LucentOS SaaS Terms

Last updated: June 28, 2026. Full terms version: June 2026. Applies to LucentOS subscriptions, setup fees, dealer admin accounts, team seats, AQUIS/trainer features, CRM and messaging tools, proposal and field-mode tools, billing features, and related services.

This is a plain-English summary of important LucentOS terms. It is meant to help dealer admins understand the agreement before activating billing.

The complete legal terms are available here: #full-saas-terms.

This summary is provided for convenience and does not modify the full SaaS Terms; if the two are inconsistent, the full SaaS Terms govern.

Who Is Agreeing

LucentOS is sold to businesses, not individual consumers. When a dealer admin checks the agreement box, pays the setup fee, activates billing, or accepts an order summary, that admin confirms that they are authorized to bind the dealer/company they represent.

The agreement is between

• LucentOS: Lucent OS LLC
• Dealer: the company or dealer account accepting the applicable Order Summary

If an individual accepts on behalf of a dealer without authority, that individual may be personally responsible to the extent permitted by law.

Setup Fee and Launch Roster

LucentOS may charge a one-time setup fee before team invites unlock. After the setup payment is confirmed, the dealer admin may send onboarding invites to the initial preconfigured launch roster.

Pending, preconfigured, or invited users are not billable seats until they accept the invite, activate their account, or are otherwise granted active access.

Billing Model

LucentOS may charge

• Setup Fee: as shown in the applicable Order Summary
• Base Platform Fee, if any: as shown in the applicable Order Summary
• Activated seat fees: based on the Seat Types and Prices shown in the applicable Order Summary
• Add-ons or module fees: if shown in the applicable Order Summary

Taxes

Taxes may be calculated and charged where applicable or where enabled by LucentOS or its payment processor.

The Billing Start Date anchors monthly billing cycles and any base platform fee, minimum commitment, or order-specific commitment.

Recurring seat fees begin only when a seat activates. If there is no base platform fee, no minimum commitment, and no activated seats, seat-based recurring charges may be $0 for that billing cycle.

Seats and Seat Changes

Seat types may include

• Setter Only or Field Mode Only account
• Proposal Only account
• Field Mode + Proposal account
• Full Package account, including Field Mode, Proposal, and AQUIS where enabled
• Future modules or add-ons

Activated users become billable seats. Deactivated users lose access immediately.

By default, deactivation removes the seat from the next invoice’s billable seat count. Mid-cycle credits or prorations apply only if the order summary, Stripe settings, or LucentOS billing configuration expressly provides them.

Month-to-Month by Default

Unless an order summary says otherwise, LucentOS subscriptions are month-to-month.

LucentOS may change month-to-month prices with at least 30 days’ notice, effective no earlier than the next billing cycle after the notice period. Annual or multi-year committed pricing is locked during the committed term unless the order summary says otherwise.

Annual or Multi-Year Commitments

Annual or multi-year commitments may have special pricing, discounts, renewal rules, payment schedules, minimum seats, and early termination terms.

Those terms must be shown in a separate order summary, checkout page, quote, subscription schedule, or written order.

Payments, Invoices, Taxes, and Chargebacks

LucentOS may use Stripe or another payment processor for checkout, payment methods, invoices, taxes, credits, refunds, prorations, failed-payment flows, and billing portal access.

LucentOS does not store full bank account or card details.

Dealer is responsible for valid payment information. Wrongful chargebacks or payment disputes for valid charges may result in suspension, recovery of fees, and other remedies under the full Terms.

Dealer Admin Responsibilities

The dealer admin is responsible for

• Managing authorized users and seats
• Sending invites only to authorized users
• Deactivating users who should no longer have access
• Keeping billing and company information current
• Ensuring dealer users comply with laws and company policies
• Ensuring the dealer has proper consent for CRM, SMS, phone, and email outreach
• Verifying claims made to homeowners, customers, lenders, regulators, and other third parties

Data, Privacy, and AI Training

Dealer owns the business data it submits to LucentOS.

LucentOS uses Dealer Data to provide, secure, support, and improve the LucentOS services. LucentOS does not sell or share personal information when acting as a service provider/processor.

LucentOS will not use identifiable Dealer Data to train LucentOS general AI models or third-party general AI/foundation models unless separately agreed in writing. Product improvement use is limited to aggregated or de-identified data, except where a separate agreement says otherwise.

A Data Processing Addendum may apply and should be reviewed with counsel.

CRM, SMS, Email, Phone, and Messaging

Dealer is the sender, initiator, maker, and content controller for its calls, texts, emails, campaigns, and customer communications.

LucentOS is a technology provider and passive conduit for messaging functionality. Dealer is responsible for consent, opt-outs, caller/texting rules, A2P 10DLC registration where applicable, message content, campaign compliance, and applicable telemarketing, privacy, email, and consumer-protection laws.

Financing and Credit

LucentOS is not a lender, broker, consumer reporting agency, credit bureau, underwriter, or credit decision-maker.

Dealer is responsible for financing discussions, credit applications, lender relationships, customer disclosures, adverse-action obligations, and compliance with applicable lending and credit laws.

Water Reports, Proposals, and Customer Claims

LucentOS provides software tools, workflows, data presentation, proposal assistance, and sales operating-system functionality.

Dealer must verify water report content, proposal content, customer-facing claims, health-related statements, legal/regulatory statements, pricing, warranties, and installation representations before using them.

LucentOS does not guarantee the accuracy of water data, water-quality conclusions, health conclusions, legal conclusions, financing outcomes, sales results, or customer decisions.

AQUIS, AI, Coaching, and Automation Features

LucentOS may include AQUIS/trainer tools, AI-assisted outputs, scripts, recommendations, analytics, automations, or coaching flows.

These features support human judgment. They are not legal, financial, lending, credit, regulatory, medical, engineering, water-quality, or compliance advice.

Suspension, Cancellation, and Data Export

LucentOS may suspend access for nonpayment, misuse, security risk, legal risk, or serious violation of the Terms.

For ordinary month-to-month nonpayment, LucentOS’s intended posture is to block new invites or seat additions first, provide a short grace period before suspending active users, and then suspend if payment remains unresolved.

For most terminations, Dealer should receive a 30-day window to export Dealer Data, subject to exceptions for abuse, security risk, unlawful content, unresolved nonpayment, legal hold, or other serious risk.

Questions

Legal notices should be sent to the notice email listed in the applicable order summary, or to support@lucentos.io if no notice email is listed.

Billing or support questions may be submitted through the LucentOS dashboard, support channel, or billing portal.

• Version: June 2026
• Effective Date: the date shown in the applicable Order Summary, checkout page, quote, invoice, subscription schedule, or written order
• Dealer: the dealer or customer accepting the applicable Order Summary
• Billing Admin: the authorized dealer admin accepting these Terms
• Commercial terms: as shown in the applicable Order Summary
• Governing Law: State of Texas
• Venue: Travis County, Texas
• LucentOS Notice Email: admin@lucentos.io

This LucentOS SaaS Subscription Agreement / Terms of Service, together with any applicable order summary, checkout page, quote, invoice, subscription schedule, data processing addendum, or written order referencing these Terms, forms the agreement between Lucent OS LLC (“LucentOS,” “we,” “us,” or “our”) and the dealer or customer accepting the applicable commercial terms (“Dealer,” “Customer,” “you,” or “your”).

The individual accepting these Terms on behalf of Dealer, including the Billing Admin, represents that they are authorized to bind Dealer to these Terms.

These Terms govern Dealer’s access to and use of LucentOS, including the LucentOS dashboard, dealer admin billing tools, team seat management, onboarding tools, proposal tools, field mode, AQUIS/trainer features, CRM functionality, messaging tools, analytics, automations, integrations, and related services.

1. Order of Documents

The agreement includes the following documents, in this order of priority:

Any signed written master agreement or custom agreement executed by LucentOS and Dealer.

Any accepted annual, multi-year, or custom order summary, Stripe Checkout summary, quote, invoice, or subscription schedule.

Any applicable Data Processing Addendum.

These LucentOS SaaS Subscription Agreement / Terms of Service.

The LucentOS SaaS Terms Summary.

Product documentation, help text, support materials, or dashboard descriptions.

If there is a conflict, the higher-ranking document controls.

The SaaS Terms Summary is for convenience and plain-English explanation only. It does not modify the full SaaS Terms; if the two are inconsistent, the full SaaS Terms govern.

2. Definitions

“Account” means a LucentOS login, profile, or user account assigned to Dealer or one of Dealer’s authorized users.

“Activated Seat” means a seat associated with a User who has accepted an invitation, completed activation, or otherwise been granted active access to LucentOS. Activated Seats are billable unless the applicable Order Summary expressly says otherwise.

“Admin” or “Dealer Admin” means a User authorized by Dealer to manage billing, seats, users, invitations, account settings, or other administrative functions.

“AQUIS” means LucentOS’s training, coaching, AI-assisted, automation, workflow, or knowledge-support features, as made available from time to time.

“Base Platform Fee” means any recurring platform, company, workspace, minimum, access, infrastructure, or account fee shown in the Order Summary, separate from per-seat fees.

“Billing Admin” means the Dealer Admin designated to activate billing, accept these Terms, manage payment information, manage invoices, and administer seats for Dealer.

“Billing Start Date” means the date shown in the Order Summary that anchors Dealer’s recurring billing cycle, base platform fee, minimum commitment, renewal cycle, or order-specific commitment.

“Dealer Data” means data, content, files, customer information, prospect information, user information, communications, notes, records, CRM data, water-treatment information, proposal inputs, sales information, message history, and other materials submitted to LucentOS by or on behalf of Dealer or Dealer’s Users.

“DPA” means any Data Processing Addendum between LucentOS and Dealer.

“Initial Preconfigured Seats” means the launch roster, seat list, or user list configured during onboarding before or shortly after activation, as shown in the Order Summary, dashboard, or onboarding record.

“Order Summary” means the applicable checkout summary, subscription page, quote, order form, invoice, subscription schedule, or other commercial terms accepted by Dealer.

“Platform” or “LucentOS” means the LucentOS software-as-a-service platform and related hosted services.

“Seat” means a license or access right assigned or assignable to one User account.

“Seat Types and Prices” means the applicable seat categories, modules, add-ons, entitlements, and pricing shown in Dealer’s Order Summary.

“Setup Fee” means the one-time onboarding, implementation, activation, configuration, launch, or setup fee shown in the Order Summary.

