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Service Scope & Terms

Draft website policy for review before accepting client records or processing enquiries. This is not legal advice.

Last reviewed: October 20, 2026

Administrative services

Quotaraft assists contractors with document tracking, estimating and quotation administration, invoice preparation and delivery, client acquisition, and website services, according to an agreed written scope.

Estimates and quotations

All measurements, scope, pricing, materials, taxes and technical assumptions must be reviewed and approved by the contractor. AI-generated drafts are not engineering, professional quantity-surveying, legal or regulatory certifications.

Invoice delivery and payment boundary

Quotaraft may prepare contractor-approved invoice drafts, transmit them to approved recipients, and report observable delivery or acknowledgement status. Homeowners pay contractors directly. Quotaraft does not collect, receive, hold, process, verify, reconcile or pursue payments, and does not handle payment disputes, refunds or collections.

Trial

The three-task introductory trial is limited to one business, three simple qualifying administrative tasks in a 14-day period, subject to acceptance and capacity. Complex estimating, paid ads, full websites and payment collection are excluded.

Client agreement

The specific deliverables, turnaround times, authorizations, fees, risk allocation, dispute process and applicable law should be included in a separately executed client agreement.

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