Provider

Blue Collar Voice LLC

Customer

Customer

Blue Collar Voice – Master Services Agreement

Last updated (effective date): July 21, 2026

This Agreement is intended for commercial (business) use only.

Introduction

This Master Services Agreement (“Agreement”) is between Blue Collar Voice LLC (“Provider”) and the customer identified in the Order Form (“Customer”). This Agreement governs Customer’s use of Provider’s AI-powered business communication and operations platform (“Services”), including but not limited to AI voice answering, call management, customer relationship management, scheduling, job management, estimates, invoices, third-party integrations, operational/service notifications, summaries, reports, and any additional features made available through the Services. By signing an Order Form, Customer agrees to this Agreement.

1. Services

Provider will provide access to its AI-powered platform as described in the Order Form and the applicable Service Plan. The Service Plan selected by Customer (Core, AI Receptionist, AI Receptionist+, or Enterprise) determines the features, usage limits, included minutes, and any operational/service notification or reporting features available to Customer. Feature availability is subject to the Customer’s current Service Plan.

Customer understands that AI may produce inaccurate results and that all quotes, pricing, availability, scheduling confirmations, estimates, and invoices generated through the Services are non-binding until verified by Customer. Provider may update the Services and add new features but will not materially reduce core functionality of Customer’s current Service Plan during an active term.

Service Plan Features.The Services may include, depending on Customer’s Service Plan, configuration, and feature availability: AI voice answering, call recording and transcription, lead capture, customer relationship management, calendar and scheduling (including AI-assisted booking, cancellation, and rescheduling), job management and tracking, estimate and invoice generation and delivery, QuickBooks Online or other third-party integrations, tax-rate and line-item taxability assistance, operational/service notifications and reports, analytics, voice commands, and other features as made available by Provider. Operational/service notifications and reports may include, depending on Customer’s Service Plan, configuration, and availability, new lead notifications, urgent service request notifications, notifications related to voice-agent activity, daily summary emails, weekly report emails, and account/service alerts. Provider may introduce new features to any Service Plan at its discretion.

QuickBooks Online integration.If the QuickBooks Online integration is available and Customer chooses to connect it, Customer authorizes Provider to connect to Customer’s QuickBooks Online company through Intuit OAuth 2.0 and use the QuickBooks Online Accounting scope (com.intuit.quickbooks.accounting) to provide invoice/customer sync, accounting workflow support, reconciliation, diagnostics, audit logs, security, and support. Provider may read and write QuickBooks customer and invoice records as needed for sync. Provider may also read QuickBooks company/realm identity, company information, preferences, customers, invoices, item/service-item records, account metadata, invoice/payment/accounting metadata, webhook events, and related accounting identifiers as needed to provide and support the integration. Before invoice export, an authorized Customer user must select and confirm an active QuickBooks Service item and its matching income account. The integration is currently limited to U.S. QuickBooks Online companies and zero-tax invoices; invoices with non-zero tax are rejected before export. Provider does not request or use the QuickBooks Payments API scope and does not process payments through Intuit Payments.

Operational/Service Notifications.To operate the Services, Provider may generate and send operational/service notifications and account, billing, security, service availability, and similar notices to customer-designated business contacts or other configured notification destinations by email and, where enabled, SMS/text. These communications may include new lead notifications, urgent service request notifications, notifications related to voice-agent activity, daily summary emails, weekly report emails, and similar operational notices. Some of these communications are service-related rather than marketing and may be mandatory. Available channels, timing, and event types may vary based on Customer’s Service Plan, configuration, feature availability, third-party provider or carrier availability, inbox filtering, device settings, and other factors outside Provider’s reasonable control. Where SMS/text notifications are enabled, message frequency varies. Message and data rates may apply. Customer may opt out of non-mandatory SMS/text notifications by replying STOP. For help, reply HELP. Opting out of SMS/text notifications does not affect email delivery of operational, billing, security, or other service-related notices. For customer care regarding SMS/text notifications, contact us at support@bluecollarvoice.ai. Carriers are not liable for delayed or undelivered messages.

Free Trials.If Customer registers for a free trial or proof of concept, the Services are provided “AS IS” during that period. During a trial, Provider does not provide warranties, service level commitments, support commitments, or indemnity obligations. To keep trials fair, Provider may set reasonable usage limits and may throttle, suspend, or terminate a trial for suspected abuse or unusually high usage. Unless Customer cancels before the end of the trial, the subscription will automatically start and the applicable fees will become due. A free trial covers subscription fees only; usage-based telephony/API charges may still apply unless Provider states otherwise in writing.

