Terms of Service

Effective 2026-10-01 · Last updated 2026-10-14

These Terms of Service ("Terms") govern your access to and use of RefSource, a referral and commission tracking application for trade and restoration shops, provided by SyncTek LLC ("SyncTek," "we," "us," or "our"). By creating an account, accepting an invite, or otherwise using RefSource (the "Service"), you agree to these Terms.

1. Acceptance of these Terms

RefSource is a business tool. You must be at least 18 years old and have the authority to bind the business you represent to use the Service. If you are creating an account on behalf of a company, shop, or other organization, you represent that you are authorized to accept these Terms on that organization's behalf, and "you" in these Terms refers to both you individually and that organization.

If you do not agree to these Terms, do not use the Service.

2. The Service and your account

RefSource lets trade and restoration shops track referrals and commissions between shops, invite partner shops, and manage payouts. Each subscribing business operates within its own isolated tenant.

3. No payment processing; funds

RefSource is a record-keeping and tracking tool only. It is not a payment processor, escrow agent, money transmitter, or bank, and it is not a party to any transaction between you and your referral partners.

RefSource does not hold, transfer, disburse, or take custody of any funds. All commission and referral payments are made directly between the parties; RefSource merely records and tracks the amounts the parties enter.

The parties are solely responsible for the accuracy, legality, taxation, and actual settlement of any payments. SyncTek has no liability for, and no obligation to collect, remit, reconcile, or guarantee, any commission or payment tracked in the Service.

4. Subscriptions, billing & auto-renewal

RefSource is offered on paid subscription plans, billed per tenant based on the number of user seats:

Annual billing is available on each plan at a discount of approximately 20% versus monthly billing. Referral partners who are not subscribing tenants use the Service free of charge.

Translation allowance. Paid plans include a monthly allowance of machine translations: Starter 500, Growth 1,500, Pro 5,000. One translation covers up to 1,000 characters of one note or message; longer text counts as more than one, and the app shows the count before you tap. Unused translations do not roll over. Allowances reset on the first day of each calendar month (UTC). During a free trial, at most 10% of the plan's monthly allowance can be used per day (UTC). Viewing a translation already made is not counted. A translation that fails is not counted. We may change allowances on notice under Section 14.

4.1 Automatic renewal

Notice: Your subscription automatically renews at the end of each billing period (monthly or annual, matching your selected plan) unless you cancel before the renewal date. You will be charged the price for your plan and seat count set out in Section 4.1a (price lock) using the payment method on file, at the same interval you originally selected. We do not send a separate reminder before every renewal; your renewal date is always visible in your account billing settings. You can cancel at any time before the renewal date to avoid the next charge, see Section 6 for how.

4.1a Price lock

Effective 2026-10-06. Every paid shop subscription keeps its price for as long as it stays active, renewals included. This includes subscriptions that started before 2026-10-06. The locked price is the list price of your plan when your subscription was created, including a subscription that started with a free trial. A time-limited discount, such as a percentage off your first few months, lowers only the invoices it covers and does not change the locked price. Renewals under Section 4.1 are charged at the locked price. Changing your seat count within your plan keeps the lock. If you change plans, the new plan is billed at its then-current list price, and that price becomes your locked price; switching between monthly and annual billing is a change of plan. If you cancel or your subscription lapses, the lock ends; if you later resubscribe, the then-current list price applies. If your shop is a founding shop, the founding clause below applies in place of this one.

Promotion codes. Effective 2026-10-07; applies only to promotions offered on or after that date. A promotion code we offer at signup, for example REFSOURCE20X3, applies only to a monthly plan and only to your shop's first subscription, and does not combine with another discount. It takes effect from your first paid month after you add a payment method. If your first paid month was already billed at the list price before your payment method was added, the discount applies to your next invoices instead. You must add the payment method before the promotion's end date and while the promotion is still available, because promotions have a limited number of uses. Otherwise your plan is billed at its list price. The discount covers only the invoices the promotion specifies at redemption; after that your plan renews at its locked price under this Section. A refund under the guarantee in Section 6 is the amount you actually paid, after any discount.

