Terms of service

March is software that design and building companies use to run their business, from the first inquiry to the finished project. It is provided by March, LLC(“March”, “we”, “us”).

These terms have two parts:

• If you contact or work with a company that uses March, as a prospective client, a client, or someone a client invites, the first part is our agreement with you.
• If you run a company on March, or are on a company’s team, the second part is our agreement with the company.

Some features are described here before they are available. Where a feature is not offered, the terms about it simply do not apply yet. Our privacy policy explains how information is handled, including information about people who have not agreed to these terms, such as subcontractors and people who appear in photos or meetings.

Part one: if you contact or work with a company

Who you are agreeing with, and when

The company you contacted runs its business on March. You agree to this part with March, LLC when you tick the box and send the company’s inquiry form, or, if the company added you itself, when you first accept these terms on a page, in an account, or in an app the company sends you to. If you use those pages without accepting, the features you use are still provided on these terms.

This part covers what the software does with what you send, and with you, for as long as you deal with the company through March: before you hire it, while it works for you, and after.

Your agreement with the company is separate

Any work you ask the company to do, its price, schedule, warranties, and the terms it is done on are between you and the company. You agree to those separately, in writing, usually when you sign the company’s proposal or contract. March is not a party to that agreement. We are not a designer, architect, contractor, or lender, we do not recommend or vouch for any company, and we do not check its licenses, insurance, prices, or work. The company is responsible for what it says, sends, charges, and builds.

Nothing in these terms reduces any right you have under the law, including any right to cancel a home improvement or home solicitation contract within a set period. The company is responsible for telling you about those rights.

What sending an inquiry does

It asks the company to get in touch about a project you are considering. It does not engage the company for any work, reserve its time, or commit you or the company to anything.

What the software does with your information

• Keeps it for the company. What you send, and what the company adds about you and your project, is stored in March and shown to the company’s team.
• Reads it with automated tools. Software, including language models, reads your inquiry and later messages, notes, and documents to pull out details, place the site on a map, summarize, estimate, and help the company judge how well the project fits the work it does. It drafts messages, proposals, and estimates for the company to review. The company sees the result, and a person at the company decides what to do about your inquiry and what to send you. Figures in anything the company sends are the company’s, whoever or whatever drafted them.
• Records what you open. Emails, texts with links, welcome pages, proposals, and the client portal note when they are delivered and opened, which links are followed, which videos are played and how far, which parts are read and for how long, and what you approve or pay. The company sees this, so it knows what you have seen.
• Shares it with people working on your project. The company may share project details with its own team, its subcontractors, suppliers, and consultants through March, as the work needs.

Emails

The company may send you emails about your inquiry, your project, its work, and next steps. Some are written and sent one at a time by the company’s team. Others are a series the company has prepared, sent automatically, for example over the weeks after you get in touch, or when a proposal or invoice has not been opened. You can stop the emails that are not about a project you have hired the company for with the link in any of them, which takes effect straight away. Messages you need for work you have hired the company to do, such as a signed contract, an invoice, or a change to a meeting, may still be sent.

Text messages

If you give a mobile number and agree to be texted, the company may send you text messages through March about your inquiry and your project: questions, replies, reminders, scheduling, proposals, invoices, and updates. Some may be sent automatically, and some may be marketing. Texts may come from a number March provides for the company, and may be part of a conversation that more than one person at the company can read and answer.

• Agreeing to be texted is not a condition of buying anything.
• How often you hear from the company varies with your project.
• Message and data rates may apply.
• Reply STOP to stop texts, and HELP for help. You may get one text confirming that you have stopped.
• We try not to send texts at night where you are, but cannot promise the time a message arrives.
• Mobile carriers are not liable for delayed or undelivered messages.
• Tell the company if your number changes or you give it up.

Calls, meetings, and meeting notes

By agreeing to these terms, you consent to the company recording, transcribing, and taking automated notes of its calls and meetings with you, in person, by phone, or by video, using tools it connects to March. What was said may be used to plan your project and prepare the company’s proposal, and a summary or transcript may be shared with you and with the people working on your project.