No Emergency Services (911).The Services, including any AI classifications, summaries, reports, alerts, or notifications, are not a replacement for 911, emergency dispatch, or life-safety services. Customer must not rely on the Services, or on any email or SMS/text notification generated through the Services, as its sole means of learning about or responding to emergencies or other time-sensitive safety situations. Customer is responsible for configuring call flows (including emergency keywords like “gas leak” or “fire”) so emergency situations are immediately transferred to a human or emergency line, and for maintaining independent staffing, monitoring, escalation, and emergency-response processes. Provider disclaims all liability for any failure of the Services to recognize or appropriately handle emergency situations, or any delay, failure, or non-delivery of notifications relating to them.

2. Service Plans, Upgrades & Downgrades

Customer selects a Service Plan at the time of enrollment. Each Service Plan includes a defined set of features and usage limits as published on Provider’s website or communicated in writing.

Upgrades.Customer may upgrade to a higher-tier Service Plan at any time. Upon upgrade, Customer will have immediate access to the additional features of the new Service Plan and will be billed at the new rate beginning with the next billing cycle (or prorated for the current cycle, at Provider’s discretion). By upgrading, Customer accepts any additional terms, usage policies, and responsibilities associated with the higher-tier Service Plan, including but not limited to terms related to scheduling, financial document generation, third-party integrations, and expanded AI capabilities. Customer will be presented with and must acknowledge any tier-specific terms at the time of upgrade.

Downgrades.Customer may downgrade to a lower-tier Service Plan by providing notice before the next billing cycle. Upon downgrade, access to higher-tier features will be removed at the end of the current billing period. Customer Data associated with higher-tier features (e.g., calendar entries, estimates, invoices) will be retained for 90 days and available for export, after which Provider may delete it. Provider is not responsible for any disruption to Customer’s operations caused by loss of access to higher-tier features upon downgrade.

Minute Packs.Additional minute packs may be purchased as add-ons to any Service Plan. Overage rates apply to usage beyond included and purchased minutes. Minute pack pricing and overage rates are published on Provider’s website and may be updated with 30 days’ notice.

3. Customer Responsibilities

Customer agrees to: (a) provide accurate business rules, service information, pricing, scheduling availability, notification recipient information, and configured notification destinations, and update them as needed; (b) comply with laws regarding call recording, TCPA, biometric consent, privacy, and any other laws applicable to Customer’s configured use of the Services; (c) provide required caller notices and any other notices required by law; (d) configure emergency-routing instructions; (e) protect login credentials; (f) review and verify AI-generated estimates, invoices, scheduling actions, and other operational outputs in a timely manner; (g) ensure that any financial documents sent through the Services accurately reflect Customer’s intended pricing and terms; (h) keep customer-designated business contacts and other configured notification destinations accurate and current; (i) ensure Customer has authority to designate each notification recipient or destination and, to the extent required by applicable law, provide any required notices and obtain any required consents for operational/service notifications and account notices sent by email and, where enabled, SMS/text; and (j) promptly update or remove any recipient or destination that is no longer authorized. Customer must not use the Services for illegal activity, spam, impersonation, or to build a competing product.

Tax Assist.If the Services provide tax-rate, tax-jurisdiction, or line-item taxability suggestions, those suggestions are provided for convenience only and are not tax, legal, accounting, filing, remittance, or compliance advice. Suggested rates may be based on public or governmental datasets, address or location data, third-party geocoding or mapping services, Customer settings, or other available information. Customer is solely responsible for confirming the correct tax rate, jurisdiction, exemptions, taxable status, contract treatment, labor/material/fixture or equipment classification, filing obligations, and remittance before sending any estimate, invoice, or other financial document or collecting any tax reimbursement. Provider does not guarantee that tax data or suggestions are accurate, complete, current, or appropriate for Customer’s specific transaction.

QuickBooks and accounting review. Customer is responsible for reviewing and confirming all invoices, taxes, accounting treatment, balances, payments, customer records, and QuickBooks records for accuracy. Customer is responsible for deciding whether and how to correct records in Blue Collar Voice or QuickBooks Online. Provider does not provide accounting, tax, legal, filing, remittance, or compliance advice.

4. Call Recording, TCPA & Voice Cloning

Customer is solely responsible for obtaining all legally required consents and providing all legally required notices for call recording and for any automated calls or texts Customer configures or directs through the Services, including any SMS/text notifications where enabled. If Customer provides any voice samples for synthetic voices, Customer represents it has all necessary rights and permissions for those voice samples.

