Terms & Conditions
Please read these terms carefully before using OnPoint Business.
1. Acceptance of Terms
By accessing or using OnPoint Business ("the Service"), you agree to be bound by these Terms & Conditions and our Privacy Policy. If you do not agree, do not use the Service. We may update these terms from time to time; continued use after changes constitutes acceptance.
2. Description of Service
OnPoint Business is a trade business management platform that provides tools for:
- Jobs, projects, offers, and contractor workflows
- Appointments, calendar, and reminders
- Contacts, sites, quotes, invoices, job sheets, and payments
- Optional bank account linking for payment matching and reconciliation (see section 4)
- Optional Google Ads connectivity for lead attribution and offline conversion measurement (see section 4)
- Certificates, team and time management, and notifications
- Customer-facing booking and contact portal
We do not provide legal, tax, or financial advice. You are responsible for your own compliance and record-keeping.
3. Your Obligations
You agree to:
- Provide accurate information and keep your account secure
- Use the Service only for lawful business purposes
- Comply with applicable laws (including data protection) when storing or processing customer data
- Not misuse the Service, attempt to gain unauthorised access, or interfere with its operation
4. Optional Connected Services
If you choose to link your business bank account via TrueLayer:
- You authorise us to access account and transaction data (as described in our Privacy Policy) for the purpose of invoicing and reconciliation — matching incoming payments to your invoices and recording payments.
- Access is read-only; we do not initiate payments or move funds. Bank linking is provided through TrueLayer; their terms and your bank's terms also apply.
- You may disconnect your bank account at any time from Preferences. Disconnecting will stop automatic payment matching until you link again.
- We are not responsible for your bank's availability, for incorrect references on customer payments, or for your use of matched/unmatched payment data.
If you choose to connect Google Ads:
- You authorise us to access the Google Ads connection needed to upload eligible offline conversions for your organisation and to associate ad-generated leads with records created inside OnPoint Business.
- We use Google Ads access only to provide attribution, reporting, and advertising measurement features that you enable inside the platform.
- You may disconnect Google Ads at any time from Preferences → Ads & Tracking. Disconnecting will stop future conversion uploads until you reconnect.
- You remain responsible for the campaigns, conversion actions, and business decisions made using your Google Ads data.
5. Intellectual Property & Your Data
OnPoint Business and its branding are our property. You retain ownership of the data you submit. By using the Service, you grant us the rights necessary to operate it (e.g. storing, processing, and displaying your data, and using bank or Google Ads data for the connected features you enable). Our use of personal and connected-service data is set out in our Privacy Policy.
6. Limitation of Liability
The Service is provided "as is". To the fullest extent permitted by law, we exclude liability for indirect, consequential, or special damages, and our total liability shall not exceed the fees you paid to us in the twelve months before the claim. Nothing in these terms excludes or limits liability that cannot be excluded or limited by law.
7. Termination
We may suspend or terminate your access if you breach these terms or for other operational reasons. You may stop using the Service at any time. On termination, your right to use the Service ends; we may retain data as required by law or as described in our Privacy Policy.
8. Contact
For questions about these Terms & Conditions:
support@onpointbusiness.co.uk