Service terms

Sprint scope and fees

• One legal business entity, one job-completion-to-invoice-approval workflow and up to three connected business applications, using supported native features or standard connectors.
• Agreed work includes a focused audit and baseline, completion requirements, up to three automations, a supported accounting handoff, tests, a manual fallback and controlled release.
• Handover includes an editable procedure and handout, selectable slides and a training sign-off checklist, and one onboarding session up to 60 minutes or an agreed asynchronous equivalent.
• Standard fixed fee: NZ$3,500. Introductory fixed fee: NZ$2,750 for the first three paid implementations; eligibility is confirmed in the quote. Prices are NZD on every domain.
• GST is additional only if Method & Record is GST-registered and GST applies. At 15%, totals are NZ$3,162.50 introductory and NZ$4,025 standard. The quote confirms the total.
• Third-party subscriptions, SMS and provider fees are additional, disclosed before approval and paid directly by the client.

Approval, payment and timing

• An enquiry is not an order or payment obligation. No account or initial meeting is required. We review compatibility, suitability and readable source material before requesting money.
• For approved paid sprints, 50% is due after written scope approval. The remaining 50% is due after agreed acceptance tests pass and before final handover.
• Five implementation days begin after scope, access, usable examples, approved costs, finance decisions and client availability are confirmed. Client or provider delays pause the schedule.
• Production changes need agreed release approval. Completion is recorded against acceptance tests and handover requirements; stages awaiting a real transaction remain pending live verification.
• No specific time or cost savings are guaranteed. We measure improvement against the agreed starting position.

Exclusions and changes

• New system selection, migration, historical cleanup beyond the test sample, custom software, unsupported APIs and additional workflows are excluded.
• Payroll, inventory, trust accounting, bookkeeping, tax advice, booking redesign, AI workspace rollout, marketing campaigns, onsite travel and ongoing monitoring or maintenance are excluded.
• Changes need a written scope and price agreement before proceeding. We do not provide legal, tax, employment, health and safety or regulatory advice.

Existing free documentation pilot

• The existing pilot for 10 clients remains free for one approved documented process, with selected handout, slides and training checklist/sign-off sheet.
• No deposit, payment or payment details are required. No meeting or sprint purchase is required. Existing pilot documentation will not be charged retrospectively.
• Existing invitation codes work at /pilot. If an earlier invitation has no code, reply to that email or contact hello@methodandrecord.com.
• Honest feedback is welcome. A positive review is never a condition. Public use of a testimonial, name, logo or sample needs permission.
• Additional automation needs its own approved scope. The programme size does not state how many places remain.

Ownership, responsibilities and support

• Clients retain ownership of their accounts and records and provide authorised access, test data, approvals and a nominated operator.
• Clients must have authority to share materials. An authorised finance reviewer approves accounting settings and invoice release.
• The agreed configuration and editable documents are handed over for the client business. Method & Record retains generic know-how and templates, without reusing private source material as another client deliverable.
• For 14 calendar days after handover we correct faults in our agreed configuration. New requirements are separately quoted. Ongoing monitoring and maintenance are not included.
• Existing separately agreed work retains its written scope and commitments. Website updates do not retrospectively change existing agreements.

Questions

Email hello@methodandrecord.com if you have questions about these terms or your order.