Terms of Service

The short version

Your company owns its data. We use it only to run ECHOPS for you, we never sell it, and we never use it to train AI.
You can export your data any time, free. After you cancel a paid plan, you have 90 days to download it, and we delete it within the 30 days after that. A free trial you don’t keep is deleted 30 days after it ends.
The 14-day trial needs no card and never turns into a paid plan on its own.
You can cancel online any time. Yearly plans are refunded in full if you cancel within 30 days of being charged.
We give 30 days' notice before raising prices or making material changes to these terms.
You're the sender of the calls, texts and emails you make through ECHOPS, so getting consent is your job. ECHOPS gives you tools to help.
Disputes go to arbitration by video, and we pay the arbitration fees on claims under $10,000. You can opt out within 30 days.

This summary is here to help you read the terms. The numbered sections below are the agreement.

1. Who this agreement is with

These terms are an agreement between CTU Consulting LLC, which operates ECHOPS ("ECHOPS", "we", "us"), and the company that signs up for ECHOPS ("you", "your company"). By creating a workspace or using ECHOPS, you agree to them. If you accept them for a company, you confirm you're allowed to bind it.

ECHOPS is for businesses, and everyone who uses it must be at least 18. Our Privacy Policy, SMS Terms and Pricing page are part of these terms.

2. Your workspace and your team

Each company gets its own workspace at its own address, such as yourcompany.echops.com, kept apart from every other company's.
The workspace owner decides who is invited, what role each person has and what they can see. You're responsible for what people do in your workspace.
People sign in without passwords: with an email link, a passkey, or Google or Microsoft. Owners and admins always add a second step. Keep your email accounts and devices secure, and tell us at info@echops.com if you think someone got in who shouldn't have.
A user seat is for one person. When someone leaves, you can give their seat to someone else.
If people disagree about who controls a workspace, we follow the owner on record and the company that pays for it, and we may ask for proof.

3. Free trial

A free trial lasts 14 days and doesn't need a credit card.
It never turns into a paid plan unless you choose one.
When the trial ends, the workspace closes until you choose a plan: it stays read-only, so you can still see and download your data. Choose within 30 days and you pick up where you left off. After 30 days, we delete the trial workspace and its data, so download anything you want to keep first.
During a trial, some features that need outside registration or cost us money to run, such as a business phone number, may be limited.

4. Plans, prices and billing

Plans, prices, included users, add-ons and allowances are on our Pricing page. Plans are billed in advance, monthly or yearly.
Before you subscribe, we show the price, how often you'll be billed, that the plan renews until you cancel, and how to cancel. After you subscribe, we email you the same details.
Extra users and add-ons are billed with your plan from the day you add them.
Prices don't include sales or similar taxes. We add them where the law requires.
Special price: while spots last (the first 50 companies), new customers whose first plan is billed monthly pay $49 a month on Solo, $59 on Crew or $69 on Company for the plan itself for their first two monthly bills; extra users and add-ons are billed at their regular price. It doesn’t apply to yearly plans, which are already priced at 10 months for 12, or on top of another discount. After that, the plan’s regular price applies (for example, $149 a month on Solo) until you cancel.
Payments for your ECHOPS plan are processed by Stripe. We never see or store your full card number.

5. Renewal, cancelling and refunds

Plans renew automatically at the end of each month or year until you cancel.
You can cancel any time from Settings → Billing, or by emailing info@echops.com from the workspace owner's email address. You never have to call or talk to anyone to cancel. Cancelling takes effect at the end of the period you've paid for, and we email you a confirmation.
For yearly plans, we email the owner a reminder about 45 days and again about 20 days before the plan renews, with the renewal price and how to cancel.
Monthly plans: we don't refund partial months.
Yearly plans: if you cancel within 30 days after a yearly charge, the first one or a renewal, we refund that charge in full.
We also refund unused prepaid fees if we end your service without cause, stop offering ECHOPS, or you cancel because you object to a material change to these terms.
There are no cancellation or early-termination fees.

6. If a payment fails

We don't charge late fees. If a payment fails, we email the owner and try again. If it's still unpaid after 14 days, the workspace becomes read-only. After 30 days, we may suspend it. We never delete your data for a missed payment until the schedule in section 9 has run, counted from the day the workspace was suspended.

