Last updated: 19 June 2026
Please read these Terms of Service carefully before using Flex Energi. By accessing or using our service, you agree to be bound by these Terms.
The headings and section titles in these Terms are for convenience only and do not affect interpretation. Words in the singular include the plural and vice versa where the context requires. References to “including”, “includes” or “for example” are illustrative and do not limit the general meaning of the words that follow.
In these Terms, unless the context otherwise requires:
By creating an account, accessing, or using Flex Energi, you accept and agree to be bound by these Terms of Service and our Privacy Policy. Certain features require you to accept supplemental terms before use; using those features after acceptance means you agree to those supplemental terms as well. If you do not agree to these Terms (and any applicable supplemental terms), you may not use the Service.
Flex Energi is a cloud-based platform designed to help UK MCS installers and related businesses manage compliance documentation, projects, properties, leads, quotes, invoices, appointments, forms, and related workflows. The service may include a progressive web app (PWA) for mobile access, calculation tools, automation features, reporting, and integrations made available from time to time.
Depending on your organisation’s settings and user role, you may also use features that allow collaboration with subcontractors, a customer portal for end customers, and read-only auditor access for compliance review. The scope of each feature is described in our product materials and help documentation and may change as we develop the platform.
Depending on your subscription plan and settings, the Service may also include: lead and enquiry capture (including embedded enquiry forms); quotes, invoices, and deposit handling; online invoice payments where enabled; document requests sent via secure links; materials and inventory management; MCS calculation and design tools; custom forms; workflow automations; reporting and activity logs; energy monitoring and Customer Billing; API access for integrations; and enterprise options such as custom branding, white label, or single sign-on where agreed.
Features vary by plan, role, and account configuration. We may add, change, limit, or withdraw features from time to time. Beta or preview features may be offered on an “as is” basis and may be modified or discontinued without notice.
We reserve the right to modify, suspend, or discontinue any part of the service at any time.
To use our service, you must:
You must not share login credentials with anyone else or allow others to use your individual account. Where your organisation needs multiple people to use Flex Energi, they should each have their own user account with the appropriate role.
Flex Energi supports different user roles (for example administrators, main business users, installers, sales users, team members with custom permissions, subcontractors and subcontractor team members, customers with portal access, and auditors). Features available to you depend on your role, the subscription held by the paying subscriber (if any), and settings chosen by that subscriber’s administrators.
Subcontractors. A subscriber may invite or link a subcontractor organisation (and its team). Access for those users is limited to the projects, appointments, tasks, and related information the subscriber chooses to share. Subcontractors must use the service only for legitimate work relating to those engagements and must comply with these Terms, reasonable instructions from the subscriber that engaged them, and applicable law (including health and safety and data protection).
Customer portal. A subscriber may give end customers access to a dedicated customer area to view quotes, invoices, and documents the subscriber has chosen to share, and to take actions the product allows (for example accepting or rejecting a quote). Portal access is controlled by the subscriber and may be enabled or withdrawn at any time. Customers must keep their login details secure. Subscribers may also send customers secure links (for example to view a quote) that work without a full portal login; recipients should treat those links as confidential and only use them as intended. Where enabled, customers may also pay invoices or deposits online through payment flows configured by the subscriber; we facilitate those flows as described in sections 6 and 9.
Auditors. A subscriber may grant auditor accounts to individuals the subscriber authorises to review compliance-related information made available through the auditor interface. Auditor access is typically read-only within the scope we provide in the product. An auditor user must not use or disclose information accessed through Flex Energi except as required for that review or as permitted by law. Granting auditor access is the subscriber’s decision; we do not endorse any particular auditor and we do not verify auditor qualifications.
Auditor subscriptions. Some auditors may subscribe directly to Flex Energi for auditor-specific functionality. Where you hold an auditor subscription, your access is subject to these Terms and the auditor subscription fees and limits published at the time you subscribe. Invited auditor access granted by a subscriber remains subject to that subscriber’s sharing settings.