“Subscription” means Dealer’s recurring paid access to LucentOS.

“Users” means Dealer’s employees, contractors, agents, representatives, managers, sales reps, setters, administrators, or other individuals who access LucentOS under Dealer’s account.

3. Business Use, Authority, and Electronic Acceptance

3.1 Business Use Only

LucentOS is provided for business and commercial use by residential water-treatment dealers and related organizations. Dealer represents that it is entering into these Terms for business purposes and not as a consumer.

3.2 Authority to Bind Dealer

The person accepting these Terms represents that they have authority to bind Dealer.

If the person accepting these Terms does not have authority to bind Dealer, then that person agrees, to the extent permitted by law, to be personally responsible for the obligations accepted or incurred through the account, including payment obligations and compliance with these Terms.

3.3 Electronic Acceptance

Dealer may accept these Terms electronically, including by checking a box, clicking an acceptance button, completing Stripe Checkout, paying the Setup Fee, accepting an Order Summary, activating a Subscription, or using LucentOS after notice of these Terms.

Dealer agrees that electronic acceptance may form a binding agreement.

3.4 Dealer Responsibility for Admin Actions

Dealer is responsible for actions taken by its Billing Admins, Admins, Users, and anyone acting through Dealer’s accounts.

4. Account Activation, Setup Fee, and Launch Roster

4.1 Setup Fee

Dealer may be required to pay the Setup Fee before full account activation, team invitations, or onboarding tools are unlocked.

Unless the Order Summary says otherwise, the Setup Fee covers onboarding, configuration, launch preparation, implementation support, account setup, preconfigured seat setup, or related activation services.

4.2 Setup Payment Confirmation

After LucentOS or its payment processor confirms payment of the Setup Fee, LucentOS may unlock the ability for the Billing Admin to send onboarding invitations to the Initial Preconfigured Seats.

LucentOS may delay invitation unlock, account activation, or subscription activation if payment is pending, failed, disputed, reversed, suspected to be unauthorized, or subject to fraud, security, or compliance review.

4.3 Setup Fee Refund Backstop

Unless the Order Summary says otherwise, Setup Fees are non-refundable once onboarding, configuration, implementation, or activation work begins.

However, if Dealer pays the Setup Fee and LucentOS materially fails, for reasons attributable to LucentOS, to provide the setup services or unlock launch functionality within 30 days after confirmed payment unless the Order Summary states a different launch window, Dealer may request a refund or credit of the Setup Fee as Dealer’s sole remedy for that setup failure.

This refund backstop does not apply where delay is caused by Dealer, payment failure, payment dispute, missing information, compliance review, third-party outage, force majeure, or Dealer’s failure to complete required onboarding steps.

4.4 Initial Preconfigured Seats

LucentOS may preconfigure an initial launch roster for Dealer.

Preconfigured users are not billable merely because they appear in the roster unless and until they become Activated Seats, or unless the Order Summary expressly provides for a minimum commitment or other fee.

4.5 Invitations

Dealer may send invitations to Users through the LucentOS dashboard. Invitations may be sent individually or in bulk where enabled.

Pending invitations are not billable unless the Order Summary expressly says otherwise. A User generally becomes billable when the User accepts the invitation, completes account activation, or is otherwise granted active access.

5. Subscription Term, Billing Model, and Seat Billing

5.1 Default Month-to-Month Term

Unless an Order Summary states otherwise, Dealer’s Subscription is month-to-month.

The Subscription renews monthly until canceled according to these Terms.

5.2 Billing Start Date

The Billing Start Date anchors monthly billing cycles and any Base Platform Fee, minimum commitment, renewal schedule, or order-specific commitment.

The Billing Start Date does not mean that every invited or preconfigured User is billable. Recurring seat fees begin only when a Seat becomes an Activated Seat.

If the Order Summary includes no Base Platform Fee, no minimum seat commitment, and no activated seats during a billing cycle, then seat-based recurring charges may be $0 for that cycle.

5.3 Base Platform Fee

If the Order Summary includes a Base Platform Fee, Dealer is responsible for that fee beginning on the Billing Start Date or other date stated in the Order Summary.

If the Order Summary does not include a Base Platform Fee, then no Base Platform Fee applies.

5.4 Seat Types

LucentOS may offer different Seat types, packages, modules, or add-ons, including:

Setter Only / Field Mode Only account.

Proposal Only account.

Field Mode + Proposal account.

Full Package account, including Field Mode, Proposal, and AQUIS where enabled.

Future add-ons, modules, packages, or entitlement bundles.

The available Seat types, prices, features, and module entitlements are shown in the Order Summary, Billing & Team dashboard, or product documentation.

5.5 Activated Seats Are Billable

Unless the Order Summary says otherwise, Activated Seats are billable.

Pending, preconfigured, or invited Users are not billable until activation or acceptance.

5.6 Adding Seats

Dealer may add new Seats through the LucentOS dashboard where enabled.

A new Seat becomes billable when the associated User becomes activated, accepted, or otherwise granted active access.

New Seats may increase Dealer’s Subscription fees according to the applicable Seat Type and Price.

5.7 Deactivating Seats

Dealer may deactivate Users through the LucentOS dashboard where enabled.

When a User is deactivated

The User’s access to LucentOS stops immediately or as soon as technically practicable.

The Seat will no longer be treated as an Activated Seat for future billing cycles, except as required by an annual/multi-year commitment, minimum seat floor, unpaid invoice, or other Order Summary term.

By default, for month-to-month Subscriptions, deactivation removes the Seat from the next invoice’s billable seat count.

Mid-cycle credits, refunds, or prorations apply only if the Order Summary, Stripe settings, or LucentOS billing configuration expressly provides them.

Unless expressly provided, deactivation does not create an automatic cash refund for the unused portion of the current billing cycle.

LucentOS may retain records associated with deactivated Users as needed to provide the Platform, maintain audit history, comply with legal obligations, resolve disputes, enforce agreements, and preserve Dealer’s business records.

5.8 Reactivating Seats

If Dealer reactivates a deactivated User, that User becomes an Activated Seat again and may become billable again upon reactivation.

Reactivated Seats may appear on the current or next invoice according to the Order Summary, Stripe settings, and LucentOS billing configuration.

5.9 Seat Type Changes

Dealer may request or make Seat Type changes where enabled.

If a User’s Seat Type changes, Subscription fees may increase or decrease according to the new Seat Type and applicable billing rules.

5.10 Default Proration Rule

Unless the Order Summary says otherwise, the default month-to-month rule is:

Seat additions and reactivations become billable upon activation/reactivation.

Seat deactivations remove access immediately and remove the Seat from the next invoice’s billable count.

Mid-cycle credits or charges are not guaranteed.

If Stripe proration is enabled for the applicable Subscription, prorated charges or credits may apply to the next invoice rather than being charged or refunded immediately.

If Stripe proration is not enabled, the change generally applies to the next billing cycle.

The Order Summary should state the applicable proration setting before acceptance.

5.11 Minimum Seat Commitments

There is no minimum seat commitment unless the Order Summary expressly states one.

If an Order Summary includes a minimum seat commitment, Dealer remains responsible for fees associated with that minimum commitment even if Dealer has fewer active Users.

5.12 Annual and Multi-Year Commitments

Annual or multi-year commitments apply only if expressly stated in an Order Summary, quote, subscription schedule, checkout page, invoice, or written order.

Annual or multi-year commitments may include

A fixed initial term.

Discounted pricing.

Minimum seat commitments.

Base platform fees.

Payment schedules.

Renewal terms.

Early termination rules.

Seat addition rules.

Credit or proration rules.

Non-cancelable obligations during the committed term.

If Dealer accepts an annual or multi-year commitment, Dealer is responsible for the fees and obligations stated in that Order Summary even if Dealer stops using the Platform, unless the Order Summary, these Terms, or applicable law says otherwise.

5.13 Price and Fee Changes

For month-to-month Subscriptions, LucentOS may change prices, Seat fees, Base Platform Fees, add-on fees, or package fees by giving at least 30 days’ notice.

Any month-to-month fee change will take effect no earlier than the next billing cycle after the notice period.

For annual or multi-year committed terms, prices are locked during the committed term unless the Order Summary expressly allows a change, such as for taxes, added seats, changed seat types, overages, new add-ons, or mutually agreed upgrades.

5.14 Renewal Disclosures

Month-to-month Subscriptions automatically renew monthly until canceled.

Annual or multi-year renewal rules must be stated in the Order Summary.

LucentOS will provide renewal, cancellation, renewal-notice, consent, and online-cancellation disclosures where required by the applicable Order Summary and applicable law.

5.15 Billing Anti-Gaming

Dealer may not use pending invitations, shared accounts, artificial deactivations/reactivations, duplicate accounts, or other workarounds to avoid legitimate Seat billing.

Each User must have a unique account unless LucentOS expressly permits otherwise.

6. Payment Terms, Taxes, Refunds, and Chargebacks

6.1 Payment Processor

LucentOS may use Stripe or another third-party payment processor to process checkout, payment methods, bank account payments, card payments, invoices, receipts, credits, refunds, taxes, subscription billing, payment failures, and billing portal access.

Dealer authorizes LucentOS and its payment processor to charge Dealer’s selected payment method for fees due under the Order Summary and these Terms.

6.2 Payment Methods

Dealer must provide and maintain a valid payment method unless LucentOS approves another payment arrangement in writing.

LucentOS does not store full card numbers or full bank account details. Payment method details are handled by the payment processor.

6.3 Fees

Dealer agrees to pay all fees shown in the applicable Order Summary, including:

Setup Fee shown in the applicable Order Summary.

Base Platform Fee, if any, shown in the applicable Order Summary.

Seat Types and Prices shown in the applicable Order Summary.

Monthly, annual, or multi-year Subscription fees.

Add-on fees.

Taxes, where applicable.

Other fees shown in the Order Summary.

6.4 Taxes

Fees are exclusive of taxes unless stated otherwise.

Dealer is responsible for applicable taxes, duties, assessments, or government charges arising from the Subscription, except taxes based on LucentOS’s net income.

LucentOS or its payment processor may calculate, collect, and remit taxes where enabled or required.

Dealer is responsible for providing accurate billing, tax, exemption, and business information.

6.5 Failed Payments and Past Due Amounts

If payment fails, is reversed, is disputed, is rejected, or becomes past due, LucentOS may:

Retry the payment method.

Request an updated payment method.

Block new invitations or Seat additions.