7. Price changes

We'll give you at least 30 days' notice by email and in the app before a price increase applies to you. A yearly plan's price doesn't change during the year you've paid for. The new price applies from your next renewal, and you can cancel before then.

8. Your data

"Customer Data" means everything your company and its people put into ECHOPS or receive through it: leads, contacts, your clients' details, jobs, quotes, files, photos, messages, call recordings, transcripts, and AI drafts and summaries made for you.
Your company owns its Customer Data. You give us permission to host, copy, process, send and display it only to provide, secure and support ECHOPS for you, and as you direct.
We never sell Customer Data, never use it for our own marketing or advertising, never share it with other customers, and never use it to train AI models. The AI providers we use process it only to return results to you, under business terms that don't let them train their models on it.
We may use information about how the service is used and how it performs, such as how fast pages load and which features are used, but not the content of your records, to run, secure and improve ECHOPS.
You confirm you have the right to put your Customer Data into ECHOPS, including your clients' contact details, and that you've given the notices and gotten the consents the law requires.
Please don't put Social Security numbers, full card or bank account numbers, or health information into notes and other free-text fields. ECHOPS isn't designed to hold them.

9. Exporting and deleting your data

Owners and admins can download your data at any time, free: records as CSV from Settings → Data export, and documents and files from the records they belong to.
For paid subscriptions: when you cancel or your workspace closes, it stays available read-only for 90 days so you can download what you need. We then delete your Customer Data within the next 30 days. Backups roll off on their normal schedule, currently within 7 days after that. If you ask, we’ll confirm the deletion in writing. Expired free trials follow section 3 instead: the trial workspace is deleted 30 days after the trial ends.
You can ask us to delete your workspace sooner by emailing info@echops.com from the owner's email address.
We keep only what the law requires or what we need to settle a dispute, such as billing records and records of people who asked not to be texted.

10. ECHO and other AI features

ECHO, the AI teammate in ECHOPS, and features such as Write with AI, call summaries, transcripts, meeting minutes, reading receipts and documents, and design images use the AI providers listed in our Trust center.
AI can be wrong. Check drafts, summaries, transcripts and numbers before you rely on them or send them to anyone. Nothing ECHOPS produces is legal, tax, engineering, building-code or pricing advice.
ECHO proposes changes and makes them only after a person in your workspace confirms. You're responsible for what you confirm and send.
Each plan includes a monthly AI allowance, counted in AI tokens per calendar month (UTC), as shown on our Pricing page. When a workspace uses up its allowance, AI features pause until the next month, and nothing extra is charged. Design images and voice-agent minutes are counted separately.
If we ever want to use Customer Data in a new way for AI, we'll ask first, and the change won't apply to data from before you agreed.

11. Calls, texts, email and review requests

When your company calls, texts or emails people through ECHOPS, including automated reminders, review requests and surveys, your company is the sender. That means:

You get and keep the consent the law requires before you call, text or email anyone, including written consent for marketing texts. That includes leads that come in from your website, Google, Meta, CallRail, Zapier or lead emails.
You follow the laws that apply, including the Telephone Consumer Protection Act, the Telemarketing Sales Rule, CAN-SPAM and state laws such as Virginia's Telephone Privacy Protection Act, along with carrier rules and the CTIA messaging guidelines.
You honor opt-outs, never text someone who asked you to stop, and never use bought, rented or shared lists.
Texting needs carrier registration under your company's name. You give accurate information, keep it current, and only send the kinds of messages you registered.
When call recording is on, a spoken notice plays at the start of each recorded call. Some states require everyone on a call to consent to recording. You're responsible for following the recording laws where you and the people you call are.
Review requests and surveys you send are your messages. Follow the review sites' own rules.
Email you send through a connected Gmail or Outlook account comes from your own account.

What we do: ECHOPS processes STOP and other opt-out replies automatically. We may pause your texting or calling if a carrier, regulator or traceback request reports a problem, or if we see abuse, and we'll tell you why. Carrier fines caused by your messages may be passed on to you.

Business phone numbers are assigned to your workspace while you subscribe. If you cancel, ask us within the 90-day window in section 9 and we'll help you move (port) your number to another provider. After that, the number may be released.

ECHOPS calling can't be used to reach 911 or other emergency services. Keep a regular phone for emergencies.

