Policy
Refund and cancellation policy
Effective date: June 19, 2026
Estimate Followup Pro is a monthly, self-serve digital subscription. This policy explains how cancellations, renewals, refunds, billing issues, and access changes are handled. It applies unless a separate written agreement or checkout page says otherwise.
Monthly subscription
Subscriptions renew automatically on a monthly basis until cancelled. The billing date, amount charged, tax calculation, payment retries, receipts, and customer portal access may be handled by Stripe or another payment provider. Customers are responsible for keeping payment information accurate and current.
How to cancel
Customers may cancel future renewals through the Stripe customer portal if available from the receipt or checkout email. If the portal link is not available, email support@estimatefollowup.com from the purchase email address and request cancellation.
Cancellation stops future subscription renewals after the cancellation is processed. Cancellation does not automatically refund past charges, partial months, unused time, setup time, imported data work, or any period in which access was available.
Timing of cancellation requests
Customers should cancel before the next renewal date. Requests sent close to a renewal date may not be processed before the payment provider attempts the next charge. If a renewal occurs before a request is received or processed, the charge may be treated under the refund rules below.
Access after cancellation
After cancellation, access may continue until the end of the current paid billing period unless the account is terminated for violation of the Terms of Service, misuse, chargeback, fraud risk, security risk, or another reason allowed by the Terms. Customers should export any needed lead lists, calendar files, drafts, or records before access ends.
Refunds
Because Estimate Followup Pro provides immediate access to digital tools, scripts, dashboard functionality, templates, imports, exports, and business materials, subscription payments are generally non-refundable once access has been provided. This includes cases where a customer does not use the product, forgets to cancel, changes business plans, dislikes a feature after access, or does not achieve a desired business result.
Refunds may be considered, at our discretion or where required by law, for duplicate charges, clear billing errors, accidental double purchases, unauthorized charges proven through the payment provider, or a technical access issue that prevents reasonable use and cannot be resolved after support is contacted.
No partial-month credits
Unless required by law or expressly agreed in writing, we do not provide prorated refunds, partial-month credits, retroactive discounts, or cash credits for unused time in a billing period.
Chargebacks and payment disputes
If a customer initiates a chargeback or payment dispute, access may be paused or terminated while the dispute is reviewed. We may provide the payment provider with account, billing, login, usage, delivery, support, and policy records needed to respond to the dispute.
Failed payments
If a payment fails, the payment provider may retry the charge. Access may be paused, downgraded, or cancelled if payment is not completed. The customer remains responsible for any unpaid amounts permitted by law and the applicable payment provider terms.
Plan changes and add-ons
If future plans include extra seats, add-ons, setup services, or other paid features, those items may renew with the base subscription or be billed separately. Removing a user, add-on, or optional service may reduce future charges after the change is processed, but does not automatically refund charges already incurred unless required by law or stated in writing.
No revenue guarantee
Estimate Followup does not guarantee revenue, booked jobs, lead volume, conversion rates, review volume, customer responses, close rates, or any particular business result. Calculators, examples, scripts, and Lead Ratings are planning tools, not promises of performance.
How to request billing help
Email support@estimatefollowup.com from the purchase email address. Include the billing email, approximate charge date, last four digits of the payment method if available, and a short explanation of the issue. Do not send full card numbers, bank account numbers, passwords, or sensitive personal information by email.