Draft for counsel. Not yet reviewed. Do not rely on this text until this notice is removed.

Terms of service

Last updated: 3 November 2026 (draft)

These terms are between ONExceed Ltd. ("ONExceed", "we") and the business that signs up for Followup ("you").

1. The service

Followup places phone calls to your customers with an AI assistant, using the call types you choose, and shows you the results in the owner app. The assistant never confirms appointment times, quotes prices or offers discounts on your behalf.

2. Your customer list and consent

• You confirm that each customer you upload gave you their phone number for work you did, and that you may contact them about it.
• You mark a customer for "Book the next visit" only if they are a member with an included visit or agreed to reminder calls.
• You mark a customer for "Follow up a quote" only if they agreed, on the estimate, to a follow-up call.
• You do not upload numbers bought from lists or numbers of people who asked you not to call.

We keep a record of your confirmation (your typed name, the time and the wording).

3. Calling rules

Calls go out only in Ontario calling hours and follow the CRTC Unsolicited Telecommunications Rules as they apply. Every call identifies your business and the AI assistant and says the call is recorded. Do-not-call requests are honoured immediately.

4. Fees

Fees are in Canadian dollars as shown on the price page at the time you sign up, billed monthly by card, plus applicable taxes. The setup fee is charged once. You may cancel at any time; the service stops at the end of the paid month. Fees already paid are not refunded.

5. Your data

Your customer data stays yours. We use it only to provide the service, as described in our privacy policy. On cancellation you may download your records; we delete the rest after the retention periods in that policy.

6. Limits

We work to keep the service running but do not promise it will be uninterrupted. AI summaries can contain mistakes; check before you act on them. Our total liability is limited to the fees you paid in the three months before the claim. [Counsel to confirm.]

7. Changes and law

We will email you at least 30 days before any change to these terms or to your fees. These terms are governed by the laws of Ontario and the federal laws of Canada that apply there.

Contact

ONExceed Ltd., Ontario, Canada. Email: info@onexceed.ca