12. Getting paid online

Online invoice payments run through your company's own Stripe account, which you connect from Settings → Online payments. Your use of Stripe is governed by Stripe's agreements with you, including the Stripe Connected Account Agreement, which you accept when you connect. Stripe handles personal data under its Privacy Policy.
ECHOPS never holds your money and never stores card or bank account numbers. Payouts, refunds, disputes, chargebacks and any reserves are between you and Stripe. ECHOPS doesn't charge chargeback fees.
ECHOPS charges a platform fee of 0.25% of each online payment, capped at $5 for bank (ACH) payments, collected through Stripe. We'll give you 30 days' notice before it changes.
If you add a card fee to your invoices, you're responsible for following card-network and state rules on surcharges.
You authorize us to share your business and payment information with Stripe as needed to provide online payments.

13. E-signatures and documents

ECHOPS lets you send quotes, contracts, change orders and other documents for electronic signature. Each signature is recorded with the signer's name, the time, their IP address and browser, and a fingerprint (hash) of the document, kept with the signed copy.

You're responsible for the content of your documents and for following the laws that apply to your contracts with homeowners, such as consent to electronic records, home-improvement contract requirements and cancellation rights. The starter wording in ECHOPS is a starting point, not legal advice.

14. Client and crew portals

You decide which clients, subcontractors and crew members get portal access. They sign in with a link and code sent to their email. You're responsible for what you share with them. If they have questions about their personal information, they should ask you, and we'll help you answer. We may block a portal user who misuses it.

15. Services you connect

Some features work with services you choose, such as Google and Microsoft sign-in, calendars and email, QuickBooks Online, CallRail, Zapier, your Google Ads and Meta ad accounts, social posting and your payroll provider. Those services have their own terms, and we aren't responsible for them or for changes they make. When you connect your own ad accounts, you direct us to send them the events you choose, and you're responsible for the notices and consents your marketing needs.

16. Payroll and commissions

ECHOPS works out hours, pay and commissions using the rules you set, for you to review and export to your payroll provider. ECHOPS doesn't pay anyone, isn't a payroll provider and doesn't give tax advice. Check the results before you run payroll.

17. Acceptable use

Don't use ECHOPS to break the law, send spam or texts without consent, use bought or rented lists, harass anyone, or upload malicious code. Don't probe or bypass our security, try to reach another company's workspace, or pull data out with scrapers or bots except through features we provide. Don't resell ECHOPS without our written permission, copy or reverse-engineer it, or use it to build a competing product. We may remove content or suspend accounts that break these rules.

18. Privacy, security and confidentiality

Our Privacy Policy explains how we handle personal information as a business.
For Customer Data, we act as your service provider (processor). We process it only on your instructions and as these terms describe. Everyone with access is bound by confidentiality. Our service providers are listed in our Trust center and are bound by written terms that protect the data at least as well as these. We update that list before a new provider starts handling Customer Data, at least 15 days ahead except in an emergency. We help you answer people's privacy requests and any assessments the law requires, and we delete or return Customer Data as section 9 describes.
Our security measures are described in our Trust center. The ECHOPS team can only open your workspace for support with a time-limited grant that shows in your workspace's activity log.
If we confirm a security breach affecting your Customer Data, we'll tell the workspace owner without undue delay, with what we know and what we're doing about it.
Each of us keeps the other's non-public business information confidential and uses it only for this agreement.

19. Our property

We own ECHOPS: the software, its design and its brand. While you subscribe, you have a non-exclusive, non-transferable right to use it for your business. If you send us ideas or feedback, we may use them without owing you anything. We won't use your company's name or logo in our marketing without your permission.

20. Changes to ECHOPS

We keep improving ECHOPS and may change features. We won't take away a core feature of your plan during a paid period without notice. If we do and you object, you can cancel and we'll refund unused prepaid fees. Beta features are labeled, and they may change or end.

21. Ending the agreement

You can cancel at any time, as section 5 describes.
We may end this agreement if you materially break these terms and don't fix it within 30 days of our notice. We may act right away for spam or texting abuse, fraud, security threats, or when the law requires it.
We may also end it for any other reason with 30 days' notice, and we'll refund unused prepaid fees.
We give notice before suspending a workspace, except in an emergency involving security, the law or a carrier.
When the agreement ends, section 9 applies. Sections that by their nature should continue, such as payment owed, data deletion, disclaimers, limits of liability, indemnities and disputes, continue.