5. Fees & Payment

Fees are billed in advance based on Customer’s selected Service Plan, billing plan, and any add-ons, together with any applicable usage-based telephony or API charges, taxes, and other pass-through charges. Payment is automatic via ACH or card. Provider may suspend Services if payment is over 5 days late. Provider may adjust fees upon renewal with 30 days’ notice. Significant third-party telephony or API cost increases may be passed through with notice.

Monthly Plans. If Customer is on a monthly plan, Customer may cancel by providing notice before the next billing period. Cancellation will take effect at the end of the then-current monthly billing period. Monthly subscription fees, setup fees, minute packs, overage charges, telephony/API charges, taxes, and other pass-through charges are non-refundable once charged, except as expressly stated in the applicable Order Form or required by law.

Annual Prepaid Plans.If Customer initially purchases an annual prepaid plan and the applicable Order Form offers that billing option, Customer may cancel within 30 days after the Effective Date and receive a refund of the prepaid annual subscription fees, less (a) one month of service charged at Provider’s then-current monthly rate for the selected plan, and (b) any setup fees, minute packs, overage charges, telephony/API charges, taxes, and other pass-through or non-refundable charges incurred before cancellation. After that 30-day period, annual prepaid fees are non-refundable, and cancellation will take effect at the end of the then-current annual term unless otherwise stated in the applicable Order Form or required by law.

6. Term & Termination

The Agreement begins on the Effective Date. Monthly plans renew automatically for successive monthly billing periods unless Customer cancels in accordance with this Agreement or either party terminates as otherwise permitted herein. If offered in the applicable Order Form, annual prepaid plans renew automatically for successive annual terms unless either party gives notice of non-renewal at least 30 days before the end of the then-current annual term. Either party may terminate for uncured material breach.

Provider may suspend or terminate the Services immediately if Provider reasonably believes Customer’s use creates a legal, security, fraud, or reputational risk to Provider, or risks Provider’s upstream vendors or telecommunications providers.

Upon termination, Customer’s access ends and Provider will export Customer Data upon request within 30 days, then delete or de-identify active-system Customer Data within a commercially reasonable time; provided that Provider may retain de-identified or aggregated data as described in Section 7.

Disconnecting QuickBooks Online. Customer may disconnect QuickBooks Online in app settings. After disconnect, Provider will stop syncing with QuickBooks Online through that connection. Provider may retain limited copied records, logs, accounting identifiers, and sync metadata only under the periods stated in the Customer & Service Privacy Notice. OAuth state is purged within 24 hours; credentials are deleted immediately after successful revocation, with cleanup-only encrypted retention capped at 7 days after a failure; raw webhook payloads are retained 30 days; necessary mappings and operational records are retained while active and then up to 90 days after account termination or 30 days after a verified deletion request; and redacted security/audit logs are retained 12 months, subject to narrow documented legal or dispute exceptions.

Phone Number Portability.To the extent Provider or its upstream providers assign, host, or manage a telephone number used with the Services, Customer may request to port an eligible number to another provider upon cancellation or termination. Provider will reasonably cooperate with a valid port-out request and will not unreasonably block or delay it. Porting remains subject to carrier rules, technical feasibility, accurate account information, fraud-prevention and security checks, and Customer’s payment of all undisputed amounts due through the effective termination date. Provider does not guarantee porting timelines or outcomes controlled by third-party carriers or regulators.

7. Data Ownership & Use

“Customer Data” means the information and content Customer (or its callers) provide to the Services, including call recordings, transcripts, scheduling data, configured notification destination details, notification preferences, customer records, estimates, invoices, connected integration data (including QuickBooks Online data if Customer connects QuickBooks Online), and related business information. Customer owns Customer Data and grants Provider a license to process it solely to provide the Services and comply with law.

QuickBooks Online data limits. Provider will use QuickBooks Online data only to provide and support the QuickBooks integration, reconciliation, troubleshooting, audit logs, security, and support. Provider processes QuickBooks Online data to provide the Services at Customer’s direction and does not process QuickBooks Online data on Intuit’s behalf. Provider will not sell QuickBooks Online data or use it for targeted advertising. Provider may share QuickBooks Online data with Intuit/QuickBooks as Customer’s connected integration, with Customer and Customer’s authorized users, and with service providers that help operate the Services under contractual limits.

QuickBooks connection security. Provider stores QuickBooks OAuth tokens, realm identifiers, and related connection secrets using encryption and access controls designed to protect them. Customer must protect its Blue Collar Voice and QuickBooks login credentials and limit QuickBooks connection access to authorized users.

De-identified / Aggregated Data.Provider may create and use de-identified or aggregated data derived from Customer Data to operate, maintain, and improve the Services and Provider’s models and products. “De-identified” means the data does not reasonably identify Customer or any individual. Provider will not attempt to re-identify de-identified data, except to test its de-identification process. Provider may keep and use de-identified or aggregated data even after termination. This de-identified/aggregated data permission does not expand Provider’s permitted use of QuickBooks Online data beyond the QuickBooks-specific limits above.

