Grid Management

Terms of Service, Privacy Policy & SMS Messaging Policy

Terms of Service

Version 1.1 — Effective May 14, 2026

1. Description of Service

Grid Management is a cloud-based construction management platform designed for commercial and residential contractors. The Service includes project management, proposal and invoice generation, aerial measurement tools, material estimation, financial management, customer portal, e-signature, and related business tools.

2. Account Registration

You must provide accurate, complete, and current information when creating an account. You are responsible for maintaining the confidentiality of your account credentials and for all activities that occur under your account.

3. Financial Services and Plaid Integration

The Service allows you to connect your financial accounts through Plaid, Inc. to import transaction data for bookkeeping and reconciliation purposes. By connecting a financial account, you authorize Grid Management to access and retrieve your financial data through Plaid. You may disconnect at any time. Grid Management is not a bank, financial advisor, or accounting firm.

3a. QuickBooks Online Integration

The Service allows you to connect your QuickBooks Online account through Intuit's OAuth 2.0 authorization to sync invoices, customers, payments, and other accounting data between Grid Management and QuickBooks. By connecting QuickBooks, you authorize Grid Management to read and write data to your QuickBooks company file as necessary to maintain sync. You may disconnect at any time through Settings → Integrations. Grid Management is not an accounting firm and does not provide tax, audit, or financial advice. You are solely responsible for the accuracy of your accounting records.

4. Data Ownership and Usage

You retain all ownership rights to the data you input into the Service. We do not claim ownership of your data. We use your data solely to provide and improve the Service. We do not sell, rent, or share your data with third parties for marketing purposes.

5. Privacy and Data Protection

Your use of the Service is governed by our Privacy Policy. We implement industry-standard security measures including TLS 1.2+ encryption, AES-256 encryption for data at rest, role-based access controls, and multi-factor authentication.

6. Acceptable Use

You agree not to use the Service for any unlawful purpose, attempt to gain unauthorized access, interfere with the Service, upload malicious code, share credentials with unauthorized parties, or store data that violates any applicable law.

7. Payment Terms

Paid features are billed according to the subscription plan you select. All fees are non-refundable except as required by law. We reserve the right to change pricing with 30 days notice.

7a. Metered Services & Usage-Based Billing

Certain features are billed based on usage beyond your subscription tier's included allowance: (a) AI-powered features, billed per API token; (b) SMS text notifications, billed per message; (c) file storage, billed per gigabyte per month above your included allocation. Usage is tracked in real-time and visible in your dashboard.

8. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, GRID MANAGEMENT, LLC SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES. OUR TOTAL LIABILITY SHALL NOT EXCEED THE AMOUNT YOU PAID FOR THE SERVICE IN THE TWELVE MONTHS PRECEDING THE CLAIM.

9. Disclaimer of Warranties

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED.

10. Termination

Either party may terminate this agreement at any time. Upon termination, your right to access the Service ceases immediately. You may request export or deletion of your data.

11. Governing Law

These Terms are governed by the laws of the State of Oklahoma. Any disputes shall be resolved in the state or federal courts located in Tulsa County, Oklahoma.

12. Changes to Terms

We may update these Terms from time to time. Material changes will be communicated by email or platform notice at least 30 days before taking effect.

13. Contact

For questions: Christopher S. Wygle, Managing Member, Grid Management, LLC — support@batchgrid.app

SMS Messaging Policy

Version 1.0 — Effective May 14, 2026

Program Description

Grid Management sends SMS text notifications on behalf of contractors to their customers and team members. Messages include project status updates, appointment reminders, invoice and payment notifications, contract signature alerts, and service request notifications.

Opt-In

Consent is collected in two places, and both require entering a phone number and checking a box that is unchecked by default and states the program name, message frequency, that message and data rates may apply, and how to opt out: (a) the public sign-up form at https://roofgrid.app/sms; and (b) the notification settings inside the Grid Management web application, where a team member enables SMS on their own account. Every consent is stored with its timestamp and the verbatim wording shown at the time it was given. No message is sent to a number that has not opted in, and consent to receive text messages is never a condition of purchase.

Message Frequency

Message frequency varies based on project activity. Typical users receive 1–10 messages per month. Messages are triggered by specific events and are not promotional.

Opt-Out

You may opt out at any time by: (a) replying STOP, UNSUBSCRIBE, CANCEL, QUIT or END to any message; (b) updating your notification preferences in the app or portal; or (c) contacting support@batchgrid.app. STOP takes effect immediately and is answered with one final confirmation: “Grid Management: You are unsubscribed and will receive no further messages. Reply START to re-subscribe.” Reply START to re-subscribe.

Help

Reply HELP to any message and you will receive: “Grid Management: Project, invoice and appointment notifications from your contractor. Msg&data rates may apply. Msg frequency varies. Reply STOP to cancel. Help: support@batchgrid.app”. You may also contact support@batchgrid.app directly.

Cost

Message and data rates may apply. Grid Management does not charge end users for receiving SMS, but standard carrier messaging rates apply per your mobile plan.

Privacy

Phone numbers are used solely for service-related messages. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent are not shared with any third parties. Phone numbers are stored securely and retained only while the account is active.

Carriers

Supported carriers include AT&T, Verizon, T-Mobile, Sprint, and all major US carriers.

Contact

Grid Management, LLC — support@batchgrid.app — 19 N Park St, Sapulpa, OK 74066

Privacy Policy

Version 1.0 — Effective May 14, 2026

Information We Collect

We collect information you provide: account details (name, email, phone, company), project data (proposals, invoices, measurements), financial data (via Plaid), and uploaded documents. We also collect usage data and device information for service improvement.

How We Use Your Information

We use your information to: provide the Service; process payments; send transactional communications; improve the Service; and comply with legal obligations. We do not use your data for advertising.

Data Sharing

We share data only with: service providers (Supabase, Stripe, Plaid, Intuit, Twilio, Resend, Anthropic); when required by law; or with your explicit consent. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes; text messaging originator opt-in data and consent are not shared with any third parties.

Data Security

We implement TLS 1.2+ encryption, AES-256 at rest, role-based access, MFA on infrastructure, and SOC 2 Type II certified hosting.

Data Retention

We retain data while your account is active. Upon termination, data is deleted within 30 days of a verified request, except where required by law.

Your Rights

You may: access, correct, delete, or export your data; and withdraw consent for optional processing. Contact support@batchgrid.app.

Contact

Grid Management, LLC — support@batchgrid.app — 19 N Park St, Sapulpa, OK 74066

© 2026 Grid Management, LLC. All rights reserved.