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Legal
The rules for using Workaro, managing a workspace, accepting payments, communicating with clients, and keeping business records connected.
Last updated: June 18, 2026
These Terms apply to Workaro accounts, workspaces, client portal links, billing, communications, files, and payment workflows. Please also review the Privacy Policy.
These Terms of Service apply when you visit Workaro, create an account, join a workspace, use the app, invite team members, upload files, send client links, request payments, use messaging, or use any related Workaro service.
If you use Workaro for a company, organization, or client-facing business, you represent that you are authorized to accept these Terms for that organization. The organization is responsible for the workspace, its users, its client records, its payment activity, and its use of Workaro.
You may not use Workaro if you do not agree to these Terms, if you are not legally allowed to use the service, or if Workaro has suspended or terminated your access.
Workaro is business operations software for service teams. The product may include client records, jobs, scheduling, quotes, invoices, payments, documents, file uploads, receipts, reporting, team access, client portal links, SMS, email, and related workflow tools.
Workaro is a software platform. Workaro does not perform your services, supervise your employees or contractors, guarantee collection from your clients, provide legal, tax, accounting, insurance, construction, trade, compliance, or financial advice, or become a party to your contracts with your clients.
Features can vary by plan, account status, provider availability, region, payment review status, workspace settings, and product changes.
You are responsible for keeping account information accurate, protecting login credentials, enabling appropriate account protections, and notifying Workaro if you believe an account or workspace has been accessed without permission.
Workspace owners and admins control workspace settings, users, roles, billing, client records, documents, communications, payment settings, and other workspace activity. Inviting a user gives that user access according to the role and permissions available in the product.
You may invite team members only when you have permission to give them access to workspace data. You are responsible for removing users who no longer need access and for the actions taken by users in your workspace.
Workaro may rely on instructions from workspace owners, admins, authorized team members, billing contacts, and account holders unless we have reason to believe an instruction is unauthorized, illegal, abusive, or risky.
Plan prices, included usage, trial eligibility, billing dates, add-ons, usage-based charges, and plan features are shown in Workaro or during checkout. By starting a plan, trial, paid subscription, add-on, or usage-based feature, you authorize Workaro and its payment provider to charge the payment method on file for amounts you owe.
Solo and Crew may include a trial when eligible. If a trial requires a payment method, the subscription may automatically begin when the trial ends unless you cancel before the trial expires. Fleet and other plans may begin paid billing immediately or according to the checkout terms shown at the time of purchase.
Plan changes may be immediate or scheduled. Upgrades may be prorated and charged immediately. Downgrades may be scheduled for the end of the current billing period so the workspace keeps current plan access until that period ends. Billing behavior can depend on the plan, provider rules, and the checkout or billing flow used.
Usage-based items may include SMS, storage, seasonal pause, and other add-ons shown in the product. Usage can be measured by provider events, accepted sends, stored data, snapshots, records, or other product meters. You are responsible for charges generated by your workspace users and enabled features.
You authorize Workaro to calculate usage-based overages and add-ons at the close of a billing period and submit those amounts to the payment provider as part of your recurring subscription billing. Those amounts may appear on the same monthly subscription invoice and be charged together with your base plan price on the billing date.
If a payment fails, is disputed, is reversed, or becomes past due, Workaro may retry charges, request updated payment information, limit features, pause usage-based sending, restrict payment links, lock account access, or take other reasonable steps to protect the service and recover amounts owed.
A workspace owner or admin can schedule subscription cancellation from Workaro when cancellation is available. Unless Workaro states otherwise, scheduled cancellation keeps paid workspace access active until the end of the current paid billing period.
At the end of the paid billing period, the workspace may move to limited or view-only access for a short period so the business can review records and export information. Workaro may then lock the workspace and schedule data deletion according to the retention windows shown in the product.
Current Workaro cancellation retention is designed so canceled paid workspaces receive 15 days of view-only access after cancellation takes effect and 60 days of data retention before deletion, unless a legal, billing, fraud, dispute, safety, backup, or compliance reason requires a different retention period.
If a workspace has a failed payment, unresolved balance, chargeback, open dispute, fraud review, provider hold, or suspected abuse, Workaro may lock or restrict access before the normal cancellation timeline. Workaro may continue retaining records while the issue is reviewed, while amounts remain unpaid, or while provider or legal obligations require retention.
Team-member deactivation is different from subscription cancellation. If an owner or admin deactivates a team member, that user may lose workspace access immediately, even if the workspace subscription remains active.
You are responsible for downloading or exporting records your business needs before access ends. Deletion and retention rules may not remove all copies immediately. Backups, logs, payment records, audit history, dispute records, legal records, fraud-prevention records, support records, suppression records, and accounting records may be retained longer where needed.