22. Disclaimers

We work hard to keep ECHOPS available, accurate and secure, but it's provided "as is" and "as available". To the extent the law allows, we make no other warranties, including implied warranties of merchantability, fitness for a particular purpose and non-infringement, and we don't promise the service will be uninterrupted or error-free. Carriers and email providers may delay or block messages, and we can't control that.

23. Limitation of liability

To the extent the law allows, neither of us is liable to the other for indirect, incidental, special, consequential or punitive damages, or for lost profits or revenue. Each side's total liability for all claims under this agreement is limited to the greater of the amount you paid us in the 12 months before the event that caused the claim, or $100. These limits don't apply to gross negligence, willful misconduct, fraud, amounts you owe us, or the indemnities in section 24.

24. Indemnities

We'll defend you against third-party claims that ECHOPS infringes their intellectual property, or that arise from our gross negligence or willful misconduct, and pay the resulting damages and costs. If ECHOPS is claimed to infringe, we may change it, get the rights you need, or end your subscription and refund unused prepaid fees.
You'll defend us against third-party claims arising from your Customer Data, your contracts and work with your clients, the calls, texts, emails and recordings you make through ECHOPS, or your breaking the law or section 17, and pay the resulting damages and costs, except to the extent our breach, gross negligence or willful misconduct caused them.
The side asking for defense tells the other promptly, lets it control the defense, and cooperates. Neither side settles a claim in a way that admits fault for the other without its consent.

25. Disputes and arbitration

Talk first. Before starting a case, send a written description of the dispute to the other side (to us at info@echops.com and our mailing address below). We'll both try in good faith to resolve it within 30 days.
Arbitration. If we can't, the dispute is decided by binding arbitration before one arbitrator, run by the American Arbitration Association under its Commercial Arbitration Rules. Hearings are held by video unless the arbitrator decides an in-person hearing is needed, in which case it's held in Fairfax County, Virginia, or another place we agree on.
Fees. For claims you bring under $10,000, we pay the AAA filing, administration and arbitrator fees, unless the arbitrator finds the claim was frivolous. Otherwise, fees follow the AAA rules. Each side pays its own lawyers unless the law or the arbitrator says otherwise.
Small claims. Either of us can bring an eligible claim in small-claims court instead.
Urgent help. Either of us can ask a court to stop misuse of confidential information or intellectual property.
Individual claims only. Disputes are brought only on an individual basis, not as a class, collective or representative action, in arbitration or in court.
Many similar claims. If 25 or more similar claims are filed by or with the help of the same lawyers, they're handled in batches under the AAA's mass-arbitration rules.
Opting out. You can opt out of arbitration by emailing info@echops.com within 30 days of first accepting these terms, with your company's name and a statement that you're opting out. If you opt out, or if arbitration isn't allowed for a dispute, it goes to the state or federal courts in Fairfax County, Virginia, and both sides waive a jury trial to the extent the law allows.
Changes. If we change this section, the change doesn't apply to a dispute either side already knew about, and you can reject it by emailing us within 30 days.

26. Governing law

These terms are governed by the laws of the Commonwealth of Virginia, without regard to its conflict-of-law rules, and by the Federal Arbitration Act for section 25.

27. Changes to these terms

If we make a material change to these terms, we'll tell the workspace owner by email and in the app at least 30 days before it takes effect. If you object, you can cancel before then and we'll refund unused prepaid fees. Changes needed for legal or security reasons may take effect sooner. We post the current version here with its date.

28. General

Either of us may transfer this agreement to a company that takes over our business or the relevant part of it, with notice to the other.
Neither of us is responsible for delays caused by events beyond reasonable control, other than payments owed. If that happens to us, we'll work to limit the impact and keep you updated.
We send notices to the workspace owner's email. Send notices to us at info@echops.com and to the mailing address below.
If part of these terms can't be enforced, the rest still applies. Not enforcing a part right away doesn't waive it.
These terms, with the documents they refer to, are the whole agreement between us about ECHOPS. Terms on a purchase order don't apply.

29. Contact

Questions about these terms: info@echops.com, or CTU Consulting LLC, 1775 Tysons Blvd, McLean, VA 22102.