Billing and payment authorization

Schedule B Trial and Recurring Payment

Part of the Platform Services Agreement

The 14 day trial

The software subscription costs $0 for 14 days. A card, current agreements and explicit trial conversion consent are required. The trial starts when secure card setup is completed and the trial subscription is created. Saving an order does not start the trial. Checkout and the confirmation must show the exact end date, time, time zone, initial charge and renewal timing.

The entire trial includes 500 unit records, 10 GB storage, $10 total texting service, 200 AI responses shared by company users and tools, and Property Projects / Flip & Rehab. These allowances do not reset when a calendar month changes. Texting stops before its $10 allowance is exceeded; message parts and carrier charges count. No automatic trial texting or unit overage is authorized. AI pauses at the included limit. Optional AI Support may be purchased separately after confirmed payment. Other paid marketplace add-ons and extra storage remain locked during the trial, even if selected for the future paid package.

Paid package allowances and selected modules begin only after confirmed payment. A lower paid allowance may require reducing usage or choosing an eligible upgrade; it does not permit an unapproved charge. Trial-only Flip & Rehab access does not continue on paid Starter. Existing records remain subject to the retention and access provisions, rather than being erased merely because a feature becomes unavailable.

Automatic conversion and monthly renewal

Unless Customer cancels before the displayed trial deadline, it authorizes the exact initial monthly amount accepted in the order, plus disclosed taxes, when the trial ends. The subscription renews monthly until canceled. Subsequent unit adjustments follow Schedule A; other price or package changes require new acceptance.

Key Managing will send a confirmation with the accepted terms and cancellation link, and reminders seven and three days before trial expiry. Customer can cancel before the deadline without waiting for a reminder. A verifiable timely request to info@keymanaging.com is honored if the normal cancellation control is unavailable. An outage or processing delay will not defeat a timely request; a resulting erroneous subscription charge will be corrected.

Payment authorization and billing notices

Customer separately authorizes the selected payment method for the disclosed first subscription charge and recurring amounts under the accepted unit formula. Variable SMS/MMS requires the additional authorization in Schedule D. Renewal and usage invoices will be itemized and emailed at least 10 calendar days before automatic collection. If required notice has not been given, collection must be delayed. An immediately purchased optional service instead requires its own clearly disclosed authorization.

Customer may revoke future payment authorization through Billing or a verifiable support request before the disclosed charge deadline. Revocation does not erase lawful amounts already owed. Where consumer electronic-fund-transfer protections apply, Customer retains the right to give its bank a stop-payment instruction at least three business days before a scheduled transfer. A copy of any required debit authorization will be supplied. This card trial does not establish authorization for a later ACH debit; any later bank debit requires its own applicable mandate.

Conversion from owner granted free access

There is no additional trial. A separate paid activation order must show the amount charged when Customer confirms payment and its monthly renewal terms. Customer must personally accept and complete checkout. The owner’s prior free-access override is not the customer’s signature or payment authorization. Existing company records stay in the same workspace.

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.