Deletion. When Provider deletes Customer Data under Section 6, Provider will delete or de-identify Customer Data in its active systems. Provider is not required to delete or retrain any general models or improvements built using only de-identified or aggregated data.

Provider will use commercially reasonable safeguards designed to protect the security, confidentiality, and integrity of Customer Data.

8. Service Levels & Support

Provider aims for 99.9% uptime but does not guarantee uninterrupted service. Support is provided during normal business hours for reasonable usage. Higher-tier Service Plans may include enhanced support as described in the plan details.

9. Intellectual Property

Provider owns all rights to the Services, software, and models. Customer owns its scripts and data. Feedback may be used freely to improve the Services.

10. AI Disclaimer; Warranty & Liability Limits

AI may be inaccurate and Customer must supervise outputs. Except as stated, Services are provided “AS IS.” Provider is not liable for misquotes, incorrect availability, scheduling errors, estimate or invoice inaccuracies, transcription mistakes, or other AI-generated errors.

Clarification on AI mistakes. The fact that the AI makes a mistake (including a misquote, scheduling mistake, estimate error, or transcription error) does not by itself mean Provider acted intentionally wrong or with gross negligence.

Financial documents. Customer acknowledges that estimates, invoices, and other financial documents generated through the Services are created based on information provided by Customer and AI interpretation. Customer is solely responsible for reviewing and verifying all financial documents before sending them to end customers. Provider is not liable for any financial loss resulting from inaccurate estimates, invoices, or pricing generated by the Services.

Scheduling & calendar. Customer acknowledges that AI-assisted scheduling (including booking, cancellation, and rescheduling of jobs) depends on the accuracy of availability information provided by Customer. Provider is not responsible for double-bookings, missed appointments, or scheduling conflicts arising from inaccurate or outdated availability data.

Telecom networks & audio quality.Customer acknowledges that call performance depends on third-party telecommunications networks and audio quality. Provider is not responsible for performance issues, AI errors, or transcription inaccuracies caused by poor audio quality, background noise, packet loss, or latency in Customer’s or end-users’ telecommunications networks.

Integrations. The Services may interoperate with third-party software (e.g., Google Calendar, CRMs, scheduling tools, accounting software). Provider is not responsible for any corruption, deletion, or modification of data within such third-party systems caused by the Services, nor for the availability or performance of such integrations. Customer is responsible for its accounts, permissions, and settings in any third-party system.

QuickBooks Online.QuickBooks sync depends on Customer’s QuickBooks settings, Intuit API availability, Customer-provided data, and Customer’s review. Provider does not guarantee that synced records, tax treatment, accounting treatment, balances, or metadata will be complete, current, or correct. Customer remains responsible for reviewing QuickBooks records and making accounting decisions.

Notifications & delivery.Customer acknowledges that operational/service notifications and account notices may be delayed, filtered, blocked, misdirected, or not delivered due to third-party email providers, SMS/text providers, carrier issues, spam filters, device settings, invalid or outdated recipient information, outages, or other factors outside Provider’s reasonable control. Provider does not guarantee real-time, error-free, or successful delivery of any email or SMS/text notification, summary, report, or notice to any inbox, device, phone number, carrier, or recipient.

Neither party is liable for indirect damages. Provider’s maximum liability is limited to the fees paid in the preceding 12 months.

11. Indemnification

Customer will indemnify Provider from claims related to Customer Data, failure to obtain consents, call-recording/TCPA/biometric violations, Customer’s misuse of the Services, inaccurate financial documents sent to end customers, or disputes with Customer’s callers or customers. Provider will defend Customer against claims that the Services infringe U.S. IP rights.

12. Dispute Resolution (Arbitration)

Except for small-claims matters, disputes are resolved by binding arbitration in Alameda County, CA. No class actions. Claims must be brought individually.

13. General Terms

California law governs. Neither party is liable for delays caused by events outside reasonable control. Customer may not assign without Provider’s consent. Notices may be sent by email. This Agreement and the Order Form constitute the entire agreement.

Updates to Terms. Provider may update this Agreement from time to time. If an update is material, Provider will give notice by email or through the Services at least 30 days in advance. The update will apply at the start of the next monthly renewal period (or, if Customer is month-to-month, 30 days after notice). If Customer does not agree to a material update, Customer may cancel before it takes effect. Continued use after the effective date means Customer accepts the updated terms. Updates will not apply retroactively to a dispute that started before the effective date.