The company will also let you know when a call or meeting is being recorded or noted. You can ask it not to record any call or meeting, before or during it, and it will stop. If someone else joins you, such as a partner or your architect, tell them, or ask the company to; your consent does not cover them.

Booking a time

If you book a call or meeting, the software reads the company’s calendar to offer open times and sends you an invitation from it, with a link to change or cancel.

Accounts, the client portal, and the app

The company may give you an account in a client portal or app, to follow your project, see photos and documents, answer questions, approve decisions, and pay. You sign in with a link or code sent to your email or phone, so keep them secure, and do not share your account. Notifications on your phone are sent only if you allow them, and you can turn them off in your settings. If you use an app from an app store, the store’s terms apply as well.

When you approve a decision, a selection, a change, or a document in the portal, you are giving that instruction to the company. What it binds you to is set by your agreement with the company. The company, not March, decides when your access ends.

Sharing with people you invite

You may be able to send a proposal or document to someone you choose, such as a partner, family member, or attorney, or add a co-signer. They can see what you send them, and their opens are recorded in the same way. You are responsible for choosing who to share with.

Electronic signatures and records

By agreeing to these terms, you agree to receive notices, proposals, contracts, invoices, and other records from the company electronically, and to sign electronically. When you sign, you are asked to agree again, and your electronic signature has the same effect as a signature on paper.

• To read and keep records, you need a current web browser, an email address, and a way to save or print a PDF.
• You can ask the company for a paper copy of any record at any time. The company may charge for it only if your agreement with it says so.
• You can withdraw your consent to electronic records by telling the company. That does not undo anything already signed, and the company may then need to deal with you on paper.
• Keep your email address up to date with the company.

We keep a record of each signature: who signed, what was signed, when, and the internet address and browser it came from. Download and keep your own copy of what you sign.

Payments

Deposits, invoices, and other amounts are paid to the company, not to March. Payments are processed by a payment provider, such as Stripe, under its own terms and privacy policy, either on a page the provider hosts or within the company’s pages. March does not receive or hold your money, is not the seller, and does not handle refunds or disputes, which are between you and the company.

If you pay from a bank account, you authorize the company, through its payment provider, to debit the account for the amounts and on the schedule you agree to at the time, including any recurring payments. You can revoke a recurring authorization by telling the company, within the notice period stated when you agreed. The company may send reminders about amounts due through March.

Photos of your project

The company may photograph and film its work, including your project, and may use March to share photos with you and to publish them, for example on its social media accounts or website. Whether and how it may publish your home, anything that identifies its location, or people in it is between you and the company. If a published photo concerns you, tell the company. You can also tell us, and we will pass it on.

Reviews

The company may ask you to review its work. Whether you do is up to you, and what you write should be your own honest experience. A review may be shown publicly under the name you post it with, and the company may reply to it.

What we ask of you

• That what you send is true, as far as you know it, and is about a real project.
• That you are over 18 and able to agree to these terms.
• That you do not send anything you do not have the right to share, or that is unlawful or harmful.
• That you do not forward links meant for you to people who should not have them.
• That you do not use the form, pages, or portal to send automated or bulk submissions, or try to reach anything that is not yours.

Estimates and figures

A budget, size, or timeline you give is a starting point. A figure the company mentions before its proposal is an early indication, not a quote. A quote comes in the proposal, in writing.

Stopping

You can stop emails with the link in any of them, stop texts by replying STOP, and ask the company to stop contacting you by replying to any message. You can also write to us at team@usemarch.com, and we will pass it on and make sure it happens.

Liability

The software is provided in good faith and as is. To the extent the law allows, March is not liable for any loss arising from your use of a company’s form, pages, portal, or messages, or from anything the company does, says, sends, charges, or builds, and our total liability to you under this part is limited to $100. Nothing here limits your rights under consumer protection law or liability that cannot be limited by law.

Disputes

If you have a concern about March, write to us first at team@usemarch.com, and we will try to resolve it informally within 30 days. A dispute about the company’s work, price, or conduct is between you and the company.

Part two: if you run a company on March

This part is an agreement between March, LLC and the company that uses March (“the company”, “you”). The person who accepts it for a company confirms they are allowed to. Everyone a company invites to its team uses March under it too, and the company is responsible for them. If a company has signed a separate agreement with us, that agreement wins where the two differ.

