Customer agreements

One agreement for every Leadin solution.

Customer Agreement Suite · Version 10.0 · Effective October 30, 2026

One Master Customer Agreement covers every Leadin solution, alone or in any combination. Each customer's choices live only on the Order Form, which the enrollment form fills in.

One legal core, maintained once, with one Schedule per solution, one pricing Schedule, and one Order Form per customer. Every customer signs one Order Form that names the Schedules that apply, so the Master Agreement, those Schedules, Schedule P and the Order Form read as one contract.

Master Customer AgreementEvery customer. Channels, consent, Customer Content, data, recording, liability, billing mechanics and general terms.Version 10.0 · Read →Schedule A: Customer IntakeApplies to plumbing, HVAC, electrical, painting, roofing, fire protection, and any trade vertical added to the Platform.Version 10.0 · Read →Schedule B: Front DeskApplies to service businesses other than the trades in Schedule A, including hospitality, restaurants and venues without a gaming floor, construction and design-build firms, offices, and professional services.Version 10.0 · Read →Schedule C: Enterprise VenueApplies to casinos, gaming venues, event venues, clubs, arenas, and any venue with a gaming floor, ticketed events, or revenue above $5 million per year. Offered only on an Order Form issued by Leadin Solutions. Everything in Schedule B applies unless this Schedule says otherwise.Version 10.0 · Read →Schedule D: Community OrganizationApplies to chambers of commerce, trade associations, nonprofits, and membership organizations. Everything in Schedule B applies unless this Schedule says otherwise.Version 10.0 · Read →Schedule E: Web Chat AssistantApplies whenever the Order Form includes web chat, as the main solution or as an add-on. Where the Order Form also names Schedule A, B, C, or D, that Schedule applies to the web chat too, except where this Schedule says otherwise.Version 10.0 · Read →Schedule P: Plans, Usage and BillingApplies to every customer, for every solution, unless an Order Form issued by Leadin Solutions states negotiated terms.Version 10.0 · Read →Order FormThe only per-customer document. The leadin.solutions enrollment form fills it in for self-serve customers; Leadin Solutions issues it for enterprise customers and Design Partners. Governed by the Master Customer Agreement v10.0, the Schedules named in Part 2, and Schedule P.Version 10.0 · Read →
How the agreements fit together

One legal core, one Schedule per solution, one Order Form per customer.

LayerWhat it holdsApplies to
Master Customer Agreement v10Channels, consent, Customer Content, data, recording, liability, indemnity, billing mechanics, disputes, general termsEvery customer
Schedule A, Customer IntakeJob Card, urgency disclaimer, 911 notice, trade-license exclusion, service levelsPlumbing, HVAC, electrical, painting, roofing, fire protection and any trade added later
Schedule B, Front DeskInquiry Card, out-of-scope list, food and alcohol clauses where relevant, service levelsEvery other service business: hospitality, construction and design-build, offices, professional services
Schedule C, Enterprise VenueEverything in B plus gaming carve-outs, tribal provisions, hardened service levels, scaled capCasinos, event venues, clubs (admin-issued Order Forms only)
Schedule D, Community OrganizationEverything in B plus member neutralityChambers of commerce, associations, nonprofits
Schedule E, Web Chat AssistantChat Card, installation, product suggestions, visitor privacyAny customer whose Order Form includes web chat, alone or as an add-on
Schedule P, Plans, Usage and BillingPlans, add-ons, the two counters, billing mechanicsEvery customer, unless an enterprise Order Form states negotiated terms
Order FormThe customer's choices: main solution, plan, add-ons, phone lines, knowledge sources, delivery, integrations, variantOne per customer

Order of precedence when documents conflict: the Order Form, then the Schedules it names (with Schedule P), then the Master Customer Agreement, then the SMS Terms, the Privacy Policy and the website Terms of Service.