Terms of Service

1. Agreement to Terms

These Terms of Service (“Terms”) govern your access to and use of Person Trail (the “Service”), operated by That Fellow Digital LLC (“Company,” “we,” “us,” or “our”). By accessing or using the Service, you agree to be bound by these Terms. If you do not agree, do not use the Service.

2. Eligibility

You must be at least 18 years old and have the legal authority to enter into a binding contract to use the Service. By using the Service on behalf of a business entity, you represent that you are authorized to bind that entity to these Terms.

3. Accounts

You are responsible for maintaining the confidentiality of your account credentials and for all activities that occur under your account. You must notify us immediately at [email protected] of any unauthorized use. We are not liable for any loss caused by unauthorized access to your account.

Multiple sign-in methods are available, including email and password, Google sign-in, and passwordless email links. You are responsible for securing whichever method(s) you use.

We maintain activity logs of actions taken on the platform (such as job creation, status changes, and assignment updates) for security, compliance, and support purposes. These logs are associated with your account and organization.

4. Acceptable Use

You agree not to:

• Use the Service for any unlawful purpose or in violation of any regulations
• Upload malicious code, viruses, or other harmful content
• Attempt to gain unauthorized access to any part of the Service or its infrastructure
• Scrape, crawl, or harvest data from the Service without express written permission
• Impersonate any person or entity
• Interfere with or disrupt the Service or servers connected to the Service
• Use the Service to send unsolicited communications (spam)
• Submit false, misleading, or retaliatory performance ratings
• Manipulate the scheduling system to unfairly disadvantage other crew members

5. Scheduling and Rating Features

Person Trail provides algorithmic scheduling recommendations and a performance rating system. You acknowledge and agree that:

Scheduling recommendations are suggestions, not guarantees. The algorithm assists organization owners in matching crew members to jobs, but all assignment decisions are made by human users. We do not guarantee the availability, suitability, or performance of any crew member.

Ratings reflect individual opinions. Organization owners may rate crew member performance after job completion. Ratings are visible within the organization only and may influence future scheduling recommendations within that organization. We do not verify ratings and are not responsible for their accuracy.

No employment relationship. The scheduling and assignment features do not create an employment relationship between Person Trail and any crew member, or between organization owners and their crew members.

6. AI Features

Person Trail offers optional AI-powered features, including a chat assistant and content suggestion tools, powered by Groq, a third-party large language model provider.

No accuracy warranty. AI-generated content may contain errors, inaccuracies, or incomplete information. You are solely responsible for reviewing, validating, and determining the suitability of any AI-generated content before using it.

Data transmission. By using AI features, you consent to your prompts and messages being transmitted to Groq for processing. Chat conversations are session-only and are not saved to our servers after the session ends.

Acceptable use. You agree not to submit sensitive personal data, payment card information, or credentials to AI features. You agree not to attempt to circumvent AI safety measures or use AI-generated output in violation of applicable laws.

Usage limits. AI features are subject to daily usage limits based on your subscription tier. Free users receive 10 messages per day, Starter users receive 100, Pro users receive 500, and Trailblazer users receive unlimited messages. Limits reset daily.

Auto-translation. On the Trailblazer plan, job messages may be automatically translated between languages using AI. Translations are machine-generated and may contain errors or lose nuance from the original message. Both the original and translated versions are stored and visible to team members. You are responsible for verifying the accuracy of translated content, particularly for safety-critical communications.

Custom AI instructions. On the Trailblazer plan, organization owners may provide custom instructions that modify AI behavior across all AI features. You are responsible for ensuring your custom instructions do not violate applicable laws or direct the AI to produce harmful, misleading, or discriminatory content.

Expense tracking and receipt processing. You are responsible for the accuracy of all expense data submitted through the platform, including amounts, categories, and descriptions. On plans that include AI receipt reading, receipt images are processed by Groq for automated data extraction. AI-extracted receipt data may contain errors and should be reviewed by you before submission or approval. We are not liable for inaccuracies in AI-extracted expense data.

7. QuickBooks Integration

Person Trail offers an optional integration with Intuit's QuickBooks Online (“QBO”) accounting service, available to Pro plan subscribers.

Opt-in only. The QuickBooks integration is activated at your discretion. No data is shared with Intuit until you explicitly connect your QuickBooks account.

Data synchronization. When enabled, invoices, estimates, and client data from Person Trail may be synced to your QuickBooks account. Person Trail is not responsible for the accuracy, security, or retention of data once it is stored within QuickBooks.

Third-party terms. Your use of the QuickBooks integration is subject to Intuit's Terms of Service and Privacy Statement. By connecting your QuickBooks account, you agree to Intuit's terms in addition to these Terms.