The service

March is software for running a design-build practice: taking in inquiries, tracking opportunities and projects, proposals, contracts, and payments, client communication, marketing, and the drafts that help with all of it. We may change, add, or retire features. If we retire one a company relies on, we will tell it with reasonable notice. Some features may be offered for an extra fee, or as a preview that may change or end.

Accounts and your team

• There is no open sign-up. A company’s admins invite its team and decide what each person can do.
• You sign in with a link sent to your email, so keep that inbox secure. You are responsible for what happens under your team’s accounts.
• Tell us promptly at team@usemarch.com if you believe an account has been misused.

Your data

What a company puts into March is the company’s. You give us permission to host, copy, process, transmit, and display it only to run the service for you, to keep it secure, and as the law requires. For personal information in it, we act as your service provider and processor, and we will sign a data processing addendum on request. How we handle it is set out in our privacy policy. You can export it while you use March and for 30 days after you stop.

One company’s data is never combined with another’s or shown to another company, in any form.

The people you contact

People who send an inquiry through your form, or use pages or accounts you send them to, accept part one of these terms. Your own terms for the work are yours to set, and are agreed in your proposal or contract. For everyone you add or import yourself, and everyone you contact through March, you confirm that you have the right to hold their information and to contact them in the way you do.

You are the sender of the emails and texts you send through March, including scheduled ones, and you are responsible for them complying with the law, including CAN-SPAM, the Telephone Consumer Protection Act, and state equivalents. You will give a valid postal address for your marketing emails and honor every request to stop.

Drafts, approvals, and scheduled messages

March uses software, including language models, to draft replies, captions, follow-ups, proposals, estimates, and summaries, and to extract and score details from inquiries. Drafts, scores, and estimates can be wrong, incomplete, or unsuitable, and are not professional, legal, engineering, or financial advice. A draft is not sent, posted, or charged until a member of your team approves it. Messages you set up to go out on a schedule, such as a welcome series or reminders, are sent automatically to everyone they apply to once you switch them on, until you switch them off. Either way it is your company’s message, and you are responsible for what you approve, schedule, send, post, quote, and charge.

Texting

If you use texting, we may register your business with carriers and messaging providers, and you will give us accurate information for it. You will text only people who have agreed to be texted by you, keep the consent March records, not text at times the law does not allow, and honor STOP and other requests to stop. We may pause texting for your company if carriers flag it or it breaks these terms.

Recording and meeting notes

People who accept part one consent to being recorded and noted. That does not replace telling them at the time. If you record, transcribe, or take automated notes of calls and meetings, you will tell everyone in them at the start, get consent from anyone who has not given it, which in some states means everyone on the call, and stop when anyone asks. You are responsible for which project a recording or transcript is filed to, and for what you share from it.

Contracts and client consumer law

Your proposals and contracts are yours. Any template, default text, or wording we suggest is a starting point, not legal advice. You are responsible for your licenses and registrations, for what state and local law requires of your contracts, including notices of cancellation rights, lien rights, and required disclosures, and for giving clients paper copies when they ask.

Payments you collect

If you collect payments through March, you do so through your own account with our payment provider, and you agree to that provider’s terms, including, for Stripe, the Stripe Connected Account Agreement. You are the merchant of record and the seller. March provides software. It is not a party to your contracts with your clients, does not hold your funds, and is not a bank or money transmitter. You are responsible for refunds, disputes, chargebacks, taxes, payment authorizations from your clients, and for reminders and collection complying with the law. We may charge a fee on payments you collect if we tell you in advance.

Photos, video, music, and social

You own the photos, video, and other content you put into March, and you give us permission to store, edit as you direct, and publish it for you. Before you publish it, you will have the rights and permissions you need, including from clients whose homes appear, from anyone identifiable, from a parent or guardian for any minor, from anyone you tag or collaborate with, and for any music. Automated features that edit, caption, or choose photos are drafts you are responsible for. Automated replies and messages on social networks must follow the network’s rules and any law that requires disclosing that a message is automated.

Reviews and testimonials

If you ask for or use reviews through March, you will follow the FTC’s rules on consumer reviews and endorsements and the platforms’ policies. You will not write or buy fake reviews, ask only happy clients, offer rewards the platforms forbid, or suppress honest ones.