Suspend billing portal actions that would increase access.

Suspend access to some or all Platform features after the applicable grace period.

Downgrade access where technically feasible.

Recover fees, costs, and expenses as permitted by law and the Order Summary.

Terminate the Subscription after notice and an opportunity to cure, unless immediate action is needed for security, fraud, legal, payment-risk, or abuse reasons.

For ordinary month-to-month nonpayment, LucentOS’s default posture is to block new invitations and Seat additions immediately and provide a 7-day grace period before suspending active Users.

6.6 Chargebacks and Payment Disputes

Dealer should contact LucentOS or use the billing portal to resolve billing questions before initiating a chargeback or payment dispute.

A chargeback, ACH return, payment reversal, or payment dispute for a valid charge may be treated as a material breach of these Terms.

If Dealer initiates an improper or unsupported payment dispute, LucentOS may suspend access, block new Seats, recover chargeback fees, recover collection costs, and require payment through an alternative method, to the extent permitted by law.

Nothing in this section limits Dealer’s right to dispute unauthorized or erroneous charges in good faith.

6.7 Refunds and Credits

Unless the Order Summary or applicable law says otherwise

Setup Fees are non-refundable once setup, onboarding, activation, or implementation work begins, subject to the setup refund backstop in Section 4.3.

Subscription fees are non-refundable for periods already billed.

Seat removals or downgrades affect future invoices by default.

Mid-cycle credits, refunds, or prorations apply only if the Order Summary, Stripe settings, or LucentOS billing configuration provides them.

LucentOS may issue credits or refunds at its discretion, but doing so once does not require LucentOS to do so again.

6.8 Billing Portal

LucentOS may provide a billing portal where Dealer can update payment methods, view invoices, download receipts, update billing information, or perform other billing actions enabled by LucentOS.

Unless enabled by LucentOS, Dealer may not use the billing portal to cancel, downgrade, change packages, or modify commitments outside the LucentOS dashboard or an approved Order Summary.

7. Dealer Admin and User Management

7.1 Billing Admin Authority

The Billing Admin represents that they are authorized to

Accept these Terms on behalf of Dealer.

Activate Dealer’s Subscription.

Pay the Setup Fee.

Manage payment methods and invoices.

Invite, activate, deactivate, and manage Users.

Assign or modify Seat Types.

Bind Dealer to applicable Order Summaries.

7.2 User Responsibility

Dealer is responsible for

Ensuring Users are authorized to access LucentOS.

Assigning appropriate permissions and Seat Types.

Removing or deactivating Users who should no longer have access.

Maintaining accurate User information.

Preventing credential sharing.

Ensuring Users comply with these Terms and applicable laws.

7.3 No Shared Accounts

Unless LucentOS expressly permits otherwise, each User must have a unique account. Users may not share login credentials.

7.4 Admin Changes

Dealer is responsible for notifying LucentOS if the Billing Admin changes, leaves the company, loses authority, or should no longer manage billing.

LucentOS may require identity, authorization, ownership, or security verification before transferring Billing Admin rights.

8. Access Rights, Restrictions, and Acceptable Use

8.1 Subscription Access

Subject to these Terms and payment of applicable fees, LucentOS grants Dealer a limited, non-exclusive, non-transferable, non-sublicensable right for Dealer’s authorized Users to access and use the Platform during the applicable Subscription term for Dealer’s internal business operations.

8.2 Restrictions

Dealer and Users may not

Copy, modify, reverse engineer, decompile, or attempt to derive source code from the Platform.

Rent, lease, resell, sublicense, white-label, or provide Platform access to third parties except as expressly permitted.

Use LucentOS to build, benchmark, train, or improve a competing product.

Circumvent usage limits, permissions, billing controls, security controls, or technical restrictions.

Access another dealer’s data or account.

Use the Platform for unlawful, deceptive, abusive, infringing, or harmful activities.

Upload malware, malicious code, or destructive content.

Interfere with Platform operation, security, or availability.

Scrape, crawl, harvest, or extract data except through authorized functionality.

Misrepresent LucentOS outputs as legal, financial, credit, lending, medical, engineering, water-quality, regulatory, or compliance advice.

Use the Platform in high-risk systems where failure could cause death, personal injury, property damage, environmental harm, or unlawful consumer harm.

Use pending invitations, shared accounts, or repeated deactivation/reactivation to avoid Seat fees.

8.3 Acceptable Use

Dealer and Users may not use LucentOS to

Violate laws or regulations.

Send unlawful, deceptive, unsolicited, harassing, or abusive communications.

Infringe intellectual property, privacy, publicity, or other rights.

Upload unlawful, harmful, defamatory, obscene, or discriminatory content.

Impersonate another person or misrepresent authority.

Access, collect, or use data without authorization.

Interfere with LucentOS systems or other customers.

Circumvent security, rate limits, billing systems, permissions, or access controls.

Upload malware or harmful code.

Use LucentOS in a way that creates material security, legal, privacy, operational, carrier, payment, or reputational risk.

LucentOS may investigate suspected violations and may suspend or restrict access if necessary to protect the Platform, Dealer, other customers, third parties, or LucentOS.

9. Dealer Data, Privacy, Security, and DPA

9.1 Dealer Ownership

As between Dealer and LucentOS, Dealer owns Dealer Data.

Dealer grants LucentOS a limited right to host, process, transmit, display, analyze, copy, secure, back up, support, and use Dealer Data as needed to:

Provide the Platform.

Support Dealer and Users.

Maintain and secure the Platform.

Troubleshoot issues.

Enforce these Terms.

Comply with law.

Process billing and account administration.

Improve LucentOS only as permitted in this Section.

9.2 Dealer Responsibility for Data

Dealer represents that it has all rights, permissions, notices, and consents necessary to submit Dealer Data to LucentOS and allow LucentOS to process Dealer Data under these Terms.

Dealer is responsible for the accuracy, legality, reliability, and appropriateness of Dealer Data.

9.3 Service Provider / Processor Posture

When LucentOS processes personal information in Dealer Data on behalf of Dealer, LucentOS acts as Dealer’s service provider, processor, or equivalent role under applicable privacy laws, unless the parties agree otherwise in writing.

LucentOS will process personal information only for the limited and specified business purposes of providing, securing, supporting, maintaining, and improving the Platform as permitted by these Terms and any applicable DPA.

LucentOS will not sell or share personal information in Dealer Data when acting as Dealer’s service provider/processor.

LucentOS will not retain, use, or disclose personal information in Dealer Data outside the direct business relationship with Dealer except as permitted by these Terms, the DPA, or applicable law.

9.4 Data Processing Addendum

If required by applicable law, customer requirements, or LucentOS policy, the parties may enter into a Data Processing Addendum.

The DPA should address, as applicable:

Categories of personal information.

Categories of data subjects.

Processing purposes.

Service provider/processor obligations.

Subprocessors.

Security measures.

Assistance with privacy requests.

Deletion and return.

Audit rights or compliance documentation.

International transfers, if any.

Breach notice.

Conflict rules.

If the DPA conflicts with these Terms on data processing, the DPA controls for that conflict.

9.5 No Identifiable Dealer Data AI Training

LucentOS will not use identifiable Dealer Data to train LucentOS general AI models or third-party general AI/foundation models unless Dealer separately agrees in a signed agreement, accepted Order Summary, or other explicit written authorization.

LucentOS may use aggregated, anonymized, or de-identified information to improve the Platform, develop features, analyze trends, improve workflows, produce benchmarks, and operate its business, provided the information does not identify Dealer, Dealer’s customers, prospects, homeowners, or individual Users.

LucentOS may process Dealer Data through AI or automation features to provide the requested service to Dealer, but that processing does not authorize general model training on identifiable Dealer Data.

9.6 Aggregated and De-Identified Data

LucentOS may create and use aggregated, anonymized, or de-identified data derived from Platform usage, performance, workflows, feature adoption, metadata, or operational information, provided it does not identify Dealer, Dealer’s customers, prospects, homeowners, or individual Users.

9.7 Subprocessors

LucentOS may use subprocessors, vendors, hosting providers, payment processors, authentication providers, infrastructure providers, analytics providers, support tools, AI providers, messaging providers, and other service providers to provide the Platform.

LucentOS remains responsible for its subprocessors’ processing of Dealer Data to the extent required by applicable law and the DPA.

LucentOS will require subprocessors that process personal information to protect that information under written terms reasonably appropriate for the nature of the service.

LucentOS may provide subprocessor information, notices, or objection processes through the Platform, documentation, privacy materials, a DPA, or an applicable Order Summary where required.

9.8 Security Measures

LucentOS will use reasonable administrative, technical, and organizational safeguards designed to protect Dealer Data.

Dealer acknowledges that no system, software, network, or transmission is completely secure. LucentOS does not guarantee absolute security.

9.9 Security Incident Notice

LucentOS will notify Dealer without undue delay after confirming a security incident that materially compromises the confidentiality, integrity, or availability of Dealer Data, unless notice is delayed by law enforcement, legal requirement, or active security investigation.

Notice may include available information about the nature of the incident, affected data, mitigation steps, and recommended Dealer actions, subject to LucentOS’s ongoing investigation and legal obligations.

9.10 Account Security

Dealer is responsible for maintaining the confidentiality of login credentials, managing User permissions, and promptly notifying LucentOS of suspected unauthorized access.

LucentOS may suspend access or require credential resets if it reasonably believes an account is compromised.

9.11 Sensitive Information

Dealer should not upload or store sensitive information in LucentOS unless the Platform expressly supports that information type and Dealer has appropriate rights and consents.

Dealer should not upload full payment card numbers, bank account numbers, government IDs, health information, children’s information, or other highly sensitive information unless LucentOS has expressly agreed in writing and the Platform is configured for that use.

9.12 Data Export

During the Subscription term, Dealer may export certain Dealer Data through available Platform functionality.

After termination or expiration, LucentOS will use reasonable efforts to provide Dealer a 30-day data export window, subject to technical limitations and exceptions for unresolved nonpayment, abuse, security risk, unlawful content, legal hold, or other serious risk.

9.13 Data Deletion and Retention

After the export window, LucentOS may delete or de-identify Dealer Data from active systems according to its retention policies and technical processes.

LucentOS may retain data as needed for legal compliance, dispute resolution, billing records, security, fraud prevention, audit logs, backup systems, and enforcement of these Terms.

Backups may persist for a limited period before being overwritten according to LucentOS’s backup lifecycle.

