Terms of engagement
The one-pager, in public.
Every engagement is booked under these terms plus what we agree during the audit. They're written to be read, not skimmed. If a term is unclear, ask before booking; the answer becomes part of the agreement. Last updated August 17, 2026.
1. What is being bought
One of: the Toil Audit ($1,500), the Install ($6,500, or the founding rate of $3,250), or the Care Plan ($950 per month). Each is described on this site and, for the install, in a short written scope agreed after the audit that names the five workflows, what's included, and the fee. Founding rates apply to the first five shops.
2. Fixed price
The install fee is fixed before the build starts. If it takes me longer than planned, that's my cost, not yours. If you ask for something outside the agreed five workflows, we write down what it is and price it separately; the base fee doesn't change.
3. Payment
The Toil Audit is paid in full at booking. The install is billed on completion of the build. The Care Plan is billed monthly in advance from the start date and stops at the end of the month in which you cancel. Invoices are payable by card or ACH in USD. The AI subscription that powers the workflows (roughly $20–$100 a month) is set up in your name, on your card, and billed to you directly by the provider — it is not part of my fee and I take no markup on it.
4. The audit credit
If you book an install within 30 days of the Toil Audit, the $1,500 audit fee is credited in full against the install. If you don't go ahead, you keep the written report. The report is useful on its own; that's the point.
5. The two-job guarantee
If, within 90 days of the install going live, the estimate-follow-up workflow has not recovered at least two signed jobs you would otherwise have lost, you choose the remedy: I continue running and refining it at no additional charge until it does, or I refund the install fee and you keep the folder, the templates, and the SOP binder. "Recovered" means a job that closed after a follow-up the system drafted. Your office has to actually send the drafted follow-ups for this to apply.
6. Ownership
The dedicated folder, the templates, and the written SOP binder created during the install are yours. They live in an account you control. I retain no license to them and no ability to take them back. If you cancel, you keep everything.
7. Access and data
You will provide the access needed to do the work: the dedicated folder and the spreadsheets and past documents the workflows learn from. That access is used only for the engagement. Customer data stays in your accounts. Nothing reaches a customer without one of your people reviewing and sending it. Credentials are stored in a password manager and removed at the end of the engagement; you should rotate them, and the SOP binder says how.
8. Confidentiality
Everything I learn about your shop and your customers is confidential. A mutual NDA is available on request. Nothing about the engagement is published, referenced, or used as a case study without your written agreement. The founding rate is offered in exchange for permission to write up your day-90 numbers and your shop's name; you may decline it and pay the standard rate instead.
9. Your part
The install depends on you giving access to the folder and the source documents, answering a handful of questions about your pricing, and having someone in the office send the drafted work during the sixty-day run. If those aren't available, the timeline moves. The Care Plan assumes your office keeps clicking send; a workflow nobody uses can't recover a job.
10. Cancellation
The Care Plan can be canceled any month by email, with thirty days' notice, no penalty, and no clawback. You keep the folder, the templates, and the SOP binder. The Toil Audit, once performed, is not refundable — but it is credited against an install and the report is yours regardless.
11. Warranty and limits
The install will deliver the five workflows and the SOP binder as agreed, and any defect you report within 30 days of go-live is fixed at no charge. Beyond the two-job guarantee, the work is provided as is. I'm one person and can't promise your shop will grow or that every homeowner will say yes; the workflows draft the work, your people send it, and customers decide. My total liability under any engagement is limited to the fees you paid for that engagement.
12. The obvious
These terms and the written install scope are the whole agreement. Texas law applies. Disagreements get a phone call first. Late Shift is a Boffo Digital service, based in Austin, Texas, operated by Bill Eisenhauer.