All rights reserved.