Privacy Policy

1. What we collect

Account information you give us: your name, business name, email address, phone number and trade.

Business records you create in TradePilot: leads, customers, estimates, jobs, schedules, invoices, payments, expenses and messages.

Usage information: pages visited, features used, device and browser type, and error reports that help us fix problems.

2. How we use it

To operate the product — storing your records, sending the documents you ask us to send and keeping your workspace available.

To support you when you contact us, and to notify you about service changes that affect your account.

To improve TradePilot in aggregate. We do not sell your data or your customers' data to anyone.

3. Payment information

Card details are handled by our payment processor and are never stored on TradePilot servers.

We keep a record of payment amounts, dates, status and the last four digits of a card so your invoices reconcile.

4. AI features

When you use the AI estimate assistant or business assistant, the relevant record content is sent to our AI provider to generate a response.

AI output is always presented as a draft or recommendation. Nothing is sent to a customer without your approval.

5. Sharing

We share data only with service providers who help us run TradePilot — hosting, email delivery, payment processing and AI generation — under contract and only as needed.

We may disclose information if legally required, and will tell you unless we are prohibited from doing so.

6. Your choices

You can export your customers, estimates, jobs, invoices and payments at any time.

You can ask us to delete your account and its records; we remove them within 30 days except where we must keep financial records by law.

You can opt out of product emails; we still send essential account and billing notices.

7. Security and retention

Data is encrypted in transit and at rest, and access is limited to staff who need it to support you.

We keep your data while your account is active and for a limited period afterwards to allow reactivation and meet legal obligations.

8. Contact

Questions about this policy or a request about your data? Reach us through the contact page and we will respond within one business day.