The deal between
your shop and ours.

Using Cloverly means agreeing to this page. If you're signing for a shop, you're confirming you can bind that shop.

This agreement is between the company identified below — a placeholder until the registered entity is published — and the business that signs up for Cloverly. Throughout this page, “we” and “Cloverly” mean us, and “you” means your shop. By creating an account, letting us answer a line, or paying an invoice, you accept these terms. If you're agreeing on behalf of a company, you're confirming you have the authority to do that.

We answer the calls you'd otherwise miss, work out the job, book the estimate, text you, ask for the review, and show you the revenue.

• Answers inbound calls to the lines you point at us, 24 hours a day, in English and Spanish.
• Qualifies the job using the script rules and pricing you configure.
• Books estimates on the calendar you connect, inside the availability you set.
• Texts you the job details, and texts your customer confirmations and follow-ups.
• Requests Google reviews after completed work, on the rules you set.
• Reports what came in, what booked, and what it was worth.

We may improve, change, or retire parts of the service. If we remove something you rely on, we'll tell you before it goes.

It is not an emergency service, it is not a licensed professional, and it is not always right.

• The agent is software. It can mishear an address, misjudge urgency, or answer a question wrong. Review what it books.
• Nothing the agent says is a licensed opinion, a code ruling, a quote you're bound to, or legal, medical, or financial advice.
• Prices, availability, and licensing statements it gives come from what you configured. You are responsible for keeping that accurate.

You own your number. If anything on our side fails, calls forward to your cell like they always did.

This one is not negotiable and it is not marketing. Your business number belongs to you. We never architect a setup where our outage makes your phone go dead. Every configuration has a fallback that forwards to the cell number you give us, so the worst case is that your phone rings the way it did before you met us.

If you leave, we release or port your number back to the carrier you choose, and we will not hold it hostage to collect a bill. Porting is a carrier process with carrier timelines, so we can't promise a date, only that we won't be the thing standing in the way.

The accuracy of what you tell the agent to say, and the legality of the numbers you hand us.

• Giving us accurate business information: legal name, address, license and insurance details, service area, hours, and pricing.
• Keeping your script rules current. If your prices change and your script doesn't, the agent quotes the old price.
• Keeping account credentials secure, and telling us promptly if they're compromised.
• Having the right to give us any customer list or phone number you upload, and having collected the consent that the law requires for it.
• Doing the work you book. Cloverly fills the calendar; it does not show up at the job site.

The messages go out under your shop's name. Federal law and carrier rules treat you as the sender, and so do we.

Text messaging in the US is governed by the Telephone Consumer Protection Act and by carrier rules administered through A2P 10DLC registration. Your shop is the brand behind the messages. You authorize us to register your business and your messaging campaigns with the carriers on your behalf, and to submit the business details, sample messages, and opt-in description that registration requires.

• You confirm every number we message either called you, gave you their number for this purpose, or otherwise gave consent that meets the law.
• You will not use Cloverly to send bulk marketing blasts to people who did not agree to receive them, and we will not build that for you.
• Every message identifies your business and every marketing message carries opt-out instructions.
• We honor STOP, UNSUBSCRIBE, CANCEL, END, QUIT, REVOKE, OPT OUT, and plain-language equivalents, regardless of capitalization or punctuation, and we do it as soon as we process the request and no later than ten business days.
• We honor HELP with a reply that names your business and tells the customer how to reach you.
• An opt-out is permanent for your shop. You cannot ask us to override one, and asking is grounds for us to end this agreement.
• Carriers can filter, throttle, or block messages for their own reasons. We can't override a carrier and we don't guarantee delivery.

If you give us a list you didn't have the right to text, the resulting complaints, carrier penalties, and legal exposure are yours. That is what the indemnity section further down is about.

We announce the recording on every call. What you do with the recording afterward is on you.

Calls answered by Cloverly are recorded and transcribed. We play a recording announcement at the start of every call, in every state, which meets the strictest all-party consent rule in the country. The agent cannot stop recording partway through a call; a caller who objects can hang up at the announcement, and either you or we will delete that call's recording and transcript on request. You may not ask us to turn the announcement off.

• Recordings and transcripts are yours to use for running your business: confirming what was promised, training, and resolving disputes.
• You will not publish, broadcast, or sell a recording of a customer, and you will not use one for anything the customer would reasonably object to.
• If you route Cloverly calls onward to another system that also records, that system's disclosures are your responsibility.
• Our privacy policy describes retention. If you need shorter retention for your account, ask and we'll set it.

While your account is active and paid, we won't sign a competitor in your trade in your territory.

We sell one shop per trade per territory, and we mean it. Your trade and your territory are recorded when you sign up. While your account is active and current on payment, we will not sign another shop in that same trade and territory.

• Exclusivity is tied to the trade and territory on your account, not to every trade you might one day add.
• It ends when your account does, including if we suspend it for non-payment.
• Adjacent trades are not the same trade. An HVAC exclusive is not a plumbing exclusive.

Monthly, in advance, no contract. Thirty days to decide it's not working and get your money back.

• Plans are monthly. The current tiers are $497, $997, and $2,497 per month, and the price on your order form is your price.
• Fees are charged in advance for each monthly term and renew automatically until you cancel.
• There is no contract and no minimum term. Month to month, always.
• Founding customers keep founding pricing for as long as their account stays active and continuous.
• You're responsible for sales and use taxes where they apply, and for any usage-based charges we quote you in writing in advance.
• If a payment fails, we'll tell you and give you a chance to fix it before anything is suspended.

