Refund & Dispute Policy

1. Scope

This policy covers charges you pay to ServSmart: your monthly or annual subscription and any add-on purchases (SMS packs, email packs, AI credits) or metered overage on your account.

It does not cover any refund policy you run toward your own customers. Money you collect from your customers through ServSmart — invoices, deposits, card payments — is between you and them, and you set the terms for it.

2. No trial period — the Free tier instead

ServSmart does not run a free trial, by design. The Free tier includes full CRM functionality with no time limit and no card required, and it is available indefinitely.

Paid tiers unlock additional features. You are charged only when you choose to move to one, and nothing converts automatically — there is no countdown and no card on file waiting to be billed.

3. Monthly subscriptions

Monthly charges pay for a month of access that was available to you the entire period, so a monthly charge that has already run is not refundable.

You can cancel any time to stop future charges. Your access continues through the end of the period you already paid for, then the plan ends. We do not bill you again after you cancel.

4. Annual subscriptions

If you pay annually and cancel before the year is over, email us and we will refund the unused whole months, prorated. Partial months are not refunded.

For example, if you cancel with four full months remaining, you are refunded four months of the annual rate.

5. Add-ons and metered overage

Add-on credits — SMS packs, email packs, and AI credits — are non-refundable once any part of the pack has been consumed. An unused balance is not separately cashed out; it stays on your account for you to use.

Metered overage, billed as you use it beyond your plan's included amounts, is final once incurred. It reflects messages sent, emails delivered, or AI work already performed on your behalf.

6. Founding Operator tier

Founding Operators are covered by the same terms above. Nothing here reduces the founding rate you locked in.

As a founding member, your refund and billing requests are handled first, ahead of the standard queue.

7. How to request a refund

Email billing@servsmart.app from the address on your account. Tell us your company name, the charge you are asking about, and the reason.

We aim to respond within 3 business days. Approved refunds go back to the original payment method.

8. Chargebacks vs. refunds

If a charge looks wrong, ask us for a refund first. We would much rather sort it out directly and quickly.

A card chargeback is slow and expensive to contest, and an open dispute can restrict or suspend your account — including the phone number and messaging tied to it — until it is resolved. Reaching out to us is faster for you and keeps your account running. We will always work with you in good faith.

9. Changes to this policy

We may update this policy. Each version carries the date above, and material changes are announced in the product and by email before they take effect.