8. Google Calendar Integration

Person Trail offers an optional integration with Google Calendar, available to all subscription plans on a per-user basis.

Opt-in only. The Google Calendar integration is activated at your discretion. Each team member connects their own Google Calendar individually. No data is shared with Google until you explicitly connect your account.

Data synchronization. When enabled, jobs and phases from Person Trail are synced as calendar events to your Google Calendar. Event data includes job type, property address, scheduled times, and event descriptions. You may also pull time changes from Google Calendar back into Person Trail.

Disconnect. You may disconnect your Google Calendar at any time from Settings. Disconnecting stops all future sync but does not remove events already created in your Google Calendar.

Third-party terms. Your use of the Google Calendar integration is subject to Google's Terms of Service and Privacy Policy. By connecting your Google Calendar, you agree to Google's terms in addition to these Terms.

9. DocuSign Integration

Person Trail offers an optional integration with DocuSign for e-signature workflows on proposals, estimates, and change orders.

Opt-in only. The DocuSign integration is activated at your discretion. No data is shared with DocuSign until you explicitly initiate an e-signature request.

Data shared. When you send a document for signature, the document content, recipient name, and recipient email address are transmitted to DocuSign for processing.

Third-party terms. DocuSign integration enables e-signature workflows for proposals, estimates, and change orders. Use of DocuSign is subject to DocuSign's terms of service.

10. API Access + Webhooks

Trailblazer plan subscribers may generate API keys to access Person Trail data programmatically via our REST API, and configure webhook endpoints to receive real-time event notifications.

Rate limits. API requests are limited to 100 requests per minute per API key. Exceeding this limit will result in temporary throttling (HTTP 429). Limits are subject to change.

API key security. You are responsible for safeguarding your API keys. Do not share keys in public repositories, client-side code, or unsecured channels. Person Trail is not liable for unauthorized access resulting from compromised API keys.

Webhooks. Webhook payloads are signed with HMAC-SHA256. You are responsible for verifying webhook signatures before processing payloads. Person Trail retries failed webhook deliveries up to 3 times. Persistently failing endpoints may be automatically disabled.

Acceptable use. You agree not to use the API for scraping, bulk data extraction beyond normal business use, or to build a competing service. Abusive API usage may result in key revocation and account suspension.

11. Client Portal Access

Person Trail provides a client portal that allows end clients of an organization to view job details, approve or decline change orders, view invoices, and communicate with the organization's team.

PIN security. Client portal access is secured by a PIN. You are responsible for keeping your PIN confidential and for all actions taken through your portal session. Do not share your PIN with others.

Accurate information. You agree to provide accurate and current information when using the client portal, including your name and email address.

Data visibility. As a client portal user, you can only view data associated with your own jobs, invoices, and change orders. You cannot access other clients' data, internal organization data, or crew member information beyond what is shown on your jobs.

Change order decisions. Approving or declining a change order through the client portal constitutes a binding decision. You should review all change order details carefully before taking action.

Access revocation. The organization that manages your portal access may revoke it at any time and for any reason. Person Trail may also suspend or terminate portal access if we believe these Terms have been violated.

12. Billing Protection

Dispute handling. If you file a chargeback or payment dispute with your bank or card issuer, we will submit evidence to Stripe in response, including your account details, service usage records, and our refund policy. We encourage you to contact us at [email protected] before filing a dispute so we can resolve the issue directly.

Refund process. Refund eligibility is determined automatically based on our Refund Policy. Monthly subscriptions are eligible for a full refund within 3 days of the charge. Annual subscriptions may qualify for a prorated refund within 30 days of the charge. See our Refund Policy for full details.

Fraud prevention. We use automated checks to detect and prevent fraudulent activity, including blocking signups from disposable email addresses and monitoring payment failure patterns. Accounts flagged for suspicious activity may be reviewed or suspended.

Chargeback liability. Filing a fraudulent or unjustified chargeback may result in account suspension or termination. You agree to cooperate with any investigation related to disputed charges on your account.

13. Subscription and Payment

Certain features of the Service require a paid subscription. By subscribing, you authorize That Fellow Digital LLC (via Stripe, our payment processor) to charge your payment method on a recurring basis at the rates displayed at the time of purchase.

Prices are subject to change with 30 days’ notice. Continued use after a price change constitutes acceptance. Refunds are subject to our Refund Policy.

14. Intellectual Property

The Service and all content, features, and functionality (including software, text, graphics, logos, and trade names) are owned by That Fellow Digital LLC and are protected by United States and international intellectual property laws. You may not reproduce, distribute, modify, or create derivative works without our express written permission.

