Refund Policy

The short version: cancel within 24 hours of booking and before work has started, and you get everything back. Cancel later but still before work starts, and you get half. Once work has started, fees are not refundable except where the practice terminates the engagement or agrees otherwise. Hourly calls have their own terms. The detail is below, and the binding version is in the Engagement Agreement.

The Installer's View, LLC

Purpose and Scope

This Refund Policy ("Policy") states the conditions under which The Installer's View, LLC ("TIV") will issue refunds for engagements purchased by clients ("Client," "you"). This Policy applies to all engagements purchased through TIV's website or other authorized channels.

This Policy is part of the contractual relationship between TIV and Client established by the Engagement Agreement and supplements (without replacing) the cancellation and refund provisions of that agreement. To the extent of any conflict between this Policy and the Engagement Agreement, the Engagement Agreement governs.

Refunds outside the specific scenarios enumerated in Section 3 are not available except where required by applicable law.

Relationship to the Engagement Agreement

The Engagement Agreement (currently version 5.0, effective August 20, 2026) is the binding contract between TIV and Client and contains the authoritative cancellation and refund mechanics. Specifically:

• Section 3 of the Engagement Agreement governs cancellation by Client before and after work commences, cancellation by TIV, and termination for failure to provide required documents.
• Section 16 of the Engagement Agreement governs termination for force majeure events.
• Schedule A4 of the Engagement Agreement governs cancellation of Hourly Consultation engagements, which supersede the general cancellation terms.

This Policy operates within that framework. Where this Policy describes a refund scenario already addressed by the Engagement Agreement, this Policy is descriptive of (not in modification of) the Engagement Agreement's provision.

Scenarios in Which Refunds Are Available

Refunds are available only in the following enumerated scenarios.

3.1 Cancellation by Client Before Work Commences

Per Engagement Agreement Section 3:

• Within 24 hours of booking and before work has commenced: full refund.
• After 24 hours of booking but before work has commenced: 50 percent refund.

"Work has commenced" has the meaning given in the Engagement Agreement.

3.2 Termination by TIV

Per Engagement Agreement Section 3:

• If TIV terminates an engagement before work begins: full refund.
• If TIV terminates an engagement after work has begun: the unused portion of the fee is refunded on a pro-rata basis based on work completed at the time of termination.

This subsection covers termination by TIV for any reason permitted under the Engagement Agreement, including but not limited to a determination by TIV that the engagement falls outside TIV's competence or scope, a conflict of interest, or Client failure to provide information necessary to perform the services.

3.3 Failure to Provide Required Documents

Per Engagement Agreement Section 3, each engagement specifies, at the point of purchase, the documents Client must provide for TIV to execute the engagement. If Client does not provide those documents within fourteen (14) calendar days of booking, TIV may pause or terminate the engagement at its discretion.

Refund treatment when TIV terminates an engagement under this provision:

• If TIV terminates before substantive work has commenced (e.g., document review has not begun because the required documents were never provided): 50 percent refund. The remaining 50 percent reflects TIV's reserved capacity, intake handling, and administrative overhead committed to the engagement.
• If TIV terminates after substantive work has commenced on the basis of partial documentation: no refund. Work performed on the documentation provided is non-refundable.

Termination under this Section 3.3 does not constitute admission by TIV of any failure on TIV's part to perform under the Engagement Agreement; the obligation to provide required documents is Client's responsibility under Engagement Agreement Section 7.

3.4 Force Majeure Termination

Per Engagement Agreement Section 16, if a force majeure event continues for more than thirty (30) days, either party may terminate the affected engagement, in which case TIV will refund the unused portion of the fee on a pro-rata basis.

3.5 Hourly Consultation Cancellations

Per Engagement Agreement Schedule A4, cancellation of an Hourly Consultation booking is governed by the following terms (which supersede the general cancellation terms in Section 3 of the Engagement Agreement):

• Cancellation 24 or more hours before the scheduled call: full refund.
• Cancellation less than 24 hours before the scheduled call: 50 percent refund.
• No-show (Client does not attend the scheduled call without notice): no refund.
• Completed calls: no refund.

Scenarios in Which Refunds Are Not Available

Refunds are not available in the following scenarios.