Specific deletion and backup-retention timelines may vary based on technical limits, legal obligations, security needs, backup cycles, unresolved disputes, or an applicable DPA or Order Summary.

10. Product-Specific Compliance Terms

10.1 Dealer Compliance Responsibility

Dealer is responsible for its own sales practices, customer interactions, disclosures, pricing, financing discussions, credit applications, claims, warranties, installations, service obligations, regulatory compliance, and employee/contractor conduct.

LucentOS provides software tools and operational infrastructure. LucentOS does not replace Dealer’s legal, compliance, sales management, customer service, lender, installer, or regulatory responsibilities.

10.2 CRM, SMS, Email, Phone, and Messaging Terms

Dealer is solely responsible for ensuring that its use of LucentOS for CRM, lead management, phone, SMS, MMS, email, automations, outreach, reminders, scripts, campaigns, or customer communications complies with applicable laws, rules, carrier requirements, platform rules, industry standards, and customer consents.

Dealer is responsible for

Obtaining required consent before calling, texting, emailing, or messaging.

Keeping consent records.

Honoring opt-outs, STOP replies, unsubscribe requests, revocations of consent, and do-not-contact requests.

Maintaining accurate contact records.

Maintaining internal suppression lists where required.

Avoiding deceptive, abusive, harassing, discriminatory, or unlawful communications.

Reviewing message content before sending.

Ensuring messages identify the sender where required.

Complying with telemarketing, texting, email, privacy, consumer protection, advertising, and unfair/deceptive-practices rules.

Ensuring sales reps make accurate statements.

Maintaining any required business, brand, campaign, or sender registrations.

10.3 TCPA, A2P 10DLC, Carrier, and Sender Allocation

For calls, texts, emails, and other customer communications sent or initiated through or in connection with LucentOS:

Dealer is the sender, initiator, maker, campaign owner, content controller, and responsible business.

LucentOS is a technology provider and passive conduit.

LucentOS does not decide who Dealer contacts, when Dealer contacts them, what Dealer says, or whether Dealer has legally sufficient consent.

Dealer is responsible for A2P 10DLC registration, brand registration, campaign registration, carrier compliance, number verification, opt-in language, opt-out handling, message templates, content, and campaign accuracy where applicable.

Dealer may not use LucentOS to send unlawful, unconsented, misleading, spam, phishing, fraudulent, or abusive communications.

LucentOS does not guarantee SMS/MMS delivery, email deliverability, carrier approval, inbox placement, call completion, response rates, appointment rates, or sales results.

LucentOS may suspend or restrict messaging features if LucentOS reasonably believes Dealer’s use creates legal, carrier, deliverability, compliance, security, or reputational risk.

10.4 Financing, Credit, Lending, and FCRA Disclaimer

LucentOS is not a lender, broker, loan originator, credit bureau, consumer reporting agency, underwriter, financing provider, credit decision-maker, or provider of legal or financial advice.

LucentOS does not make credit decisions, underwriting decisions, lender decisions, approval decisions, adverse-action decisions, financing recommendations, or eligibility determinations.

Dealer is responsible for

Financing discussions.

Credit applications.

Lender relationships.

Customer disclosures.

Financing claims.

Adverse-action obligations.

Equal-credit and fair-lending compliance.

Consumer-reporting compliance.

Any required lender, broker, contractor, salesperson, or financing licenses.

Dealer must independently verify all financing information before presenting it to customers.

10.5 Water Reports, Proposals, and Customer Claims

LucentOS may provide tools for entering, organizing, displaying, summarizing, formatting, or presenting water-related data, test information, proposal details, customer information, pricing information, and sales materials.

LucentOS provides software and data-presentation functionality only.

Dealer is responsible for verifying

Water test data.

Water report content.

Proposal content.

Health-related statements.

Legal or regulatory statements.

Product performance claims.

Customer-facing claims.

Pricing.

Warranties.

Installation representations.

Service obligations.

Compliance with applicable water-treatment, advertising, contractor, consumer-protection, environmental, health, and safety rules.

LucentOS does not guarantee the accuracy, completeness, validity, or suitability of water data, water-quality conclusions, health conclusions, legal conclusions, regulatory conclusions, recommendations, proposals, product claims, or customer-facing materials.

Dealer should obtain professional, laboratory, technical, legal, regulatory, or other expert review where appropriate.

10.6 Sales Results Disclaimer

LucentOS does not guarantee

Sales results.

Close rates.

Appointment-setting results.

Financing or credit approvals.

Lender decisions.

Proposal acceptance.

Customer eligibility.

Installation outcomes.

Water test outcomes.

Rep compliance.

CRM, SMS, phone, or email deliverability.

Third-party service availability.

10.7 AI, AQUIS, Trainer, Automation, and Recommendation Features

LucentOS may provide AI-assisted features, AQUIS/trainer tools, scripts, coaching flows, recommendations, summaries, automations, analytics, scoring, prompts, or generated content.

Dealer understands and agrees that

Outputs may be incomplete, inaccurate, outdated, or inappropriate for a particular customer or situation.

Outputs are not legal, tax, financial, credit, lending, engineering, scientific, medical, health, water-quality, regulatory, or compliance advice.

Dealer and its Users must review outputs before relying on them or sharing them externally.

Dealer is responsible for decisions made using Platform outputs.

Dealer is responsible for claims made by Dealer or its Users.

LucentOS does not guarantee that AI-assisted or automated features will produce specific business outcomes.

LucentOS may use third-party providers to support AI, automation, analytics, or other Platform features. Dealer’s use of those features may be subject to additional restrictions or provider terms.

11. Confidentiality, Intellectual Property, and Feedback

11.1 Confidential Information

“Confidential Information” means non-public information disclosed by one party to the other that should reasonably be understood to be confidential, including business information, technical information, pricing, product plans, customer information, Dealer Data, security information, and trade secrets.

11.2 Protection

Each party will use reasonable care to protect the other party’s Confidential Information and will use it only to perform or exercise rights under these Terms.

11.3 Exclusions

Confidential Information does not include information that

Is or becomes public through no fault of the receiving party.

Was lawfully known by the receiving party before disclosure.

Is lawfully received from a third party without confidentiality restrictions.

Is independently developed without use of the disclosing party’s Confidential Information.

11.4 Required Disclosure

A party may disclose Confidential Information if required by law, subpoena, court order, or government request, provided the party gives reasonable notice where legally permitted and cooperates with reasonable protective efforts.

11.5 LucentOS Ownership

LucentOS and its licensors own all rights, title, and interest in and to the Platform, software, workflows, designs, interfaces, templates, modules, technology, algorithms, models, documentation, know-how, trademarks, branding, and related intellectual property.

Except for the limited access rights expressly granted in these Terms, no rights are transferred to Dealer.

11.6 Dealer Ownership

Dealer retains ownership of Dealer Data, subject to the rights granted to LucentOS under these Terms.

11.7 Feedback

If Dealer or Users provide feedback, ideas, suggestions, requests, or recommendations, LucentOS may use them without restriction or compensation, provided LucentOS does not disclose Dealer’s Confidential Information in doing so.

12. Support, Maintenance, Feature Changes, Trials, and Beta Features

12.1 Support

LucentOS will use commercially reasonable efforts to provide the Platform and support during the Subscription term.

Support channels, hours, response targets, and escalation paths may be described in the Order Summary, dashboard, or support documentation.

12.2 Maintenance

LucentOS may perform maintenance, updates, security patches, infrastructure changes, or emergency work that may temporarily affect availability.

LucentOS will use reasonable efforts to minimize disruption where practical.

12.3 No SLA Unless Separately Agreed

LucentOS does not provide a service-level agreement, uptime commitment, service credit, or outage credit unless expressly stated in a separate written SLA, Order Summary, or service-level addendum.

No enterprise SLA applies unless a separate written SLA expressly states the uptime target, excluded downtime, maintenance windows, service credits, claim process, sole remedy, and reporting obligations.

12.4 Feature Changes

LucentOS may improve, modify, add, remove, rename, or discontinue features from time to time.

For month-to-month subscriptions, Dealer’s remedy for material dissatisfaction with feature changes is to cancel according to these Terms.

For annual or multi-year committed terms, LucentOS will not materially degrade core purchased functionality during the committed term without providing a substantially similar replacement or reasonable workaround.

If LucentOS materially removes core paid functionality during a prepaid annual or multi-year term and does not provide a substantially similar replacement or reasonable workaround within 30 days after notice, Dealer may terminate the affected committed order and receive a pro-rata refund of prepaid, unused fees for the affected functionality.

12.5 Beta, Preview, and Experimental Features

LucentOS may offer beta, pilot, preview, experimental, or early-access features.

Beta features are provided “as is,” may be changed or discontinued at any time, may be incomplete, and may not be covered by the same support or availability commitments as generally available features.

Dealer should not rely on beta features for critical operations unless LucentOS expressly agrees otherwise in writing.

12.6 Trials, Pilots, and Proofs of Concept

If LucentOS offers a free trial, paid pilot, proof of concept, or evaluation period, the applicable terms will be stated in the Order Summary or trial notice.

Unless the Order Summary says otherwise

Trial and pilot features are provided for evaluation.

Trial access may be limited or terminated at any time.

Trial access may convert to paid access only if Dealer accepts an Order Summary or provides payment authorization.

Trial and pilot features are provided without warranties, service levels, or support commitments unless expressly stated.

12.7 Mobile App / App Store Terms

If LucentOS offers iOS, Android, or app-store-distributed mobile applications, additional app-store terms may apply.

If LucentOS offers mobile-app access through Apple, Google, or another app store, supplemental app-store, device, update, and mobile EULA terms may apply.

13. Suspension and Termination

13.1 Suspension for Nonpayment

For ordinary month-to-month nonpayment, LucentOS may block new invitations, Seat additions, upgrades, or add-ons immediately after payment failure.

LucentOS will provide a 7-day grace period before suspending existing active Users, unless immediate suspension is needed for fraud, security risk, payment abuse, legal risk, or other serious risk.

13.2 Suspension for Risk or Misuse

LucentOS may suspend or restrict access to the Platform immediately if LucentOS reasonably believes

Dealer has materially violated these Terms.

Dealer or a User creates security, legal, privacy, carrier, payment, fraud, or operational risk.

An account is compromised.

Dealer is using the Platform for unlawful, deceptive, abusive, or harmful activity.

