Customer agreements

Order Form

Version 10.0 · Effective October 30, 2026

The 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.

Part 1. Customer

FieldEntry
Legal business name☐
Entity type☐ LLC ☐ Corporation ☐ Nonprofit ☐ Sole proprietor ☐ Tribal enterprise (admin-issued form only; Schedule C, Section C10)
State of organization and principal place of business☐ (not CA, TX, or FL)
Authorized signer, title, email☐
Billing email☐
Notice email☐

Part 2. Main solution and Schedules

FieldEntry
Main solution☐ Customer Intake (Schedule A) ☐ Front Desk (Schedule B or D) ☐ Web Chat Assistant (Schedule E)
Business typeTrades: ☐ plumbing ☐ HVAC ☐ electrical ☐ roofing ☐ painting ☐ fire protection. Front Desk: ☐ hospitality ☐ construction or design-build ☐ office or professional services ☐ chamber or association (Schedule D) ☐ other
Schedules that applyFilled in from the choices above and in Part 3; Schedule E applies whenever web chat is included

Part 3. Plan and add-ons

FieldEntry
Plan☐ Core ☐ Growth ☐ Pro ☐ Chamber (Schedule D only)
Monthly fee, leads saved or inquiries handled included, price per extraFrom Schedule P, shown here
Conversations included, price per extra conversationFrom Schedule P, plus 300 per add-on
Setup fee☐ $350 (Core) ☐ Waived

Add-ons (one row per add-on; Schedule P, P3):

Solution or ChannelDesk or brand nameMonthly price
☐☐☐ $147 (Core) ☐ $97 (Growth, Pro, Chamber)

Part 4. Phone lines, knowledge, delivery, integrations

FieldEntry
Business phone number(s) to forward☐ (within the plan's line count; not needed for web chat only)
Website domain(s) for the web chat☐ (Schedule E)
Website pages Leadin may read as Customer Content☐ URL(s); refreshed daily unless stated: ☐
Documents supplied as Customer Content☐ list
Customer Content owner (name, email)☐
Update time for supplied documents☐ next business day (default) ☐ same day
Delivery Channel: email recipients☐
Dashboard users (owner email; staff added from the dashboard)☐
Optional features☐ Appointment reminders (Schedule A) ☐ End-of-day summary ☐ Product suggestions (Schedule E)
Integrations☐ None ☐ ServiceTitan ☐ Housecall Pro ☐ Shopify ($350 one-time on Core; included on Growth and Pro)

Entries in this Part that are not completed at signing are confirmed by email during setup and then form part of this Order Form. Until then, and wherever the billing email or notice email in Part 1 is left blank, the authorized signer's email is used for billing, notices, delivery and the dashboard, and the authorized signer is the Customer Content owner.

Part 5. Price summary and billing

ItemAmount
Monthly fee (plan)$☐
Add-ons$☐
Monthly total before tax$☐
Setup fee$☐ or waived
Integration fees$☐
TaxCalculated by Stripe Tax at your billing address
Billing startThe Provision Date (Schedule P, P5.1)
Provision Date[recorded by Leadin Solutions]

Part 6. Variant

One box applies. Variants other than Standard are not public options; they need a code or an Order Form issued by Leadin Solutions.

  • Standard. Schedule P applies as written.
  • Design Partner. A product development engagement for any solution: Customer Intake, Front Desk, the Web Chat Assistant, or a combination, as named in Part 2. No charge for the engagement period: fee $0.00, setup fee waived, no payment method collected. Integrations selected in Part 4 are provided at no charge during the engagement: ☐ Yes ☐ No. Fixed dates: Engagement Start Date ☐ and End Date ☐ (60 days after start; or the period stated here: ☐). No renewal and no automatic conversion. Usage on both counters is counted for information only and never billed (Schedule P, P5.11). The Design Partner attends about four 15-minute feedback sessions, one every two weeks, scheduled with at least 48 hours' notice; keeps call forwarding (or the web chat) active during business hours; and assigns feedback under Master Agreement 11.3. Master Agreement 8 and the service levels in the Schedules do not apply; Leadin Solutions' total liability is capped at $100. Either party may end the engagement early by written notice, effective within 5 business days. On the End Date access ends, forwarding and the web chat code are removed, Cards are exported within 5 business days, and no subscription begins. At the end, the customer chooses whether to continue; continuing means choosing a Schedule P plan on a new Order Form.
  • Enterprise (negotiated). Issued by Leadin Solutions only; not offered on the website enrollment form. Monthly fee $☐, setup fee $☐ (due before provisioning, non-refundable once provisioning begins), tax ☐ exclusive ☐ inclusive, Initial Term ☐ month-to-month ☐ [N] months, minimum liability cap ☐ months' fees, included usage ☐ Schedule P plan ☐ negotiated: ☐, additional locations or numbers $☐ each.

Tribal counterparty election (Schedule C only):

  • Customer grants the limited waiver of sovereign immunity in Schedule C, Sections C10.2 to C10.4, and attaches the authorizing resolution.
  • Customer declines the waiver. Schedule C, Section C10.5 applies: setup fee and monthly fees paid in advance, automatic suspension on any payment more than 10 days late, and suspension and termination are Leadin Solutions' sole remedies for non-payment.

Part 7. Acceptance

  • I have read and agree to the Master Customer Agreement v10.0, the Schedules named in Part 2 (including Schedule E where web chat is included), Schedule P, and this Order Form.
  • I certify the Compliance Certification in Master Agreement Section 20.
  • Board or council resolution attached (Schedule C tribal or Schedule D, where required).

Leadin Solutions records the version accepted, the timestamp, the signer's IP address and browser, and a hash of the exact text accepted.

Customer: ______________________ Name, title, date

Leadin Solutions LLC: ______________________ Name, title, date

These documents are accepted together, in one signature, when you enroll at leadin.solutions/start. Questions about any term: hello@leadin.solutions.