Terms of Service

These Terms of Service ("Terms") govern your use of the Serendipity Technology website, the Upfront subscription service, and our SMS/text messaging program. Serendipity Technology is operated by Serendipity Holdings, LLC (d/b/a Serendipity Technology) in Volusia County, Florida. By using our site, creating an Upfront account, or opting in to our text messages, you agree to these Terms. If you are accepting on behalf of a business, you confirm you have authority to do so. Please also read our Privacy Policy. For custom project and consulting work, see our Engagement Terms, which apply in addition to these Terms for that work.

Use of the website

You may use this website for lawful purposes only. You agree not to misuse the site, interfere with its operation, or attempt to access it in an unauthorized way.

The Upfront service

Upfront is a hosted application for quoting, customer approvals, invoicing, and online payments. Each customer gets a separate workspace. We may improve, change, or retire features over time. If we make a change that materially reduces what you are paying for, we will give you notice by email.

You are responsible for your account credentials, for the people you invite into your workspace, and for the accuracy and legality of the information you enter, including your quotes, prices, taxes, and your dealings with your own customers. Upfront is a tool. It does not give legal, tax, or accounting advice, and you remain responsible for your own tax and sales-tax compliance.

Subscription and billing

• Plan and price: Upfront starts at $20 per month. Optional add-ons (such as additional text messaging) and any custom setup are priced separately on our Upfront page and are only charged if you choose them. The price you see when you subscribe is the price you pay.
• Monthly billing: your subscription renews automatically each month and is charged to your payment method through Stripe until you cancel. You authorize us and Stripe to charge it.
• Price changes: we will give you at least 30 days' notice by email before any price increase takes effect. If you do not want the new price, you can cancel before it applies.
• Taxes: prices do not include any taxes that may apply, which will be added where required.
• Refunds: subscription fees are charged monthly in advance and are generally not refundable for a partial month, but contact us if you were charged in error and we will make it right.
• Payments from your customers: when your customers pay you through Upfront, the money goes through your own Stripe account. Stripe's fees and terms apply to those payments and are between you and Stripe. We do not hold your customers' funds, and you are responsible for refunds and disputes on your sales.

Cancellation and non-payment

• When you cancel: new activity stops at the end of your paid period and your workspace is deactivated. We keep your data for at least 90 days. On request within that window, we will provide an export of your data and can arrange access. Please email us to ask, since we fulfill these requests by hand. We will email you at least 30 days before deleting your data.
• If a payment fails: we will email you and Stripe may retry the charge. If it is not resolved after a reasonable grace period, we may suspend or deactivate your workspace. Your data is then handled the same way as a cancellation, and once the balance is paid we will restore your access.
• Suspension for violations: we may suspend or end an account that breaks the acceptable use rules below. Where it is reasonable to do so we will tell you why and let you export your data.
• Your Stripe account: ending your Upfront subscription does not close your Stripe account or move your money. That stays with you and Stripe.

Your data

You own your data. Everything you put into Upfront, including your customer list, quotes, invoices, payment records, files, and branding, belongs to you. You give us a limited license to host, process, back up, and display it only as needed to provide the service to you. We do not sell your data or use it for advertising. You can export it at any time, and you can ask us to delete it. How we handle personal information is described in our Privacy Policy.

We keep backups and work to keep the service available, but you should keep your own copies of records you are legally required to retain. You are responsible for exporting anything you need before a deletion date.

We own the Upfront software, design, and our brand. These Terms give you the right to use the service, not to copy or resell it. You may give us feedback and we may use it freely.

Acceptable use

You agree not to use Upfront or our website to:

• break any law or regulation, or help anyone else do so;
• send spam, or send text messages or email without the consent the law requires;
• commit fraud, charge customers for goods or services you do not intend to provide, or process payments for prohibited businesses under Stripe's rules;
• upload malware, or probe, scan, overload, or attempt to break the security of the service or access another customer's workspace;
• infringe anyone's intellectual property or privacy rights, or upload content that is unlawful, harassing, or deceptive;
• resell or white-label the service, or use it to build a competing product, without our written permission.

SMS / text messaging program

By providing your mobile number and selecting text as a preferred contact method, or by texting one of our keywords, you agree to receive SMS messages from Serendipity Technology related to your inquiry and your account (for example, replies to your message, appointment reminders, and project or account updates).

• Program: Serendipity Technology customer-service and account notifications.
• Message frequency varies based on your interactions with us.
• Message and data rates may apply, per your mobile carrier plan.
• To opt out, reply STOP at any time. You will receive one confirmation message and no further texts.
• For help, reply HELP, email troy@serendipitytech.net, or visit serendipitytechnology.com.
• Carriers are not liable for delayed or undelivered messages.

Intellectual property

The content on this site is owned by or licensed to Serendipity Technology and may not be copied or reused without permission, except as allowed by law.

Disclaimers and limitation of liability

The website and Upfront are provided "as is" and "as available" without warranties of any kind, express or implied, including fitness for a particular purpose and non-infringement. We work hard to keep Upfront reliable, but we do not promise it will be uninterrupted or error-free.

To the fullest extent permitted by law, Serendipity Technology is not liable for indirect, incidental, special, consequential, or punitive damages, or for lost profits, revenue, or data, arising from your use of the site, Upfront, or the messaging program. Our total liability for any claim relating to Upfront is limited to the amount you paid us for Upfront in the 12 months before the event that gave rise to the claim. Some jurisdictions do not allow certain limits, so parts of this section may not apply to you.

You agree to indemnify us against third-party claims arising from content you put into Upfront, your dealings with your own customers, or your breach of these Terms, to the extent permitted by law.

Governing law

These Terms are governed by the laws of the State of Florida, without regard to its conflict-of-law rules. Any dispute will be brought in the state or federal courts located in Volusia County, Florida, and you consent to that venue. Before filing a claim, please email us so we can try to resolve it informally.

Changes to these Terms

We may update these Terms from time to time. The effective date above reflects the latest version. For material changes that affect Upfront customers, we will email account owners at least 30 days before they take effect. Continuing to use the service after that means you accept the updated Terms.

Contact us

Questions about these Terms: email troy@serendipitytech.net, call (407) 545-6070, or visit serendipitytechnology.com.