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‍TEAM MANAGEMENT SYSTEMS, LLC.
3401 Custer Rd.,
Suite 169 ‍Plano, TX 75023

SERVICEFACTOR REFERRAL PROGRAM TERMS AND CONDITONS

Last updated: 10/21/2026

These Terms and Conditions ("Terms") govern the ServiceFactor Customer Referral Program (the "Program"), operated by Team Management Systems LLC, doing business as ServiceFactor ("ServiceFactor," "we," "us"). By taking part in the Program, you agree to these Terms. If you are a Referred Customer, you accept these Terms by accepting a reward. They are in addition to your ServiceFactor subscription agreement and our Privacy Policy. If these Terms conflict with your subscription agreement, these Terms control for the Program only.

1. ELIGIBILTY

1. Referrers. To refer, you must be the authorized user or administrator of a ServiceFactor customer account that is active, paid and in good standing, with no past-due balance, both when you refer and when the reward is issued. You must be at least 18 and a legal resident of the United States.
2. Referred customers. The business you refer (the “Referred Customer”) must be a new customer. It cannot have an active ServiceFactor account, a ServiceFactor account in the past 12 months, or an open sales conversation with ServiceFactor in the past 90 days. It also cannot be a current or former customer of any Team Management Systems product, including ACOWIN, ACOMARC, and ACORATE. It must be a separate business entity from the referrer.
3. Not eligible. Employees, contractors, resellers and partners of ServiceFactor are not eligible, and neither are their immediate family or household members. Government entities and their employees are not eligible to refer or to receive rewards.
4. Void where prohibited. The Program is void where prohibited or restricted by law.

2. HOW TO REFER AND WHAT COUNTS

1. Submitting a referral. Submit referrals only through servicefactor.com/refer. Include the referred business's name, contact name, email and phone number. By submitting the form, you agree to these Terms. You must have a real business relationship with the person you refer, and their permission to share their contact information with us.
2. First to refer. If more than one person refers the same business, only the first referral we receive counts, based on our records.
3. Qualified Referral. A referral becomes a “Qualified Referral” only when all of these are true:
   
   • It is the first referral we received for that business, and the Referred Customer meets Section 1.2.
   • The Referred Customer signs a ServiceFactor subscription agreement within 120 days of the referral date.
   • The Referred Customer pays its first invoice in full.
   • The Referred Customer’s account stays active, paid and in good standing for 90 days after that first invoice is paid (the “Qualification Period”), with no cancellation notice, refund request, or payment reversal during that time.
   • The referrer still meets Section 1.1 when the Qualification Period ends.
4. Our records control. We alone decide whether a referral is a Qualified Referral, based on our records. A referral that does not meet every requirement does not earn a reward.
5. Mass outreach is not allowed. You may not send unsolicited mass emails or texts, post the referral form or offer on coupon or deal sites, or buy ads that use the ServiceFactor name or trademarks.

3. REWARDS

Each Qualified Referral earns two gift cards: one for the referrer and one for the Referred Customer.

Recipient Reward When issued

Referrer:

A $500 digital gift card, within 30 days after the Qualification Period ends

Referred Customer (issued to the business)

A $500 digital gift card, within 30 days after the Qualification Period ends

1. Delivery. The referrer’s gift card is sent by email to the referrer. The Referred Customer’s gift card is a reward to the business, not to any individual. We send it to the business’s primary billing contact on file, or to another person only if an authorized officer of the business asks for that in writing.
2. Limits. A referrer may earn up to 10 rewards per calendar year. Each Referred Customer may receive only one reward.
3. No substitutions. Rewards have no cash value. They cannot be transferred, exchanged or redeemed for cash, credits or service discounts, except where the law requires it. We may substitute a gift card of equal or greater value.
4. Lost cards and bad addresses. We are not responsible for gift cards that are lost, stolen, or sent to an incorrect email address you gave us. A reward unclaimed 90 days after issue is forfeited.
5. Taxes. Recipients are responsible for any taxes on rewards. We may ask for a Form W-9 or other tax information before issuing a reward, and we may issue a Form 1099 where required. A reward is forfeited if we ask for this information and do not receive it within 30 days.
6. Rewards to businesses and employer policies. We offer the Referred Customer’s reward openly to the business, and we disclose it in the Referred Customer’s order form before it signs. The reward is not offered to influence any individual’s purchasing decision, and no individual is entitled to it personally. Some referrers are employees referring on behalf of their companies. Each referrer is responsible for making sure that accepting a reward complies with their employer’s gift and conflict-of-interest policies. Where an employer’s policy prohibits a personal gift, we will issue the reward to the company instead.

4. PROHIBITED CONDUCT AND DISQUALIFICATION

1. Prohibited conduct includes:
   
   • Referring yourself, your own business or affiliated businesses, or creating accounts to earn rewards.
   • Giving false, misleading or duplicate information.
   • Misrepresenting ServiceFactor's products, pricing or relationship with you.
   • Offering part of your reward, or anything else of value, to persuade someone to sign up, unless we approve it in writing.
   • Any spam, harassment or violation of anti-spam laws, including CAN-SPAM and the TCPA.
2. Our rights. If we reasonably believe someone has broken these Terms or acted fraudulently, we may withhold, cancel or reclaim rewards and remove that person from the Program. We may also take any other remedy available under the law.
3. Clawback. If a payment that counted toward qualifying a referral is later reversed or charged back, or if a referral qualified based on false information, we may reclaim the reward by deducting its value from future rewards. We will not add reward amounts to your ServiceFactor subscription balance.

5. General terms

1. Changes and termination. We may change, suspend or end the Program, or these Terms, at any time. When we do, we will post the updated Terms with a new "Last updated" date. Referrals that are already Qualified Referrals when a change takes effect will still earn rewards under the Terms in place when they qualified. Continuing to take part means you accept the updated Terms.
2. No endorsement or agency. Referrers are not employees, agents or representatives of ServiceFactor. They may not make promises, commitments or statements on our behalf.
3. Privacy. We use referral information to contact the Referred Customer about ServiceFactor and to run the Program, as described in our Privacy Policy at https://servicefactor.com/privacy-policy. The Referred Customer may opt out of our communications at any time.
4. Release and limitation of liability. To the fullest extent the law allows, participants release ServiceFactor, its affiliates, officers, employees and agents from claims arising from the Program or any reward. ServiceFactor's total liability for any claim related to the Program will not exceed the value of the reward at issue. We are not responsible for technical failures, lost or late referrals, or errors in referral submissions.
5. Disclaimer. The Program and rewards are provided "as is" without warranties of any kind, to the extent the law allows.
6. Severability and waiver. If a court finds any part of these Terms unenforceable, the rest stays in effect. If we do not enforce a term, we do not waive our right to enforce it later.
7. Entire terms. These Terms, together with your subscription agreement and our Privacy Policy, are the complete terms for the Program.
8. Contact. Questions about the Program can go to sales@servicefactor.com.
9. Governing law. These Terms are governed by the laws of the State of Texas, without regard to conflict-of-laws rules. Any dispute related to the Program will be brought in the state or federal courts located in Travis County, Texas.

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