Founding shops. If your shop joined as one of the first 10 founding shops, the price of the plan you held as a founding shop is locked for as long as your subscription remains active, renewals included. The lock survives switching between monthly and annual billing and seat changes within your plan. If you move to a different plan tier, the new tier is billed at its then-current price, and you may return to your founding plan at your locked price at any time while your subscription has remained active. If you cancel or your subscription lapses, the lock ends; if you later resubscribe, then-current pricing applies. Founding shops keep this protection as it was offered to them. This founding clause applies in place of the general price lock above.

4.2 Billing & seats

All payments are processed by our payment processor, Stripe. RefSource never receives or stores your full card number, see Section 10. Downgrading plans or removing seats takes effect at the start of the next billing period. Prices are exclusive of applicable sales, use, VAT, or similar taxes, which we will collect where required by law and which will be reflected on your Stripe invoice or receipt.

5. Free trial

Self-serve shop accounts start with a 14-day free trial. For a self-serve shop trial, no payment method is required to start. If no payment method is on file when the trial ends, your shop account pauses until you add a payment method and pick a plan. If you add a payment method, billing for your selected plan begins automatically when the trial ends unless you cancel before then. Canceling during the trial ends the trial. Check Settings → Billing for your plan and trial dates. Ongoing shop use requires a paid subscription; invited referrers can use their referrer account free of charge to send referrals to connected shops. Referral fees agreed between shops are separate from the subscription and are paid directly between those shops.

Effective 2026-09-28. Shops that started a trial before 2026-09-28 keep the trial terms shown to them at signup.

6. Cancellation & refunds

How to cancel. You may cancel your subscription at any time from your account's billing settings, or by emailing [email protected]. Cancellation stops future automatic renewal.

Effect of cancellation. When you cancel, you retain access to the Service through the end of your current paid billing period. Your subscription will not renew after that period, and no further charges will occur. We do not prorate or credit unused time within a period you have already paid for.

No refunds. Except where refunds are required by applicable law, all fees are non-refundable. You may cancel at any time to stop future billing, but fees already paid, including for the current and any prior billing periods, are not refunded, prorated, or credited. We provide a 14-day free trial (see Section 5) so you can evaluate the Service before any charge.

30-day referral-or-refund guarantee. Effective 2026-10-06. This guarantee applies once per shop, to its first paid subscription only, including a shop that subscribed before 2026-10-06. To qualify, your shop must complete onboarding and invite three referral partners. A referral partner is a real, separate business you invite or connect with through the Service, either as a partner shop or to a free referrer account, such as another shop or a trade business like a plumber, electrician or general contractor. An invite counts once it is sent, unless the invite is canceled or that connection ends. Your own staff do not count. Each business counts once, however you invite it. The referral-partner definition applies to every request made on or after 2026-10-14, including invites sent before that date. The window is 30 days from your first paid day. Your first paid day is the later of the day your paid subscription starts and the day your free trial ends; for an account that was provided free of charge, it is the first day the account is charged. A referral is moving when your shop has sent or received a referral that a partner shop has accepted. If no referral is moving on your account within the window, we will refund all subscription fees you have paid up to the date of your request. After the refund, your subscription is not charged until your first referral moves, for up to 6 months, and we keep working the network with you during that time; billing then resumes at your locked price under Section 4.1a. Months of free service under this guarantee do not count toward the discounted months of any promotion you qualified for under Section 4.1a. Because the months you paid before the refund are refunded, the promotion's full discounted period applies to your first paid months after the free period ends, even if the promotion's end date has passed by then. You must request the refund by emailing [email protected] within 14 days after your 30-day window ends. If your 30-day window ended before 2026-10-06, you may request the refund until 2026-10-20. Each request is reviewed manually and approved when the conditions above are met. An account provided free of charge, for example through a special-invite code, has nothing to refund while it is free of charge. This guarantee is an express exception to the no-refunds rule above. If your shop is a founding shop, the founding guarantee below applies in place of this one.

