Service terms

Clear expectations for using SMM.

Effective September 12, 2026

The service

Service Manager Metrics provides dashboards, calculations, reporting history, data import tools, and coaching-priority guidance for service businesses. SMM complements your existing business software; it does not replace your source system, accounting records, payroll records, or professional judgment.

Your account and data

You are responsible for using an authorized business email, protecting your password and private links, and submitting information you are permitted to use. You must confirm imported column meanings and review results for accuracy before making business, employment, payroll, or customer decisions. Do not submit payment-card information, Social Security numbers, medical information, or other unnecessary sensitive personal information.

Calculations and recommendations

SMM calculates results from the data and KPI settings saved for your company. Recommended starting targets are editable benchmarks, not promises that every trade, market, call mix, or company should perform the same. Coaching priorities are operational guidance, not a guarantee of revenue, profit, employee performance, or any other outcome.

Acceptable use

You may use SMM for your organization's lawful internal business purposes. You may not attempt to access another customer's account, interfere with the service, bypass security controls, upload malicious material, or use SMM in violation of law or another person's rights.

Availability and changes

We work to keep SMM accurate, secure, and available, but uninterrupted or error-free operation cannot be guaranteed. Features may be corrected or updated to improve accuracy, security, or usability. If a material change affects a paid customer's use, we will provide reasonable notice when practical.

Subscriptions and privacy

Paid use is also governed by the Subscription & Cancellation Terms. How information is handled is described in the Privacy & Data Use Notice.

Questions

Questions about these terms may be sent to Schweitzer@servicemanagermetrics.com.