4.1 Cancellation by Client After Work Has Commenced

Once work has commenced on Client's engagement, fees are non-refundable, except where TIV terminates under Section 3.2 of this Policy or where TIV agrees in its discretion to a partial refund based on the specific circumstances.

4.2 Completed Engagements

Once TIV has delivered the deliverable specified in the applicable Service Schedule (or, for Hourly Consultation, once the booked time has been spent), the engagement is complete and the fee is non-refundable.

4.3 Hourly Consultation No-Show

Per Engagement Agreement Schedule A4, Client's failure to attend a scheduled Hourly Consultation call without prior notice results in no refund.

4.4 Dissatisfaction with Deliverable

A Client's dissatisfaction with the conclusions, recommendations, or content of a delivered deliverable is not, by itself, grounds for a refund. TIV's services are advisory; the deliverable reflects TIV's professional judgment based on the information available to TIV at the time of the engagement. The Engagement Agreement explicitly provides that TIV does not guarantee any specific outcome from Client's reliance on TIV's services.

4.5 Change of Circumstances After Engagement

A change in Client's circumstances after the engagement has commenced or been completed , including but not limited to a change in the solar proposal under review, a change in Client's financial situation, a change in market or policy conditions, or a decision by Client not to proceed with a solar purchase , is not grounds for a refund of an engagement that has already commenced or been completed.

No Admission of Deficient Delivery

The issuance of a refund under any provision of this Policy does not constitute, and shall not be construed as:

• an admission by TIV that the deliverable was deficient;
• an admission by TIV that TIV breached the Engagement Agreement or any other obligation to Client;
• a waiver of any limitation, exclusion, or disclaimer set forth in the Engagement Agreement, including without limitation the scope limitations in Section 6, the limitation of liability in Section 12, or the no-substitution-for-licensed-services provisions in Section 14; or
• a precedent or commitment with respect to refund treatment of any other engagement.

Where Client provided the required inputs specified at the point of purchase and TIV executed the engagement within the scope of the Engagement Agreement, any refund granted is granted as a matter of TIV's discretion or pursuant to the specific enumerated scenarios in Section 3, and not as an acknowledgment of deficient performance.

Chargebacks

Before initiating a chargeback through Client's credit card issuer or bank, Client agrees to contact TIV in writing at advisory@theinstallersview.com to attempt resolution of the matter. TIV will respond within the timeframes set forth in Section 4 of the Engagement Agreement.

A chargeback initiated by Client without first contacting TIV in writing, or initiated while TIV is reviewing or responding to Client's written communication regarding the matter, may be disputed by TIV with the payment processor. TIV reserves the right to provide the payment processor with the Engagement Agreement, this Policy, the deliverable (if any), and any correspondence relevant to the dispute.

A chargeback that is reversed in TIV's favor may, at TIV's discretion, result in termination of any current or future engagement between TIV and Client and may render Client ineligible for future engagements with TIV.

Refund Processing

Refunds, when issued, are processed as follows:

• Method. Refunds are issued to the original payment method through TIV's payment processor (currently Stripe, Inc.). TIV does not issue refunds by check, wire transfer, store credit, or other means.
• Timing. TIV initiates refunds within five (5) business days of the event giving rise to the refund (cancellation, termination, or other event under Section 3 of this Policy). Posting of refunded funds to Client's original payment method depends on processing times of the payment processor and Client's card issuer or bank; TIV does not control and is not responsible for those processing times.
• Currency and amount. Refunds are issued in the currency of the original payment in the amount specified under the applicable provision of Section 3, less any payment-processing fees that are not refundable from the payment processor. TIV does not refund payment-processing fees that the payment processor retains.

Modification of This Policy

TIV may modify this Policy at any time by posting a revised version on TIV's website. Modifications apply to engagements booked on or after the effective date of the revised Policy. The version of this Policy in effect at the time of Client's booking governs Client's engagement.

Governing Law

This Policy is governed by the laws of the State of California, without regard to conflict-of-law principles, and is subject to the venue provisions of Engagement Agreement Section 17.

Contact

Questions about this Policy or refund requests should be directed to:

The Installer's View, LLC

advisory@theinstallersview.com