Cancel any time before your next renewal. We'll give your data and your number back.

You can cancel at any time from the dashboard or by emailing us. Cancellation takes effect at the end of the monthly term you've already paid for. We do not require a notice period and we do not charge a termination fee.

When the account closes, we help you port your number where you want it, and we make your call records, transcripts, and customer details available for export for 90 days. After that they're deleted on the schedule in the privacy policy.

We can suspend or end an account too: for non-payment after notice, for a breach of the acceptable use section, or where continuing would break the law or a carrier rule. Except in cases of illegal use or a carrier order, we'll tell you what's wrong and give you a reasonable chance to fix it first.

Your customers' information is yours. We hold it to run the service, and nothing else.

You own your business data and your customer data: the calls, transcripts, contact details, and job records that flow through your account. You give us the permission we need to store and process that data to provide the service, support you, and keep it secure. We act on your instructions as your service provider, which is described in more detail in the privacy policy.

• We do not sell your data or your customers' data, and we do not share it with other Cloverly clients.
• We may use aggregated, de-identified statistics, such as average call length across all shops, to improve the service and to publish benchmarks. Nothing that identifies you or a customer is ever in that.
• You are responsible for having a privacy notice for your own customers that covers what you do with what we deliver to you.

The short list of things that end an account.

• No illegal use, and no use to harass, threaten, defraud, or mislead anyone.
• No messaging numbers without consent, no purchased lists, and no ignoring an opt-out.
• No using recordings where recording would be unlawful, or in a way the customer would reasonably object to.
• No reselling or white-labeling Cloverly, and no sharing your account with another shop.
• No reverse engineering, scraping, load testing, or probing the service without written permission.
• No configuring the agent to state licenses, insurance, certifications, or prices that aren't real.

Carriers, calendars, and payment processors are outside our control, and their outages are not ours to fix.

Cloverly depends on telephone carriers, messaging networks, calendar providers, and a payment processor. Your use of those services is also governed by their terms. When one of them goes down, filters a message, or changes an API, we work around it as fast as we can, but we can't promise their performance and we aren't liable for it. Your calls still fall back to your cell.

We run this thing around the clock and we still won't promise perfection in a legal document.

We aim to keep the service running 24 hours a day and we take maintenance windows at the quietest hours we can find. We do not offer a contractual uptime guarantee at this stage of the business, and we would rather say that plainly than write one we can't back. What we do commit to is the fallback: if our side fails, your calls forward to your cell.

The software, the scripts we write, and the brand.

Cloverly, the software, the agent scripts and prompts we build, the dashboard, and the name and marks are ours. You get a non-exclusive, non-transferable right to use them while your account is active, and nothing more. If you send us feedback or a feature idea, we can use it without owing you anything for it.

The service is provided as is. This is the part your lawyer expects to see in capital letters.

The service is provided “as is” and “as available.” To the fullest extent the law allows, we disclaim all warranties, express or implied, including merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the service will be uninterrupted, error-free, or that the agent will handle every call correctly.

Capped at what you paid us in the twelve months before the claim.

To the fullest extent the law allows, neither side is liable to the other for indirect, incidental, special, consequential, or punitive damages, or for lost profits, lost revenue, or lost business, even if warned they were possible. Our total liability for any claim arising out of this agreement is limited to the fees you paid us in the twelve months before the event that gave rise to the claim.

These limits do not apply to your obligation to pay fees, to either side's indemnity obligations, or to anything the law does not allow us to limit.

If a claim comes from your customer list, your consent practices, or your instructions, you cover it.

You will defend and indemnify us against claims, damages, penalties, and reasonable legal costs arising from your use of the service, from the numbers and customer data you gave us, from your consent and opt-in practices, from what you configured the agent to say, and from your use of call recordings. We will tell you promptly about any such claim and let you control the defense, and we won't settle it without your agreement.

Material changes get thirty days' notice, and you can leave instead.

We may update these terms. We'll change the effective date at the top, and for any change that materially affects your rights we'll email you at least 30 days before it takes effect. If you don't like the change, cancel before it starts and it never applies to you. Continuing to use the service after the date means you accept it.

Utah law, Utah courts, and a phone call before anything else.

This agreement is governed by the laws of the State of Utah, without regard to its conflict of laws rules. Any dispute that can't be resolved between us will be brought in the state or federal courts located in Salt Lake County, Utah, and both sides consent to that jurisdiction.

Before either side files anything, we agree to spend 30 days trying to sort it out directly, starting with a written notice describing the problem and what would fix it. Most of what looks like a legal dispute is a misconfiguration and a phone call.

Assignment, severability, notices, and the whole agreement.

• This page, plus your order form and our privacy policy, is the whole agreement between us, and it replaces anything said before it.
• If a court strikes part of it, the rest still stands.
• Not enforcing something once doesn't mean we've given it up.
• You may not assign this agreement without our written consent. We may assign it to a successor if the business is sold or merged.
• Neither side is liable for failures caused by things genuinely outside its control, including carrier outages, natural disasters, and government action.
• Legal notices to us go to the address below. Notices to you go to the email on your account.
• Nothing here makes either of us the other's partner, employee, or agent.

For anything on this page, start here.