Founding guarantee. If your shop joined as one of the first 10 founding shops, completed onboarding, and invited three referral partners (as defined above), and you do not have a referral moving on your account within your first 30 days, we will refund every dollar you have paid and keep working the network with you, free, until you do. Request it by emailing [email protected]. Founding shops keep this guarantee on terms no less favorable than those on which it was offered to them. This founding guarantee applies in place of the general guarantee above. It is also an express exception to the no-refunds rule above.

7. Acceptable use

You agree not to:

We may suspend or terminate accounts that violate this section, with notice where practicable.

8. Customer data & privacy

Our collection and use of personal information is described in our Privacy Policy, which is incorporated into these Terms by reference. In addition, with respect to the business data you and your team put into RefSource (referrals, commission records, notes, attachments, together "Customer Data"):

9. Intellectual property

SyncTek and its licensors own all right, title, and interest in and to the RefSource software, website, branding, and documentation, including all related intellectual property rights. These Terms do not grant you any rights to SyncTek's trademarks, logos, or brand assets. Subject to your compliance with these Terms, SyncTek grants you a limited, non-exclusive, non-transferable, revocable license to access and use the Service for your internal business purposes during your subscription term.

As stated in Section 8, you retain ownership of your Customer Data.

10. Third-party services

The Service relies on third-party providers to operate, including:

We are not responsible for the acts or omissions of third-party providers, though we select and configure them with reasonable care.

11. Disclaimers & limitation of liability

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE," WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING WITHOUT LIMITATION WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, OR SECURE.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, SYNCTEK WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS, REVENUE, DATA, OR GOODWILL, ARISING FROM OR RELATED TO YOUR USE OF THE SERVICE.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, SYNCTEK'S TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATED TO THESE TERMS OR THE SERVICE WILL NOT EXCEED THE TOTAL FEES PAID BY CUSTOMER IN THE TWELVE (12) MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM.

12. Indemnification

You agree to indemnify and hold SyncTek harmless from any claims, damages, liabilities, and expenses (including reasonable attorneys' fees) arising from: (a) your use of the Service in violation of these Terms or applicable law, (b) Customer Data you submit that infringes or misappropriates a third party's rights, or (c) your violation of another party's rights in connection with your use of the Service.

13. Term & termination

These Terms remain in effect while you use the Service. Either party may terminate: you by canceling per Section 6, or SyncTek by suspending or terminating your account for violation of Section 7, non-payment, or by providing at least 30 days' notice for termination for convenience. Upon termination, your right to access the Service ends, though Sections 3, 8, 9, 11, and 12 survive termination. We will retain and make available for export any Customer Data as described in our Privacy Policy before deletion.

14. Changes to these Terms

We may update these Terms from time to time. If we make material changes, we will notify you by email or in-app notice at least 14 days before the changes take effect. Continued use of the Service after changes take effect constitutes acceptance of the updated Terms. The "Last updated" date at the top of this page reflects the most recent revision.

15. Governing law & dispute resolution

These Terms are governed by the laws of the State of North Carolina, USA, without regard to conflict-of-law principles. Any dispute arising from these Terms or the Service will be resolved exclusively in the state or federal courts located in North Carolina, and you consent to the personal jurisdiction and venue of those courts.

Before filing a formal claim, we encourage you to contact us at [email protected] so we can try to resolve the issue directly.

16. Contact

Questions about these Terms: [email protected]
Privacy inquiries: [email protected]
Postal mail: SyncTek LLC, attn: RefSource Legal, 5540 Centerview Dr Ste 204 #462485, Raleigh, NC 27606