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TITRACE INTAKEIncoming work, already organized
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Billing & cancellation draft

No hidden renewal. No hostage files.

Version dated August 14, 2026. Stripe remains in Sandbox and approved private-beta testers pay $0. This draft describes the intended commercial rules but does not enable billing.

Current operator disclosure

Trace Intake is the product. William Osborne is its legal operator, supplier, and contracting party, carrying on this work as an unincorporated sole proprietor in Alberta, Canada. Before a real charge, the tax treatment, billing address, support contact, final provider-cost model, and accepted commercial contract must be displayed.

On this page1. Current beta2. Proposed prices3. Renewal and changes4. Refunds and corrections5. Cancelling a module6. Full cancellation7. Deletion and retained records8. Questions and disputes

1. Current private beta

Approved testers receive the full selected beta access for $0. Stripe remains in test mode. Owner-funded OpenAI and Twilio resources operate only within assigned limits. No website visitor can start a trial, subscription, payment, or download.

2. Proposed Canadian prices

Web IntakeCA$250 monthly
Answering ServiceCA$300 monthly
Inventory TrackingCA$250 monthly
Legacy FilingCA$200 initial one-time access with 2,000 credits
Legacy refillCA$100 for 1,000 credits

Taxes, included provider usage, overage handling, telephone-number costs, and any fair-use allowances must be finalized and shown as a complete total before checkout. No fee may be added through a preselected option or hidden after the advertised price.

3. Renewal and price changes

Monthly modules are intended to renew automatically in advance until cancelled. Before payment, the checkout and retained contract must state the amount, currency, tax, billing frequency, renewal date, included modules, provider-cost treatment, cancellation method, and how to obtain a copy.

A material price or renewal change must be announced before it takes effect and cannot be applied retroactively. If acceptance is required, the customer must actively accept; silence or a prechecked box is not acceptance.

4. Refunds and billing corrections

The proposed rule is: cancelling a monthly module stops its next renewal and access continues through the already-paid period, so the remaining period is normally not prorated. A refund or credit will be provided when required by law and should be available for a duplicate charge, an amount taken after effective cancellation, an unauthorized or processing error, or a service failure for which the final agreement promises a remedy.

A request concerning an initial purchase, refill, unused credit, extended outage, or exceptional hardship will be reviewed under the final published rule. No private-beta tester is charged, so no private-beta refund is due.

5. Cancelling one module

Other subscribed modules continue. The cancelled module stops new work at the end of its access period, but its settings and records on the business system remain so it can be restored without rebuilding. Delivered business records are not deleted.

An Answering Service customer must separately choose:

  1. Keep my number: accept the clearly disclosed ongoing Twilio number-holding cost so the number can be reused; or
  2. Release my number: stop that provider cost and acknowledge that the same number may not be recoverable.

No number-holding cost may continue through a preselected choice.

6. Fully cancelling Trace Intake

The customer can cancel without a Trace Intake cancellation fee. Access ends according to the paid period and applicable law. The final flow must give a dated confirmation and offer:

  1. Keep my Trace Intake profile for 90 days. Eligible profile, setup, routing, and provider-reference information remains until the displayed deletion date. The account can be restored during the window. Only a separately accepted provider cost may continue.
  2. Delete my Trace Intake profile and data. After recent authentication, an unchecked acknowledgement, and typed `DELETE`, eligible owner-side profile, settings, access, and provider resources are scheduled for cleanup.

7. Deletion and records that remain

Deletion never targets submissions, calls, transcripts, documents, inventory, legacy records, or other business files already delivered to customer-controlled folders and drives. The destructive confirmation must say that plainly.

Billing, transaction, tax, accounting, fraud-prevention, security, dispute, consent, and legally required records may remain for the required period. Providers may retain limited records under their terms. A completion receipt must identify what was deleted, what remains, why, and the expected completion date without exposing secrets.

The permanent self-service control is not active in the private beta. It remains blocked until authenticated ownership, idempotent cleanup, Stripe, Twilio and OpenAI acceptance, audit, restore, and business-file non-deletion tests pass.

8. Billing questions and disputes

The final checkout must publish a working billing contact and notice address. Customers should first report a question or suspected error with the invoice or transaction reference and enough information to investigate without sending full payment-card details.

Nothing in this draft waives a right or remedy that cannot legally be waived. The final commercial policy must be reviewed for the intended business-to-business market, any consumer transaction that may still occur, Alberta internet-contract requirements, taxes, card-network rules, and Stripe terms.

Official referencesAlberta unfair business practicesCanada Office of Consumer Affairs: dark patterns
TITRACE INTAKEOperated by William Osborne
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Private draft. No public sales or downloads.