Suspension is needed to protect the Platform, Dealer, other customers, third parties, or LucentOS.

Continued access may violate law or third-party rights.

LucentOS will use reasonable efforts to provide notice when practical, but may act without prior notice when needed to prevent harm, comply with law, or address risk.

13.3 Dealer Cancellation — Month-to-Month

For month-to-month Subscriptions, Dealer may cancel according to the cancellation method made available by LucentOS, such as through the dashboard, billing portal, written notice, or support request.

Unless the Order Summary says otherwise, cancellation takes effect at the end of the current billing period. Dealer remains responsible for fees incurred before cancellation becomes effective.

13.4 LucentOS Termination for Convenience — Month-to-Month

LucentOS may terminate a month-to-month Subscription for convenience by giving at least 30 days’ notice.

If LucentOS terminates a month-to-month Subscription for convenience, Dealer will not owe future recurring fees after the termination effective date.

13.5 Annual or Multi-Year Commitments

Annual or multi-year commitments may be non-cancelable during the committed term unless the Order Summary says otherwise.

Dealer remains responsible for all committed fees, minimum seats, and payment obligations stated in the applicable Order Summary.

13.6 Termination for Cause

Either party may terminate these Terms if the other party materially breaches and fails to cure within 30 days after written notice.

LucentOS may terminate immediately for severe misuse, security risk, fraud, unlawful conduct, infringement, violation of acceptable use rules, payment abuse, or if required by law.

13.7 LucentOS Termination Without Cause During Prepaid Commitment

If LucentOS terminates a prepaid annual or multi-year committed Subscription without cause, LucentOS will provide a pro-rata refund of prepaid, unused Subscription fees for the terminated portion of the committed term.

This refund does not apply to termination for Dealer’s breach, nonpayment, misuse, fraud, security risk, legal risk, or violation of these Terms.

13.8 Effect of Termination

Upon termination

Dealer’s access to the Platform ends, subject to any export window.

Dealer must stop using LucentOS.

Dealer remains responsible for unpaid fees.

Accrued obligations survive.

Provisions intended to survive will survive, including payment obligations, confidentiality, intellectual property, disclaimers, limitations of liability, indemnity, dispute resolution, governing law, and data-retention provisions.

13.9 Post-Termination Data Export Window

Unless an exception applies, LucentOS will provide Dealer a 30-day window after termination or expiration to export available Dealer Data through standard Platform functionality or a reasonable export process.

LucentOS may shorten, restrict, or condition the export window where necessary due to unresolved nonpayment, abuse, security risk, unlawful content, legal hold, compromised credentials, or other serious risk.

13.10 Deletion After Export Window

After the export window, LucentOS may delete, de-identify, or archive Dealer Data according to Section 9 and LucentOS’s retention policies.

14. Disclaimers

To the maximum extent permitted by law, LucentOS is provided “as is” and “as available,” except as expressly stated in these Terms or an applicable Order Summary.

LucentOS disclaims all warranties not expressly stated, including implied warranties of merchantability, fitness for a particular purpose, non-infringement, uninterrupted operation, error-free operation, data accuracy, deliverability, sales results, financing approvals, regulatory compliance, or fitness for Dealer’s particular sales process.

LucentOS does not guarantee that

Dealer will increase sales.

Dealer will close deals.

Dealer will obtain financing approvals.

Dealer’s reps will follow scripts or laws.

CRM, SMS, phone, or email messages will be delivered.

Third-party services will remain available.

AI/AQUIS outputs will be accurate or complete.

Water-treatment proposals, reports, scripts, or recommendations will be accurate, complete, or legally compliant.

Dealer’s use of the Platform will satisfy legal or regulatory obligations.

Dealer is responsible for independent review and professional advice where appropriate.

15. Limitation of Liability

15.1 Excluded Damages

To the maximum extent permitted by law, neither party will be liable for indirect, incidental, special, consequential, exemplary, punitive, or enhanced damages, or for lost profits, lost revenue, lost goodwill, lost sales, lost business opportunities, business interruption, loss of data, cost of replacement services, or reputational harm, even if advised of the possibility.

15.2 Liability Cap

To the maximum extent permitted by law, LucentOS’s total liability arising out of or related to these Terms, the Platform, any Order Summary, or Dealer’s use of LucentOS will not exceed the greater of:

The amounts paid by Dealer to LucentOS for the Platform during the twelve months before the event giving rise to liability; or

$1,000.

15.3 Exceptions

The limitations above do not limit liability that cannot be limited under applicable law.

The limitations above do not limit Dealer payment obligations, either party's confidentiality obligations, either party's intellectual-property misuse, indemnification obligations, gross negligence, willful misconduct, or other liability that cannot be limited under applicable law.

16. Indemnification

16.1 Dealer Indemnity

Dealer will defend, indemnify, and hold harmless LucentOS and its officers, directors, employees, contractors, and agents from claims, damages, liabilities, losses, costs, and expenses, including reasonable attorneys’ fees, arising out of or related to:

Dealer Data.

Dealer’s or Users’ use of the Platform in violation of these Terms or law.

Dealer’s use of the Platform in connection with Dealer’s products, services, sales practices, installations, warranties, financing discussions, representations, or customer interactions.

Dealer’s communications through CRM, SMS, email, phone, or other outreach channels.

Dealer’s failure to obtain required consents or permissions.

Claims by Dealer’s customers, prospects, homeowners, employees, contractors, or reps arising from Dealer’s use of the Platform.

Dealer’s misuse of AI, AQUIS, recommendations, scripts, reports, proposals, or Platform outputs.

Dealer’s infringement or misappropriation of third-party rights.

16.2 LucentOS Indemnity

LucentOS will defend Dealer against third-party claims alleging that the Platform, as provided by LucentOS and used according to these Terms, infringes a U.S. patent, copyright, or trademark, or misappropriates a trade secret, and will pay damages finally awarded or settlements approved by LucentOS.

LucentOS has no obligation for claims arising from

Dealer Data.

Dealer modifications.

Use outside these Terms or Documentation.

Combination with non-LucentOS products or services.

Beta features.

Third-party services.

Dealer’s continued use after LucentOS provides a workaround or notice to stop.

If an infringement claim is made or likely, LucentOS may obtain rights, modify the Platform, replace the affected functionality, or terminate the affected Subscription and provide a prorated refund of prepaid unused fees, if any.

16.3 Indemnity Process

The indemnified party must provide prompt notice, reasonable cooperation, and control of the defense to the indemnifying party, subject to the right to participate with its own counsel at its own expense.

The indemnifying party may not settle a claim in a way that admits fault or imposes non-monetary obligations on the indemnified party without consent.

17. Governing Law, Venue, and Dispute Resolution

17.1 Governing Law

These Terms are governed by the laws of the State of Texas, without regard to conflict-of-law rules.

17.2 Venue

The parties agree that disputes will be brought in the state or federal courts located in Travis County, Texas, unless the dispute resolution section below provides otherwise.

17.3 Informal Resolution

Before filing a claim, the parties will attempt in good faith to resolve disputes through informal discussions between authorized representatives.

If the dispute is not resolved within 30 days, either party may proceed according to the dispute process below.

17.4 Dispute Process

Disputes will be resolved in the state or federal courts located in Travis County, Texas, unless the parties agree in writing to another dispute-resolution process.

17.5 Conspicuous Jury Trial Waiver

JURY TRIAL WAIVER.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, EACH PARTY KNOWINGLY AND VOLUNTARILY WAIVES ANY RIGHT TO A TRIAL BY JURY IN ANY DISPUTE ARISING OUT OF OR RELATING TO THESE TERMS, THE PLATFORM, OR ANY ORDER SUMMARY.

17.6 Conspicuous Class Action Waiver

CLASS ACTION WAIVER.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, EACH PARTY AGREES THAT DISPUTES WILL BE BROUGHT ONLY ON AN INDIVIDUAL BASIS AND NOT AS A CLASS, COLLECTIVE, REPRESENTATIVE, CONSOLIDATED, OR PRIVATE ATTORNEY GENERAL ACTION.

If a court determines that this class action waiver is unenforceable for a particular claim, the claim may proceed only to the extent required by that court and applicable law.

17.7 Injunctive Relief

Either party may seek injunctive or equitable relief in court to prevent unauthorized use of intellectual property, misuse of Confidential Information, security abuse, or unlawful conduct.

18. General Provisions

18.1 Notices

Legal notices must be sent to

• LucentOS Notice Email: admin@lucentos.io
• Dealer Notice Email: the notice email shown in the applicable Order Summary or dealer account
• Dealer Billing Admin: the authorized billing admin shown in the applicable Order Summary or dealer account

LucentOS may also provide operational, billing, product, or account notices through the Platform, email, billing portal, or other reasonable electronic means.

Dealer is responsible for keeping notice and billing contact information current.

18.2 Changes to Terms

LucentOS may update these Terms from time to time.

For material changes, LucentOS will provide notice by posting the updated Terms, updating the version date, sending an email, showing an in-app notice, requiring renewed checkout acceptance, or another reasonable method.

Updated Terms will apply prospectively unless otherwise stated. If Dealer continues using LucentOS after the effective date of updated Terms, Dealer accepts the updated Terms.

Material changes to an existing annual or multi-year commitment will not retroactively change the core economic terms of that commitment unless Dealer agrees or the Order Summary permits the change.

18.3 Assignment

Dealer may not assign these Terms without LucentOS’s prior written consent, except to a successor in connection with a merger, acquisition, corporate reorganization, or sale of substantially all assets, provided the assignee assumes Dealer’s obligations and is not a competitor of LucentOS.

LucentOS may assign these Terms in connection with a merger, acquisition, corporate reorganization, financing, sale of assets, or transfer of the Platform business.

18.4 Force Majeure

Neither party is liable for delay or failure to perform caused by events beyond its reasonable control, including natural disasters, labor disputes, internet or telecommunications failures, infrastructure failures, third-party service outages, war, terrorism, civil unrest, government action, epidemics, or other force majeure events.

Payment obligations are not excused by force majeure.

18.5 Export and Sanctions

Dealer may not use LucentOS in violation of export control, sanctions, or trade laws.

Dealer represents that it is not located in, organized under the laws of, or ordinarily resident in a sanctioned jurisdiction, and is not a denied or restricted party.

18.6 Publicity

LucentOS may not use Dealer’s name, logo, testimonial, case study, or public customer reference without Dealer’s prior written consent.

Any approved publicity must comply with the scope of Dealer’s consent.