Subcontractors and suppliers

If you use March to work with subcontractors and suppliers, including bids, tax forms, insurance certificates, and lien waivers, you are responsible for the information you collect from them and share with them, including client information, and for what you decide based on it. We do not verify their licenses, insurance, or work.

Connected accounts

When you connect an account, such as Google Workspace, Microsoft 365, QuickBooks Online, a meeting-notes tool, a social network, or Stripe, you authorize March to use it as the feature describes, and your use of that account is also governed by the provider’s own terms. We do not control those providers. They can change or withdraw access, and a network can reject or remove a post after it has been handed over. You can disconnect an account at any time.

Acceptable use

You agree not to use March to:

• send spam, or contact people who have not agreed to it or have asked you to stop;
• break the law, including privacy, consumer protection, telemarketing, recording, and advertising law, or infringe anyone’s rights;
• record anyone without the consent the law requires;
• publish photos of a client’s home or project, or of any person, without the permission you need;
• post or send anything deceptive, defamatory, discriminatory, or harmful, or pretend a message was written by a person when a client asks and it was not;
• try to reach another company’s data, probe or disrupt the service, or get around its limits;
• copy, resell, or reverse engineer the service, or use it to build a competing one.

Fees

Fees, if any, are those agreed with us in writing or shown when you subscribe or turn a paid feature on. Unless stated otherwise they are billed in advance, exclusive of taxes, and not refundable. We will give you at least 30 days’ notice before a price change applies to you.

Our property

March, its software, and its design belong to us. These terms give you the right to use the service while they are in effect and nothing more. If you send us feedback, we may use it without owing you anything.

Confidentiality

Each of us will keep the other’s non-public information confidential, use it only under these terms, and protect it with reasonable care, except where it becomes public through no fault of ours or the law requires disclosure.

Suspension and ending

You can stop using March at any time. We may suspend access, or a single feature such as texting, if it is needed to protect the service, other companies, the people you contact, or the public, or if fees are overdue, and we will tell you why and restore access once the problem is fixed. Either of us may end the agreement if the other seriously breaches it and does not fix it within 30 days of notice. When it ends, your right to use the service ends, your clients’ access to your portal and pages ends, and your data is handled as described under “Your data” and in our privacy policy. Tell your clients before you leave, and give them copies of anything they are owed.

Warranties

We will provide March with reasonable skill and care. Beyond that, and to the extent the law allows, the service is provided as is and as available. We do not promise it will be uninterrupted or error free, that messages will be delivered, or that drafts, scores, estimates, or suggestions will be accurate.

Liability

To the extent the law allows, neither of us is liable to the other for indirect, incidental, special, or consequential losses, or for lost profits, revenue, or data. Our total liability under these terms is limited to the greater of the fees you paid us in the 12 months before the claim and $100. These limits do not apply to your payment obligations, your indemnity, breaches of acceptable use, or liability that cannot be limited by law.

Indemnity

You will defend us against claims by third parties, including the people you contact, your clients, and your subcontractors, arising from your data, what your team approves, schedules, sends, texts, records, and publishes, your work for your clients, payments you collect, or your breach of these terms, and cover the resulting costs. We will do the same for claims that the service, used as permitted, infringes someone’s intellectual property.

Both parts

Changes to these terms

We may update these terms. The date at the top says which version this is, and the version a person agreed to is recorded with their agreement. If a change to part one is material, we will ask people to agree again, or tell them, before it applies to them. If a change to part two is material, we will tell companies at least 30 days before it takes effect, and continuing to use March after that means the company accepts it.

General

These terms are governed by the laws of the State of Delaware, without regard to its conflict of law rules, and the state and federal courts in Delaware have exclusive jurisdiction, except where the law where you live gives you the right to bring a claim there. Neither party may transfer these terms without the other’s consent, except as part of a merger or sale of the business. If part of them is unenforceable, the rest still applies. Not enforcing a term is not a waiver of it. No one is responsible for delays caused by events beyond reasonable control. These terms are the whole agreement between us about their subject.

Contact

March, LLC, team@usemarch.com.