Deletion is irreversible for active product records once completed. Workaro may keep limited deletion logs and account markers so we can prove deletion, prevent abuse, preserve opt-outs, honor legal holds, and avoid recreating records that should remain suppressed.
If your workspace uses Workaro to request or accept client payments, payment processing may be provided by third-party payment processors. You may need to complete identity, business, bank, tax, risk, or compliance review before payment features, payouts, refunds, or certain payment methods are available.
Your organization is responsible for its goods and services, client relationships, invoices, deposits, estimates, quotes, payment terms, card fees, taxes, refunds, cancellations, warranties, chargebacks, disputes, payment method rules, and any promises made to clients.
If your workspace uses Workaro Go for in-person payments, Tap to Pay, Quick Pay, or authorized card-on-file charges, your organization is responsible for confirming the correct client, invoice, amount, fee treatment, permission, and signature or authorization before charging a payment method.
Workaro may show payment status, payment method summaries, receipt details, processing fees, dispute status, refund status, and transaction references so workspace records remain accurate. Workaro does not guarantee that a client will pay, that a payment will settle, or that a dispute will be won.
Workaro may delay, restrict, hold, disable, or review payment-related features when needed for risk, fraud prevention, suspected misuse, excessive disputes, negative balances, provider limits, compliance, legal obligations, overdue Workaro balances, or violation of these Terms.
Your organization is financially responsible for payment activity connected to its workspace, including refunds, failed refunds, disputes, chargebacks, reversals, negative balances, processor fees, network fees, penalties, taxes, and losses caused by your organization, team members, clients, misuse, errors, fraud, negligence, or policy violations.
If Workaro, a payment processor, or another provider incurs costs, deductions, losses, fees, chargebacks, penalties, or negative-balance amounts because of your workspace activity, you authorize Workaro to recover or recollect those amounts from your workspace, payment method, payouts, balances, invoices, or other lawful collection methods.
You are responsible for submitting complete and truthful dispute evidence by the deadline shown by the payment provider or in Workaro. Workaro may help organize or submit evidence, but the outcome is controlled by payment networks, banks, processors, or other third parties.
Workaro may require additional verification, withhold access to payment features, or charge recovery or unlock fees when payment risk, disputes, chargebacks, fraud, negative balances, or abuse create material risk for Workaro or its providers.
Workspace owners are responsible for the records they create in Workaro and for deciding whether client, employee, job, invoice, message, and file records should be kept, exported, corrected, archived, or deleted.
If a client, employee, contractor, or other person asks Workaro to access, correct, or delete information stored by a business workspace, Workaro may direct that request to the workspace business unless Workaro is legally required to act directly.
Workaro may refuse, delay, or limit deletion when records are needed for billing, tax, accounting, audits, payment disputes, refunds, chargebacks, fraud prevention, security investigations, support investigations, legal obligations, provider compliance, or enforcement of these Terms.
Client portal links, quote approvals, invoice views, payment notices, uploads, downloads, signatures, acceptance checkboxes, and feedback records are business records for your workspace. You are responsible for sending links to the correct recipients and for using accurate client information.
Workaro may record timestamps, IP-derived request information, browser details, email addresses, payment status, approval text, uploaded files, and action history to help your business maintain an audit trail.
You are responsible for making sure your quotes, invoices, deposits, policies, cancellation terms, refund terms, taxes, service descriptions, and payment instructions are accurate and lawful for your business.
You keep ownership of the content your organization uploads or creates in Workaro, including business logos, photos, PDFs, documents, client files, notes, line items, messages, and records. You grant Workaro the permissions needed to host, process, display, transform, store, back up, transmit, and make that content available through the product.
Do not upload malware, illegal content, stolen data, payment card numbers outside approved payment flows, government IDs unless specifically requested by an approved provider flow, sensitive information you are not authorized to process, or content that violates another person's rights.
Workaro may remove, block, quarantine, or restrict content that appears unlawful, unsafe, abusive, infected, infringing, fraudulent, excessive, or harmful to Workaro, users, clients, providers, or the public.
By creating an account or joining a workspace, you agree that Workaro may send required account, login, invite, billing, onboarding, service, support, security, product, legal, mobile push, and operational communications by email, in-app notice, push notification, or other reasonable non-SMS methods. Some service messages are necessary to operate the product.
Optional promotional emails, if Workaro offers them, are separate from required service communications. You may unsubscribe from optional promotional emails using the unsubscribe or email-preferences link in those emails or from account settings where available. Workaro may continue sending transactional and service messages needed for the product, billing, security, legal notices, support, requested documents, receipts, invoices, quotes, payments, appointments, and workspace operations.