18.7 Purchase Orders

Any purchase order terms, vendor portal terms, or other Dealer-provided terms are rejected and do not apply unless expressly signed by LucentOS.

18.8 Entire Agreement

These Terms, together with the applicable Order Summary and documents incorporated by reference, are the entire agreement between the parties regarding LucentOS and supersede prior or contemporaneous agreements on that subject.

18.9 Severability; Waiver; Interpretation

If any provision is unenforceable, the remaining provisions remain in effect.

A party’s failure to enforce a provision is not a waiver.

Headings are for convenience only.

“Including” means “including without limitation.”

18.10 Survival

Sections that by their nature should survive termination will survive, including payment obligations, confidentiality, intellectual property, data retention, disclaimers, limitations of liability, indemnity, dispute resolution, governing law, notices, and general provisions.

18.11 Acceptance

Dealer accepts these Terms when the Billing Admin or other authorized representative

Checks an acceptance box.

Clicks an acceptance button.

Pays the Setup Fee.

Activates a Subscription.

Accepts an Order Summary.

Uses the Platform after notice of these Terms.

Otherwise indicates assent electronically or in writing.

By accepting, the Billing Admin represents that they are authorized to bind Dealer.

Traducción al español de los Términos SaaS completos de LucentOS. Si existe una inconsistencia entre esta traducción y la versión en inglés, la versión en inglés controla salvo que LucentOS ejecute por escrito una versión en español como documento principal.

• Versión: junio de 2026
• Fecha de vigencia: la fecha indicada en el Resumen de Orden, página de checkout, cotización, factura, calendario de suscripción u orden escrita aplicable
• Dealer: el distribuidor o cliente que acepta el Resumen de Orden aplicable
• Administrador de facturación: el administrador autorizado del Dealer que acepta estos Términos
• Términos comerciales: según el Resumen de Orden aplicable
• Ley aplicable: Estado de Texas
• Jurisdicción: Condado de Travis, Texas
• Email de notificaciones de LucentOS: admin@lucentos.io

Este Acuerdo de Suscripción SaaS / Términos de Servicio de LucentOS, junto con cualquier resumen de orden, página de checkout, cotización, factura, calendario de suscripción, anexo de procesamiento de datos u orden escrita que haga referencia a estos Términos, forma el acuerdo entre Lucent OS LLC ("LucentOS", "nosotros" o "nuestro") y el dealer o cliente que acepta los términos comerciales aplicables ("Dealer", "Cliente", "usted" o "su").

La persona que acepta estos Términos en nombre del Dealer, incluido el Administrador de Facturación, declara que está autorizada para obligar al Dealer.

Estos Términos gobiernan el acceso y uso de LucentOS, incluyendo el dashboard, herramientas de facturación para administradores, gestión de usuarios y puestos, onboarding, propuestas, Field Mode, AQUIS/trainer, CRM, mensajería, analítica, automatizaciones, integraciones y servicios relacionados.

1. Orden de documentos

El acuerdo incluye, en orden de prioridad: cualquier acuerdo maestro o personalizado firmado por LucentOS y el Dealer; cualquier resumen de orden anual, multianual o personalizado aceptado; resumen de Stripe Checkout, cotización, factura o calendario de suscripción; cualquier Anexo de Procesamiento de Datos aplicable; estos Términos SaaS; el resumen de Términos SaaS; y la documentación del producto o ayuda en el dashboard.

Si hay conflicto, controla el documento de mayor prioridad. El resumen SaaS es solo una explicación práctica y no modifica estos Términos completos.

2. Definiciones

"Cuenta" significa un inicio de sesión, perfil o cuenta de usuario de LucentOS asignada al Dealer o a un usuario autorizado.

"Puesto Activado" significa un puesto asociado con un usuario que aceptó una invitación, completó la activación o recibió acceso activo a LucentOS. Los Puestos Activados son facturables salvo que el Resumen de Orden diga expresamente lo contrario.

"Administrador" o "Dealer Admin" significa un usuario autorizado por el Dealer para gestionar facturación, puestos, usuarios, invitaciones, configuración de cuenta u otras funciones administrativas.

"AQUIS" significa las funciones de entrenamiento, coaching, asistencia de IA, automatización, flujo de trabajo o soporte de conocimiento de LucentOS, según estén disponibles.

"Tarifa Base de Plataforma" significa cualquier tarifa recurrente de plataforma, compañía, workspace, mínimo, acceso, infraestructura o cuenta indicada en el Resumen de Orden, separada de tarifas por puesto.

"Datos del Dealer" significa datos, contenido, archivos, información de clientes o prospectos, información de usuarios, comunicaciones, notas, registros, datos CRM, información de tratamiento de agua, entradas de propuestas, información de ventas, historial de mensajes y otros materiales enviados a LucentOS por o en nombre del Dealer o sus usuarios.

"DPA" significa cualquier Anexo de Procesamiento de Datos entre LucentOS y el Dealer. "Puestos Iniciales Preconfigurados" significa el roster de lanzamiento, lista de puestos o lista de usuarios configurada durante onboarding. "Resumen de Orden" significa el resumen de checkout, página de suscripción, cotización, orden, factura, calendario de suscripción u otros términos comerciales aceptados. "Plataforma" o "LucentOS" significa la plataforma SaaS de LucentOS y servicios alojados relacionados. "Puesto" significa una licencia o derecho de acceso asignado o asignable a una cuenta de usuario. "Tipos y Precios de Puestos" significa las categorías, módulos, add-ons, permisos y precios indicados en el Resumen de Orden. "Setup Fee" significa la tarifa única de onboarding, implementación, activación, configuración, lanzamiento o setup indicada en el Resumen de Orden. "Suscripción" significa el acceso pagado recurrente del Dealer a LucentOS. "Usuarios" significa empleados, contratistas, agentes, representantes, managers, vendedores, setters, administradores u otras personas que acceden a LucentOS bajo la cuenta del Dealer.

3. Uso comercial, autoridad y aceptación electrónica

3.1 Uso comercial solamente

LucentOS se ofrece para uso comercial por dealers de tratamiento de agua residencial y organizaciones relacionadas. El Dealer declara que acepta estos Términos para fines comerciales y no como consumidor.

3.2 Autoridad para obligar al Dealer

La persona que acepta estos Términos declara que tiene autoridad para obligar al Dealer. Si no la tiene, esa persona acepta, en la medida permitida por la ley, ser personalmente responsable por las obligaciones aceptadas o incurridas a través de la cuenta.

3.3 Aceptación electrónica

El Dealer puede aceptar estos Términos electrónicamente, incluyendo al marcar una casilla, hacer clic en un botón de aceptación, completar Stripe Checkout, pagar el Setup Fee, aceptar un Resumen de Orden, activar una Suscripción o usar LucentOS después de recibir aviso de estos Términos.

4. Setup Fee, onboarding y roster inicial

LucentOS puede cobrar un Setup Fee antes de desbloquear invitaciones de equipo. Después de confirmar el pago de setup, el Administrador de Facturación puede enviar invitaciones de onboarding al roster inicial preconfigurado.

Los usuarios pendientes, preconfigurados o invitados no son puestos facturables hasta aceptar la invitación, activar su cuenta o recibir acceso activo. LucentOS puede preservar acceso existente, bloquear invitaciones nuevas hasta el pago de setup o aplicar reglas específicas según el Resumen de Orden.

5. Suscripciones, puestos, compromisos y cambios

Salvo que el Resumen de Orden diga otra cosa, las suscripciones de LucentOS son mes a mes y se renuevan mensualmente hasta cancelarse conforme a estos Términos.

LucentOS puede cobrar Setup Fee, Tarifa Base de Plataforma, tarifas por puestos activados, add-ons, módulos, impuestos, ajustes, créditos o prorrateos según el Resumen de Orden y la configuración de facturación.

Los usuarios activados se convierten en puestos facturables. Los usuarios desactivados pierden acceso de inmediato o tan pronto como sea técnicamente practicable. Por defecto, los puestos desactivados se retiran del conteo facturable de la próxima factura; créditos o prorrateos de medio ciclo aplican solo si el Resumen de Orden, Stripe o la configuración de LucentOS lo permite expresamente.

Los compromisos anuales o multianuales pueden incluir precios especiales, descuentos, reglas de renovación, calendarios de pago, mínimos de puestos y reglas de terminación anticipada. Esos términos deben aparecer en el Resumen de Orden u otro documento aceptado.

6. Pagos, impuestos, reembolsos y contracargos

El Dealer autoriza a LucentOS y a su procesador de pagos a cobrar el método de pago seleccionado por los montos debidos bajo el Resumen de Orden y estos Términos. LucentOS puede usar Stripe u otro procesador para checkout, métodos de pago, facturas, impuestos, créditos, reembolsos, prorrateos, cobros fallidos y portal de facturación.

El Dealer es responsable de mantener información de pago válida y datos fiscales correctos. Los impuestos pueden calcularse y cobrarse donde corresponda. Un contracargo, devolución ACH, reversa de pago o disputa por un cargo válido puede tratarse como incumplimiento material y puede generar suspensión, recuperación de tarifas y otros remedios.

7. Responsabilidades del Dealer y usuarios

El Dealer es responsable de administrar usuarios autorizados y puestos, enviar invitaciones solo a personas autorizadas, desactivar usuarios sin acceso autorizado, mantener información de compañía y facturación actualizada, asegurar que sus usuarios cumplan la ley y políticas internas, y verificar reclamos hechos a homeowners, clientes, lenders, reguladores u otros terceros.

El Dealer no puede usar LucentOS para actividades ilegales, abusivas, fraudulentas, inseguras, no autorizadas, que infrinjan derechos de terceros o que intenten eludir límites técnicos o de seguridad.

8. Datos, privacidad y seguridad

El Dealer conserva la propiedad de los Datos del Dealer. LucentOS procesa esos datos para proveer, asegurar, soportar, mantener y mejorar la Plataforma, y no vende información personal ni la comparte para marketing de terceros cuando actúa como proveedor/procesador de servicios.

El Dealer declara que tiene derechos, permisos, avisos y consentimientos necesarios para enviar Datos del Dealer a LucentOS. LucentOS aplicará medidas administrativas, técnicas y organizativas razonables para proteger la información, pero ningún sistema es 100% seguro.

LucentOS puede conservar datos según sea necesario para cumplimiento legal, resolución de disputas, registros de facturación, seguridad, prevención de fraude, auditorías, respaldos y cumplimiento de estos Términos. Un DPA puede aplicar y controla en caso de conflicto sobre procesamiento de datos.

