Order Form and service schedule

Order Form and service schedule

Draft worksheet. Complete the company-specific order before acceptance.

Company and service details

The final order must identify the customer legal name, business address, authorized signer, company workspace, selected package, active unit count, selected modules, storage, currency, taxes, initial monthly total, renewal timing and each accepted agreement version. No price or service is selected by viewing this worksheet.

Schedule A Packages and Optional Services

Part of the Platform Services Agreement • All prices in US dollars

Package inclusions

All packages include core property and tenant records, documents, company access controls and included AI Support. Professional adds Workflows & Approvals, Field Operations and Flip & Rehab. Enterprise also includes Portfolio & Integrations and Custom-Domain Branding. Flip & Rehab is unavailable on paid Starter; its trial availability does not add it to the paid Starter package.

Optional monthly modules, when not included: Workflows & Approvals $39; Field Operations $29; Portfolio & Integrations $29; Custom-Domain Branding $19. Only selected, accepted add-ons are billed; included modules are not charged twice. A provider-dependent capability requires its functioning connection even when a module is included.

Storage and banking

Optional storage: an additional 100 GB for $15 per month, 500 GB for $45, or 1 TB for $85. The catalog measures 1 GB as 1,024 cubed bytes and labels 1,000 GB as 1 TB. Reaching the allocation does not authorize automatic storage charges. New uploads may pause while Customer reduces usage or purchases capacity.

Included bank logins are shared across regular Banking and Section 8. One provider login can include multiple supported accounts. Tenant payment methods and manually recorded accounts do not count. Following banking activation, each separately purchased block of five additional connections costs $5 per month. No automatic bank-connection overage is authorized.

Monthly prices and unit calculation

Monthly base prices for new accepted orders are $75 Starter, $149 Professional and $349 Enterprise. Existing accepted orders retain their saved terms until a new order is accepted.

The first paid invoice uses the accepted order’s unit count. Later renewal invoices count distinct active units, including vacant units, at the monthly invoice cutoff. Archived units, people, roommates, contacts and leases do not create extra units. Residential and commercial units have the same rate. The additional-unit fee equals the greater of zero or active units minus included units, multiplied by the accepted unit rate. Changes after the cutoff affect the following renewal; there is no mid-month unit proration. The renewal calculation replaces the initial additional-unit amount and must not duplicate it.

The initial monthly subtotal is base price plus accepted additional units, storage and nonincluded modules. Taxes and separately authorized usage are additional. The customer-specific order must display its exact subtotal and applicable tax before payment authorization.

Activity and privacy disclosure Key Managing processes account, company and necessary security and transaction records to operate and protect the service. Separately, each signed-in user can choose whether to share a limited history of the system sections they visit for product support and improvement. If they allow it, this optional history contains their verified account email, display name, company, section name and visit time. It is visible only to the Key Managing platform owner. It does not capture screen recordings, keystrokes, document contents, bank details, tenant records or activity on other websites. Signing this agreement does not turn on optional activity tracking or authorize it for other employees. Users can choose Keep off when asked, or use Activity & privacy choices in the workflow website footer and select Turn off & delete my usage history. This immediately stops new optional collection and deletes their optional history from the active database; the latest privacy choice is retained so it can be honored. Global Privacy Control and Do Not Track signals also prevent this optional collection. Reports exclude events older than 90 days; expired events are deleted when an activity or privacy request or owner report next runs. Necessary security, contract, billing and transaction records have their separate purposes and retention requirements. On the public client website, Key Managing keeps daily aggregate counts of main-page loads and advertising-link opens, grouped by publication or campaign. These counts contain no visitor name, account email, IP address, unique visitor identifier or browsing history. Repeat visits may count again; these are traffic estimates, not an exact count of people. Aggregate reporting covers 365 days, with older totals removed on the next counter or report request. Website traffic privacy in that website’s footer provides a pause choice stored in a simple preference cookie; Global Privacy Control and Do Not Track are also honored. Publication links identify the advertisement source, not the person visiting. Questions or privacy requests: info@keymanaging.com. Further details: https://workflow.keymanaging.com/privacy/activity and https://clients.keymanaging.com/privacy/traffic.

Owner-priced 12-month service agreements Where the company signs a personalized 12-month order, that order states its exact fixed monthly software price in USD, selected services, starting rule and recurring-payment authorization. The owner may prepare a different price for a new agreement; an unsigned draft or owner edit does not authorize a charge or change an existing accepted price. The 12-month price term starts with the first paid software billing period; a replacement order starts with the next monthly billing period expressly shown before acceptance. Monthly charges continue after those 12 months on a month-to-month basis at the last accepted price until canceled or replaced by another agreement accepted by the company. There is no automatic new 12-month commitment or undisclosed price increase. The 12-month price term does not impose a minimum of 12 payments. Unless a separately reviewed and explicitly accepted agreement provides otherwise, the existing right to cancel future renewals at the end of a paid month remains in effect without a cancellation fee. A new agreement must identify the agreement it replaces and preserve copies of earlier signatures. For a replacement, the recurring price changes on the same subscription without a second subscription or an immediate prorated software charge. Already incurred and separately authorized third-party or communication charges remain payable under their own terms. The payment processor must confirm recurring payment setup; signing alone is not proof of payment.