Document requests. A subscriber may send document requests to external recipients via secure links. Recipients should use those links only as intended and must not share them with unauthorised persons. The subscriber is responsible for ensuring requests are lawful, accurate, and appropriate.
Embedded enquiry forms. Where a subscriber uses an embedded enquiry form, the subscriber is responsible for how the form is presented on its website, for ensuring enquiries are handled lawfully, and for its relationship with the person submitting the enquiry. End users submitting enquiries through such forms are asked to accept separate enquiry terms at the point of submission.
The subscriber (account owner or paying organisation) is responsible for inviting users, assigning roles, enabling or disabling customer portal access, and deciding what to share with subcontractors and auditors. You agree that we may rely on those settings and invitations when providing the service.
Subscription fees, billing frequency, renewals, and the features and limits included in your access are charged and provided in accordance with the subscription plan you select when you subscribe or change plan, as described in our published pricing and plan details at that time.
Our service is provided on a subscription basis:
Add-ons and supplemental fees. Some features are offered as add-ons or may incur platform fees in addition to your main subscription (for example Customer Billing). Add-on subscriptions, platform fees, and related charges are described in our published pricing, your account settings, checkout flows, or applicable supplemental terms. You authorise us (and our payment processor) to charge applicable fees using your chosen payment method.
Payments between you and your customers. Where you use Flex Energi to issue quotes, invoices, deposits, or Customer Billing charges to your own customers, you—not Flex Energi—are the supplier or merchant of those goods or services unless we expressly state otherwise in writing. We provide software and payment facilitation tools only. You are responsible for pricing, tax, consumer rights, refunds, chargebacks, and compliance with laws applicable to your customer relationships.
Fees and billing relationships are primarily between us and the subscribing organisation or account responsible for payment. Other user types (such as portal-only customers or invited subcontractors) use the service in accordance with these Terms and the inviting organisation’s instructions, without creating a separate paid subscription with us unless we expressly agree otherwise.
You retain ownership of all data and content you upload to Flex Energi. By using our service, you grant us:
You are responsible for ensuring you have the right to upload any content and that it does not violate any laws or third-party rights.
Where your organisation shares content with customers (including via the customer portal or secure links), subcontractors, or auditors through Flex Energi, you confirm that you have the legal right to make that disclosure and that doing so complies with your obligations to data subjects and third parties. We process such data only to operate the features you enable.
Where you import or connect third-party data (for example energy consumption data, property records, or payment information), you confirm you have the right to provide that data to us and to use it in Flex Energi for the purposes you configure. You are responsible for the accuracy of imported data and for configuring automations, notifications, and sharing settings appropriately.
Certain features have additional terms that apply when you enable or use them. Where supplemental terms conflict with these Terms on a matter specific to that feature, the supplemental terms prevail for that feature only.
Supplemental terms currently include, without limitation:
We may introduce new supplemental terms for other features. Where practicable, we will require acceptance before you continue using a feature after a material change.
Flex Energi uses third-party service providers to operate parts of the Service. Your use of those features may also be subject to the third party’s terms and privacy policies.
Stripe. Subscription payments, add-on subscriptions, and certain customer payment flows may be processed by Stripe (or another payment processor we designate). You agree to comply with applicable payment processor terms. Where you connect a Stripe account (for example via Stripe Connect), you are responsible for completing onboarding, maintaining your account in good standing, and handling disputes, refunds, and chargebacks relating to payments you accept from your customers.
Energy and billing data providers. Customer Billing and energy monitoring features may rely on third-party data sources (for example Passiv or similar providers). Data availability, accuracy, and timeliness may depend on those providers. We do not guarantee uninterrupted access to third-party data.
No endorsement. Reference to a third-party service does not constitute our endorsement of that provider. We are not responsible for third-party outages, errors, or acts beyond our reasonable control, except where liability cannot be excluded under applicable law.