9. IA, entrenamiento y uso de datos

LucentOS puede incluir funciones de IA, AQUIS, entrenamiento, automatización, analítica, scripts o recomendaciones. Estas funciones apoyan el juicio humano y no son asesoría legal, financiera, crediticia, regulatoria, médica, de ingeniería, calidad de agua o cumplimiento.

LucentOS no usará Datos identificables del Dealer para entrenar modelos generales de IA de LucentOS o modelos generales/fundacionales de terceros salvo acuerdo escrito separado. La mejora de producto se limita a datos agregados o desidentificados, salvo que otro acuerdo diga lo contrario.

10. Términos de cumplimiento por producto

10.1 Propuestas, reportes de agua y reclamos al cliente

LucentOS provee herramientas de software, workflows, presentación de datos y asistencia de propuestas. El Dealer debe verificar contenido de reportes de agua, propuestas, reclamos al cliente, afirmaciones de salud, declaraciones legales/regulatorias, precios, garantías e instalación antes de usarlos. LucentOS no garantiza exactitud de datos de agua, conclusiones de calidad, salud, legales, financiamiento, ventas o decisiones del cliente.

10.2 CRM, SMS, email, teléfono y mensajería

El Dealer es el remitente, iniciador, llamante y controlador de contenido de sus llamadas, textos, emails, campañas y comunicaciones. LucentOS es proveedor tecnológico y conducto pasivo. El Dealer es responsable de consentimiento, opt-outs, reglas de llamadas/textos, A2P 10DLC cuando aplique, contenido, cumplimiento de campañas, telemarketing, privacidad, email y leyes de protección al consumidor.

10.3 Financiamiento y crédito

LucentOS no es lender, broker, agencia de reporte de consumidor, buró de crédito, underwriter ni tomador de decisiones crediticias. El Dealer es responsable de discusiones de financiamiento, solicitudes, relaciones con lenders, disclosures, obligaciones de adverse action y cumplimiento de leyes de crédito.

10.4 Integraciones

El Dealer es responsable de autorizar integraciones de terceros, mantener credenciales válidas y cumplir términos de terceros. LucentOS puede limitar, suspender o desconectar integraciones por seguridad, errores, abuso, cambios de API o riesgo legal.

11. Soporte, disponibilidad y cambios

LucentOS puede proporcionar soporte, mantenimiento, actualizaciones, cambios de funciones, mejoras, correcciones y nuevos módulos. La Plataforma puede no estar disponible por mantenimiento, interrupciones, fallas de terceros, problemas de red, seguridad o fuerza mayor.

Para suscripciones mes a mes, el remedio del Dealer por insatisfacción material con cambios de funciones es cancelar conforme a estos Términos. Para compromisos anuales o multianuales, LucentOS no degradará materialmente la funcionalidad principal comprada durante el término comprometido sin reemplazo sustancialmente similar o workaround razonable.

12. Servicios beta, pruebas y aplicaciones móviles

Si LucentOS ofrece funciones beta, piloto, prueba gratuita, proof of concept o evaluación, esas funciones pueden estar sujetas a límites, cambios, suspensión o terminación. Si LucentOS ofrece acceso móvil o apps de tiendas, pueden aplicar términos suplementarios de Apple, Google u otra tienda.

13. Suspensión y terminación

LucentOS puede suspender acceso por falta de pago, uso indebido, riesgo de seguridad, riesgo legal, violación grave de estos Términos, fraude, abuso, contenido ilegal o requisito de tercero/proveedor.

Para falta de pago ordinaria mes a mes, la postura prevista de LucentOS es bloquear primero nuevas invitaciones o adiciones de puestos, dar un periodo corto de gracia antes de suspender usuarios activos, y suspender si el pago sigue sin resolverse. Cualquiera de las partes puede terminar estos Términos si la otra incumple materialmente y no cura dentro de 30 días después de aviso escrito.

Después de la terminación, por lo general el Dealer tendrá una ventana de 30 días para exportar Datos del Dealer, sujeto a excepciones por abuso, seguridad, contenido ilegal, falta de pago no resuelta, legal hold u otro riesgo serio.

14. Confidencialidad y propiedad intelectual

Cada parte protegerá la Información Confidencial de la otra con cuidado razonable y la usará solo para cumplir o ejercer derechos bajo estos Términos. LucentOS y sus licenciantes retienen todos los derechos sobre la Plataforma, software, tecnología, documentación, know-how, plantillas, diseños, workflows, automatizaciones, IA, marcas y mejoras.

Excepto por los derechos de acceso limitados otorgados, no se transfiere ningún derecho al Dealer. El Dealer conserva propiedad de sus Datos del Dealer, sujeto a los derechos concedidos a LucentOS para operar la Plataforma.

15. Disclaimers

En la máxima medida permitida por la ley, LucentOS se proporciona "tal cual" y "según disponibilidad", salvo lo expresamente indicado en estos Términos o un Resumen de Orden. LucentOS no garantiza que la Plataforma sea ininterrumpida, libre de errores, segura contra todo incidente, compatible con todos los sistemas, que genere ventas, aprobaciones de financiamiento, resultados de agua o cumplimiento regulatorio.

16. Limitación de responsabilidad

En la máxima medida permitida por la ley, la responsabilidad total de LucentOS relacionada con estos Términos, la Plataforma, cualquier Resumen de Orden o el uso de LucentOS no excederá el mayor de los montos pagados por el Dealer a LucentOS en los 12 meses anteriores al evento que dio lugar al reclamo o USD $1,000.

LucentOS no será responsable por daños indirectos, incidentales, especiales, consecuenciales, ejemplares, pérdida de ganancias, pérdida de ingresos, pérdida de datos, interrupción de negocio, pérdida de goodwill o costos de reemplazo, aun si se informó de la posibilidad de tales daños.

17. Indemnización

El Dealer defenderá, indemnizará y mantendrá indemne a LucentOS frente a reclamos, daños, responsabilidades, costos y gastos que surjan de Datos del Dealer, uso de la Plataforma por Dealer o usuarios en violación de estos Términos o ley, comunicaciones con clientes, mensajes, financiamiento, reclamos de productos, instalación, garantías, consentimiento, privacidad, telemarketing o incumplimiento de obligaciones del Dealer.

LucentOS defenderá al Dealer frente a reclamos de terceros que aleguen que la Plataforma, provista por LucentOS y usada conforme a estos Términos, infringe una patente, copyright o marca de EE. UU. o se apropia indebidamente de un secreto comercial, sujeto a exclusiones por modificaciones, combinaciones, uso fuera de estos Términos o materiales del Dealer.

18. Disposiciones generales

Estos Términos se rigen por las leyes del Estado de Texas, sin considerar reglas de conflicto de leyes. La jurisdicción y venue exclusivos serán los tribunales estatales o federales ubicados en el Condado de Travis, Texas, salvo que una ley aplicable exija otra cosa.

Los avisos legales a LucentOS deben enviarse al email de notificaciones indicado o a admin@lucentos.io. LucentOS puede actualizar estos Términos ocasionalmente mediante publicación, aviso por email, aviso dentro de la app, nueva aceptación de checkout u otro método razonable. Los cambios aplican prospectivamente salvo que se indique lo contrario.

El Dealer no puede ceder estos Términos sin consentimiento escrito previo de LucentOS, excepto a un sucesor en una fusión, adquisición, reorganización o venta sustancial de activos, siempre que el cesionario asuma las obligaciones y no sea competidor de LucentOS. LucentOS puede ceder estos Términos en conexión con fusión, adquisición, reorganización, financiamiento, venta de activos o transferencia del negocio de la Plataforma.

Si alguna disposición es inválida, el resto seguirá vigente. La falta de ejercicio de un derecho no renuncia a ese derecho. Estos Términos no crean sociedad, joint venture, agencia, franquicia o relación laboral. Los encabezados son solo conveniencia. "Incluye" significa "incluye sin limitación". Las secciones que por su naturaleza deban sobrevivir sobrevivirán, incluyendo pagos, confidencialidad, propiedad intelectual, retención de datos, disclaimers, limitaciones de responsabilidad, indemnización, disputas, ley aplicable, avisos y disposiciones generales.

18.11 Aceptación

El Dealer acepta estos Términos cuando el Administrador de Facturación u otro representante autorizado marca una casilla de aceptación, hace clic en un botón de aceptación, paga el Setup Fee, activa una Suscripción, acepta un Resumen de Orden, usa la Plataforma después de aviso de estos Términos o indica aceptación electrónicamente o por escrito.

Al aceptar, el Administrador de Facturación declara que está autorizado para obligar al Dealer.

Dashboard Checkout Label

I confirm that I am authorized to bind the Dealer and, on behalf of the Dealer, I agree to the LucentOS SaaS Terms Summary and the full LucentOS SaaS Subscription Agreement / Terms of Service. I understand that the summary is provided for convenience and that the full SaaS Terms govern if the two are inconsistent, that pending, preconfigured, or invited users are not billable until activation, that activated users become billable seats, and that LucentOS may charge the payment method on file according to the Order Summary, including any Base Platform Fee, activated seat fees, add-ons, taxes, and applicable billing adjustments.

Stripe Checkout Label

I am authorized to bind the Dealer and agree on its behalf to the LucentOS SaaS Terms Summary and full SaaS Terms. I understand activated users become billable seats, the Order Summary controls pricing and billing, and the full SaaS Terms govern if the summary and full terms are inconsistent.

Annual or Multi-Year Commitment Label

I confirm that I am authorized to bind the Dealer and, on behalf of the Dealer, I agree to this annual or multi-year LucentOS Order Summary, the LucentOS SaaS Terms Summary, and the full LucentOS SaaS Subscription Agreement / Terms of Service. I understand this order may include a committed term, minimum seats, discounted pricing, renewal terms, payment obligations, and early termination rules.

For auditability and electronic-signature records, LucentOS may retain a limited record when Dealer accepts these Terms, completes checkout, pays a Setup Fee, activates a Subscription, or accepts an Order Summary.

What LucentOS May Record

The record may include the Dealer legal name and display name shown at acceptance, the Billing Admin name, email, profile identifier, role, and confirmation that the signer represented authority to bind Dealer.

The record may include the exact checkbox label or acceptance text shown, the Terms Summary version, full SaaS Terms version, relevant URLs, a rendered terms snapshot or hash, and any superseded acceptance reference if the Dealer accepts updated terms later.