You retain all ownership rights to data you submit to the Service (“Customer Data”). By submitting Customer Data, you grant us a limited, non-exclusive license to store and process it solely to provide the Service.

15. Indemnification

You agree to indemnify, defend, and hold harmless That Fellow Digital LLC and its officers, directors, employees, and agents from and against any claims, liabilities, damages, judgments, awards, losses, costs, and expenses (including reasonable attorneys’ fees) arising out of or relating to: (a) your use of the Service in violation of these Terms; (b) your Customer Data; (c) your violation of any third-party right, including any intellectual property or privacy right; or (d) any claim that your Customer Data caused damage to a third party.

16. Disclaimer of Warranties

THE SERVICE IS PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS WITHOUT ANY WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, NON-INFRINGEMENT, AND ANY WARRANTIES ARISING OUT OF COURSE OF DEALING OR USAGE OF TRADE. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, SECURE, OR FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS. WE MAKE NO WARRANTIES REGARDING THE ACCURACY, RELIABILITY, OR COMPLETENESS OF ANY CONTENT OR INFORMATION AVAILABLE THROUGH THE SERVICE. AI-GENERATED CONTENT IS NOT VERIFIED BY US AND MAY CONTAIN ERRORS, INACCURACIES, OR INCOMPLETE INFORMATION. YOU ARE SOLELY RESPONSIBLE FOR EVALUATING AI OUTPUT BEFORE USE.

17. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL THAT FELLOW DIGITAL LLC, ITS OFFICERS, DIRECTORS, EMPLOYEES, AGENTS, OR LICENSORS BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, PUNITIVE, OR EXEMPLARY DAMAGES, INCLUDING BUT NOT LIMITED TO LOSS OF PROFITS, LOSS OF REVENUE, LOSS OF DATA, LOSS OF GOODWILL, BUSINESS INTERRUPTION, OR COST OF SUBSTITUTE SERVICES, EVEN IF THAT FELLOW DIGITAL LLC HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

IN NO EVENT SHALL THE AGGREGATE LIABILITY OF THAT FELLOW DIGITAL LLC ARISING OUT OF OR RELATING TO THESE TERMS OR THE SERVICE EXCEED THE GREATER OF (A) THE TOTAL FEES PAID BY YOU TO THAT FELLOW DIGITAL LLC IN THE TWELVE (12) MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM, OR (B) ONE HUNDRED U.S. DOLLARS ($100).

Some jurisdictions do not allow the exclusion or limitation of incidental or consequential damages, so the above limitations may not apply to you. In such jurisdictions, our liability is limited to the fullest extent permitted by law.

18. Dispute Resolution and Arbitration

Informal resolution: Before initiating any formal dispute, you agree to contact us at [email protected] and attempt to resolve the dispute informally for at least 30 days.

Binding arbitration: If informal resolution fails, any dispute arising out of or relating to these Terms or the Service shall be resolved by binding individual arbitration administered by the American Arbitration Association (“AAA”) under its Consumer Arbitration Rules. The arbitration shall take place in English and be conducted remotely where possible. The arbitrator’s decision shall be final and binding and may be entered as a judgment in any court of competent jurisdiction.

Class action waiver: YOU AND THAT FELLOW DIGITAL LLC EACH WAIVE THE RIGHT TO A TRIAL BY JURY AND THE RIGHT TO PARTICIPATE IN CLASS OR COLLECTIVE ACTIONS. ALL CLAIMS MUST BE BROUGHT ON AN INDIVIDUAL BASIS. This waiver is a material inducement for the Company to provide the Service.

Opt-out: You may opt out of the arbitration agreement within 30 days of first accepting these Terms by emailing [email protected] with subject “Arbitration Opt-Out” and your name and account email. Opting out does not affect any other provisions of these Terms.

Exceptions: Nothing in this section prevents either party from seeking emergency injunctive relief in court to protect intellectual property rights or confidential information.

19. Governing Law

These Terms are governed by the laws of the United States and the state in which That Fellow Digital LLC is registered, without regard to conflict-of-law principles. For matters not subject to arbitration, you consent to the exclusive jurisdiction of the state and federal courts located in that state.

20. Termination

We may suspend or terminate your access to the Service at any time for any reason, including if we believe you have violated these Terms, with or without notice. You may terminate your account at any time by contacting us. Upon termination, your right to use the Service ceases immediately. Sections 12, 13, 14, 15, 16, 17, and 18 survive termination.

21. Changes to Terms

We may update these Terms from time to time. We will provide at least 14 days’ notice of material changes via email or a notice in the Service. Your continued use after the effective date constitutes acceptance of the updated Terms.

22. Contact

That Fellow Digital LLC
Person Trail
[email protected]