If your plan includes API access, you may use the API only as documented and only for lawful integration with your own systems or applications. You must keep API keys and credentials confidential, not share them with unauthorised parties, and not use the API to circumvent access controls, rate limits, or subscription restrictions.
You agree not to:
We may monitor API usage, apply rate limits, suspend or revoke API credentials, or change API endpoints with reasonable notice where practicable. Automations and integrations you configure run according to your settings; you are responsible for reviewing automated actions (including emails, status changes, and notifications) before and after enabling them.
You agree not to:
The Flex Energi platform, including its design, features, and functionality, is owned by us and protected by copyright, trademark, and other intellectual property laws. You may not copy, modify, or create derivative works of the service without our written permission.
We strive to maintain high availability but do not guarantee uninterrupted or error-free service. We reserve the right to perform maintenance, updates, or modifications that may temporarily affect service availability.
Flex Energi is a software tool to support your business processes. It does not constitute legal, regulatory, tax, insurance, or professional compliance advice. You remain solely responsible for meeting MCS, building regulations, health and safety, consumer protection, and any other legal or contractual obligations that apply to your work, including obligations owed to your customers and subcontractors.
Features such as compliance checklists, document workflows, calculation tools, and auditor views are provided for convenience. They do not guarantee certification, approval by a certification body, or successful audit outcomes. Any auditor or subcontractor using the platform acts for or in relation to the organisation that invited them—not as our agent—and we are not responsible for their acts or omissions.
The customer portal and secure links are provided as a channel for your organisation to share information with customers. We are not party to contracts between you and your customers except as stated in these Terms for the provision of Flex Energi itself.
Calculation and design tools. MCS calculation tools, generation estimates, shading analysis, heat loss calculations, and similar features produce outputs based on the data you provide and underlying models or reference data. Results are indicative only. You must independently verify outputs before relying on them for quotations, system design, or compliance submissions.
Automations. Workflow automations execute according to rules you or your administrators configure. We do not guarantee that automations will execute at a particular time, reach every recipient, or produce a particular business outcome. You remain responsible for the content and consequences of automated communications and actions.
Customer Billing and online payments. We do not guarantee that generated bills, consumption figures, or payment amounts are accurate, complete, or suitable for your regulatory obligations. You are responsible for reviewing bills and charges before issuing them to customers and for handling billing disputes with your customers.
To the maximum extent permitted by law, Flex Energi and its operators shall not be liable for any indirect, incidental, special, consequential, or punitive damages, or any loss of profits or revenues, whether incurred directly or indirectly, or any loss of data, use, goodwill, or other intangible losses.
Nothing in these Terms excludes or limits liability that cannot be excluded or limited under applicable law. If you are a consumer, your statutory rights are not affected. Subject to the foregoing, our total aggregate liability arising out of or in connection with the service in any twelve-month period shall not exceed the fees actually paid to us for the service in that period by the subscriber responsible for your access (or, if there is no such fee-paying relationship, one hundred pounds sterling). This limitation applies whether liability arises in contract, tort (including negligence), or otherwise.
Without limiting any more specific limitation in supplemental terms, we are not liable for loss arising from: (a) payments, refunds, or chargebacks between you and your customers; (b) errors in data you or third parties supply; (c) automations or integrations you configure; or (d) reliance on calculation tools or compliance checklists without independent verification.
Either party may terminate this agreement at any time. Upon termination, your right to use the service will cease immediately. We may delete your account and data after a reasonable retention period, unless required by law to retain it longer.
We reserve the right to modify these Terms at any time. We will notify users of material changes via email or through the service. Where a change materially affects a feature governed by supplemental terms, we may require you to accept an updated supplemental terms version before continued use of that feature. Your continued use of the Service after the effective date of changes constitutes acceptance of the updated Terms, except where applicable law requires a different process.
These Terms shall be governed by and construed in accordance with the laws of England and Wales. Any disputes shall be subject to the exclusive jurisdiction of the courts of England and Wales.
If you have questions about these Terms, please contact us at:
Email: [email protected]
Support: [email protected]