The record may include the Order Summary or checkout reference, Setup Fee amount, Seat Types and Prices shown, Billing Start Date, proration setting, payment schedule, renewal rule, cancellation rule, initial roster count, add-ons/modules shown, taxes disclosure, and any annual or multi-year commitment disclosure shown.

The record may include the accepted timestamp, source surface, environment, IP address, user-agent metadata, link-click status, checkbox status, and required disclosure status, where permitted by applicable law and LucentOS privacy practices.

The record may include Stripe reference identifiers such as Checkout Session, Customer, PaymentIntent, SetupIntent, Subscription, Invoice, Quote, or Subscription Schedule IDs, if applicable.

Payment Details

LucentOS does not store raw Stripe payloads, full payment details, full bank details, card numbers, bank account numbers, secrets, or unnecessary payment PII in the terms acceptance record.

Why Records Are Kept

These records help verify the accepted versions, support billing operations, resolve support or legal questions, and preserve Dealer’s business records.

LucentOS Month-to-Month Order Summary

• Dealer: shown in the accepted Order Summary
• Billing Admin: shown in the accepted Order Summary or authenticated billing account
• Order Summary / Checkout ID: generated at checkout or acceptance
• Effective Date: shown in the accepted Order Summary
• Setup Fee: shown in the accepted Order Summary
• Base Platform Fee, if any: shown in the accepted Order Summary
• Initial Preconfigured Seats: shown in the accepted Order Summary or dealer roster
• Seat Types and Prices: shown in the accepted Order Summary
• Billing Start Date: shown in the accepted Order Summary or billing portal
• Proration Setting: shown in the accepted Order Summary
• Renewal: month-to-month until canceled
• Notice Email: shown in the accepted Order Summary or dealer account

What You Are Buying

Dealer is activating a month-to-month LucentOS subscription for dealer sales operations, team seat management, proposals, field workflows, AQUIS/trainer tools where included, CRM/messaging tools where enabled, billing administration, and related modules shown in this Order Summary.

Setup Fee

Dealer will pay the Setup Fee shown above.

After setup payment is confirmed, LucentOS may unlock the ability for the Billing Admin to send onboarding invitations to the Initial Preconfigured Seats.

Unless the Terms or this Order Summary says otherwise, the Setup Fee is non-refundable once setup, onboarding, activation, or implementation work begins, subject to any setup refund backstop in the Terms.

Billing Model

The Billing Start Date anchors monthly billing cycles and any Base Platform Fee or order-specific commitment.

Pending, preconfigured, or invited users are not billable until activation or acceptance.

Activated users become billable seats according to the Seat Types and Prices shown above.

If there is no Base Platform Fee, no minimum commitment, and no activated seats, seat-based recurring charges may be $0 for that billing cycle.

Seat Changes

When Dealer adds activated seats, monthly fees may increase according to the applicable Seat Type and Price.

When Dealer deactivates a seat, access stops immediately or as soon as technically practicable.

By default, deactivated seats are removed from the next invoice’s billable seat count. Mid-cycle credits, refunds, or prorations apply only if the Proration Setting above, Stripe settings, or LucentOS billing configuration expressly provides them.

Reactivated seats become billable again upon reactivation.

Monthly Renewal

Unless canceled according to the LucentOS SaaS Terms, the Subscription renews monthly.

Monthly billing begins or is anchored on the Billing Start Date shown in the Order Summary or billing portal.

Price Changes

LucentOS may change month-to-month prices by giving at least 30 days’ notice. Any price change will take effect no earlier than the next billing cycle after the notice period.

Payment Authorization

By completing checkout, Dealer authorizes LucentOS and its payment processor to charge the payment method on file for the Setup Fee, Base Platform Fee if any, recurring Subscription fees, activated seats, add-ons, taxes, prorations, credits, payment adjustments, and other amounts due under this Order Summary and the LucentOS SaaS Terms.

Taxes

Taxes may be calculated and charged where enabled or required. Dealer is responsible for accurate billing and tax information.

Cancellation

Dealer may cancel a month-to-month Subscription according to the LucentOS SaaS Terms.

Unless otherwise stated, cancellation takes effect at the end of the current billing period.

Messaging, Financing, Water Reports, and AI

Dealer is responsible for messaging consent, TCPA/A2P 10DLC compliance, email compliance, customer claims, financing discussions, lender compliance, water-report verification, proposal content, and review of AI/AQUIS outputs.

LucentOS is a software provider and does not guarantee sales results, financing approvals, message delivery, water data accuracy, health/legal conclusions, or regulatory compliance by Dealer or Dealer’s Users.

Terms Acceptance

By checking the agreement box and completing checkout, the Billing Admin confirms they are authorized to bind Dealer and agrees on behalf of Dealer to this Order Summary, the LucentOS SaaS Terms Summary, and the full LucentOS SaaS Subscription Agreement / Terms of Service.

The full SaaS Terms and this Order Summary govern if they are inconsistent with the plain-English summary.

LucentOS Annual or Multi-Year Commitment Order Summary

• Dealer: shown in the accepted Order Summary
• Billing Admin: shown in the accepted Order Summary or authenticated billing account
• Order Summary / Checkout ID: generated at checkout or acceptance
• Effective Date: shown in the accepted Order Summary
• Initial Term: shown in the accepted Order Summary
• Contract Start Date: shown in the accepted Order Summary
• Contract End Date: shown in the accepted Order Summary
• Setup Fee: shown in the accepted Order Summary
• Base Platform Fee, if any: shown in the accepted Order Summary
• Initial Preconfigured Seats: shown in the accepted Order Summary or dealer roster
• Committed Seat Minimum, if any: shown in the accepted Order Summary
• Seat Types and Prices: shown in the accepted Order Summary
• Discount, if any: shown in the accepted Order Summary
• Payment Schedule: shown in the accepted Order Summary
• Billing Start Date: shown in the accepted Order Summary or billing portal
• Proration Setting: shown in the accepted Order Summary
• Renewal: shown in the accepted Order Summary
• Early Termination Rule: shown in the accepted Order Summary
• Notice Email: shown in the accepted Order Summary or dealer account

What You Are Buying

Dealer is entering into a committed LucentOS subscription for the initial term shown above.

This commitment may include discounted pricing, minimum seats, a Base Platform Fee, special payment terms, or other commercial terms not available under the standard month-to-month plan.

Setup Fee

Dealer will pay the Setup Fee shown above.

After setup payment is confirmed, LucentOS may unlock the ability for the Billing Admin to send onboarding invitations to the Initial Preconfigured Seats.

Unless the Terms or this Order Summary says otherwise, the Setup Fee is non-refundable once setup, onboarding, activation, or implementation work begins, subject to any setup refund backstop in the Terms.

Committed Term

Dealer agrees to the Initial Term shown above.

Unless this Order Summary says otherwise, the committed term is not cancelable early for convenience.

Billing Model

The Billing Start Date anchors billing cycles, the Base Platform Fee if any, recurring commitments, and any minimum seat commitment.

Pending, preconfigured, or invited users are not activated users for access purposes.

Activated users become billable according to the Seat Types and Prices shown above, subject to any Committed Seat Minimum or other commitment in this Order Summary.

Minimum Seats

If a Committed Seat Minimum is listed above, Dealer is responsible for fees associated with that minimum even if Dealer has fewer activated users.

Deactivation stops a User’s access but does not reduce fees below any committed minimum or other payment obligation stated in this Order Summary.

Seat Additions

Activated seats added above the committed minimum will be billed according to the Seat Types and Prices shown above.

Unless stated otherwise, added seats will align with the remaining committed term and may be prorated, invoiced immediately, or billed on the next invoice according to the Proration Setting, Stripe settings, and LucentOS billing configuration.

Seat Deactivations

Dealer may deactivate users to stop their access.

Deactivation does not reduce fees below any committed minimum or other payment obligation stated in this Order Summary.

Mid-cycle credits, refunds, or prorations apply only if expressly stated in this Order Summary or enabled by the applicable Stripe settings.

Payment Schedule

Dealer authorizes LucentOS and its payment processor to charge or invoice Dealer according to the Payment Schedule shown above, including setup fees, Base Platform Fees, recurring fees, seat additions, add-ons, taxes, prorations, and other amounts due.

Renewal

Renewal will occur according to the Renewal Rule shown above.

The Order Summary will state the renewal rule and any required renewal disclosures, notice timing, cancellation instructions, renewal reminder language, or affirmative consent language.

Early Termination

Early termination is governed by the Early Termination Rule shown above and the LucentOS SaaS Terms.

Possible early-termination rules

No early cancellation for convenience: all committed fees remain due.

Early termination fee: Dealer may terminate early by paying a stated percentage of remaining fees.

Discount repayment: Dealer may end the commitment early by repaying the discount received.

Conversion to month-to-month: Dealer may convert to standard monthly pricing for the remainder of the term.

Mutual written approval only: early termination requires LucentOS approval.

LucentOS Termination Without Cause or Core Feature Removal

If LucentOS terminates this prepaid annual or multi-year commitment without cause, LucentOS will provide a pro-rata refund of prepaid, unused Subscription fees for the terminated portion of the term.

If LucentOS materially removes core paid functionality during the committed term and does not provide a substantially similar replacement or reasonable workaround within the cure period stated in the Terms, Dealer may terminate the affected order and receive a pro-rata refund of prepaid, unused fees for the affected functionality.

Messaging, Financing, Water Reports, and AI

Dealer is responsible for messaging consent, TCPA/A2P 10DLC compliance, email compliance, customer claims, financing discussions, lender compliance, water-report verification, proposal content, and review of AI/AQUIS outputs.

LucentOS is a software provider and does not guarantee sales results, financing approvals, message delivery, water data accuracy, health/legal conclusions, or regulatory compliance by Dealer or Dealer’s Users.

Terms Acceptance

By checking the agreement box and completing checkout or accepting this Order Summary, the Billing Admin confirms they are authorized to bind Dealer and agrees on behalf of Dealer to this commitment, the LucentOS SaaS Terms Summary, and the full LucentOS SaaS Subscription Agreement / Terms of Service.

The full SaaS Terms and this Order Summary govern if they are inconsistent with the plain-English summary.

These SMS terms preserve the LucentOS Alerts messaging-program conditions for appointment, support, proposal, reminder, follow-up, service, and opt-in promotional messages.