If you separately opt in to Workaro SMS, you are subscribing to receive transactional text messages from Workaro for account setup, billing, support, workspace activity, appointment and job reminders, service updates, quote and invoice notices, and payment notices. Reply STOP to opt out. Reply HELP for help. Standard message and data rates may apply. Message frequency may vary.
SMS consent is separate from email consent, is optional, is not required to create a Workaro account, and is not required to buy or use Workaro. Workaro SMS opt-in checkboxes are designed to be unchecked by default. Workaro will not sell or share mobile opt-in information for promotional or marketing purposes. Marketing SMS, if offered, will require a separate compliant opt-in and may be opted out of where available.
If your workspace sends email or SMS to clients through Workaro, your organization is responsible for having the required consent or other lawful basis, using accurate recipient information, honoring opt-outs, respecting quiet hours and communication preferences, and following laws and carrier rules that apply to your messages.
Recipients may reply STOP or use other opt-out methods where supported. Workaro may suppress messages to opted-out numbers or addresses across the platform to protect recipients and the service. SMS help may be available by replying HELP where supported or by contacting Workaro support.
You may not use Workaro for fraud, scams, illegal services, abusive messaging, misleading payment requests, unauthorized debt collection, harassment, spam, phishing, malware, scraping, credential stuffing, account sharing that bypasses plan limits, or attempts to access another workspace's data.
You may not interfere with Workaro, test security without written permission, reverse engineer restricted parts of the service, overload the platform, bypass limits, manipulate billing or usage meters, abuse promotions, or use Workaro in a way that harms users, clients, providers, or Workaro.
Workaro may monitor, rate limit, throttle, reject, block, suspend, lock, or terminate activity that appears risky, unlawful, abusive, excessive, automated, fraudulent, or inconsistent with these Terms.
Workaro may connect with third-party providers for hosting, authentication, databases, storage, payments, email, SMS, analytics, maps, address tools, file processing, and other services. Those providers may have their own terms, policies, fees, limits, outages, review requirements, and compliance rules.
Workaro is not responsible for third-party provider outages, policy decisions, review delays, payment network rules, carrier filtering, bank actions, app-store rules, or changes made by services outside Workaro's control.
When you enable an integration or provider-powered feature, you authorize Workaro to exchange the information needed to provide that feature.
Workaro is built to be reliable, but software services can experience downtime, bugs, provider outages, maintenance, browser issues, network issues, data delays, or feature limits. Workaro does not guarantee uninterrupted or error-free operation.
We may add, change, limit, rename, price, remove, or discontinue features as the product improves. We may also release beta, preview, experimental, or early-access features that may be less stable than general features.
You are responsible for keeping independent copies of critical business records when required by your business, industry, insurer, accountant, attorney, or regulator.
Workaro may suspend, restrict, lock, or terminate an account or workspace for nonpayment, suspected fraud, payment risk, excessive disputes, abuse, security risk, illegal activity, provider requirement, court order, law-enforcement request, policy violation, or harm to Workaro, clients, providers, or other users.
When reasonable and allowed, Workaro may provide notice or an opportunity to resolve the issue. Some situations require immediate action without notice.
Termination does not remove payment obligations, dispute obligations, chargeback responsibility, indemnity obligations, confidentiality obligations, record-retention obligations, or any terms that by their nature should survive termination.
Workaro is provided on an as-is and as-available basis to the fullest extent permitted by law. Workaro disclaims warranties of merchantability, fitness for a particular purpose, non-infringement, uninterrupted operation, and error-free operation.
To the fullest extent permitted by law, Workaro will not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages, lost profits, lost revenue, lost data, lost goodwill, business interruption, provider outages, payment disputes, client nonpayment, or losses caused by your workspace activity.
To the fullest extent permitted by law, Workaro's total liability for claims related to the service will not exceed the amounts your organization paid to Workaro for the service during the three months before the event giving rise to the claim.
You agree to defend, indemnify, and hold harmless Workaro from claims, losses, damages, liabilities, fees, penalties, and expenses arising from your workspace activity, your content, your client relationships, your payment activity, your communications, your violation of these Terms, or your violation of law or third-party rights.
Workaro may update these Terms as the product, plans, laws, providers, or business needs change. If changes are material, Workaro will provide notice through the product, by email, or by another reasonable method.
Your continued use of Workaro after updated Terms become effective means you accept the updated Terms. If you do not agree, you must stop using Workaro and, if applicable, cancel before the next billing event.
Questions about these Terms can be sent through the Workaro contact page or to the support channel shown in the product.
If you are using Workaro on behalf of a business, include the workspace name, account email, and a clear description of the request so Workaro can route it correctly.